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Oaktree Specialty Lending (OCSL) Institutional Ownership

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(As of 04/24/2024 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)
114
Total
Institutional Inflows
(last 12 months)
$278.75M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$479.48M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
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%
3/22/2024PNC Financial Services Group Inc.23,559$481K0.0%-6.2%0.030%
2/26/2024Centaurus Financial Inc.12,320$252K0.0%-30.8%0.016%
2/26/2024Integrated Advisors Network LLC20,235$413K0.0%-3.8%0.026%
2/14/2024Greenwich Investment Management Inc.812,498$16.59M12.5%-0.4%1.029%
2/14/2024Visionary Wealth Advisors88,816$1.81M0.1%+3.2%0.112%
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$401K0.1%N/A0.025%
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%
2/13/2024Cornerstone 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%
2/12/2024Parallel Advisors LLC18,050$369K0.0%+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%
2/9/2024Aigen Investment Management LP23,630$483K0.1%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$481K0.0%-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%
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2/8/2024Janney Montgomery Scott LLC41,597$849K0.0%+5.5%0.053%
2/8/2024Nordwand Advisors LLC62,856$1.28M0.3%+14.6%0.080%
2/6/2024 Everpar Advisors LLC75,569$1.54M0.7%N/A0.096%
2/6/2024Apollon Wealth Management LLC16,383$335K0.0%+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$225K0.0%N/A0.014%
2/6/2024 Trinity Financial Advisors LLC484,890$9.90M4.8%+106.2%0.614%
2/5/2024Arnhold LLC33,406$682K0.1%+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$395K0.0%+10.0%0.025%
2/2/2024Atria Wealth Solutions Inc.29,177$596K0.0%-17.4%0.037%
2/2/2024 Bfsg 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$823K0.0%+40.0%0.051%
1/30/2024 GraniteShares 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%
1/30/2024 Sumitomo Mitsui Trust Holdings Inc.230,790$4.71M0.0%+8.2%0.292%
1/29/2024Aire Advisors LLC11,494$235K0.1%N/A0.015%
1/29/2024MRP 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%
1/23/2024FAS Wealth Partners Inc.34,059$695K0.1%-3.8%0.043%
1/23/2024Black 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%
1/19/2024 Mirador Capital Partners LP24,245$495K0.1%N/A0.031%
1/19/2024Pinnacle Associates Ltd.583,395$11.91M0.2%+0.7%0.739%
1/18/2024 Accel Wealth Management11,952$244K0.1%N/A0.015%
1/18/2024 Bouchey Financial Group Ltd22,932$468K0.1%N/A0.029%
1/16/2024 Raymond James & Associates53,064$1.08M0.0%+12.5%0.067%
1/12/2024Mutual Advisors LLC30,629$625K0.0%N/A0.040%
1/11/2024 Epiq Partners LLC203,204$4.15M3.0%+0.5%0.263%
1/10/2024 Cornerstone Wealth Management LLC13,985$286K0.0%+15.0%0.018%
1/3/2024 Massmutual Trust Co. FSB ADV1,997$41K0.0%N/A0.003%
12/11/2023 Sunbelt Securities Inc.6,142$124K0.0%-47.9%0.008%
11/16/2023Greenwich Investment Management Inc.815,871$16.42M13.0%-6.5%1.058%
11/16/2023Integrated Advisors Network LLC21,035$423K0.0%-36.1%0.027%
11/16/2023Belpointe Asset Management LLC21,494$432K0.0%-6.3%0.028%
11/16/2023Advisors Capital Management LLC229,912$4.63M0.1%N/A0.298%
11/15/2023Adalta Capital Management LLC6,825$137K0.1%+28.8%0.009%
11/15/2023Evergreen Capital Management LLC331,320$6.67M0.3%+1.3%0.430%
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%
11/14/2023Qube Research & Technologies Ltd159,583$3.21M0.0%-12.1%0.207%
11/14/2023Samalin Investment Counsel LLC48,514$976K0.6%+1.2%0.063%
11/14/2023Mckinley Capital Management LLC166,836$3.36M0.5%-3.4%0.216%
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11/13/2023Visionary Wealth Advisors86,075$1.73M0.1%+5.7%0.112%
11/13/2023Muzinich & Co. Inc.218,652$4.40M3.1%-4.4%0.284%
11/13/2023Glenview Trust co24,750$498K0.0%N/A0.032%
11/13/2023Claret Asset Management Corp1,132,787$22.79M4.5%-0.3%1.470%
11/13/2023Bramshill Investments LLC140,372$2.82M0.3%-8.3%0.182%
11/13/2023WINTON GROUP Ltd18,670$376K0.0%N/A0.024%
11/13/2023PNC Financial Services Group Inc.25,119$505K0.0%-46.1%0.033%
11/9/2023EMC Capital Management13,648$275K0.2%-61.0%0.018%
11/9/2023UBS Group AG357,958$7.20M0.0%-22.8%0.464%
11/8/2023HighTower Advisors LLC129,923$2.62M0.0%+58.2%0.169%
(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, 231 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 ($28.90M), Bruni J V & Co. Co. ($28.51M), Claret Asset Management Corp ($23.67M), LSV Asset Management ($22.71M), 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 190 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), Van ECK Associates Corp ($1.94M), Lindbrook Capital LLC ($1.81M), Cliffwater LLC ($868.28K), LSV Asset Management ($748.06K), and Zeke Capital Advisors LLC ($697.25K).

How much institutional buying is happening at Oaktree Specialty Lending?

Institutional investors have bought a total of 44,235,817 shares in the last 24 months. This purchase volume represents approximately $873.87M in transactions.

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

Of the 123 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 ($3.40M), Van ECK Associates Corp ($3.13M), Bruni J V & Co. Co. ($3.06M), LSV Asset Management ($2.71M), 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 41,241,083 shares in the last 24 months. This volume of shares sold represents approximately $790.96M in transactions.


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This page (NASDAQ:OCSL) was last updated on 4/25/2024 by MarketBeat.com Staff

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