Purchases and Sales Made in Q4 2022 in Oaktree Specialty Lending Corp (OCSL)
This table provides information about the institutional ownership of Oaktree Specialty Lending Corp (OCSL) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-37- 0.36% |
$222 - $266
|
10.3K
$165K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-76- 0.43% |
$457 - $547
|
17.4K
$279K
|
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
SELL
|
- |
-172- 0.39% |
$1.03K - $1.24K
|
44.2K
$709K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-271- 3.49% |
$1.63K - $1.95K
|
7.5K
$120K
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-400- 0.37% |
$2.4K - $2.88K
|
108K
$1.73M
|
|
|
Jan 10, 2025
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-547- 18.91% |
$3.29K - $3.94K
|
2.35K
$37.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-547- 18.91% |
$3.29K - $3.94K
|
2.35K
$37.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-651- 3.99% |
$3.91K - $4.69K
|
15.7K
$251K
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.34K- 1.51% |
$8.08K - $9.68K
|
87.6K
$1.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.73K- 5.75% |
$10.4K - $12.5K
|
28.4K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-2.13K- 17.11% |
$12.8K - $15.3K
|
10.3K
$165K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.28K- 4.2% |
$19.7K - $23.6K
|
74.7K
$1.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
SELL
|
- |
-4.03K- 1.83% |
$24.2K - $29K
|
216K
$3.47M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.05K- 9.43% |
$24.3K - $29.1K
|
38.9K
$623K
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-4.58K- 8.73% |
$27.5K - $33K
|
47.9K
$767K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.79K- 7.92% |
$28.8K - $34.5K
|
55.8K
$894K
|
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-7.87K- 2.93% |
$47.3K - $56.7K
|
261K
$4.18M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10K- 15.84% |
$60.1K - $72K
|
53.1K
$852K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-11.1K- 5.85% |
$67K - $80.2K
|
179K
$2.88M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-11.5K- 31.22% |
$69K - $82.7K
|
25.3K
$406K
|
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-11.7K- 42.5% |
$70.1K - $84K
|
15.8K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-11.8K- 23.22% |
$70.9K - $85K
|
39K
$626K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-12.4K- 25.17% |
$74.4K - $89.1K
|
36.8K
$590K
|
|
|
Jan 19, 2023
Q4 2022
|
Rezny Wealth Management, Inc.
|
SELL
|
- |
-14.1K- 1.77% |
$84.7K - $101K
|
784K
$12.6M
|
|
|
Jan 30, 2023
Q4 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-14.1K- 1.92% |
$84.7K - $101K
|
722K
$11.6M
|
|
|
Feb 09, 2023
Q4 2022
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-14.1K- 1.92% |
$84.7K - $101K
|
722K
$11.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-15.1K- 5.81% |
$91K - $109K
|
245K
$3.93M
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-16K- 33.33% |
$96.2K - $115K
|
32K
$513K
|
|
|
Jan 06, 2023
Q4 2022
|
Epiq Partners, LLC
|
SELL
|
- |
-16.8K- 2.83% |
$101K - $121K
|
577K
$9.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
SELL
|
- |
-19.7K- 3.64% |
$118K - $142K
|
522K
$8.37M
|
|
|
Jan 27, 2023
Q4 2022
|
Triad Investment Management
|
SELL
|
- |
-19.8K- 5.8% |
$119K - $142K
|
321K
$5.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.9K- 45.55% |
$156K - $187K
|
31K
$497K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-26.3K- 3.27% |
$158K - $190K
|
778K
$12.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Arnhold LLC
|
SELL
|
- |
-29.9K- 30.8% |
$180K - $215K
|
67.2K
$1.08M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-34.2K- 50.73% |
$205K - $246K
|
33.2K
$532K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-39K- 2.45% |
$235K - $281K
|
1.56M
$25M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-47.8K- 61.52% |
$287K - $344K
|
29.9K
$479K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-62.5K- 8.98% |
$376K - $450K
|
634K
$10.2M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-63.8K- 9.72% |
$383K - $459K
|
592K
$9.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-67.2K- 3.59% |
$404K - $484K
|
1.8M
$28.9M
|
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-78.9K- 68.38% |
$474K - $568K
|
36.5K
$585K
|
|
|
Feb 14, 2023
Q4 2022
|
Ares Management LLC
Los Angeles, CA |
SELL
|
- |
-85K- 2.3% |
$511K - $612K
|
3.61M
$57.8M
|