Oaktree Specialty Lending Corp

OCSL

交易所: Nasdaq
SEC CIK: 0001414932

SEC 申報列表（在新分頁開啟）

近 90 天，Oaktree Specialty Lending Corp 內部人申報 1 筆公開市場買進、0 筆賣出；2026 年第 2 季末有 166 家機構在 13F 申報持有，市值合計 $5.11 億；大師中只有橡樹資本持有。

2023 年第 1 季與 2022 年第 4 季比較

持有 Oaktree Specialty Lending Corp 的機構從 2022 年第 4 季到 2023 年第 1 季的變化。

2023 年第 1 季全部持有人 2022 年第 4 季全部持有人

OCSL 的 13F 持有人：2022 年第 4 季與 2023 年第 1 季比較
項目	2022 年第 4 季	其中尚未申報 2023 年第 1 季	2023 年第 1 季	變化
持有家數	198	1	186	−11
股數依 1 比 3 拆股換算	2,418 萬	1.61 萬	2,745 萬	+328.6 萬 (+13.6%)
市值	$5.00 億	$33.3 萬	$5.15 億	+$1,492 萬 (+3.0%)

1 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（48 家）

2023 年第 1 季季末持有 Oaktree Specialty Lending Corp、2022 年第 4 季季末沒有持有的機構。

2023 年第 1 季新進 OCSL 的機構
機構	股數	市值	佔組合 %
Evergreen Capital Management LLC	318,473	$597.8 萬	0.27%
First Republic Investment Management, Inc.	225,399	$423.1 萬	0.01%
Gabelli Funds LLC	150,070	$281.7 萬	0.02%
Kennedy Capital Management, Inc.	115,061	$216.0 萬	0.06%
HighTower Advisors, LLC	79,697	$149.6 萬	0.00%
Visionary Wealth Advisors	77,676	$145.8 萬	0.12%
Cornerstone Advisory, LLC	77,047	$144.6 萬	0.26%
Basso Capital Management, L.P.	70,421	$132.2 萬	1.28%
GraniteShares Advisors LLC	69,236	$130.0 萬	1.15%
Alpha DNA Investment Management LLC	57,375	$107.7 萬	0.55%
Tudor Investment Corp Et Al	51,341	$96.4 萬	0.02%
Brown Advisory Inc	49,270	$92.5 萬	0.00%
Hamilton Capital Partners Inc.	47,633	$89.4 萬	0.32%
Mackenzie Financial Corp	46,869	$88.0 萬	0.00%
Integrated Advisors Network LLC	39,761	$74.6 萬	0.04%
Emerald Mutual Fund Advisers Trust	36,405	$68.3 萬	0.04%
FJ Capital Management LLC	35,639	$66.9 萬	0.08%
Leonteq Securities AG	32,328	$60.7 萬	0.06%
Envestnet Asset Management Inc	27,541	$51.7 萬	0.00%
Atria Wealth Solutions, Inc.	27,033	$50.7 萬	0.01%
Chicago Partners Investment Group LLC	26,122	$49.2 萬	0.03%
Stockman Wealth Management, Inc.	23,893	$44.8 萬	0.10%
MRP Capital Investments, LLC	20,899	$39.2 萬	0.43%
Nordwand Advisors, LLC	19,666	$36.9 萬	0.06%
Nilsine Partners, LLC	16,455	$30.9 萬	0.05%
PEAK6 Investments LLC	13,918	$26.1 萬	0.02%
Sunbelt Securities, Inc.	12,612	$23.4 萬	0.04%
Apollon Wealth Management, LLC	12,376	$23.2 萬	0.01%
Naviter Wealth, LLC	11,537	$21.7 萬	0.08%
Two Sigma Securities, LLC	11,189	$21.0 萬	0.02%
Cornerstone Wealth Management, LLC	10,754	$20.2 萬	0.02%
CM Wealth Advisors LLC	10,860	$20.1 萬	0.04%
Creative Planning	10,198	$19.1 萬	0.00%
Bank Julius Baer & Co. Ltd, Zurich	8,629	$16.2 萬	0.00%
Harbour Investments, Inc.	3,794	$7.12 萬	0.00%
Aquatic Capital Management LLC	3,800	$7.10 萬	0.00%
Kistler-Tiffany Companies, LLC	2,549	$4.78 萬	0.01%
Tucker Asset Management LLC	2,166	$4.07 萬	0.01%
GPS Wealth Strategies Group, LLC	1,220	$2.29 萬	0.00%
Community Bank, N.A.	1,000	$1.88 萬	0.00%
Macroview Investment Management LLC	890	$1.67 萬	0.03%
Accel Wealth Management	700	$1.31 萬	0.01%
McIlrath & Eck, LLC	621	$1.17 萬	0.00%
Ahrens Investment Partners LLC	333	$6,250	0.00%
Steward Partners Investment Advisory, LLC	75	$1,408	0.00%
Signaturefd, LLC	60	$1,126	0.00%
TD Waterhouse Canada Inc.	1	$25	0.00%
Point72 Asset Management, L.P.	1	$19	0.00%

