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 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
327+ 0.58% |
$2.32K - $2.47K
|
56.3K
$900K
|
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
311+ 1.24% |
$2.2K - $2.34K
|
25.3K
$405K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
300New |
$2.13K - $2.26K
|
300
$4.8K
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
215+ 0.24% |
$1.52K - $1.62K
|
90.4K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
68+ 0.22% |
$482 - $513
|
30.7K
$491K
|
|
|
Jan 26, 2022
Q4 2021
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
39+ 0.46% |
$277 - $294
|
8.59K
$137K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
17New |
$121 - $128
|
17
$272
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
9+ 0.05% |
$63.8 - $67.9
|
17.5K
$280K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7+ 0.19% |
$49.6 - $52.8
|
3.61K
$57.7K
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-185- 0.79% |
$1.31K - $1.39K
|
23.4K
$374K
|
|
|
Feb 02, 2022
Q4 2021
|
Smh Capital Advisors Inc
|
SELL
|
- |
-201- 0.44% |
$1.43K - $1.52K
|
45K
$720K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-245Closed |
$1.74K - $1.85K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-295- 0.2% |
$2.09K - $2.22K
|
151K
$2.41M
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-400- 0.36% |
$2.84K - $3.02K
|
110K
$1.76M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-450Closed |
$3.19K - $3.39K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-498Closed |
$3.53K - $3.75K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-525Closed |
$3.72K - $3.96K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-895- 47.23% |
$6.35K - $6.75K
|
1K
$16K
|
|
|
Jan 04, 2022
Q4 2021
|
Confluence Investment Management LLC
|
SELL
|
- |
-943- 1.03% |
$6.69K - $7.11K
|
90.4K
$1.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.5K- 6.44% |
$10.7K - $11.3K
|
21.9K
$350K
|
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.51K- 2.97% |
$10.7K - $11.3K
|
49.2K
$787K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-1.61K- 12.14% |
$11.4K - $12.1K
|
11.6K
$186K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.11K- 17.01% |
$15K - $15.9K
|
10.3K
$165K
|
|
|
Feb 11, 2022
Q4 2021
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-2.15KClosed |
$15.2K - $16.2K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.17K- 2.43% |
$15.4K - $16.4K
|
87.2K
$1.39M
|
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
SELL
|
- |
-2.28K- 11.18% |
$16.1K - $17.2K
|
18.1K
$289K
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2.31KClosed |
$16.4K - $17.4K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.4KClosed |
$17K - $18.1K
|
0
$0
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.67K- 13.35% |
$19K - $20.2K
|
17.4K
$278K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.92K- 13.89% |
$20.7K - $22K
|
18.1K
$289K
|
|
|
Feb 14, 2022
Q4 2021
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-4.24K- 7.52% |
$30K - $31.9K
|
52.1K
$834K
|
|
|
Feb 14, 2022
Q4 2021
|
Mckinley Capital Management LLC
|
SELL
|
- |
-4.45K- 0.81% |
$31.5K - $33.5K
|
546K
$8.73M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-4.83K- 0.25% |
$34.2K - $36.4K
|
1.91M
$30.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-5KClosed |
$35.5K - $37.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-5.62K- 3.83% |
$39.8K - $42.4K
|
141K
$2.26M
|
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-6.5KClosed |
$46.1K - $49K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Arnhold LLC
|
SELL
|
- |
-7.28K- 7.49% |
$51.6K - $54.9K
|
89.9K
$1.44M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-7.59K- 5.84% |
$53.8K - $57.2K
|
122K
$1.96M
|
|
|
Jan 26, 2022
Q4 2021
|
Tcw Group Inc
|
SELL
|
- |
-8.45K- 1.27% |
$59.9K - $63.7K
|
658K
$10.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Abrdn PLC
|
SELL
|
- |
-8.46K- 0.98% |
$60K - $63.8K
|
856K
$13.7M
|
|
|
Feb 07, 2022
Q4 2021
|
Claret Asset Management Corp
|
SELL
|
- |
-10.2K- 0.36% |
$72.1K - $76.7K
|
2.84M
$45.4M
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-11K- 95.63% |
$77.6K - $82.6K
|
500
$8K
|
|
|
Feb 02, 2022
Q4 2021
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-11.2K- 0.69% |
$79.5K - $84.5K
|
1.61M
$25.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-11.3KClosed |
$79.8K - $84.9K
|
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
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-13K- 36.73% |
$92K - $97.8K
|
22.3K
$357K
|
|
|
Feb 10, 2022
Q4 2021
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-16.8K- 62.65% |
$119K - $127K
|
10K
$160K
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-18.2K- 3.98% |
$129K - $138K
|
440K
$7.04M
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-20.5KClosed |
$146K - $155K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-21.5K- 37.72% |
$152K - $162K
|
35.4K
$567K
|