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Oaktree Specialty Lending (OCSL) Institutional Ownership

Oaktree Specialty Lending logo
$15.68 0.00 (0.00%)
As of 01/17/2025 04:00 PM Eastern
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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)
95
Total
Institutional Inflows
(last 12 months)
$107.24M
Number of
Institutional Sellers
(last 12 months)
48
Total
Institutional Outflows
(last 12 months)
$51.30M
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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
1/17/2025 Janney Montgomery Scott LLC30,293$463K0.0%-22.2%0.037%
1/17/2025 SG Americas Securities LLC6,965$106K0.0%N/A0.008%
1/17/2025 Kelleher Financial Advisors10,700$164K0.1%N/A0.013%
1/16/2025 Rezny Wealth Management Inc.274,035$4.19M1.0%+6.4%0.333%
1/16/2025 Mandatum Life Insurance Co Ltd36,915$564K0.2%+2.3%0.045%
1/15/2025 Everpar Advisors LLC22,613$346K0.2%-60.7%0.027%
1/15/2025 Carnegie Investment Counsel33,355$510K0.0%-74.0%0.041%
1/15/2025 Hennion & Walsh Asset Management Inc.174,090$2.66M0.1%-14.3%0.212%
1/14/2025 Fiduciary Financial Group LLC18,015$270K0.1%N/A0.022%
1/2/2025 Confluence Investment Management LLC130,410$1.99M0.0%+0.5%0.159%
12/26/2024JPMorgan Chase & Co.80,923$1.32M0.0%-58.6%0.098%
12/3/2024Rivernorth Capital Management LLC404,537$6.60M0.3%N/A0.492%
11/19/2024Barclays PLC105,766$1.73M0.0%+2.1%0.129%
11/15/2024Adalta Capital Management LLC45,105$736K0.4%+12.0%0.055%
11/15/2024Barclays PLC105,766$1.73M0.0%+2.1%0.129%
11/15/2024Y Intercept Hong Kong Ltd31,143$508K0.0%N/A0.038%
11/15/2024MML Investors Services LLC10,726$175K0.0%N/A0.013%
11/15/2024Jane Street Group LLC14,126$230K0.0%-70.4%0.017%
11/15/2024Kovitz Investment Group Partners LLC174,698$2.85M0.0%N/A0.212%
11/15/2024Stifel Financial Corp54,278$885K0.0%+21.2%0.066%
11/15/2024HighTower Advisors LLC141,077$2.30M0.0%-17.6%0.172%
11/15/2024Paloma Partners Management Co21,318$348K0.0%N/A0.026%
11/14/2024FORA Capital LLC14,860$242K0.0%N/A0.018%
11/13/2024Principal Street Partners LLC29,289$478K0.1%N/A0.036%
11/13/2024Independent Advisor Alliance196,649$3.21M0.1%+6.9%0.239%
11/13/2024Dynamic Technology Lab Private Ltd13,557$221K0.0%-51.2%0.016%
11/12/2024Centaurus Financial Inc.35,115$573K0.0%+11.4%0.043%
11/8/2024Advisors Asset Management Inc.217,321$3.55M0.1%+5.8%0.264%
11/8/2024Prospera Financial Services Inc11,566$189K0.0%-5.9%0.014%
11/7/2024Bruni J V & Co. Co.1,531,250$24.98M2.8%+1.3%1.862%
11/6/2024Muzinich & Co. Inc.209,678$3.42M2.4%+6.6%0.255%
11/6/2024Oppenheimer & Co. Inc.10,467$171K0.0%-28.0%0.013%
11/5/2024MQS Management LLC26,294$429K0.2%N/A0.032%
11/5/2024Sumitomo Mitsui Trust Group Inc.200,670$3.27M0.0%+7.4%0.244%
11/5/2024Entropy Technologies LP33,501$546K0.1%+127.8%0.041%
11/5/2024Apollon Wealth Management LLC18,930$309K0.0%+5.6%0.023%
11/1/2024PFS Partners LLC1,936$32K0.0%+601.4%0.002%
11/1/2024Financial 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%
10/30/2024Catalina Capital Group LLC10,894$178K0.1%N/A0.013%
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10/30/2024United Advisor Group LLC155,464$2.54M0.6%+14.5%0.189%
10/29/2024Van 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%
10/29/2024Private Management Group Inc.1,407,573$22.96M0.8%+91.5%1.711%
10/29/2024Chicago Partners Investment Group LLC28,838$464K0.0%+3.7%0.035%
10/25/2024Pinnacle Associates Ltd.583,395$9.52M0.1%+7.5%0.717%
10/25/2024Integrated Advisors Network LLC22,826$372K0.0%+3.8%0.028%
