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 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.9K- 19.92% |
$23.2K - $28.2K
|
15.7K
$241K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.6K+ 8.35% |
$9.5K - $11.6K
|
20.8K
$319K
|
|
|
Oct 12, 2022
Q3 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-1Closed |
$5.94 - $7.22
|
0
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.2K- 19.39% |
$19K - $23.1K
|
13.3K
$204K
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-28.7K- 25.86% |
$170K - $207K
|
82.1K
$1.26M
|
|
| Q2 2022 | |||||||
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
33.1K+ 275.63% |
$206K - $250K
|
45.1K
$693K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.9KClosed |
$168K - $204K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.4KClosed |
$8.72K - $10.6K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50+ 0.48% |
$312 - $379
|
10.4K
$159K
|
|
|
Aug 15, 2022
Q2 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
8.18KNew |
$50.9K - $61.9K
|
8.18K
$126K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.3KClosed |
$83.1K - $101K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
9.8KNew |
$61.1K - $74.2K
|
9.8K
$151K
|
|
|
Aug 15, 2022
Q2 2022
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
10.6KNew |
$65.9K - $80.1K
|
10.6K
$163K
|
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
42.6KNew |
$265K - $323K
|
42.6K
$655K
|
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1KClosed |
$6.23K - $7.57K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-150Closed |
$935 - $1.14K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-80.1KClosed |
$499K - $606K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Rivernorth Capital Management, LLC
West Palm Beach, FL |
BUY
|
- |
174K+ 60.09% |
$1.08M - $1.31M
|
463K
$7.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
163+ 0.4% |
$1.02K - $1.23K
|
40.9K
$629K
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-33.3KClosed |
$208K - $252K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
99.7K+ 156.32% |
$621K - $755K
|
164K
$2.51M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.7K+ 9.48% |
$10.6K - $12.9K
|
19.6K
$302K
|
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5K- 4.95% |
$31.2K - $37.9K
|
96.1K
$1.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-12.5KClosed |
$77.9K - $94.6K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Dodge & Cox
San Francisco, CA |
BUY
|
- |
70KNew |
$436K - $530K
|
70K
$1.08M
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
161KNew |
$1M - $1.22M
|
161K
$2.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2KClosed |
$12.5K - $15.1K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
13.5KNew |
$84.2K - $102K
|
13.5K
$208K
|
|
|
Aug 10, 2022
Q2 2022
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-734KClosed |
$4.57M - $5.56M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
400New |
$2.49K - $3.03K
|
400
$6.15K
|
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-955- 6.81% |
$5.95K - $7.23K
|
13.1K
$201K
|
|
|
Aug 09, 2022
Q2 2022
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
3.97KNew |
$24.7K - $30K
|
3.97K
$60.9K
|
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
697KNew |
$4.34M - $5.28M
|
697K
$10.7M
|
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-11.6K- 8.88% |
$72.1K - $87.6K
|
119K
$1.83M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.08KNew |
$31.6K - $38.4K
|
5.08K
$78K
|
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-16.5KClosed |
$102K - $125K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-24.5K- 62.58% |
$153K - $185K
|
14.6K
$225K
|
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-64- 0.51% |
$399 - $484
|
12.6K
$193K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30.4K- 98.29% |
$189K - $230K
|
530
$8.15K
|
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-15.9K- 38.93% |
$99.3K - $121K
|
25K
$384K
|
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-11.9KClosed |
$74.2K - $90.1K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
11.6KNew |
$72.2K - $87.7K
|
11.6K
$178K
|
|
|
Aug 02, 2022
Q2 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
24.3KNew |
$151K - $184K
|
24.3K
$374K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-12.8K- 46.51% |
$79.8K - $97K
|
14.7K
$227K
|
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2K- 2.21% |
$12.5K - $15.1K
|
88.4K
$1.36M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-523Closed |
$3.26K - $3.96K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
200New |
$1.25K - $1.51K
|
200
$3.07K
|
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-14.7KClosed |
$91.6K - $111K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 0.36% |
$56.1 - $68.1
|
2.53K
$38.8K
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
2.14KNew |
$13.3K - $16.2K
|
2.14K
$32.8K
|
|