Purchases and Sales Made in Q3 2022 in Oaktree Specialty Lending Corp (OCSL)
This table provides information about the institutional ownership of Oaktree Specialty Lending Corp (OCSL) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
13.5KNew |
$80.3K - $97.6K
|
13.5K
$214K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4K+ 30.85% |
$79.8K - $97K
|
57K
$903K
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.1K+ 23.84% |
$78K - $94.8K
|
68.2K
$1.08M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
11.5KNew |
$68K - $82.7K
|
11.5K
$181K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
11.3KNew |
$67.3K - $81.8K
|
11.3K
$180K
|
|
|
Oct 20, 2022
Q3 2022
|
First Heartland Consultants, Inc.
|
BUY
|
- |
11KNew |
$65.4K - $79.5K
|
11K
$175K
|
|
|
Oct 27, 2022
Q3 2022
|
Tcw Group Inc
|
BUY
|
- |
10.6K+ 5.05% |
$63K - $76.6K
|
220K
$3.49M
|
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.6KNew |
$63K - $76.5K
|
10.6K
$168K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
10.2KNew |
$60.6K - $73.6K
|
10.2K
$162K
|
|
|
Nov 10, 2022
Q3 2022
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
10.1K+ 2.47% |
$60K - $73K
|
419K
$6.64M
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
10KNew |
$59.4K - $72.2K
|
10K
$159K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
9.16K+ 21.15% |
$54.4K - $66.1K
|
52.4K
$831K
|
|
|
Nov 14, 2022
Q3 2022
|
Natixis
Paris, I0 |
BUY
|
- |
8.6K+ 10.62% |
$51.1K - $62.1K
|
89.6K
$1.42M
|
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
7.37K+ 11.72% |
$43.8K - $53.2K
|
70.2K
$1.11M
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.1K+ 26.39% |
$42.2K - $51.3K
|
34K
$539K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.07K+ 1.13% |
$42K - $51K
|
631K
$10M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.91K+ 12.88% |
$41K - $49.9K
|
60.5K
$960K
|
|
|
Nov 14, 2022
Q3 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.12K+ 3.75% |
$36.4K - $44.2K
|
169K
$2.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6K+ 14.29% |
$35.6K - $43.3K
|
48K
$761K
|
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
5.91K+ 2.51% |
$35.1K - $42.7K
|
241K
$3.82M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
5K+ 19.52% |
$29.7K - $36.1K
|
30.6K
$485K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.04K+ 5.71% |
$24K - $29.2K
|
74.8K
$1.18M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.96K+ 38.61% |
$23.5K - $28.6K
|
14.2K
$225K
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
3.14K+ 0.69% |
$18.6K - $22.7K
|
460K
$7.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.96K+ 17.93% |
$17.6K - $21.4K
|
19.5K
$309K
|
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.87K+ 123.77% |
$17K - $20.7K
|
5.19K
$82.2K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
2.72K+ 1.45% |
$16.1K - $19.6K
|
191K
$3.02M
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.49KNew |
$14.8K - $18K
|
2.49K
$39.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
2.37K+ 5.43% |
$14.1K - $17.1K
|
46.1K
$730K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.2K+ 11.7% |
$13.1K - $15.9K
|
21K
$333K
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.07K+ 8.61% |
$12.3K - $14.9K
|
26.1K
$413K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.97K+ 5.66% |
$11.7K - $14.2K
|
36.8K
$583K
|
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
1.6K+ 8.35% |
$9.5K - $11.6K
|
20.8K
$329K
|
|
|
Nov 10, 2022
Q3 2022
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.54K+ 114.46% |
$9.17K - $11.1K
|
2.89K
$45.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
1.31K+ 11.76% |
$7.77K - $9.44K
|
12.4K
$197K
|
|
|
Oct 12, 2022
Q3 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.19K+ 7.6% |
$7.06K - $8.58K
|
16.8K
$267K
|
|
|
Nov 30, 2023
Q3 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
829New |
$4.92K - $5.99K
|
829
$13.1K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
800+ 1.04% |
$4.75K - $5.78K
|
78K
$1.24M
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
657+ 18.23% |
$3.9K - $4.74K
|
4.26K
$67.5K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
600+ 0.56% |
$3.56K - $4.33K
|
108K
$1.72M
|
|
|
Nov 03, 2022
Q3 2022
|
Cohen Capital Management, Inc.
|
BUY
|
- |
514+ 2.51% |
$3.05K - $3.71K
|
21K
$332K
|
|
|
Nov 14, 2022
Q3 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
410+ 0.02% |
$2.44K - $2.96K
|
1.69M
$26.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
350New |
$2.08K - $2.53K
|
350
$5.55K
|
|
|
Nov 09, 2022
Q3 2022
|
Mqs Management LLC
|
BUY
|
- |
186+ 1.4% |
$1.1K - $1.34K
|
13.5K
$213K
|
|
|
Nov 02, 2022
Q3 2022
|
Smh Capital Advisors Inc
|
BUY
|
- |
114+ 0.26% |
$677 - $823
|
44.4K
$704K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
100New |
$594 - $722
|
100
$1.59K
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
84+ 0.82% |
$499 - $606
|
10.3K
$163K
|
|
|
Oct 13, 2022
Q3 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
56+ 0.65% |
$333 - $404
|
8.74K
$138K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
11+ 0.06% |
$65.3 - $79.4
|
17.5K
$277K
|
|
|
Oct 11, 2022
Q3 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
3+ 3.0% |
$17.8 - $21.7
|
103
$1.63K
|