S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Critical asset just had biggest fall on record (Ad)
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
Critical asset just had biggest fall on record (Ad)
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
Critical asset just had biggest fall on record (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
South Korea takes steps to suspend licenses of striking doctors after they refuse to end walkouts
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Critical asset just had biggest fall on record (Ad)
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
Critical asset just had biggest fall on record (Ad)
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
Critical asset just had biggest fall on record (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
South Korea takes steps to suspend licenses of striking doctors after they refuse to end walkouts
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Critical asset just had biggest fall on record (Ad)
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
Critical asset just had biggest fall on record (Ad)
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
Critical asset just had biggest fall on record (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
South Korea takes steps to suspend licenses of striking doctors after they refuse to end walkouts
S&P 500   5,137.08
DOW   39,087.38
QQQ   445.61
Nobel laureate Muhammad Yunus is granted bail in a Bangladesh graft case
Critical asset just had biggest fall on record (Ad)
Trader Joe's chicken soup dumplings recalled for possibly containing permanent marker plastic
Stock market today: World markets are mixed and Japan's Nikkei tops 40,000, on eve of China congress
Critical asset just had biggest fall on record (Ad)
China seeks ways to revive slowing economy and salvage property market as annual congress convenes
Arkhouse and Brigade up Macy's takeover offer to $6.6 billion following rejection of previous deal
Critical asset just had biggest fall on record (Ad)
OPEC+ production cuts deepen with extensions from Saudi Arabia, Russia and other oil giants
South Korea takes steps to suspend licenses of striking doctors after they refuse to end walkouts

Oaktree Specialty Lending (OCSL) Institutional Ownership

$19.67
-0.28 (-1.40%)
(As of 03/1/2024 08:52 PM ET)

Institutional Ownership Changes (13F Filings) for Oaktree Specialty Lending (NASDAQ:OCSL)

Current
Institutional Ownership
Percentage
39.25%
Number of
Institutional Buyers
(last 12 months)
138
Total
Institutional Inflows
(last 12 months)
$299.08 M
Number of
Institutional Sellers
(last 12 months)
109
Total
Institutional Outflows
(last 12 months)
$691.49 M
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OCSL Institutional Buying and Selling by Quarter


