Oaktree Specialty Lending (OCSL) Institutional Ownership

$18.41

+0.30 (+1.66%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 36.79%
Number of Institutional Buyers (last 12 months): 107
Total Institutional Inflows (last 12 months): $107.72M

Number of Institutional Sellers (last 12 months): 61
Total Institutional Outflows (last 12 months): $64.23M

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OCSL Institutional Buying and Selling by Quarter

Ad Stansberry Research

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"How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains."

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Oaktree Specialty Lending Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Allspring Global Investments Holdings LLC	258,591	$4.86M	0.0%	+8.1%	0.318%
7/24/2024	Rezny Wealth Management Inc.	254,979	$4.80M	1.3%	-1.5%	0.313%
7/22/2024	Security National Bank	2,213	$42K	0.0%	N/A	0.003%
7/22/2024	Carnegie Investment Counsel	228,532	$4.30M	0.1%	+6.1%	0.281%
7/22/2024	Pallas Capital Advisors LLC	49,442	$877K	0.0%	-31.9%	0.061%
7/20/2024	Hennion & Walsh Asset Management Inc.	225,783	$4.25M	0.2%	-2.8%	0.277%
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7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	186,787	$3.51M	0.0%	+6.0%	0.229%
7/19/2024	Everpar Advisors LLC	68,636	$1.29M	0.6%	-9.2%	0.084%
7/17/2024	Financial Strategies Group Inc.	18,666	$347K	0.1%	+84.6%	0.023%
7/16/2024	Howard Capital Management Group LLC	62,041	$1.17M	0.1%	-22.5%	0.076%
7/12/2024	Register Financial Advisors LLC	13,283	$250K	0.1%	+23.6%	0.016%
7/12/2024	Accel Wealth Management	11,171	$210K	0.1%	-23.2%	0.014%
7/11/2024	U.S. Capital Wealth Advisors LLC	131,460	$2.47M	0.1%	-2.2%	0.162%
7/9/2024	Harbor Capital Advisors Inc.	164,649	$3.10M	0.2%	+273.4%	0.202%
7/5/2024	DNB Asset Management AS	117,107	$2.20M	0.0%	+7.6%	0.144%
7/1/2024	Confluence Investment Management LLC	120,283	$2.26M	0.0%	+220.5%	0.148%
5/24/2024	Cetera Advisors LLC	50,245	$988K	0.0%	+286.4%	0.062%
5/20/2024	EMC Capital Management	8,714	$171K	0.1%	-36.2%	0.011%
5/17/2024	Adalta Capital Management LLC	39,475	$776K	0.4%	+165.8%	0.048%
5/16/2024	Kennedy Capital Management LLC	111,611	$2.19M	0.0%	-1.5%	0.137%
5/15/2024	Gabelli Funds LLC	168,375	$3.31M	0.0%	+3.2%	0.207%
5/14/2024	Advisors Asset Management Inc.	221,235	$4.35M	0.1%	+5.3%	0.272%
5/13/2024	Texas Capital Bank Wealth Management Services Inc	103,262	$2.03M	0.2%	+18.4%	0.127%
5/11/2024	Cliffwater LLC	138,413	$2.72M	0.7%	-50.9%	0.170%
5/11/2024	Partners Group Holding AG	485,400	$9.54M	0.9%	-38.0%	0.596%
5/11/2024	Cercano Management LLC	440,413	$8.66M	0.2%	N/A	0.541%
5/9/2024	Condor Capital Management	161,880	$3.18M	0.3%	+9.8%	0.199%
5/9/2024	Private Management Group Inc.	759,824	$14.94M	0.6%	-7.6%	0.933%
5/8/2024	Entropy Technologies LP	35,427	$696K	0.1%	+29.8%	0.044%
5/8/2024	ProShare Advisors LLC	10,699	$210K	0.0%	N/A	0.013%
5/7/2024	Arnhold LLC	36,406	$716K	0.1%	+9.0%	0.045%