10/25/2024abrdn plc44,336$726K0.0%+2.8%0.054%
10/25/2024 Pallas Capital Advisors LLC24,931$407K0.0%-49.6%0.031%
10/24/2024PFG 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%
10/22/2024Plan 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%
10/16/2024Cornerstone Wealth Management LLC15,852$259K0.0%+4.8%0.019%
10/16/2024Bfsg LLC8,255$135K0.0%+208.1%0.010%
10/10/2024 Carnegie Investment Counsel128,349$2.09M0.1%-43.8%0.158%
10/8/2024Strategic Wealth Partners Ltd.47,819$780K0.1%N/A0.059%
10/7/2024 Everpar Advisors LLC57,578$939K0.5%-16.1%0.071%
9/23/2024Centaurus Financial Inc.31,515$593K0.0%+166.0%0.039%
9/11/2024Newbridge Financial Services Group Inc.3,466$65K0.0%-52.0%0.004%
8/21/2024Truist Financial Corp22,357$421K0.0%+6.2%0.027%
8/16/2024Sunbelt Securities Inc.6,735$127K0.0%+37.0%0.008%
8/16/2024Creative Planning45,376$854K0.0%+11.1%0.056%
8/16/2024Texas Capital Bank Wealth Management Services Inc108,537$2.04M0.2%+5.1%0.133%
8/15/2024The Manufacturers Life Insurance Company259,793$4.89M0.0%-2.5%0.319%
8/14/2024Marshall Wace LLP486,495$9.15M0.0%-14.0%0.598%
8/14/2024Evergreen Capital Management LLC260,025$4.89M0.2%-4.3%0.319%
8/14/2024Gabelli Funds LLC173,213$3.26M0.0%+2.9%0.213%
8/14/2024ProShare Advisors LLC11,893$224K0.0%+11.2%0.015%
8/12/2024MRP Capital Investments LLC43,342$815K0.8%N/A0.053%
8/9/2024Marble Harbor Investment Counsel LLC31,400$591K0.1%-12.8%0.039%
8/9/2024Brown Brothers Harriman & Co.2,988$56K0.0%N/A0.004%
8/8/2024TMD Wealth Management LLC567,718$10.68M2.3%+16.0%0.697%
8/7/2024PFG Investments LLC22,219$418K0.0%+19.6%0.027%
8/6/2024Private Management Group Inc.735,012$13.83M0.5%-3.3%0.903%
8/6/2024LSV Asset Management926,863$17.43M0.0%-2.4%1.139%
8/2/2024Arnhold LLC44,906$845K0.1%+23.3%0.055%
8/1/2024GraniteShares 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%
7/31/2024Van 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%
7/29/2024TrueMark Investments LLC225,547$4.24M1.5%N/A0.277%
7/29/2024Bfsg LLC2,679$50K0.0%-23.4%0.003%
7/26/2024Allspring 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%
7/22/2024Security 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%
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7/20/2024 Hennion & Walsh Asset Management Inc.225,783$4.25M0.2%-2.8%0.277%
7/19/2024Sumitomo 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%
7/17/2024Financial Strategies Group Inc.18,666$347K0.1%+84.6%0.023%
7/16/2024 Howard Capital Management Group LLC62,041$1.17M0.1%-22.5%0.076%
7/12/2024Register Financial Advisors LLC13,283$250K0.1%+23.6%0.016%
7/12/2024Accel Wealth Management11,171$210K0.1%-23.2%0.014%
7/11/2024U.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%
7/5/2024DNB Asset Management AS117,107$2.20M0.0%+7.6%0.144%
(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), 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), Ares Management LLC ($20.23M), and LSV Asset Management ($17.43M).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 181 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 20,440,319 shares in the last 24 months. This purchase volume represents approximately $393.41M 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 32,679,850 shares in the last 24 months. This volume of shares sold represents approximately $618.49M in transactions.


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This page (NASDAQ:OCSL) was last updated on 1/21/2025 by MarketBeat.com Staff
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