Purchases and Sales Made in Q2 2022 in Oaktree Specialty Lending Corp (OCSL)
This table provides information about the institutional ownership of Oaktree Specialty Lending Corp (OCSL) during Q2 2022. The information is specifically focused on institutions that hold shares of Oaktree Specialty Lending Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 26, 2022
Q2 2022
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
2.54K+ 2.18% |
$15.8K - $19.2K
|
119K
$1.84M
|
|
Aug 15, 2022
Q2 2022
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.21K+ 0.82% |
$13.8K - $16.7K
|
271K
$4.19M
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
2.14KNew |
$13.3K - $16.2K
|
2.14K
$33.1K
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2K+ 8.47% |
$12.5K - $15.1K
|
25.6K
$397K
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.75K+ 205.88% |
$10.9K - $13.2K
|
2.6K
$40.2K
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.75K+ 307.38% |
$10.9K - $13.2K
|
2.32K
$35.9K
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.7K+ 9.48% |
$10.6K - $12.9K
|
19.6K
$304K
|
|
Jan 10, 2025
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.35KNew |
$8.4K - $10.2K
|
1.35K
$20.9K
|
|
Aug 12, 2022
Q2 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.35KNew |
$8.4K - $10.2K
|
1.35K
$20.9K
|
|
Jul 12, 2022
Q2 2022
|
Confluence Investment Management LLC
|
BUY
|
- |
1.31K+ 1.46% |
$8.17K - $9.93K
|
91.3K
$1.41M
|
|
Jul 29, 2022
Q2 2022
|
Garner Asset Management Corp
|
BUY
|
- |
994+ 5.95% |
$6.19K - $7.52K
|
17.7K
$274K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
953+ 3.1% |
$5.94K - $7.21K
|
31.7K
$491K
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
810+ 17.61% |
$5.05K - $6.13K
|
5.41K
$83.7K
|
|
Aug 09, 2022
Q2 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
718+ 3.97% |
$4.47K - $5.44K
|
18.8K
$291K
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
672+ 6.29% |
$4.19K - $5.09K
|
11.4K
$176K
|
|
Aug 12, 2022
Q2 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
525+ 0.32% |
$3.27K - $3.97K
|
163K
$2.53M
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
503+ 3.14% |
$3.13K - $3.81K
|
16.5K
$256K
|
|
Aug 01, 2022
Q2 2022
|
Victory Capital Management Inc
|
BUY
|
- |
470+ 2.05% |
$2.93K - $3.56K
|
23.4K
$363K
|
|
Aug 04, 2022
Q2 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
431+ 2.15% |
$2.69K - $3.26K
|
20.5K
$317K
|
|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
430+ 2.25% |
$2.68K - $3.26K
|
19.6K
$303K
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
400New |
$2.49K - $3.03K
|
400
$6.19K
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
331+ 100.0% |
$2.06K - $2.51K
|
662
$10.2K
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
BUY
|
- |
300+ 1.85% |
$1.87K - $2.27K
|
16.5K
$255K
|
|
Jul 18, 2022
Q2 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
300+ 1.96% |
$1.87K - $2.27K
|
15.6K
$242K
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
236+ 0.67% |
$1.47K - $1.79K
|
35.4K
$547K
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
200New |
$1.25K - $1.51K
|
200
$3.1K
|
|
Aug 12, 2022
Q2 2022
|
Emc Capital Management
Houston, TX |
BUY
|
- |
163+ 0.4% |
$1.02K - $1.23K
|
40.9K
$634K
|
|
Jul 14, 2022
Q2 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
100New |
$623 - $757
|
100
$1.55K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
73+ 0.72% |
$455 - $553
|
10.2K
$158K
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
60New |
$374 - $454
|
60
$929
|
|
Jul 18, 2022
Q2 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
50+ 0.58% |
$312 - $379
|
8.68K
$134K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
50+ 0.48% |
$312 - $379
|
10.4K
$160K
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
49+ 0.27% |
$305 - $371
|
17.9K
$277K
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
49+ 0.48% |
$305 - $371
|
10.2K
$159K
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
10+ 0.06% |
$62.3 - $75.7
|
17.5K
$271K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
9+ 0.36% |
$56.1 - $68.1
|
2.53K
$39.1K
|
|
Oct 12, 2022
Q2 2022
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1New |
$6.23 - $7.57
|
1
$15.5
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-25- 0.06% |
$156 - $189
|
43.7K
$676K
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
SELL
|
- |
-64- 0.51% |
$399 - $484
|
12.6K
$194K
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-150Closed |
$935 - $1.14K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Clayton Partners LLC
Berkeley, CA |
SELL
|
- |
-316- 0.08% |
$1.97K - $2.39K
|
414K
$6.41M
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-523Closed |
$3.26K - $3.96K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-700- 1.36% |
$4.36K - $5.3K
|
50.9K
$787K
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-900- 0.14% |
$5.61K - $6.81K
|
624K
$9.66M
|
|
Aug 09, 2022
Q2 2022
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-955- 6.81% |
$5.95K - $7.23K
|
13.1K
$202K
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1K- 1.49% |
$6.23K - $7.57K
|
66.2K
$1.02M
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-1KClosed |
$6.23K - $7.57K
|
0
$0
|
|
Jan 04, 2023
Q2 2022
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
SELL
|
- |
-1K- 7.69% |
$6.23K - $7.57K
|
12K
$186K
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.34K- 0.72% |
$8.35K - $10.1K
|
185K
$2.86M
|