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 |
---|---|---|---|---|---|---|---|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-1.4KClosed |
$8.72K - $10.6K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.81K- 1.8% |
$11.3K - $13.7K
|
99.2K
$1.54M
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2KClosed |
$12.5K - $15.1K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-2K- 2.21% |
$12.5K - $15.1K
|
88.4K
$1.37M
|
|
Aug 02, 2022
Q2 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.1K- 2.8% |
$19.3K - $23.5K
|
108K
$1.67M
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.6KClosed |
$22.4K - $27.3K
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-3.96K- 2.06% |
$24.7K - $30K
|
188K
$2.91M
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-5K- 4.95% |
$31.2K - $37.9K
|
96.1K
$1.49M
|
|
Aug 09, 2022
Q2 2022
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-7.3K- 18.86% |
$45.5K - $55.2K
|
31.4K
$486K
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-7.94K- 49.38% |
$49.4K - $60.1K
|
8.14K
$126K
|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.38KClosed |
$58.4K - $71K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-11.6K- 8.88% |
$72.1K - $87.6K
|
119K
$1.84M
|
|
Aug 05, 2022
Q2 2022
|
Bruni J V & CO
|
SELL
|
- |
-11.8K- 0.26% |
$73.3K - $89K
|
4.51M
$69.8M
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
SELL
|
- |
-11.9KClosed |
$74.2K - $90.1K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-12.5KClosed |
$77.9K - $94.6K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-12.8K- 14.22% |
$79.7K - $96.9K
|
77.2K
$1.19M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-12.8K- 46.51% |
$79.8K - $97K
|
14.7K
$228K
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.3KClosed |
$83.1K - $101K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-14.7KClosed |
$91.6K - $111K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-15.6KClosed |
$96.9K - $118K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-15.9K- 38.93% |
$99.3K - $121K
|
25K
$387K
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-16.5KClosed |
$102K - $125K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-17.2K- 17.08% |
$107K - $130K
|
83.5K
$1.29M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-17.6K- 12.31% |
$110K - $134K
|
126K
$1.95M
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-21K- 32.9% |
$131K - $159K
|
42.9K
$664K
|
|
Jul 22, 2022
Q2 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-23.4KClosed |
$146K - $177K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-24.5K- 62.58% |
$153K - $185K
|
14.6K
$227K
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-26.9KClosed |
$168K - $204K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-29.7K- 58.02% |
$185K - $225K
|
21.5K
$333K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-30.4K- 98.29% |
$189K - $230K
|
530
$8.2K
|
|
Aug 05, 2022
Q2 2022
|
Private Management Group Inc
|
SELL
|
- |
-32.1K- 0.88% |
$200K - $243K
|
3.61M
$55.8M
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-33.3KClosed |
$208K - $252K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-33.5K- 16.51% |
$209K - $254K
|
170K
$2.62M
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-34.6K- 34.78% |
$216K - $262K
|
65K
$1.01M
|
|
Jul 19, 2022
Q2 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-38.4KClosed |
$239K - $291K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-40KClosed |
$249K - $303K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Smh Capital Advisors Inc
|
SELL
|
- |
-44.8KClosed |
$279K - $339K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-45.8KClosed |
$285K - $347K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-58.4K- 19.13% |
$364K - $442K
|
247K
$3.82M
|
|
Aug 15, 2022
Q2 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-60.8K- 76.98% |
$379K - $460K
|
18.2K
$282K
|
|
Aug 10, 2022
Q2 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-66.6K- 37.54% |
$415K - $504K
|
111K
$1.71M
|
|
Aug 15, 2022
Q2 2022
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
SELL
|
- |
-80.1KClosed |
$499K - $606K
|
0
$0
|
|
Jul 18, 2022
Q2 2022
|
Triad Investment Management
|
SELL
|
- |
-109K- 26.26% |
$680K - $826K
|
306K
$4.74M
|
|
Aug 15, 2022
Q2 2022
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-117KClosed |
$726K - $883K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-130K- 8.25% |
$812K - $986K
|
1.45M
$22.4M
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-134K- 14.97% |
$833K - $1.01M
|
760K
$11.8M
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-140K- 33.22% |
$874K - $1.06M
|
282K
$4.37M
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-168KClosed |
$1.05M - $1.27M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-218K- 21.4% |
$1.36M - $1.65M
|
802K
$12.4M
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-497K- 52.11% |
$3.1M - $3.77M
|
457K
$7.07M
|