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Get Institutions for : 
Oaktree Specialty Lending Corp (OCSL)  
$19.22 0.14 (0.72%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 197    7
Total shares held : 
29,772,767  
% of shares held : 
38.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  55  
Amount of shares held : 
1,626,881  
% of shares held change : 
  2.11%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$19.56  
Last Quarter's Ending Price : 
$20.42  
Last Quarter's Average Price
$19.75  
Change from last quarter's     
avg. price to the last closing  : 
0.53 (2.68%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
25
 584,748
 1.96%
 
Increased Positions :
90
 3,155,643
 10.6%
 
Unchanged Positions :
40
 3,078,955
 10.34%
 
Decreased Positions :
42
-1,735,411
-5.83%
 
Closed Positions :
18
-378,099
-1.27%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 1801 - 2024-03-31 2,419,503 $47,567,000 321,941
   VAN ECK ASSOCIATES CORP 208 - 2024-03-31 1,557,877 $30,628,000 142,519
   ARES MANAGEMENT LLC 11 - 2024-03-31 1,508,987 $29,667,000 364,639
   CLARET ASSET MANAGEMENT Corp 8 - 2024-03-31 1,191,891 $23,433,000 32,989
   LEGAL & GENERAL GROUP PLC 1025 - 2024-03-31 623,140 $12,242,000 22,698
   MARSHALL WACE LLP 608 - 2024-03-31 565,504 $11,118,000 453,217
   TMD Wealth Management LLC 11 - 2024-03-31 489,314 $9,620,000 248,478
   WELLS FARGO & CO/MN 1576 - 2024-03-31 478,193 $9,401,000 149,831
   ROYAL BANK OF CANADA 1578 - 2024-03-31 432,654 $8,505,000 49,829
   J O HAMBRO INVESTMENT MANAGEMENT LTD 46 - 2024-03-31 398,078 $7,820,000 63,309
   BLACKROCK INC. 3465 - 2024-03-31 276,727 $5,440,000 2,438
   Hennion & Walsh Asset Management Inc. 94 - 2024-03-31 232,244 $4,566,000 1,726
   FIXED INCOME SECURITIES INC 301 - 2024-03-31 221,235 $4,349,000 11,211
   ADVISORS CAPITAL MANAGEMENT LLC 194 - 2024-03-31 211,850 $4,165,000 1,836
   Significant Wealth Partners LLC 3 - 2024-03-31 204,075 $4,012,000 139,881
   Triad Investment Management 8 - 2024-03-31 185,300 $3,643,000 51,369
   Independent Advisor Alliance 137 - 2024-03-31 184,883 $3,635,000 2,497
   Beacon Pointe Advisors LLC 374 - 2024-03-31 175,144 $3,443,000 41,058
   HIGHTOWER ADVISORS, LLC 1126 - 2024-03-31 171,651 $3,375,000 20,754
   GABELLI FUNDS LLC 523 - 2024-03-31 168,375 $3,310,000 5,155
   CONDOR CAPITAL MANAGEMENT 76 - 2024-03-31 161,880 $3,183,000 14,515
   LPL FINANCIAL CORP 2267 - 2024-03-31 133,606 $2,627,000 21,241
   DNB NOR ASSET MANAGEMENT AS 481 - 2024-03-31 108,820 $2,138,000 6,493
   BANK OF AMERICA CORP /DE/ 3571 - 2024-03-31 108,342 $2,130,000 18,216
   TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC 54 - 2024-03-31 103,262 $2,030,000 16,054
   PUTNAM INVESTMENTS LLC 684 - 2023-12-31 93,795 $1,915,000 19,206
   Cresset Asset Management LLC 664 - 2024-03-31 94,479 $1,857,000 37,678
   Lido Advisors LLC 405 - 2024-03-31 91,711 $1,803,000 1,243
   GraniteShares Advisors LLC 42 - 2024-03-31 82,244 $1,617,000 10,472
   Pallas Capital Advisors LLC 176 - 2024-03-31 72,593 $1,427,000 14,774
