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Oaktree Specialty Lending (OCSL) Institutional Ownership

Oaktree Specialty Lending logo
$15.68 +0.07 (+0.45%)
(As of 11/20/2024 ET)
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Institutional Ownership Changes (13F Filings) for Oaktree Specialty Lending (NASDAQ:OCSL)

Current
Institutional Ownership
Percentage
36.79%
Number of
Institutional Buyers
(last 12 months)
98
Total
Institutional Inflows
(last 12 months)
$101.97M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$46.98M
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OCSL Institutional Buying and Selling by Quarter

Oaktree Specialty Lending Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/19/2024 Barclays PLC105,766$1.73M0.0%+2.1%0.129%
11/15/2024 Adalta Capital Management LLC45,105$736K0.4%+12.0%0.055%
11/15/2024 Barclays PLC105,766$1.73M0.0%+2.1%0.129%
11/15/2024 Y Intercept Hong Kong Ltd31,143$508K0.0%N/A0.038%
11/15/2024 MML Investors Services LLC10,726$175K0.0%N/A0.013%
11/15/2024 Jane Street Group LLC14,126$230K0.0%-70.4%0.017%
11/15/2024 Kovitz Investment Group Partners LLC174,698$2.85M0.0%N/A0.212%
11/15/2024 Stifel Financial Corp54,278$885K0.0%+21.2%0.066%
11/15/2024 HighTower Advisors LLC141,077$2.30M0.0%-17.6%0.172%
11/15/2024 Paloma Partners Management Co21,318$348K0.0%N/A0.026%
11/14/2024 FORA Capital LLC14,860$242K0.0%N/A0.018%
11/13/2024 Principal Street Partners LLC29,289$478K0.1%N/A0.036%
11/13/2024 Independent Advisor Alliance196,649$3.21M0.1%+6.9%0.239%
11/13/2024 Dynamic Technology Lab Private Ltd13,557$221K0.0%-51.2%0.016%
11/12/2024 Centaurus Financial Inc.35,115$573K0.0%+11.4%0.043%
11/8/2024 Advisors Asset Management Inc.217,321$3.55M0.1%+5.8%0.264%
11/8/2024 Prospera Financial Services Inc11,566$189K0.0%-5.9%0.014%
11/7/2024 Bruni J V & Co. Co.1,531,250$24.98M2.8%+1.3%1.862%
11/6/2024 Muzinich & Co. Inc.209,678$3.42M2.4%+6.6%0.255%
11/6/2024 Oppenheimer & Co. Inc.10,467$171K0.0%-28.0%0.013%
11/5/2024 MQS Management LLC26,294$429K0.2%N/A0.032%
11/5/2024 Sumitomo Mitsui Trust Group Inc.200,670$3.27M0.0%+7.4%0.244%
11/5/2024 Entropy Technologies LP33,501$546K0.1%+127.8%0.041%
11/5/2024 Apollon Wealth Management LLC18,930$309K0.0%+5.6%0.023%
11/1/2024 PFS Partners LLC1,936$32K0.0%+601.4%0.002%
11/1/2024 Financial Strategies Group Inc.28,181$462K0.1%+51.0%0.034%
10/31/2024 Confluence Investment Management LLC129,721$2.12M0.0%+7.8%0.158%
10/30/2024 Catalina Capital Group LLC10,894$178K0.1%N/A0.013%
10/30/2024 United Advisor Group LLC155,464$2.54M0.6%+14.5%0.189%
10/29/2024 Van ECK Associates Corp2,022,801$32.57M0.0%+7.3%2.459%
10/29/2024 Harbor Capital Advisors Inc.408,612$6.66M0.3%+148.2%0.497%
10/29/2024 Private Management Group Inc.1,407,573$22.96M0.8%+91.5%1.711%
10/29/2024 Chicago Partners Investment Group LLC28,838$464K0.0%+3.7%0.035%
10/25/2024 Pinnacle Associates Ltd.583,395$9.52M0.1%+7.5%0.717%
10/25/2024 Integrated Advisors Network LLC22,826$372K0.0%+3.8%0.028%
10/25/2024 abrdn plc44,336$726K0.0%+2.8%0.054%
10/25/2024 Pallas Capital Advisors LLC24,931$407K0.0%-49.6%0.031%
10/24/2024 PFG Investments LLC24,633$402K0.0%+10.9%0.030%
10/23/2024 Hennion & Walsh Asset Management Inc.203,229$3.32M0.2%-10.0%0.250%
10/22/2024 International Assets Investment Management LLC53,709$876K0.0%+8,957.2%0.066%
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10/22/2024 Plan Group Financial LLC38,618$630K0.3%+20.7%0.047%
10/18/2024Schubert & Co18,371$300K0.2%N/A0.023%
10/18/2024Blue Trust Inc.26,000$424K0.0%+46.9%0.032%
10/16/2024 Cornerstone Wealth Management LLC15,852$259K0.0%+4.8%0.019%
10/16/2024 Bfsg LLC8,255$135K0.0%+208.1%0.010%
