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 |
|---|---|---|---|---|---|---|---|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
392+ 2.33% |
$2.36K - $2.82K
|
17.2K
$275K
|
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
SELL
|
- |
-19.7K- 3.64% |
$118K - $142K
|
522K
$8.36M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
21.5KNew |
$129K - $155K
|
21.5K
$344K
|
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
20.6K+ 10.64% |
$124K - $148K
|
214K
$3.43M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.74K+ 42.46% |
$34.5K - $41.3K
|
19.3K
$308K
|
|
|
Jan 12, 2023
Q4 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
46.7K+ 7.36% |
$281K - $336K
|
682K
$10.9M
|
|
|
Jan 11, 2023
Q4 2022
|
Jenkins Wealth
Englewood, CO |
BUY
|
- |
48.4KNew |
$291K - $349K
|
48.4K
$776K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
241+ 4.65% |
$1.45K - $1.74K
|
5.43K
$86.9K
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
2+ 1.94% |
$12 - $14.4
|
105
$1.68K
|
|
|
Jan 06, 2023
Q4 2022
|
Epiq Partners, LLC
|
SELL
|
- |
-16.8K- 2.83% |
$101K - $121K
|
577K
$9.23M
|
|
|
Jan 03, 2023
Q4 2022
|
Confluence Investment Management LLC
|
SELL
|
- |
-1.34K- 1.51% |
$8.08K - $9.68K
|
87.6K
$1.4M
|
|
| Q3 2022 | |||||||
|
Feb 15, 2024
Q3 2022
|
Kbc Group Nv
|
BUY
|
- |
53.8KNew |
$320K - $388K
|
53.8K
$861K
|
|
|
Feb 06, 2023
Q3 2022
|
Private Management Group Inc
|
BUY
|
- |
109K+ 3.21% |
$650K - $791K
|
3.52M
$56.3M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10KNew |
$59.4K - $72.2K
|
10K
$160K
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
16.2K+ 120.66% |
$96.1K - $117K
|
29.6K
$474K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
15.6KNew |
$92.8K - $113K
|
15.6K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
BUY
|
- |
8.6K+ 10.62% |
$51.1K - $62.1K
|
89.6K
$1.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
24.6K+ 91.26% |
$146K - $178K
|
51.6K
$827K
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
21.3K+ 13.14% |
$127K - $154K
|
183K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
SELL
|
- |
-425K- 51.41% |
$2.52M - $3.07M
|
402K
$6.43M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
46K+ 69.48% |
$273K - $332K
|
112K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-60.9K- 72.96% |
$362K - $440K
|
22.6K
$361K
|
|
|
Nov 14, 2022
Q3 2022
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-1.68K- 5.59% |
$9.98K - $12.1K
|
28.4K
$454K
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-10.7KClosed |
$63.4K - $77K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
27.3K+ 3.17% |
$162K - $197K
|
890K
$14.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
57.9K+ 2.33% |
$344K - $418K
|
2.55M
$40.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.5K+ 198.24% |
$134K - $162K
|
33.9K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$594 - $722
|
100
$1.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.2K+ 11.7% |
$13.1K - $15.9K
|
21K
$336K
|
|
|
Nov 10, 2022
Q3 2022
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
63.8K+ 38.52% |
$379K - $460K
|
229K
$3.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1K+ 23.84% |
$78K - $94.8K
|
68.2K
$1.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.07K+ 8.61% |
$12.3K - $14.9K
|
26.1K
$417K
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
10.1K+ 2.47% |
$60K - $73K
|
419K
$6.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-530- 0.38% |
$3.15K - $3.83K
|
140K
$2.24M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.66K- 2.29% |
$33.6K - $40.9K
|
241K
$3.86M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.75K- 67.31% |
$10.4K - $12.6K
|
850
$13.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
186+ 1.4% |
$1.1K - $1.34K
|
13.5K
$216K
|
|
|
Nov 09, 2022
Q3 2022
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
14.9KNew |
$88.6K - $108K
|
14.9K
$239K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1K- 76.92% |
$5.94K - $7.22K
|
300
$4.8K
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
5K+ 19.52% |
$29.7K - $36.1K
|
30.6K
$490K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-3.39K- 41.7% |
$20.1K - $24.5K
|
4.74K
$75.9K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.07K+ 1.13% |
$42K - $51K
|
631K
$10.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Van Eck Associates Corp
|
SELL
|
- |
-176K- 8.06% |
$1.05M - $1.27M
|
2.01M
$32.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-22.2K- 43.54% |
$132K - $160K
|
28.7K
$460K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11KNew |
$65.4K - $79.5K
|
11K
$176K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.49KNew |
$14.8K - $18K
|
2.49K
$39.9K
|
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
66.5KNew |
$395K - $480K
|
66.5K
$1.06M
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-176- 3.25% |
$1.05K - $1.27K
|
5.23K
$83.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Granite Shares Advisors LLC
|
SELL
|
- |
-1.24K- 1.18% |
$7.38K - $8.97K
|
104K
$1.67M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
350New |
$2.08K - $2.53K
|
350
$5.6K
|
|