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 |
|---|---|---|---|---|---|---|---|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
6.73K+ 352.28% |
$41.9K - $50.9K
|
8.63K
$138K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.08KNew |
$31.6K - $38.4K
|
5.08K
$81.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.97KNew |
$24.7K - $30K
|
3.97K
$63.6K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
2.14KNew |
$13.3K - $16.2K
|
2.14K
$34.3K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.7K+ 9.48% |
$10.6K - $12.9K
|
19.6K
$315K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
400New |
$2.49K - $3.03K
|
400
$6.41K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
200New |
$1.25K - $1.51K
|
200
$3.21K
|
|
|
Aug 12, 2022
Q2 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
163+ 0.4% |
$1.02K - $1.23K
|
40.9K
$656K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
60New |
$374 - $454
|
60
$962
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50+ 0.48% |
$312 - $379
|
10.4K
$166K
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 0.36% |
$56.1 - $68.1
|
2.53K
$40.5K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
BUY
|
- |
524K+ 11.67% |
$3.76M - $4.06M
|
5.01M
$80.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
25.4KNew |
$182K - $197K
|
25.4K
$407K
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
20.2KNew |
$145K - $157K
|
20.2K
$324K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
7.65KNew |
$54.8K - $59.3K
|
7.65K
$123K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.9K+ 189.5% |
$13.6K - $14.7K
|
2.9K
$46.4K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
525New |
$3.76K - $4.07K
|
525
$8.42K
|
|
| Q4 2021 | |||||||
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
38KNew |
$269K - $286K
|
38K
$609K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
13.5KNew |
$95.4K - $101K
|
13.5K
$216K
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
10.9KNew |
$77.1K - $82K
|
10.9K
$174K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10K+ 11.56% |
$70.9K - $75.4K
|
96.5K
$1.55M
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$7.09K - $7.54K
|
1K
$16K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
17New |
$121 - $128
|
17
$273
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.5KNew |
$9.92K - $11K
|
1.5K
$24K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.5K+ 56.1% |
$9.92K - $11K
|
4.17K
$66.9K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
16.2KNew |
$101K - $111K
|
16.2K
$260K
|
|
|
Jul 28, 2021
Q2 2021
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
3K+ 22.22% |
$18.8K - $20.6K
|
16.5K
$264K
|
|
|
Jun 02, 2022
Q2 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
200+ 1.95% |
$1.25K - $1.37K
|
10.5K
$168K
|
|
| Q1 2021 | |||||||
|
May 05, 2021
Q1 2021
|
Howard Capital Management Group, LLC
|
BUY
|
- |
240KNew |
$1.34M - $1.52M
|
240K
$3.85M
|
|
|
May 14, 2021
Q1 2021
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
65.8KNew |
$366K - $417K
|
65.8K
$1.05M
|
|
|
May 17, 2021
Q1 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
2.62KNew |
$14.6K - $16.6K
|
2.62K
$42K
|
|
| Q4 2019 | |||||||
|
Feb 07, 2020
Q4 2019
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
36.4K+ 19.67% |
$183K - $201K
|
221K
$3.55M
|
|
|
Feb 14, 2020
Q4 2019
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
12.2K+ 8.94% |
$61.3K - $67.4K
|
149K
$2.39M
|
|
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
850New |
$4.27K - $4.69K
|
850
$13.6K
|
|
| Q2 2019 | |||||||
|
Jul 23, 2019
Q2 2019
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1New |
$5.19 - $5.71
|
1
$16
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
43.2KNew |
$202K - $220K
|
43.2K
$692K
|
|
| Q2 2018 | |||||||
|
Aug 30, 2024
Q2 2018
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2KNew |
$8.46K - $10K
|
2K
$32.1K
|
|
| Q1 2018 | |||||||
|
Apr 17, 2018
Q1 2018
|
Legacy Advisors, LLC
|
BUY
|
PUT |
775New |
$3.26K - $3.95K
|
775
$12.4K
|
|
| Q4 2017 | |||||||
|
Feb 14, 2018
Q4 2017
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
PUT |
63.8KNew |
$295K - $375K
|
63.8K
$1.02M
|
|
|
Feb 14, 2018
Q4 2017
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
23.1KNew |
$107K - $136K
|
23.1K
$370K
|
|