Oaktree Specialty Lending Corp OCSL
We take great care to ensure that the data presented and summarized in this overview for Oaktree Specialty Lending Corp is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding OCSL
View all-
Farmer Steven Patrick91.3KShares$1.46 Million0.01% of portfolio
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Kore Private Wealth LLC New York, NY51.6KShares$824,7060.06% of portfolio
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Jenkins Wealth Englewood, CO48.4KShares$773,6980.13% of portfolio
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American Portfolios Advisors Holbrook, NY11.5KShares$182,8560.0% of portfolio
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Strategic Asset Management, LLC1.5KShares$23,9550.02% of portfolio
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Retirement Group, LLC580Shares$9,2620.0% of portfolio
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Urban Wealth Management, LLC200Shares$3,1940.0% of portfolio
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Huntington National Bank Columbus, OH1Shares$150.0% of portfolio
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Concourse Financial Group Securities, Inc. Birmingham, AL0Shares$00.0% of portfolio
Latest Institutional Activity in OCSL
Top Purchases
Top Sells
About OCSL
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-sized companies. It seeks to invest in education services, business services, retail and consumer, healthcare, manufacturing, food and restaurants, construction and engineering, and media and advertising sectors. It invests between $5 million to $75 million principally in the form of one-stop, first lien, and second lien debt investments, which may include an equity co-investment component in companies with enterprise value between $20 million and $150 million and EBITDA between $3 million and $50 million. The fund has a hold size of up to $75 million and may underwrite transactions up to $100 million. It primarily invests in North America. The fund seeks to be a lead investor in its portfolio companies.
Insider Transactions at OCSL
Insider Transaction List
View allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Sep 20
2024
|
Phyllis R Caldwell |
BUY
Open market or private purchase
|
Direct |
1,000
+2.45%
|
$16,000
$16.01 P/Share
|
Aug 13
2024
|
Phyllis R Caldwell |
BUY
Open market or private purchase
|
Direct |
1,334
+5.18%
|
$21,344
$16.29 P/Share
|
Feb 12
2024
|
Phyllis R Caldwell |
BUY
Open market or private purchase
|
Direct |
2,000
+15.19%
|
$40,000
$20.07 P/Share
|
Mar 23
2023
|
Matthew Stewart Chief Operating Officer |
BUY
Open market or private purchase
|
Direct |
500
+4.92%
|
$9,000
$18.0 P/Share
|
Mar 17
2023
|
Christopher Mc Kown Officer |
BUY
Open market or private purchase
|
Direct |
1,000
+16.42%
|
$17,000
$17.79 P/Share
|
Mar 17
2023
|
Phyllis R Caldwell |
BUY
Open market or private purchase
|
Direct |
500
+5.17%
|
$8,500
$17.72 P/Share
|
Mar 16
2023
|
Phyllis R Caldwell |
BUY
Open market or private purchase
|
Direct |
1,000
+5.61%
|
$18,000
$18.19 P/Share
|
Mar 09
2023
|
Ashley Pak Chief Compliance Officer |
BUY
Open market or private purchase
|
Direct |
1,000
+34.25%
|
$19,000
$19.41 P/Share
|
Feb 09
2023
|
Mathew Pendo President |
BUY
Open market or private purchase
|
Direct |
680
+0.59%
|
$12,920
$19.7 P/Share
|
Dec 30
2022
|
Phyllis R Caldwell |
BUY
Open market or private purchase
|
Direct |
3,800
+14.18%
|
$22,800
$6.96 P/Share
|
Dec 09
2022
|
Phyllis R Caldwell |
BUY
Open market or private purchase
|
Direct |
4,000
+17.24%
|
$28,000
$7.0 P/Share
|
Jun 29
2022
|
Phyllis R Caldwell |
BUY
Open market or private purchase
|
Direct |
2,500
+14.12%
|
$15,000
$6.49 P/Share
|
May 23
2022
|
Phyllis R Caldwell |
BUY
Open market or private purchase
|
Direct |
5,000
+28.25%
|
$30,000
$6.8 P/Share
|
May 11
2022
|
Phyllis R Caldwell |
BUY
Open market or private purchase
|
Direct |
5,000
+28.96%
|
$35,000
$7.04 P/Share
|
May 09
2022
|
Mathew Pendo President |
BUY
Open market or private purchase
|
Direct |
18,381
+15.07%
|
$128,667
$7.06 P/Share
|
Mar 04
2022
|
Ashley Pak Chief Compliance Officer |
BUY
Open market or private purchase
|
Direct |
2,600
+50.0%
|
$18,200
$7.42 P/Share
|
Mar 02
2022
|
Phyllis R Caldwell |
BUY
Open market or private purchase
|
Direct |
2,700
+36.43%
|
$18,900
$7.48 P/Share
|
Feb 24
2022
|
Christopher Mc Kown Officer |
BUY
Grant, award, or other acquisition
|
Direct |
2,000
+15.25%
|
$14,000
$7.32 P/Share
|
Dec 30
2021
|
Leonard M Tannenbaum |
SELL
Open market or private sale
|
Direct |
84,954
-0.55%
|
$594,678
$7.5 P/Share
|
Dec 29
2021
|
Leonard M Tannenbaum |
SELL
Open market or private sale
|
Direct |
200,000
-1.28%
|
$1,400,000
$7.52 P/Share
|
Last 12 Months Summary
Open market or private purchase | 4.33K shares |
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