5/7/2024	Significant Wealth Partners LLC	204,075	$4.01M	2.6%	+217.9%	0.251%
5/7/2024	Oppenheimer & Co. Inc.	13,163	$259K	0.0%	-18.6%	0.016%
5/7/2024	SG Americas Securities LLC	31,730	$624K	0.0%	N/A	0.039%
5/6/2024	LSV Asset Management	949,962	$18.68M	0.0%	-14.6%	1.167%
5/3/2024	Catalina Capital Group LLC	11,585	$228K	0.1%	-6.9%	0.014%
5/2/2024	Mckinley Capital Management LLC	163,205	$3.21M	0.4%	-2.1%	0.207%
5/1/2024	Janney Montgomery Scott LLC	40,426	$795K	0.0%	-2.8%	0.051%
4/30/2024	Van ECK Associates Corp	1,557,877	$30.63M	0.0%	+10.1%	1.973%
4/30/2024	Claret Asset Management Corp	1,191,891	$23.43M	4.0%	+2.8%	1.509%
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains." Click here now to watch this exclusive interview
4/29/2024	Commonwealth Equity Services LLC	111,475	$2.19M	0.0%	-0.9%	0.141%
4/29/2024	FAS Wealth Partners Inc.	30,373	$597K	0.1%	-10.8%	0.038%
4/29/2024	Crescent Grove Advisors LLC	26,900	$529K	0.1%	+39.1%	0.034%
4/26/2024	Pinnacle Associates Ltd.	542,281	$10.66M	0.2%	-7.0%	0.687%
4/26/2024	Plan Group Financial LLC	13,310	$262K	0.2%	N/A	0.017%
4/25/2024	Lindbrook Capital LLC	672,489	$13.22M	1.2%	-12.1%	0.852%
4/24/2024	Newbridge Financial Services Group Inc.	7,220	$142K	0.1%	N/A	0.009%
4/23/2024	Stonegate Investment Group LLC	11,471	$226K	0.0%	N/A	0.015%
4/22/2024	PFG Investments LLC	18,577	$365K	0.0%	N/A	0.024%
4/22/2024	GraniteShares Advisors LLC	82,244	$1.62M	0.9%	+14.6%	0.104%
4/19/2024	Accel Wealth Management	14,554	$286K	0.1%	+21.8%	0.018%
4/19/2024	Sumitomo Mitsui Trust Holdings Inc.	176,261	$3.47M	0.0%	-23.6%	0.223%
4/18/2024	Financial Strategies Group Inc.	10,113	$197K	0.1%	N/A	0.013%
4/18/2024	Allspring Global Investments Holdings LLC	239,268	$4.70M	0.0%	-20.0%	0.303%
4/17/2024	Trinity Financial Advisors LLC	448,873	$8.83M	4.0%	-7.4%	0.568%
4/17/2024	Hennion & Walsh Asset Management Inc.	232,244	$4.57M	0.2%	+0.7%	0.294%
4/15/2024	Rezny Wealth Management Inc.	258,852	$5.09M	1.5%	-2.0%	0.328%
4/12/2024	Triad Investment Management	185,300	$3.64M	4.4%	+38.4%	0.235%
4/12/2024	Global Assets Advisory LLC	14,703	$289K	0.0%	N/A	0.019%
4/10/2024	Melia Wealth LLC	669,800	$13.17M	7.4%	N/A	0.848%
4/1/2024	Confluence Investment Management LLC	37,532	$738K	0.0%	N/A	0.048%
3/22/2024	PNC Financial Services Group Inc.	23,559	$481K	0.0%	-6.2%	0.030%
2/26/2024	Centaurus Financial Inc.	12,320	$252K	0.0%	-30.8%	0.016%
2/26/2024	Integrated Advisors Network LLC	20,235	$413K	0.0%	-3.8%	0.026%
2/14/2024	Greenwich Investment Management Inc.	812,498	$16.59M	12.5%	-0.4%	1.029%
2/14/2024	Visionary Wealth Advisors	88,816	$1.81M	0.1%	+3.2%	0.112%
2/14/2024	Muzinich & Co. Inc.	240,733	$4.92M	3.3%	+10.1%	0.305%
2/14/2024	Partners Group Holding AG	782,766	$15.98M	1.9%	-11.9%	0.991%
2/14/2024	TMD Wealth Management LLC	240,836	$4.92M	1.3%	+11.9%	0.305%
2/14/2024	Waterloo Capital L.P.	19,613	$401K	0.1%	N/A	0.025%
2/13/2024	Gabelli Funds LLC	163,220	$3.33M	0.0%	+2.8%	0.207%
2/13/2024	1832 Asset Management L.P.	71,992	$1.47M	0.0%	-87.0%	0.091%