Oaktree Specialty Lending Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/1/2024Goldman Sachs Group Inc.25,424$0.52M0.0%-89.4%0.032%
2/26/2024Centaurus Financial Inc.12,320$0.25M0.0%-30.8%0.016%
2/26/2024Integrated Advisors Network LLC20,235$0.41M0.0%-3.8%0.026%
2/15/2024Partners Group Holding AG782,766$15.98M1.4%-11.9%0.991%
2/15/2024Virtus ETF Advisers LLC24,227$0.50M0.3%-27.9%0.031%
2/15/2024Legal & General Group Plc600,442$12.26M0.0%+7.5%0.760%
2/15/2024Prelude Capital Management LLC58,460$1.19M0.1%-30.8%0.074%
2/15/2024Bridgefront Capital LLC11,686$0.24M0.2%N/A0.015%
2/15/2024Comerica Bank7,200$0.15M0.0%-11.4%0.009%
2/14/2024Royal Bank of Canada382,825$7.82M0.0%+72.8%0.485%
2/14/2024Greenwich Investment Management Inc.812,498$16.59M12.5%-0.4%1.029%
2/14/2024Creative Planning28,415$0.58M0.0%+84.7%0.036%
2/14/2024Putnam Investments LLC93,795$1.92M0.0%+25.7%0.119%
2/14/2024MGO One Seven LLC20,530$0.42M0.0%+6.3%0.026%
2/14/2024Visionary Wealth Advisors88,816$1.81M0.1%+3.2%0.112%
2/14/2024Cresset Asset Management LLC56,801$1.16M0.0%+14.2%0.072%
2/14/2024Muzinich & Co. Inc.240,733$4.92M3.3%+10.1%0.305%
2/14/2024Partners Group Holding AG782,766$15.98M1.9%-11.9%0.991%
2/14/2024TMD Wealth Management LLC240,836$4.92M1.3%+11.9%0.305%
2/14/2024Waterloo Capital L.P.19,613$0.40M0.1%N/A0.025%
2/13/2024Envestnet Asset Management Inc.43,784$0.89M0.0%+26.7%0.055%
2/13/2024Northern Trust Corp14,431$0.30M0.0%-77.2%0.018%
2/13/2024Gabelli Funds LLC163,220$3.33M0.0%+2.8%0.207%
2/13/20241832 Asset Management L.P.71,992$1.47M0.0%-87.0%0.091%
2/13/2024Oppenheimer & Co. Inc.16,172$0.33M0.0%+10.7%0.020%
2/13/2024Goldman Sachs Group Inc.25,424$0.52M0.0%-89.4%0.032%
2/13/2024Cornerstone Advisory LLC68,125$1.34M0.2%+7.4%0.086%
2/12/2024Condor Capital Management147,365$3.01M0.3%+9.9%0.187%
2/12/2024Claret Asset Management Corp1,158,902$23.67M4.2%+2.3%1.468%
2/12/2024Stifel Financial Corp56,857$1.16M0.0%+21.5%0.072%
2/12/2024Parallel Advisors LLC18,050$0.37M0.0%+11.2%0.023%
2/12/2024Cape Investment Advisory Inc.1,915$39K0.0%N/A0.002%
2/9/2024TCW Group Inc.78,040$1.59M0.0%-38.0%0.099%
2/9/2024US Bancorp DE3,166$65K0.0%+375.4%0.004%
2/9/2024Cambridge Investment Research Advisors Inc.38,982$0.80M0.0%-36.1%0.049%
2/9/2024Aigen Investment Management LP23,630$0.48M0.1%N/A0.030%
2/9/2024Wells Fargo & Company MN328,362$6.71M0.0%+10.0%0.416%
2/9/2024UBS Group AG333,263$6.81M0.0%-6.9%0.422%
2/9/2024PNC Financial Services Group Inc.23,559$0.48M0.0%-6.2%0.030%
2/9/2024BI Asset Management Fondsmaeglerselskab A S68,167$1.39M0.0%+3.2%0.086%
2/8/2024Brown Advisory Inc.55,520$1.13M0.0%+19.5%0.070%
2/8/2024Independent Advisor Alliance182,386$3.72M0.1%-1.3%0.231%
2/8/2024Texas Capital Bank Wealth Management Services Inc87,208$1.78M0.2%-23.3%0.110%
2/8/2024Beacon Pointe Advisors LLC134,086$2.74M0.0%+24.1%0.170%
2/8/2024Janney Montgomery Scott LLC41,597$0.85M0.0%+5.5%0.053%
2/8/2024Nordwand Advisors LLC62,856$1.28M0.3%+14.6%0.080%
2/6/2024Everpar Advisors LLC75,569$1.54M0.7%N/A0.096%
2/6/2024Apollon Wealth Management LLC16,383$0.34M0.0%+26.7%0.021%
2/6/2024U.S. Capital Wealth Advisors LLC137,510$2.81M0.1%+1.1%0.174%
2/6/2024LSV Asset Management1,112,333$22.71M0.0%-2.2%1.409%
2/6/2024Benjamin F. Edwards & Company Inc.11,000$0.23M0.0%N/A0.014%
2/6/2024Trinity Financial Advisors LLC484,890$9.90M4.8%+106.2%0.614%
2/5/2024Arnhold LLC33,406$0.68M0.1%+9.9%0.042%
2/5/2024Van ECK Associates Corp1,415,358$28.90M0.1%+10.8%1.793%
2/2/2024Truist Financial Corp19,360$0.40M0.0%+10.0%0.025%
2/2/2024Atria Wealth Solutions Inc.29,177$0.60M0.0%-17.4%0.037%
2/2/2024Bfsg LLC3,499$71K0.0%N/A0.004%
2/2/2024Private Management Group Inc.821,960$16.78M0.6%-0.8%1.041%
2/1/2024Significant Wealth Partners LLC64,194$1.31M1.0%N/A0.081%
2/1/2024Carmel Capital Partners LLC79,779$1.63M0.8%-16.3%0.101%
2/1/2024Lindbrook Capital LLC765,364$15.63M1.6%-19.6%0.969%
1/31/2024abrdn plc40,299$0.82M0.0%+40.0%0.051%
1/30/2024GraniteShares Advisors LLC71,772$1.47M1.3%+0.7%0.091%
1/30/2024Carnegie Capital Asset Management LLC222,888$4.55M0.2%+2.6%0.282%