10/10/2024 Carnegie Investment Counsel128,349$2.09M0.1%-43.8%0.158%
10/8/2024 Strategic Wealth Partners Ltd.47,819$780K0.1%N/A0.059%
10/7/2024 Everpar Advisors LLC57,578$939K0.5%-16.1%0.071%
9/23/2024 Centaurus Financial Inc.31,515$593K0.0%+166.0%0.039%
9/11/2024 Newbridge Financial Services Group Inc.3,466$65K0.0%-52.0%0.004%
8/21/2024 Truist Financial Corp22,357$421K0.0%+6.2%0.027%
8/16/2024 Sunbelt Securities Inc.6,735$127K0.0%+37.0%0.008%
8/16/2024 Creative Planning45,376$854K0.0%+11.1%0.056%
8/16/2024 Texas Capital Bank Wealth Management Services Inc108,537$2.04M0.2%+5.1%0.133%
8/15/2024 The Manufacturers Life Insurance Company259,793$4.89M0.0%-2.5%0.319%
8/14/2024 Marshall Wace LLP486,495$9.15M0.0%-14.0%0.598%
8/14/2024 Evergreen Capital Management LLC260,025$4.89M0.2%-4.3%0.319%
8/14/2024 Gabelli Funds LLC173,213$3.26M0.0%+2.9%0.213%
8/14/2024 ProShare Advisors LLC11,893$224K0.0%+11.2%0.015%
8/12/2024 MRP Capital Investments LLC43,342$815K0.8%N/A0.053%
8/9/2024 Marble Harbor Investment Counsel LLC31,400$591K0.1%-12.8%0.039%
8/9/2024 Brown Brothers Harriman & Co.2,988$56K0.0%N/A0.004%
8/8/2024TMD Wealth Management LLC567,718$10.68M2.3%+16.0%0.697%
8/7/2024 PFG Investments LLC22,219$418K0.0%+19.6%0.027%
8/6/2024 Private Management Group Inc.735,012$13.83M0.5%-3.3%0.903%
8/6/2024 LSV Asset Management926,863$17.43M0.0%-2.4%1.139%
8/2/2024 Arnhold LLC44,906$845K0.1%+23.3%0.055%
8/1/2024 GraniteShares Advisors LLC93,963$1.77M0.6%+14.2%0.115%
8/1/2024 Mandatum Life Insurance Co Ltd20,230$381K0.1%+60.0%0.025%
7/31/2024 Van ECK Associates Corp1,885,293$35.46M0.1%+21.0%2.316%
7/31/2024Commonwealth Equity Services LLC113,569$2.14M0.0%+1.9%0.140%
7/29/2024 TrueMark Investments LLC225,547$4.24M1.5%N/A0.277%
7/29/2024 Bfsg LLC2,679$50K0.0%-23.4%0.003%
7/26/2024 Allspring Global Investments Holdings LLC258,591$4.86M0.0%+8.1%0.318%
7/24/2024 Rezny Wealth Management Inc.254,979$4.80M1.3%-1.5%0.313%
7/22/2024 Security National Bank2,213$42K0.0%N/A0.003%
7/22/2024 Carnegie Investment Counsel228,532$4.30M0.1%+6.1%0.281%
7/22/2024 Pallas Capital Advisors LLC49,442$877K0.0%-31.9%0.061%
7/20/2024 Hennion & Walsh Asset Management Inc.225,783$4.25M0.2%-2.8%0.277%
7/19/2024 Sumitomo Mitsui Trust Holdings Inc.186,787$3.51M0.0%+6.0%0.229%
7/19/2024 Everpar Advisors LLC68,636$1.29M0.6%-9.2%0.084%
7/17/2024 Financial Strategies Group Inc.18,666$347K0.1%+84.6%0.023%
7/16/2024Howard Capital Management Group LLC62,041$1.17M0.1%-22.5%0.076%
7/12/2024 Register Financial Advisors LLC13,283$250K0.1%+23.6%0.016%
7/12/2024 Accel Wealth Management11,171$210K0.1%-23.2%0.014%
7/11/2024 U.S. Capital Wealth Advisors LLC131,460$2.47M0.1%-2.2%0.162%
7/9/2024 Harbor Capital Advisors Inc.164,649$3.10M0.2%+273.4%0.202%
7/5/2024 DNB Asset Management AS117,107$2.20M0.0%+7.6%0.144%
7/1/2024 Confluence Investment Management LLC120,283$2.26M0.0%+220.5%0.148%
5/24/2024Cetera Advisors LLC50,245$988K0.0%+286.4%0.062%
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5/20/2024 EMC Capital Management8,714$171K0.1%-36.2%0.011%
5/17/2024 Adalta Capital Management LLC39,475$776K0.4%+165.8%0.048%
5/16/2024 Kennedy Capital Management LLC111,611$2.19M0.0%-1.5%0.137%
5/15/2024 Gabelli Funds LLC168,375$3.31M0.0%+3.2%0.207%
5/14/2024 Advisors Asset Management Inc.221,235$4.35M0.1%+5.3%0.272%
5/13/2024 Texas Capital Bank Wealth Management Services Inc103,262$2.03M0.2%+18.4%0.127%
5/11/2024 Cliffwater LLC138,413$2.72M0.7%-50.9%0.170%
5/11/2024 Partners Group Holding AG485,400$9.54M0.9%-38.0%0.596%
5/11/2024 Cercano Management LLC440,413$8.66M0.2%N/A0.541%
5/9/2024 Condor Capital Management161,880$3.18M0.3%+9.8%0.199%
(Data available from 1/1/2016 forward)