2/13/2024	Cornerstone Advisory LLC	68,125	$1.34M	0.2%	+7.4%	0.086%
2/12/2024	Condor Capital Management	147,365	$3.01M	0.3%	+9.9%	0.187%
2/12/2024	Claret Asset Management Corp	1,158,902	$23.67M	4.2%	+2.3%	1.468%
2/12/2024	Parallel Advisors LLC	18,050	$369K	0.0%	+11.2%	0.023%
2/12/2024	Cape Investment Advisory Inc.	1,915	$39K	0.0%	N/A	0.002%
2/9/2024	TCW Group Inc.	78,040	$1.59M	0.0%	-38.0%	0.099%
2/9/2024	Aigen Investment Management LP	23,630	$483K	0.1%	N/A	0.030%
2/9/2024	Wells Fargo & Company MN	328,362	$6.71M	0.0%	+10.0%	0.416%
2/9/2024	UBS Group AG	333,263	$6.81M	0.0%	-6.9%	0.422%
2/9/2024	PNC Financial Services Group Inc.	23,559	$481K	0.0%	-6.2%	0.030%
2/9/2024	BI Asset Management Fondsmaeglerselskab A S	68,167	$1.39M	0.0%	+3.2%	0.086%
2/8/2024	Brown Advisory Inc.	55,520	$1.13M	0.0%	+19.5%	0.070%
2/8/2024	Independent Advisor Alliance	182,386	$3.72M	0.1%	-1.3%	0.231%
2/8/2024	Texas Capital Bank Wealth Management Services Inc	87,208	$1.78M	0.2%	-23.3%	0.110%
2/8/2024	Beacon Pointe Advisors LLC	134,086	$2.74M	0.0%	+24.1%	0.170%
2/8/2024	Janney Montgomery Scott LLC	41,597	$849K	0.0%	+5.5%	0.053%
2/8/2024	Nordwand Advisors LLC	62,856	$1.28M	0.3%	+14.6%	0.080%
2/6/2024	Everpar Advisors LLC	75,569	$1.54M	0.7%	N/A	0.096%
Get out of cash before the Fed's next meeting (Ad) "How I 6X-ed my wife's 401K in 1 year" At the peak of the dot-com boom, a former hedge fund manager put all $20,000 of his wife's 401k into shares of just ONE stock. Everyone on Wall Street said he was crazy. But a year later, that $20,000 in his wife's account was worth $120,000. Today, he says: "If you thought the dot-com mania was intense, what's about to happen in the coming weeks could be even crazier and could open up a new window of opportunity for 500%-plus gains." Click here now to watch this exclusive interview
2/6/2024	Apollon Wealth Management LLC	16,383	$335K	0.0%	+26.7%	0.021%
2/6/2024	U.S. Capital Wealth Advisors LLC	137,510	$2.81M	0.1%	+1.1%	0.174%
2/6/2024	LSV Asset Management	1,112,333	$22.71M	0.0%	-2.2%	1.409%
2/6/2024	Benjamin F. Edwards & Company Inc.	11,000	$225K	0.0%	N/A	0.014%
2/6/2024	Trinity Financial Advisors LLC	484,890	$9.90M	4.8%	+106.2%	0.614%
2/5/2024	Arnhold LLC	33,406	$682K	0.1%	+9.9%	0.042%
2/5/2024	Van ECK Associates Corp	1,415,358	$28.90M	0.1%	+10.8%	1.793%
2/2/2024	Truist Financial Corp	19,360	$395K	0.0%	+10.0%	0.025%
2/2/2024	Atria Wealth Solutions Inc.	29,177	$596K	0.0%	-17.4%	0.037%
2/2/2024	Bfsg LLC	3,499	$71K	0.0%	N/A	0.004%

(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, 229 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 187 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 41,901,293 shares in the last 24 months. This purchase volume represents approximately $820.12M in transactions.
Which Oaktree Specialty Lending major shareholders have been selling company stock?: Of the 122 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 38,497,784 shares in the last 24 months. This volume of shares sold represents approximately $731.42M in transactions.