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Get Institutions for : 
Oaktree Specialty Lending Corp (OCSL)  
$19.20 0.07 (0.37%) as of 4:30 Thu 5/9


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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  : 
0.55 (2.78%)  




 
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
   Melia Wealth LLC 7 *New 2024-03-31 669,800 $13,168,000 669,800
   MARSHALL WACE LLP 950 *New 2023-12-31 112,287 $2,293,000 112,287
   Lido Advisors LLC 390 *New 2023-12-31 90,468 $1,847,000 90,468
   D E SHAW & CO INC 2030 *New 2023-12-31 38,808 $792,000 38,808
   MARINER WEALTH ADVISORS, LLC 1613 *New 2023-12-31 38,232 $781,000 38,232
   PROSPERA FINANCIAL SERVICES 534 *New 2023-12-31 37,634 $768,000 37,634
   Global Assets Advisory LLC 270 *New 2024-03-31 14,703 $761,000 14,703
   FLAGSHIP HARBOR ADVISORS LLC 324 *New 2024-03-31 32,331 $636,000 32,331
   HRT FINANCIAL LLC 1203 *New 2023-12-31 26,769 $546,000 26,769
   AIGEN INVESTMENT MANAGEMENT LP 340 *New 2023-12-31 23,630 $483,000 23,630
   Squarepoint Ops LLC 1773 *New 2023-12-31 21,253 $434,000 21,253
   Waterloo Capital L.P. 248 *New 2023-12-31 19,613 $401,000 19,613
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. *New 2024-03-31 18,847 $371,000 18,847
   PFG Investments LLC 655 *New 2024-03-31 18,577 $365,000 18,577
   Jenkins Wealth 61 *New 2022-12-31 48,447 $333,000 48,447
   BANK OF MONTREAL /CAN/ 2435 *New 2023-12-31 13,011 $270,000 13,011
   Plan Group Financial LLC 78 *New 2024-03-31 13,310 $262,000 13,310
   XTX Topco Ltd 777 *New 2023-12-31 12,259 $250,000 12,259
   Bridgefront Capital LLC 235 *New 2023-12-31 11,686 $239,000 11,686
   AIRE ADVISORS LLC 124 *New 2023-12-31 11,494 $235,000 11,494
   Stonegate Investment Group LLC 293 *New 2024-03-31 11,471 $226,000 11,471
   Private Advisor Group LLC *New 2024-03-31 10,185 $200,000 10,185
   GROUP ONE TRADING, L.P. 739 *New 2023-12-31 9,766 $199,000 9,766
   Financial Strategies Group Inc. 80 *New 2024-03-31 10,113 $197,000 10,113
   FNY Investment Advisers LLC 175 *New 2024-03-31 5,100 $100,000 5,100
   CALDWELL SUTTER CAPITAL INC. 308 *New 2024-03-31 3,750 $74,000 3,750
   ADVISORY SERVICES NETWORK, LLC 1999 *New 2023-12-31 2,399 $49,000 2,399
   Cape Investment Advisory Inc. 393 *New 2023-12-31 1,915 $39,000 1,915
   Tyler-Stone Wealth Management 495 *New 2023-12-31 1,000 $20,000 1,000
   Ahrens Investment Partners LLC 722 *New 2023-03-31 333 $6,000 333

  30 Records found
  1    
  Page 1 of 1
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