OCSL Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of OCSL shares?

During the previous two years, 216 institutional investors and hedge funds held shares of Oaktree Specialty Lending. The most heavily invested institutionals were Bank Julius Baer & Co. Ltd Zurich ($169.36M), Private Advisor Group LLC ($81.27M), Van ECK Associates Corp ($32.57M), Bruni J V & Co. Co. ($24.98M), Claret Asset Management Corp ($23.43M), Private Management Group Inc. ($22.96M), and Ares Management LLC ($20.23M).Learn more on OCSL's institutional investors.

What percentage of Oaktree Specialty Lending stock is owned by institutional investors?

36.79% of Oaktree Specialty Lending stock is owned by institutional investors. Learn more on OCSL's institutional investor holdings.

Which institutional investors have been buying Oaktree Specialty Lending stock?

Of the 182 institutional investors that purchased Oaktree Specialty Lending stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($8.72M), Van ECK Associates Corp ($1.29M), Private Management Group Inc. ($672.56K), Melia Wealth LLC ($669.80K), Pinnacle Associates Ltd. ($624.04K), Trinity Financial Advisors LLC ($484.89K), and Cercano Management LLC ($440.41K).

How much institutional buying is happening at Oaktree Specialty Lending?

Institutional investors have bought a total of 20,173,707 shares in the last 24 months. This purchase volume represents approximately $389.84M in transactions.

Which Oaktree Specialty Lending major shareholders have been selling company stock?

Of the 109 institutional investors that sold Oaktree Specialty Lending stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Lindbrook Capital LLC ($3.49M), Bruni J V & Co. Co. ($3.05M), LSV Asset Management ($2.90M), Private Management Group Inc. ($2.78M), Ares Management LLC ($2.61M), Claret Asset Management Corp ($2.02M), and Cliffwater LLC ($1.69M).

How much institutional selling is happening at Oaktree Specialty Lending?

Institutional investors have sold a total of 32,448,012 shares in the last 24 months. This volume of shares sold represents approximately $615.09M in transactions.


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This page (NASDAQ:OCSL) was last updated on 11/21/2024 by MarketBeat.com Staff
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