Purchases and Sales Made in Q4 2021 in Oaktree Specialty Lending Corp (OCSL)
This table provides information about the institutional ownership of Oaktree Specialty Lending Corp (OCSL) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
18.3KNew |
$129K - $138K
|
18.3K
$292K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.9K+ 11.53% |
$113K - $120K
|
154K
$2.47M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
15K+ 70.49% |
$106K - $113K
|
36.3K
$580K
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
14.9KNew |
$106K - $112K
|
14.9K
$238K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.6KNew |
$104K - $110K
|
14.6K
$234K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
13.5K+ 13.9% |
$95.7K - $102K
|
111K
$1.77M
|
|
|
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
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.4K+ 49.66% |
$94.9K - $101K
|
40.3K
$645K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
13.2K+ 35.5% |
$93.8K - $99.7K
|
50.5K
$808K
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
12.4KNew |
$88.2K - $93.8K
|
12.4K
$199K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
12.3KNew |
$86.9K - $92.4K
|
12.3K
$196K
|
|
|
Jan 18, 2022
Q4 2021
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
12KNew |
$85.1K - $90.5K
|
12K
$192K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
11K+ 31.02% |
$77.7K - $82.6K
|
46.3K
$740K
|
|
|
Jan 10, 2022
Q4 2021
|
Seelaus Asset Management LLC
|
BUY
|
- |
10.9KNew |
$77.1K - $82K
|
10.9K
$174K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.2KNew |
$72K - $76.6K
|
10.2K
$162K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.1KNew |
$71.5K - $76.1K
|
10.1K
$161K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10KNew |
$70.9K - $75.4K
|
10K
$160K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
10K+ 11.56% |
$70.9K - $75.4K
|
96.5K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
- |
10KNew |
$70.9K - $75.4K
|
10K
$160K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
9.47K+ 10.34% |
$67.2K - $71.4K
|
101K
$1.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
9.14K+ 2.02% |
$64.8K - $68.9K
|
462K
$7.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
8.4K+ 44.92% |
$59.6K - $63.3K
|
27.1K
$434K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.87K+ 9.66% |
$48.7K - $51.8K
|
77.9K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
6.86K+ 5.77% |
$48.7K - $51.8K
|
126K
$2.01M
|
|
|
Feb 07, 2022
Q4 2021
|
Clayton Partners LLC
Berkeley, CA |
BUY
|
- |
6.8K+ 1.33% |
$48.2K - $51.3K
|
519K
$8.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6K+ 3.41% |
$42.5K - $45.2K
|
182K
$2.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.33K+ 26.3% |
$37.8K - $40.2K
|
25.6K
$410K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.96K+ 3.65% |
$35.2K - $37.4K
|
141K
$2.26M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.82K+ 23.28% |
$34.2K - $36.3K
|
25.5K
$408K
|
|
|
Jan 19, 2022
Q4 2021
|
Peak Financial Advisors LLC
|
BUY
|
- |
4.11K+ 20.76% |
$29.2K - $31K
|
23.9K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.01KNew |
$28.4K - $30.2K
|
4.01K
$64.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
3.97K+ 39.57% |
$28.2K - $30K
|
14K
$224K
|
|
|
Feb 15, 2022
Q4 2021
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
3.36K+ 0.14% |
$23.8K - $25.3K
|
2.44M
$39.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$18.4K - $19.6K
|
2.6K
$41.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.48K+ 9.09% |
$17.6K - $18.7K
|
29.7K
$476K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2K+ 12.04% |
$14.2K - $15.1K
|
18.6K
$298K
|
|
|
Feb 11, 2022
Q4 2021
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
2KNew |
$14.2K - $15.1K
|
2K
$32K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.8K+ 1.92% |
$12.8K - $13.6K
|
95.7K
$1.53M
|
|
|
Feb 14, 2022
Q4 2021
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
1.49K+ 0.45% |
$10.5K - $11.2K
|
334K
$5.34M
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
1.46KNew |
$10.4K - $11K
|
1.46K
$23.4K
|
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.4KNew |
$9.93K - $10.6K
|
1.4K
$22.4K
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1KNew |
$7.09K - $7.54K
|
1K
$16K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
949+ 3.4% |
$6.73K - $7.16K
|
28.8K
$461K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
850New |
$6.03K - $6.41K
|
850
$13.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
788+ 2.05% |
$5.59K - $5.94K
|
39.1K
$626K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
750New |
$5.32K - $5.66K
|
750
$12K
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
722+ 1.97% |
$5.12K - $5.44K
|
37.3K
$598K
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
500+ 12.2% |
$3.55K - $3.77K
|
4.6K
$73.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
420+ 0.11% |
$2.98K - $3.17K
|
371K
$5.94M
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
331New |
$2.35K - $2.5K
|
331
$5.3K
|