Latest Institutional Transactions on Oaktree Specialty Lending Corp (OCSL)
This table provides information on the latest institutional transactions involving Oaktree Specialty Lending Corp (OCSL) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
470+ 427.27% |
$8.94K - $10.1K
|
580
$8.91K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
5+ 0.02% |
$96.6 - $103
|
23K
$354K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-876KClosed |
$15.8M - $17.5M
|
0
$0
|
|
Q1 2023 | |||||||
Nov 30, 2023
Q1 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-829Closed |
$5.79K - $17.5K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Cliffwater LLC
Marina Del Rey, CA |
SELL
|
- |
-1.55M- 77.42% |
$10.8M - $32.7M
|
452K
$6.94M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-323- 2.81% |
$2.25K - $6.82K
|
11.2K
$172K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1K+ 2.78% |
$6.98K - $21.1K
|
37K
$569K
|
|
Q4 2022 | |||||||
Jun 20, 2024
Q4 2022
|
Abrdn PLC
|
BUY
|
- |
404KNew |
$2.43M - $2.91M
|
404K
$6.21M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.2KNew |
$121K - $145K
|
20.2K
$311K
|
|
Mar 28, 2023
Q4 2022
|
Acrisure Capital Management, LLC
Austin, TX |
BUY
|
- |
42.3KNew |
$254K - $305K
|
42.3K
$650K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.86K+ 5.9% |
$11.2K - $13.4K
|
33.4K
$513K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
105+ 0.68% |
$631 - $756
|
15.6K
$240K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-3.28K- 4.2% |
$19.7K - $23.6K
|
74.7K
$1.15M
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
10KNew |
$60.1K - $72K
|
10K
$154K
|
|
Feb 15, 2023
Q4 2022
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
56.6KNew |
$340K - $408K
|
56.6K
$871K
|
|
Feb 15, 2023
Q4 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-7.87K- 2.93% |
$47.3K - $56.7K
|
261K
$4.01M
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
698+ 0.91% |
$4.19K - $5.03K
|
77.6K
$1.19M
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
19.5KNew |
$117K - $141K
|
19.5K
$300K
|
|
Feb 14, 2023
Q4 2022
|
Greenland Capital Management LP
New York, NY |
BUY
|
- |
90KNew |
$541K - $648K
|
90K
$1.38M
|
|
Feb 14, 2023
Q4 2022
|
Partners Group Holding Ag
Baar Zug, V8 |
SELL
|
- |
-1.85M- 69.47% |
$11.1M - $13.3M
|
813K
$12.5M
|
|
Feb 14, 2023
Q4 2022
|
Smh Capital Advisors Inc
|
SELL
|
- |
-172- 0.39% |
$1.03K - $1.24K
|
44.2K
$680K
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
26KNew |
$156K - $187K
|
26K
$400K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.79K- 7.92% |
$28.8K - $34.5K
|
55.8K
$857K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-39K- 2.45% |
$235K - $281K
|
1.56M
$23.9M
|
|
Feb 14, 2023
Q4 2022
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-11.8K- 23.22% |
$70.9K - $85K
|
39K
$600K
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
2.2KNew |
$13.2K - $15.8K
|
2.2K
$33.8K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.9K- 45.55% |
$156K - $187K
|
31K
$477K
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.05K- 9.43% |
$24.3K - $29.1K
|
38.9K
$597K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.61K+ 18.4% |
$15.7K - $18.8K
|
16.8K
$258K
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-37- 0.36% |
$222 - $266
|
10.3K
$158K
|
|
Feb 14, 2023
Q4 2022
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
9.6K+ 0.69% |
$57.7K - $69.1K
|
1.39M
$21.4M
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
3.17KNew |
$19.1K - $22.8K
|
3.17K
$48.8K
|
|
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
$158K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
151K+ 24.95% |
$909K - $1.09M
|
757K
$11.6M
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
6.89K+ 14.95% |
$41.4K - $49.6K
|
53K
$814K
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
4.07K+ 23.7% |
$24.4K - $29.3K
|
21.2K
$326K
|
|
Feb 14, 2023
Q4 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.67M+ 237.34% |
$10M - $12M
|
2.37M
$36.5M
|
|
Feb 14, 2023
Q4 2022
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
29.5KNew |
$177K - $213K
|
29.5K
$454K
|
|
Feb 14, 2023
Q4 2022
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-11.7K- 42.5% |
$70.1K - $84K
|
15.8K
$243K
|
|
Feb 14, 2023
Q4 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-1.73K- 5.75% |
$10.4K - $12.5K
|
28.4K
$437K
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
18.9KNew |
$114K - $136K
|
18.9K
$290K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
12.4K+ 38.63% |
$74.5K - $89.3K
|
44.5K
$684K
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.8KNew |
$101K - $121K
|
16.8K
$258K
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
11.1K+ 15.03% |
$66.6K - $79.8K
|
84.8K
$1.3M
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
329New |
$1.98K - $2.37K
|
329
$5.06K
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
20.5K+ 17.29% |
$123K - $148K
|
139K
$2.14M
|
|
Feb 14, 2023
Q4 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-78.9K- 68.38% |
$474K - $568K
|
36.5K
$561K
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
40.3K+ 2.39% |
$242K - $290K
|
1.73M
$26.6M
|
|
Feb 14, 2023
Q4 2022
|
Caxton Associates LP
New York, NY |
BUY
|
- |
60.5KNew |
$364K - $436K
|
60.5K
$930K
|