Ifp Advisors, Inc Oaktree Specialty Lending Corp Transaction History

Ifp Advisors, Inc

$2.42 Billion
Q2 2024

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	SELL	$6.98 - $21.13 $2,254 - $6,824	-323 Reduced 2.81%	11,186 $209,000
Q4 2022 Feb 07, 2023	BUY	$6.01 - $7.2 $43,566 - $52,192	7,249 Added 170.16%	11,509 $59,000
Q3 2022 Nov 08, 2022	BUY	$5.94 - $7.22 $3,902 - $4,743	657 Added 18.23%	4,260 $22,000
Q2 2022 Sep 06, 2022	BUY	$6.23 - $7.57 $22,446 - $27,274	3,603 New	3,603 $19,000
Q2 2022 Aug 12, 2022	SELL	$6.23 - $7.57 $22,446 - $27,274	-3,603 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$7.17 - $7.75 $9,751 - $10,540	1,360 Added 60.63%	3,603 $26,000
Q1 2022 Aug 08, 2022	SELL	$7.17 - $7.75 $1,104 - $1,193	-154 Reduced 6.42%	2,243 $16,000
Q3 2021 Oct 06, 2021	BUY	$6.61 - $7.35 $15,844 - $17,617	2,397 New	2,397 $17,000
Q2 2021 Jul 13, 2021	BUY	$6.25 - $6.85 $0 - $0	0 New	0 $0
Q1 2021 Apr 30, 2021	BUY	$5.56 - $6.34 $0 - $0	0 New	0 $0
Q4 2020 Jan 25, 2021	BUY	$4.55 - $5.61 $0 - $0	0 New	0 $0
Q3 2020 Oct 29, 2020	BUY	$4.3 - $5.16 $0 - $0	0 New	0 $0
Q2 2020 Aug 05, 2020	BUY	$3.09 - $4.81 $0 - $0	0 New	0 $0
Q1 2020 May 12, 2020	SELL	$2.36 - $5.65 $1,460 - $3,497	-619 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$5.02 - $5.52 $26,972 - $29,658	-5,373 Reduced 89.67%	619 $4,000
Q3 2019 Nov 07, 2019	BUY	$5.04 - $5.49 $30,199 - $32,896	5,992 New	5,992 $30,000
Q1 2019 May 15, 2019	SELL	$4.32 - $5.27 $4,717 - $5,754	-1,092 Closed	0 $0
Q4 2018 Jan 23, 2019	SELL	$4.15 - $4.97 $17,542 - $21,008	-4,227 Reduced 79.47%	1,092 $4,000
Q3 2018 Oct 25, 2018	BUY	$4.67 - $5.09 $6,715 - $7,319	1,438 Added 37.05%	5,319 $0
Q2 2018 Aug 07, 2018	SELL	$4.23 - $5.01 $22,922 - $27,149	-5,419 Reduced 58.27%	3,881 $0
Q1 2018 Jun 03, 2019	BUY	$4.21 - $5.1 $10,293 - $12,469	2,445 Added 35.67%	9,300 $45,000
Q1 2018 May 09, 2018	SELL	$4.21 - $5.1 $10,293 - $12,469	-2,445 Reduced 26.29%	6,855 $0
Q4 2017 Jan 24, 2018	BUY	$4.63 - $5.88 $43,059 - $54,684	9,300	9,300 $0

Others Institutions Holding OCSL

# of Institutions

Shares Held

205K

Call Options Held

Put Options Held

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About Oaktree Specialty Lending Corp

Ticker OCSL
Exchange NASDAQ
Sector Financial Services
Industry Credit Services
Description
Oaktree Specialty Lending Corporation is a business development company specializing in investments in middle market, bridge financing, first and second lien debt financing, unsecured and mezzanine loan, mezzanine debt, senior and junior secured debt, expansions, sponsor-led acquisitions, preferred equity and management buyouts in small and mid-...

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