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Oaktree Specialty Lending (OCSL) Institutional Ownership

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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)
108
Total
Institutional Inflows
(last 12 months)
$276.21M
Number of
Institutional Sellers
(last 12 months)
61
Total
Institutional Outflows
(last 12 months)
$64.02M
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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
5/24/2024 Cetera Advisors LLC50,245$988K0.0%+286.4%0.062%
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%
5/9/2024 Private Management Group Inc.759,824$14.94M0.6%-7.6%0.933%
5/8/2024 Entropy Technologies LP35,427$696K0.1%+29.8%0.044%
5/8/2024 ProShare Advisors LLC10,699$210K0.0%N/A0.013%
5/7/2024 Arnhold LLC36,406$716K0.1%+9.0%0.045%
5/7/2024 Significant Wealth Partners LLC204,075$4.01M2.6%+217.9%0.251%
5/7/2024 Oppenheimer & Co. Inc.13,163$259K0.0%-18.6%0.016%
5/7/2024 SG Americas Securities LLC31,730$624K0.0%N/A0.039%
5/6/2024 LSV Asset Management949,962$18.68M0.0%-14.6%1.167%
5/3/2024 Catalina Capital Group LLC11,585$228K0.1%-6.9%0.014%
5/2/2024 Mckinley Capital Management LLC163,205$3.21M0.4%-2.1%0.207%
5/1/2024 Janney Montgomery Scott LLC40,426$795K0.0%-2.8%0.051%
4/30/2024 Van ECK Associates Corp1,557,877$30.63M0.0%+10.1%1.973%
4/30/2024 Claret Asset Management Corp1,191,891$23.43M4.0%+2.8%1.509%
4/29/2024Commonwealth Equity Services LLC111,475$2.19M0.0%-0.9%0.141%
4/29/2024 FAS Wealth Partners Inc.30,373$597K0.1%-10.8%0.038%
4/29/2024 Crescent Grove Advisors LLC26,900$529K0.1%+39.1%0.034%
4/26/2024 Pinnacle Associates Ltd.542,281$10.66M0.2%-7.0%0.687%
4/26/2024 Plan Group Financial LLC13,310$262K0.2%N/A0.017%
4/25/2024 Lindbrook Capital LLC672,489$13.22M1.2%-12.1%0.852%
4/24/2024 Newbridge Financial Services Group Inc.7,220$142K0.1%N/A0.009%
4/23/2024 Stonegate Investment Group LLC11,471$226K0.0%N/A0.015%
4/22/2024 PFG Investments LLC18,577$365K0.0%N/A0.024%
4/22/2024 GraniteShares Advisors LLC82,244$1.62M0.9%+14.6%0.104%
4/19/2024 Accel Wealth Management14,554$286K0.1%+21.8%0.018%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.176,261$3.47M0.0%-23.6%0.223%
4/18/2024 Financial Strategies Group Inc.10,113$197K0.1%N/A0.013%
4/18/2024 Allspring Global Investments Holdings LLC239,268$4.70M0.0%-20.0%0.303%
4/17/2024 Trinity Financial Advisors LLC448,873$8.83M4.0%-7.4%0.568%
4/17/2024 Hennion & Walsh Asset Management Inc.232,244$4.57M0.2%+0.7%0.294%
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4/15/2024 Rezny Wealth Management Inc.258,852$5.09M1.5%-2.0%0.328%
4/12/2024 Triad Investment Management185,300$3.64M4.4%+38.4%0.235%
4/12/2024 Global Assets Advisory LLC14,703$289K0.0%N/A0.019%
4/10/2024 Melia Wealth LLC669,800$13.17M7.4%N/A0.848%
4/1/2024 Confluence Investment Management LLC37,532$738K0.0%N/A0.048%
3/22/2024 PNC Financial Services Group Inc.23,559$481K0.0%-6.2%0.030%
2/26/2024 Centaurus Financial Inc.12,320$252K0.0%-30.8%0.016%
2/26/2024 Integrated Advisors Network LLC20,235$413K0.0%-3.8%0.026%
2/14/2024 Greenwich Investment Management Inc.812,498$16.59M12.5%-0.4%1.029%
2/14/2024 Visionary Wealth Advisors88,816$1.81M0.1%+3.2%0.112%
2/14/2024 Muzinich & Co. Inc.240,733$4.92M3.3%+10.1%0.305%
2/14/2024 Partners Group Holding AG782,766$15.98M1.9%-11.9%0.991%
2/14/2024 TMD Wealth Management LLC240,836$4.92M1.3%+11.9%0.305%
2/14/2024 Waterloo Capital L.P.19,613$401K0.1%N/A0.025%
2/13/2024 Gabelli Funds LLC163,220$3.33M0.0%+2.8%0.207%
2/13/2024 1832 Asset Management L.P.71,992$1.47M0.0%-87.0%0.091%
2/13/2024 Cornerstone Advisory LLC68,125$1.34M0.2%+7.4%0.086%
2/12/2024 Condor Capital Management147,365$3.01M0.3%+9.9%0.187%
2/12/2024 Claret Asset Management Corp1,158,902$23.67M4.2%+2.3%1.468%
2/12/2024 Parallel Advisors LLC18,050$369K0.0%+11.2%0.023%
2/12/2024Cape Investment Advisory Inc.1,915$39K0.0%N/A0.002%
2/9/2024 TCW Group Inc.78,040$1.59M0.0%-38.0%0.099%
2/9/2024 Aigen Investment Management LP23,630$483K0.1%N/A0.030%