1/30/2024Sumitomo Mitsui Trust Holdings Inc.230,790$4.71M0.0%+8.2%0.292%
1/29/2024Aire Advisors LLC11,494$0.24M0.1%N/A0.015%
1/29/2024MRP Capital Investments LLC19,733$0.40M0.4%+3.2%0.025%
1/25/2024Allspring Global Investments Holdings LLC298,996$6.11M0.0%+0.9%0.379%
1/25/2024International Assets Investment Management LLC12,109$0.25M0.0%+1,942.0%0.015%
1/24/2024International Assets Investment Management LLC12,109$0.25M0.0%+1,942.0%0.015%
1/23/2024FAS Wealth Partners Inc.34,059$0.70M0.1%-3.8%0.043%
1/23/2024Black Swift Group LLC97,145$1.98M0.6%-15.4%0.123%
1/22/2024Pallas Capital Advisors LLC57,819$1.18M0.1%+187.1%0.073%
1/19/2024AdvisorNet Financial Inc5,100$0.10M0.0%+21.4%0.006%
1/19/2024Mirador Capital Partners LP24,245$0.50M0.1%N/A0.031%
1/19/2024Pinnacle Associates Ltd.583,395$11.91M0.2%+0.7%0.739%
1/18/2024Accel Wealth Management11,952$0.24M0.1%N/A0.015%
1/18/2024Bouchey Financial Group Ltd22,932$0.47M0.1%N/A0.029%
1/16/2024Raymond James & Associates53,064$1.08M0.0%+12.5%0.067%
1/12/2024Mutual Advisors LLC30,629$0.63M0.0%N/A0.040%
1/11/2024Epiq Partners LLC203,204$4.15M3.0%+0.5%0.263%
1/10/2024Cornerstone Wealth Management LLC13,985$0.29M0.0%+15.0%0.018%
1/3/2024Massmutual Trust Co. FSB ADV1,997$41K0.0%N/A0.003%
12/11/2023Sunbelt Securities Inc.6,142$0.12M0.0%-47.9%0.008%
11/21/2023Comerica Bank8,126$0.16M0.0%N/A0.011%
11/16/2023Greenwich Investment Management Inc.815,871$16.42M13.0%-6.5%1.058%
11/16/2023Integrated Advisors Network LLC21,035$0.42M0.0%-36.1%0.027%
11/16/2023Creative Planning15,386$0.31M0.0%N/A0.020%
11/16/2023Tudor Investment Corp Et Al47,239$0.95M0.0%+82.2%0.061%
11/16/2023Belpointe Asset Management LLC21,494$0.43M0.0%-6.3%0.028%
11/16/2023Advisors Capital Management LLC229,912$4.63M0.1%N/A0.298%
11/16/2023Morgan Stanley1,486,654$29.91M0.0%+25.7%1.929%
11/15/2023The Manufacturers Life Insurance Company 266,487$5.36M0.0%-8.5%0.346%
11/15/2023Adalta Capital Management LLC6,825$0.14M0.1%+28.8%0.009%
11/15/2023Royal Bank of Canada221,531$4.46M0.0%+102.6%0.287%
11/15/2023Legal & General Group Plc558,548$11.25M0.0%-0.4%0.725%
11/15/2023Evergreen Capital Management LLC331,320$6.67M0.3%+1.3%0.430%
11/15/2023Ameriprise Financial Inc.26,855$0.54M0.0%+11.8%0.035%
11/15/2023Advisors Asset Management Inc.244,796$4.93M0.1%+7.3%0.318%
11/14/2023Schonfeld Strategic Advisors LLC52,900$1.06M0.0%+245.8%0.069%
(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, 271 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), Morgan Stanley ($29.91M), Van ECK Associates Corp ($28.90M), Bruni J V & Co. Co. ($28.51M), Claret Asset Management Corp ($23.67M), and LSV Asset Management ($22.71M).Learn more on OCSL's institutional investors.

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

39.25% 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 231 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. ($18.39M), Bank Julius Baer & Co. Ltd Zurich ($8.72M), Van ECK Associates Corp ($1.94M), Lindbrook Capital LLC ($1.81M), Millennium Management LLC ($1.67M), Royal Bank of Canada ($0.94M), and Cliffwater LLC ($0.87M).

How much institutional buying is happening at Oaktree Specialty Lending?

Institutional investors have bought a total of 50,008,227 shares in the last 24 months. This purchase volume represents approximately $992.98M in transactions.

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

Of the 155 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: Private Management Group Inc. ($4.21M), Lindbrook Capital LLC ($3.41M), Ares Management LLC ($3.19M), Van ECK Associates Corp ($3.13M), Bruni J V & Co. Co. ($3.06M), LSV Asset Management ($2.71M), and Centaurus Financial Inc. ($2.10M).

How much institutional selling is happening at Oaktree Specialty Lending?

Institutional investors have sold a total of 54,538,879 shares in the last 24 months. This volume of shares sold represents approximately $1.05B in transactions.


This page (NASDAQ:OCSL) was last updated on 3/4/2024 by MarketBeat.com Staff