   Cornerstone Advisory LLP 72 - 2024-03-31 68,276 $1,356,000 151
   STIFEL FINANCIAL CORP 2028 - 2024-03-31 65,342 $1,285,000 8,485
   INVESCO LTD 2784 - 2024-03-31 64,902 $1,276,000 2,702
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2268 - 2024-03-31 63,751 $1,253,000 20,693
   MARINER WEALTH ADVISORS, LLC 1368 - 2024-03-31 62,727 $1,233,000 24,495
   BROWN ADVISORY HOLDINGS INC 743 - 2024-03-31 59,754 $1,175,000 4,234
   MULTIFINANCIAL SECURITIES CORP 1165 - 2024-03-31 50,245 $988,000 37,242
   Samalin Investment Counsel LLC 60 - 2024-03-31 49,672 $977,000 1,845
   CAPTRUST FINANCIAL ADVISORS 1141 - 2024-03-31 48,682 $957,000 16,813
   TD Waterhouse Canada Inc. 512 - 2024-03-31 47,633 $929,000 36,547
   CREATIVE PLANNING 1497 - 2024-03-31 40,832 $803,000 12,417
   Adalta Capital Management LLC 42 - 2024-03-31 39,475 $776,000 24,625
   CONFLUENCE INVESTMENT MANAGEMENT LLC 211 - 2024-03-31 37,532 $738,000 331
   Arnhold LLC 83 - 2024-03-31 36,406 $716,000 3,000
   Entropy Technologies LP 367 - 2024-03-31 35,427 $696,000 8,137
   AMERIPRISE FINANCIAL INC 3234 - 2024-03-31 34,908 $686,000 5,186
   Virtus ETF Advisers LLC 139 - 2024-03-31 34,460 $677,000 10,233
   JANE STREET GROUP LLC 3577 - 2024-03-31 32,615 $641,000 12,163
   Chicago Partners Investment Group LLC 402 - 2024-03-31 30,462 $598,000 1,943
   Crescent Grove Advisors LLC 175 - 2024-03-31 26,900 $529,000 7,557
   CI Private Wealth LLC 1687 - 2024-03-31 22,569 $444,000 1,170
   Integrated Advisors Network LLC 501 - 2024-03-31 21,465 $422,000 1,230
   BB&T CORP 2063 - 2024-03-31 21,054 $414,000 1,694
   Arete Wealth Advisors LLC 320 - 2024-03-31 20,070 $395,000 600
   CIBC WORLD MARKETS INC. 977 - 2024-03-31 19,824 $390,000 1,568
   Ronald Blue Trust Inc. 352 - 2024-03-31 17,700 $348,000 201
   Apollon Wealth Management LLC 817 - 2024-03-31 17,710 $348,000 1,327
   Jackson Hole Capital Partners LLC 160 - 2024-03-31 16,709 $328,000 3,055
   Cornerstone Wealth Management LLC 421 - 2024-03-31 16,322 $321,000 2,337
   GOODWIN DANIEL L 60 - 2023-09-30 15,716 $316,000 2,700
   Accel Wealth Management 160 - 2024-03-31 14,554 $286,000 2,602
   IFP Advisors Inc 778 - 2023-12-31 13,777 $281,000 294
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 2150 - 2024-03-31 13,643 $268,000 417
   ADVISORY RESEARCH INC 147 - 2024-03-31 12,161 $239,000 363
   Bridgefront Capital LLC 274 - 2024-03-31 11,881 $234,000 195
   Register Financial Advisors LLC 161 - 2024-03-31 10,743 $211,000 37
   PROSHARE ADVISORS LLC 1646 - 2024-03-31 10,699 $210,000 10,699
   COMERICA BANK 2417 - 2024-03-31 7,285 $143,000 85
   Newbridge Financial Services Group Inc. 240 - 2024-03-31 7,220 $142,000 7,220
   US BANCORP 2448 - 2024-03-31 4,166 $82,000 1,000
   HARBOUR INVESTMENTS INC. 1279 - 2023-12-31 3,508 $72,000 12
   SIGNATUREFD, LLC 1555 - 2024-03-31 2,567 $50,000 2
   ABSOLUTE INVESTMENT MANAGEMENT LLC 205 - 2024-03-31 838 $16,000 22
   Retirement Group LLC 463 - 2024-03-31 580 $11,000 470

  74 Records found
  1    
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