Purchases and Sales Made in Q1 2022 in Oaktree Specialty Lending Corp (OCSL)
This table provides information about the institutional ownership of Oaktree Specialty Lending Corp (OCSL) during Q1 2022. The information is specifically focused on institutions that hold shares of Oaktree Specialty Lending Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
19.9K+ 43.55% |
$143K - $154K
|
65.6K
$1.05M
|
|
May 16, 2022
Q1 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
18.7K+ 69.0% |
$134K - $145K
|
45.8K
$734K
|
|
May 13, 2022
Q1 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
18.2K+ 39.93% |
$131K - $141K
|
63.8K
$1.02M
|
|
May 16, 2022
Q1 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
18.1KNew |
$130K - $140K
|
18.1K
$290K
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.4K+ 45.65% |
$124K - $135K
|
55.4K
$888K
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
17.2K+ 67.36% |
$124K - $134K
|
42.9K
$687K
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.5KNew |
$118K - $128K
|
16.5K
$264K
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
16KNew |
$115K - $124K
|
16K
$257K
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
15.9K+ 63.74% |
$114K - $123K
|
40.9K
$656K
|
|
May 16, 2022
Q1 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
15.6KNew |
$112K - $121K
|
15.6K
$249K
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
BUY
|
- |
14.7KNew |
$105K - $114K
|
14.7K
$236K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
14.3K+ 61.4% |
$102K - $111K
|
37.5K
$601K
|
|
May 16, 2022
Q1 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
14KNew |
$101K - $109K
|
14K
$225K
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
13.7K+ 37.82% |
$98.4K - $106K
|
50K
$802K
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
13.4KNew |
$96.1K - $104K
|
13.4K
$215K
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.3KNew |
$95.6K - $103K
|
13.3K
$214K
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.9K+ 8.39% |
$92.8K - $100K
|
167K
$2.68M
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
12.3K+ 14.91% |
$88.4K - $95.6K
|
95.1K
$1.52M
|
|
May 16, 2022
Q1 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
12.1K+ 8.0% |
$86.4K - $93.4K
|
163K
$2.61M
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
10.5KNew |
$74.9K - $81K
|
10.5K
$168K
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
9.65K+ 9.05% |
$69.2K - $74.8K
|
116K
$1.86M
|
|
May 06, 2022
Q1 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
9.08K+ 9.74% |
$65.1K - $70.3K
|
102K
$1.64M
|
|
May 12, 2022
Q1 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.91K+ 29.92% |
$63.9K - $69.1K
|
38.7K
$620K
|
|
May 12, 2022
Q1 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
8.44K+ 17.16% |
$60.5K - $65.4K
|
57.6K
$924K
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.3K+ 23.44% |
$59.5K - $64.3K
|
43.7K
$701K
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
7.65KNew |
$54.8K - $59.3K
|
7.65K
$123K
|
|
May 10, 2022
Q1 2022
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
7.38K+ 68.42% |
$52.9K - $57.2K
|
18.2K
$291K
|
|
May 10, 2022
Q1 2022
|
Arnhold LLC
|
BUY
|
- |
7.28K+ 8.1% |
$52.2K - $56.4K
|
97.1K
$1.56M
|
|
May 16, 2022
Q1 2022
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
7.17K+ 13.76% |
$51.4K - $55.6K
|
59.3K
$950K
|
|
Apr 27, 2022
Q1 2022
|
Epiq Partners, LLC
|
BUY
|
- |
7.1K+ 1.38% |
$50.9K - $55K
|
521K
$8.35M
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.65K+ 26.29% |
$47.7K - $51.6K
|
32K
$512K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
6.29K+ 21.81% |
$45.1K - $48.7K
|
35.1K
$563K
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
BUY
|
- |
5.5K+ 45.56% |
$39.4K - $42.6K
|
17.6K
$282K
|
|
May 09, 2022
Q1 2022
|
Bruni J V & CO
|
BUY
|
- |
5.39K+ 0.12% |
$38.6K - $41.8K
|
4.52M
$72.5M
|
|
Apr 18, 2022
Q1 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
5.35K+ 3.34% |
$38.3K - $41.4K
|
166K
$2.65M
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
5K+ 26.86% |
$35.9K - $38.8K
|
23.6K
$379K
|
|
Apr 29, 2022
Q1 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
4.77K+ 0.87% |
$34.2K - $37K
|
550K
$8.82M
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
2.89K+ 0.33% |
$20.7K - $22.4K
|
876K
$14M
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.57K+ 11.97% |
$18.4K - $19.9K
|
24K
$385K
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.9K+ 189.5% |
$13.6K - $14.7K
|
2.9K
$46.4K
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.37K+ 2.72% |
$9.83K - $10.6K
|
51.9K
$831K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.36K+ 60.63% |
$9.75K - $10.5K
|
3.6K
$57.8K
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1KNew |
$7.17K - $7.75K
|
1K
$16K
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
1K+ 333.33% |
$7.17K - $7.75K
|
1.3K
$20.8K
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1K+ 0.24% |
$7.17K - $7.75K
|
423K
$6.77M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
673+ 6.73% |
$4.83K - $5.22K
|
10.7K
$171K
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
623+ 0.06% |
$4.47K - $4.83K
|
1.03M
$16.5M
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
569New |
$4.08K - $4.41K
|
569
$9.12K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
525New |
$3.76K - $4.07K
|
525
$8.42K
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
439+ 2.95% |
$3.15K - $3.4K
|
15.3K
$246K
|