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 |
|---|---|---|---|---|---|---|---|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
300+ 0.27% |
$2.15K - $2.33K
|
111K
$1.78M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
195+ 1.08% |
$1.4K - $1.51K
|
18.3K
$293K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
150New |
$1.08K - $1.16K
|
150
$2.4K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
73+ 0.24% |
$523 - $566
|
30.8K
$493K
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
64+ 0.51% |
$459 - $496
|
12.6K
$202K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
61+ 0.6% |
$437 - $473
|
10.2K
$163K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
55+ 0.14% |
$394 - $426
|
40.4K
$647K
|
|
|
Apr 13, 2022
Q1 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
41+ 0.48% |
$294 - $318
|
8.63K
$138K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
40+ 0.39% |
$287 - $310
|
10.2K
$163K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9+ 0.05% |
$64.5 - $69.8
|
17.5K
$280K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-154- 6.42% |
$1.1K - $1.19K
|
2.24K
$36K
|
|
|
May 04, 2022
Q1 2022
|
Smh Capital Advisors Inc
|
SELL
|
- |
-213- 0.47% |
$1.53K - $1.65K
|
44.8K
$718K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-267- 22.84% |
$1.91K - $2.07K
|
902
$14.5K
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-313- 1.71% |
$2.24K - $2.43K
|
17.9K
$288K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-341- 10.81% |
$2.44K - $2.64K
|
2.81K
$45.1K
|
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-379- 1.62% |
$2.72K - $2.94K
|
23K
$368K
|
|
|
Apr 04, 2022
Q1 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-418- 0.46% |
$3K - $3.24K
|
89.9K
$1.44M
|
|
|
May 11, 2022
Q1 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-638- 6.37% |
$4.57K - $4.94K
|
9.38K
$150K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-750Closed |
$5.38K - $5.81K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-776- 45.22% |
$5.56K - $6.01K
|
940
$15.1K
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-938- 64.2% |
$6.73K - $7.27K
|
523
$8.38K
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1K- 2.91% |
$7.17K - $7.75K
|
33.3K
$534K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.09K- 30.27% |
$7.83K - $8.46K
|
2.52K
$40.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-1.38K- 7.62% |
$9.88K - $10.7K
|
16.7K
$268K
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-2.17K- 7.3% |
$15.6K - $16.8K
|
27.6K
$442K
|
|
|
May 16, 2022
Q1 2022
|
Aquatic Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.6KClosed |
$18.6K - $20.2K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.7K- 12.34% |
$19.3K - $20.9K
|
19.2K
$307K
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.5K- 21.88% |
$25.1K - $27.1K
|
12.5K
$200K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.7K- 61.78% |
$26.5K - $28.7K
|
2.29K
$36.7K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.01KClosed |
$28.8K - $31.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-5.36K- 2.72% |
$38.4K - $41.5K
|
192K
$3.08M
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.42K- 25.21% |
$38.8K - $42K
|
16.1K
$258K
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-5.7K- 5.96% |
$40.9K - $44.2K
|
90K
$1.44M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-6.69K- 38.53% |
$47.9K - $51.8K
|
10.7K
$171K
|
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-7K- 6.38% |
$50.2K - $54.3K
|
103K
$1.65M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.66K- 30.03% |
$55K - $59.4K
|
17.9K
$286K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.37K- 6.65% |
$60K - $64.8K
|
118K
$1.88M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-9K- 6.38% |
$64.5K - $69.7K
|
132K
$2.12M
|
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-9.19K- 0.95% |
$65.9K - $71.2K
|
954K
$15.3M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-9.77K- 6.65% |
$70.1K - $75.7K
|
137K
$2.2M
|
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-10KClosed |
$71.7K - $77.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-10.8K- 7.66% |
$77.5K - $83.8K
|
130K
$2.09M
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11K- 95.63% |
$78.5K - $84.9K
|
500
$8.02K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-11.6KClosed |
$83.5K - $90.2K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-12.3KClosed |
$87.8K - $94.9K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-14.6KClosed |
$105K - $113K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-14.6K- 0.76% |
$105K - $113K
|
1.9M
$30.4M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 4.71% |
$108K - $117K
|
305K
$4.89M
|
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-16.2K- 24.47% |
$116K - $126K
|
50K
$802K
|