Latest Institutional Purchases of Oaktree Specialty Lending Corp (OCSL)
This list provides information on the latest institutional transactions involving Oaktree Specialty Lending Corp (OCSL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14.4K+ 73.78% |
$86.3K - $103K
|
33.8K
$542K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
13.4K+ 18.67% |
$80.7K - $96.7K
|
85.4K
$1.37M
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
12.5K+ 47.73% |
$75.3K - $90.3K
|
38.8K
$622K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
12.4K+ 38.63% |
$74.5K - $89.3K
|
44.5K
$713K
|
|
Feb 13, 2023
Q4 2022
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
12.2K+ 2.75% |
$73K - $87.5K
|
454K
$7.27M
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
11.9K+ 47.15% |
$71.7K - $85.9K
|
37.2K
$597K
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
11.8KNew |
$71.1K - $85.2K
|
11.8K
$190K
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1K+ 15.03% |
$66.6K - $79.8K
|
84.8K
$1.36M
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.1KNew |
$66.4K - $79.6K
|
11.1K
$177K
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
11K+ 0.27% |
$66.3K - $79.5K
|
4.16M
$66.7M
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.6K+ 100.28% |
$63.9K - $76.5K
|
21.2K
$340K
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.5KNew |
$62.9K - $75.3K
|
10.5K
$168K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
10.2K+ 1.43% |
$61.2K - $73.3K
|
723K
$11.6M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10KNew |
$60.4K - $72.3K
|
10K
$161K
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10KNew |
$60.1K - $72K
|
10K
$160K
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
9.6K+ 0.69% |
$57.7K - $69.1K
|
1.39M
$22.4M
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
9.56K+ 3.74% |
$57.5K - $68.8K
|
265K
$4.25M
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
9.34KNew |
$56.2K - $67.3K
|
9.34K
$150K
|
|
Jan 20, 2023
Q4 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
8.6K+ 7.58% |
$51.7K - $61.9K
|
122K
$1.96M
|
|
Jan 24, 2023
Q4 2022
|
Claybrook Capital, LLC
|
BUY
|
- |
7.4K+ 3.14% |
$44.5K - $53.3K
|
243K
$3.89M
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.89K+ 14.95% |
$41.4K - $49.6K
|
53K
$849K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
6KNew |
$36.1K - $43.2K
|
6K
$96.2K
|
|
Jan 27, 2023
Q4 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
5.98K+ 1.3% |
$35.9K - $43.1K
|
466K
$7.47M
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.74K+ 42.46% |
$34.5K - $41.3K
|
19.3K
$309K
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
5.72KNew |
$34.4K - $41.2K
|
5.72K
$91.7K
|
|
Feb 07, 2023
Q4 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
5.64K+ 28.08% |
$33.9K - $40.6K
|
25.7K
$412K
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
5.34KNew |
$32.1K - $38.4K
|
5.34K
$85.6K
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
4.96K+ 2.28% |
$29.8K - $35.7K
|
222K
$3.57M
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.45K+ 124.46% |
$26.8K - $32.1K
|
8.03K
$129K
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
4.07K+ 23.7% |
$24.4K - $29.3K
|
21.2K
$340K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
3.29K+ 2.96% |
$19.8K - $23.7K
|
115K
$1.84M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.17KNew |
$19.1K - $22.8K
|
3.17K
$50.9K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.69KNew |
$16.2K - $19.4K
|
2.69K
$43.1K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.61K+ 18.4% |
$15.7K - $18.8K
|
16.8K
$269K
|
|
Jan 23, 2023
Q4 2022
|
Goodwin Daniel L
|
BUY
|
- |
2.5K+ 6.79% |
$15K - $18K
|
39.3K
$630K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.26K+ 1.91% |
$13.6K - $16.3K
|
121K
$1.94M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.2KNew |
$13.2K - $15.8K
|
2.2K
$35.2K
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
2.01K+ 5.35% |
$12.1K - $14.5K
|
39.6K
$635K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.86K+ 5.9% |
$11.2K - $13.4K
|
33.4K
$535K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.7K+ 0.41% |
$10.2K - $12.2K
|
417K
$6.69M
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.08K+ 9.57% |
$6.51K - $7.8K
|
12.4K
$199K
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
1KNew |
$6.01K - $7.2K
|
1K
$16K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
953+ 1.36% |
$5.73K - $6.86K
|
71.2K
$1.14M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
698+ 0.91% |
$4.19K - $5.03K
|
77.6K
$1.24M
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
600+ 3.75% |
$3.61K - $4.32K
|
16.6K
$266K
|
|
Jan 31, 2023
Q4 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
587+ 2.8% |
$3.53K - $4.23K
|
21.6K
$346K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
421+ 3.76% |
$2.53K - $3.03K
|
11.6K
$186K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
400New |
$2.4K - $2.88K
|
400
$6.41K
|
|
Feb 13, 2023
Q4 2022
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
392New |
$2.36K - $2.82K
|
392
$6.28K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
392+ 2.33% |
$2.36K - $2.82K
|
17.2K
$276K
|