Oaktree Specialty Lending Corp
OCSL- Exchange
- Nasdaq
- SEC CIK
- 0001414932
In the last 90 days, Oaktree Specialty Lending Corp insiders filed 1 open-market purchase and 0 sales; 166 institutions reported holding it in 13F filings for Q2 2026, worth $511.5M in total; Oaktree Capital is the only superinvestor holding it.
Q4 2023 vs. Q3 2023
How the institutions holding Oaktree Specialty Lending Corp changed between Q3 2023 and Q4 2023.
All holders in Q4 2023All holders in Q3 2023
| Measure | Q3 2023 | Of which not filed for Q4 2023 | Q4 2023 | Change |
|---|---|---|---|---|
| Holders | 188 | 4 | 207 | +23 |
| Shares | 28.4M | 311.0K | 30.0M | +1.95M (+6.9%) |
| Value | $571.6M | $6.26M | $613.6M | +$48.2M (+8.5%) |
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.
New holders (41)
Institutions that held Oaktree Specialty Lending Corp at the end of Q4 2023 but not at the end of Q3 2023.
Sold out (18)
Institutions that held Oaktree Specialty Lending Corp at the end of Q3 2023 and filed for Q4 2023 without it.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| Legacy Capital Wealth Partners, LLC | 79,030 | $1.59M |
| Schonfeld Strategic Advisors LLC | 52,900 | $1.06M |
| Tudor Investment Corp Et Al | 47,239 | $950.4K |
| Change Path, LLC | 29,000 | $583.0K |
| Jump Financial, LLC | 27,218 | $547.6K |
| Greenland Capital Management LP | 24,322 | $489.4K |
| Garner Asset Management Corp | 23,003 | $463.0K |
| Belpointe Asset Management LLC | 21,494 | $432.5K |
| Raymond James Financial Services Advisors, Inc. | 12,201 | $245.5K |
| Naviter Wealth, LLC | 11,537 | $232.1K |
| Perigon Wealth Management, LLC | 10,574 | $212.7K |
| Essex Financial Services, Inc. | 10,538 | $212.0K |
| Boston Private Wealth LLC | 10,292 | $207.1K |
| ProShare Advisors LLC | 10,291 | $207.1K |
| AXS Investments LLC | 6,000 | $120.7K |
| Newbridge Financial Services Group, Inc. | 3,974 | $80.0K |
| Toronto Dominion Bank | 1,778 | $35.8K |
| Quarry LP | 682 | $13.7K |
Not filed for Q4 2023 yet (4)
Institutions that held Oaktree Specialty Lending Corp at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2023 | Value, Q3 2023 |
|---|---|---|
| First Republic Investment Management, Inc. | 201,841 | $4.06M |
| Claybrook Capital, LLC | 90,468 | $1.82M |
| Goodwin Daniel L | 15,716 | $316.2K |
| Johnson Midwest Financial, LLC | 2,929 | $58.9K |