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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2023
Q4 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
335+ 1.99% |
$2.01K - $2.41K
|
17.2K
$275K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
329New |
$1.98K - $2.37K
|
329
$5.27K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
241+ 4.65% |
$1.45K - $1.74K
|
5.43K
$87K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
152+ 1.49% |
$914 - $1.09K
|
10.4K
$166K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
105+ 0.68% |
$631 - $756
|
15.6K
$250K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
67+ 0.4% |
$403 - $482
|
17K
$273K
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
64+ 2.8% |
$385 - $461
|
2.35K
$37.7K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
54+ 0.62% |
$325 - $389
|
8.79K
$141K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
2+ 1.94% |
$12 - $14.4
|
105
$1.68K
|
|
| Q3 2022 | |||||||
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
109K+ 3.21% |
$650K - $791K
|
3.52M
$56.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
66.5KNew |
$395K - $480K
|
66.5K
$1.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
63.8K+ 38.52% |
$379K - $460K
|
229K
$3.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
57.9K+ 2.33% |
$344K - $418K
|
2.55M
$40.8M
|
|
|
Feb 15, 2024
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
53.8KNew |
$320K - $388K
|
53.8K
$862K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
46K+ 69.48% |
$273K - $332K
|
112K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
27.3K+ 3.17% |
$162K - $197K
|
890K
$14.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
24.6K+ 91.26% |
$146K - $178K
|
51.6K
$828K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.5K+ 198.24% |
$134K - $162K
|
33.9K
$543K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
21.3K+ 13.14% |
$127K - $154K
|
183K
$2.94M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16.2K+ 120.66% |
$96.1K - $117K
|
29.6K
$474K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
15.6KNew |
$92.8K - $113K
|
15.6K
$250K
|
|
|
Nov 09, 2022
Q3 2022
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
14.9KNew |
$88.6K - $108K
|
14.9K
$239K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1K+ 23.84% |
$78K - $94.8K
|
68.2K
$1.09M
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11KNew |
$65.4K - $79.5K
|
11K
$177K
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
10.1K+ 2.47% |
$60K - $73K
|
419K
$6.71M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10KNew |
$59.4K - $72.2K
|
10K
$160K
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
BUY
|
- |
8.6K+ 10.62% |
$51.1K - $62.1K
|
89.6K
$1.44M
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.07K+ 1.13% |
$42K - $51K
|
631K
$10.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
5K+ 19.52% |
$29.7K - $36.1K
|
30.6K
$491K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.49KNew |
$14.8K - $18K
|
2.49K
$39.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.2K+ 11.7% |
$13.1K - $15.9K
|
21K
$337K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.07K+ 8.61% |
$12.3K - $14.9K
|
26.1K
$418K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.6K+ 8.35% |
$9.5K - $11.6K
|
20.8K
$333K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
350New |
$2.08K - $2.53K
|
350
$5.61K
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
186+ 1.4% |
$1.1K - $1.34K
|
13.5K
$216K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$594 - $722
|
100
$1.6K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
697KNew |
$4.34M - $5.28M
|
697K
$11.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
174K+ 60.09% |
$1.08M - $1.31M
|
463K
$7.41M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
161KNew |
$1M - $1.22M
|
161K
$2.58M
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
99.7K+ 156.32% |
$621K - $755K
|
164K
$2.62M
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
91.3KNew |
$569K - $691K
|
91.3K
$1.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
70KNew |
$436K - $530K
|
70K
$1.12M
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
42.6KNew |
$265K - $323K
|
42.6K
$683K
|
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
33.1K+ 275.63% |
$206K - $250K
|
45.1K
$723K
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
24.3KNew |
$151K - $184K
|
24.3K
$390K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
13.5KNew |
$84.2K - $102K
|
13.5K
$217K
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
11.6KNew |
$72.2K - $87.7K
|
11.6K
$186K
|
|
|
Aug 15, 2022
Q2 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
10.6KNew |
$65.9K - $80.1K
|
10.6K
$170K
|
|
|
Aug 15, 2022
Q2 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
9.8KNew |
$61.1K - $74.2K
|
9.8K
$157K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
8.18KNew |
$50.9K - $61.9K
|
8.18K
$131K
|
|