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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-38.4KClosed |
$239K - $291K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
60New |
$374 - $454
|
60
$961
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-40KClosed |
$249K - $303K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Farmer Steven Patrick
|
BUY
|
- |
91.3KNew |
$569K - $691K
|
91.3K
$1.46M
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
6.73K+ 352.28% |
$41.9K - $50.9K
|
8.63K
$138K
|
|
| Q1 2022 | |||||||
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-11.6KClosed |
$83.5K - $90.2K
|
0
$0
|
|
|
May 18, 2022
Q1 2022
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
- |
-10KClosed |
$71.7K - $77.5K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
20.2KNew |
$145K - $157K
|
20.2K
$323K
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.01KClosed |
$28.8K - $31.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Almitas Capital LLC
Santa Monica, CA |
SELL
|
- |
-434KClosed |
$3.11M - $3.36M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-52.6KClosed |
$377K - $408K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Howard Marks
Oaktree Capital Management LP | Los Angeles, Ca
|
BUY
|
- |
524K+ 11.67% |
$3.76M - $4.06M
|
5.01M
$80.3M
|
|
|
May 16, 2022
Q1 2022
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-45.7KClosed |
$328K - $354K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-22.3KClosed |
$160K - $173K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-750Closed |
$5.38K - $5.81K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
River Road Asset Management, LLC
|
SELL
|
- |
-3.77MClosed |
$27.1M - $29.3M
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
7.65KNew |
$54.8K - $59.3K
|
7.65K
$122K
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-776- 45.22% |
$5.56K - $6.01K
|
940
$15K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-20.7KClosed |
$149K - $161K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
25.4KNew |
$182K - $197K
|
25.4K
$407K
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
SELL
|
- |
-109KClosed |
$781K - $844K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Peak Financial Advisors LLC
|
SELL
|
- |
-23.9KClosed |
$172K - $185K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-267- 22.84% |
$1.91K - $2.07K
|
902
$14.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.9K+ 189.5% |
$13.6K - $14.7K
|
2.9K
$46.3K
|
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
525New |
$3.76K - $4.07K
|
525
$8.41K
|
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-12.3KClosed |
$87.8K - $94.9K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
13.5KNew |
$95.4K - $101K
|
13.5K
$215K
|
|
|
Feb 14, 2022
Q4 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-1.04MClosed |
$7.36M - $7.83M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-11.4KClosed |
$80.7K - $85.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-53KClosed |
$376K - $400K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-245Closed |
$1.74K - $1.85K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10K+ 11.56% |
$70.9K - $75.4K
|
96.5K
$1.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-39.3KClosed |
$278K - $296K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
38KNew |
$269K - $286K
|
38K
$608K
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-498Closed |
$3.53K - $3.75K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-20.5KClosed |
$146K - $155K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.4KClosed |
$17K - $18.1K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-450Closed |
$3.19K - $3.39K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-52.7KClosed |
$374K - $397K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$7.09K - $7.54K
|
1K
$16K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
17New |
$121 - $128
|
17
$272
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-6.5KClosed |
$46.1K - $49K
|
0
$0
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
10.9KNew |
$77.1K - $82K
|
10.9K
$174K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-137KClosed |
$902K - $1M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Solas Capital Management, LLC
Darien, CT |
SELL
|
- |
-857KClosed |
$5.67M - $6.3M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Western Standard LLC
Los Angeles, CA |
SELL
|
- |
-181KClosed |
$1.2M - $1.33M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-709KClosed |
$4.69M - $5.21M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-50.5KClosed |
$334K - $371K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-5.86KClosed |
$38.8K - $43.1K
|
0
$0
|
|