2/9/2024 Wells Fargo & Company MN328,362$6.71M0.0%+10.0%0.416%
2/9/2024 UBS Group AG333,263$6.81M0.0%-6.9%0.422%
2/9/2024 PNC Financial Services Group Inc.23,559$481K0.0%-6.2%0.030%
2/9/2024 BI Asset Management Fondsmaeglerselskab A S68,167$1.39M0.0%+3.2%0.086%
2/8/2024 Brown Advisory Inc.55,520$1.13M0.0%+19.5%0.070%
2/8/2024 Independent Advisor Alliance182,386$3.72M0.1%-1.3%0.231%
2/8/2024 Texas Capital Bank Wealth Management Services Inc87,208$1.78M0.2%-23.3%0.110%
2/8/2024 Beacon Pointe Advisors LLC134,086$2.74M0.0%+24.1%0.170%
2/8/2024 Janney Montgomery Scott LLC41,597$849K0.0%+5.5%0.053%
2/8/2024 Nordwand Advisors LLC62,856$1.28M0.3%+14.6%0.080%
2/6/2024 Everpar Advisors LLC75,569$1.54M0.7%N/A0.096%
2/6/2024 Apollon Wealth Management LLC16,383$335K0.0%+26.7%0.021%
2/6/2024 U.S. Capital Wealth Advisors LLC137,510$2.81M0.1%+1.1%0.174%
2/6/2024 LSV Asset Management1,112,333$22.71M0.0%-2.2%1.409%
2/6/2024 Benjamin F. Edwards & Company Inc.11,000$225K0.0%N/A0.014%
2/6/2024 Trinity Financial Advisors LLC484,890$9.90M4.8%+106.2%0.614%
2/5/2024 Arnhold LLC33,406$682K0.1%+9.9%0.042%
2/5/2024 Van ECK Associates Corp1,415,358$28.90M0.1%+10.8%1.793%
2/2/2024 Truist Financial Corp19,360$395K0.0%+10.0%0.025%
2/2/2024 Atria Wealth Solutions Inc.29,177$596K0.0%-17.4%0.037%
2/2/2024 Bfsg LLC3,499$71K0.0%N/A0.004%
2/2/2024 Private Management Group Inc.821,960$16.78M0.6%-0.8%1.041%
2/1/2024 Significant Wealth Partners LLC64,194$1.31M1.0%N/A0.081%
2/1/2024 Carmel Capital Partners LLC79,779$1.63M0.8%-16.3%0.101%
2/1/2024 Lindbrook Capital LLC765,364$15.63M1.6%-19.6%0.969%
1/31/2024 abrdn plc40,299$823K0.0%+40.0%0.051%
1/30/2024 GraniteShares Advisors LLC71,772$1.47M1.3%+0.7%0.091%
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1/30/2024 Carnegie Capital Asset Management LLC222,888$4.55M0.2%+2.6%0.282%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.230,790$4.71M0.0%+8.2%0.292%
1/29/2024 Aire Advisors LLC11,494$235K0.1%N/A0.015%
1/29/2024 MRP Capital Investments LLC19,733$403K0.4%+3.2%0.025%
1/25/2024 Allspring Global Investments Holdings LLC298,996$6.11M0.0%+0.9%0.379%
1/24/2024 International Assets Investment Management LLC12,109$247K0.0%+1,942.0%0.015%
1/23/2024 FAS Wealth Partners Inc.34,059$695K0.1%-3.8%0.043%
1/23/2024 Black Swift Group LLC97,145$1.98M0.6%-15.4%0.123%
1/22/2024 Pallas Capital Advisors LLC57,819$1.18M0.1%+187.1%0.073%
1/19/2024 AdvisorNet Financial Inc5,100$104K0.0%+21.4%0.006%
(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, 228 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 ($30.63M), Bruni J V & Co. Co. ($28.51M), Claret Asset Management Corp ($23.43M), Ares Management LLC ($20.23M), and LSV Asset Management ($18.68M).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 186 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: Rezny Wealth Management Inc. ($18.21M), Bank Julius Baer & Co. Ltd Zurich ($8.72M), Lindbrook Capital LLC ($1.81M), Van ECK Associates Corp ($822.35K), Zeke Capital Advisors LLC ($697.25K), Melia Wealth LLC ($669.80K), and Cliffwater LLC ($651.63K).

How much institutional buying is happening at Oaktree Specialty Lending?

Institutional investors have bought a total of 42,073,236 shares in the last 24 months. This purchase volume represents approximately $823.75M in transactions.

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

Of the 120 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), Van ECK Associates Corp ($3.13M), Bruni J V & Co. Co. ($3.06M), Private Management Group Inc. ($2.87M), LSV Asset Management ($2.87M), Ares Management LLC ($2.61M), and Claret Asset Management Corp ($2.02M).

How much institutional selling is happening at Oaktree Specialty Lending?

Institutional investors have sold a total of 39,787,823 shares in the last 24 months. This volume of shares sold represents approximately $756.82M in transactions.


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This page (NASDAQ:OCSL) was last updated on 5/30/2024 by MarketBeat.com Staff

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