清倉機構（59 家）

2022 年第 4 季季末持有 Oaktree Specialty Lending Corp、2023 年第 1 季有申報但已經沒有持有的機構。

2023 年第 1 季清倉 OCSL 的機構
機構	2022 年第 4 季股數	2022 年第 4 季市值
Blue Zone Wealth Advisors, LLC	466,143	$320.2 萬
Great West Life Assurance Co	222,481	$153.8 萬
Jump Financial, LLC	153,559	$105.5 萬
Caxton Associates LP	60,520	$41.6 萬
Jane Street Group, LLC	55,804	$38.3 萬
Relative Value Partners Group, LLC	47,183	$32.4 萬
SMH Capital Advisors Inc	44,232	$30.4 萬
Acrisure Capital Management, LLC	42,320	$29.1 萬
ExodusPoint Capital Management, LP	39,604	$27.2 萬
Bank of Montreal	38,800	$27.2 萬
Raymond James Financial Services Advisors, Inc.	36,807	$25.3 萬
Dorsey & Whitney Trust CO LLC	32,000	$22.0 萬
Quantbot Technologies LP	31,079	$21.4 萬
Cipher Capital LP	30,253	$20.8 萬
WealthPlan Investment Management, LLC	10,000	$20.1 萬
Eagle Global Advisors LLC	28,720	$19.7 萬
CIBC World Markets Inc.	26,055	$17.9 萬
Fox Run Management, L.L.C.	25,728	$17.7 萬
Valeo Financial Advisors, LLC	25,000	$17.2 萬
Cohen Capital Management, Inc.	21,554	$14.8 萬
Grimes & Company, Inc.	20,627	$14.2 萬
Madison Wealth Management	20,200	$13.9 萬
Trexquant Investment LP	19,583	$13.5 萬
Victory Capital Management Inc	19,147	$13.2 萬
Schonfeld Strategic Advisors LLC	18,900	$13.0 萬
Magnus Financial Group LLC	17,425	$12.0 萬
Calton & Associates, Inc.	17,199	$11.8 萬
Willis Johnson & Associates, Inc.	17,156	$11.8 萬
Mercer Global Advisors Inc	17,029	$11.7 萬
Cetera Advisor Networks LLC	16,812	$11.6 萬
Susquehanna International Group, LLP	16,800	$11.5 萬
Kestra Advisory Services, LLC	16,610	$11.4 萬
GWM Advisors LLC	16,530	$11.4 萬
XTX Topco Ltd	15,787	$10.8 萬
Good Life Advisors, LLC	15,683	$10.8 萬
National Asset Management, Inc.	15,624	$10.7 萬
MAI Capital Management	15,621	$10.7 萬
Bard Associates Inc	14,908	$10.2 萬
Virginia Wealth Management Group, Inc.	13,000	$8.93 萬
Acorn Wealth Advisors, LLC	12,413	$8.50 萬
Freestone Capital Holdings, LLC	11,834	$8.13 萬
Private Advisor Group, LLC	21,470	$8.13 萬
Stephens Inc	11,606	$7.97 萬
Silver Oak Securities, Inc	11,050	$7.60 萬
First Heartland Consultants, Inc.	11,014	$7.57 萬
Seelaus Asset Management LLC	10,879	$7.50 萬
Resources Investment Advisors, LLC.	10,460	$7.19 萬
Gotham Asset Management, LLC	10,306	$7.08 萬
Cetera Advisors LLC	10,272	$7.06 萬
Kestra Private Wealth Services, LLC	10,044	$6.90 萬
Castleview Partners, LLC	9,343	$6.42 萬
Adirondack Trust Co	8,634	$5.93 萬
Sound Income Strategies, LLC	5,428	$3.73 萬
Spire Wealth Management	4,743	$3.30 萬
HBK Sorce Advisory LLC	21,232	$3.20 萬
Proequities, Inc.	2,813	$1.93 萬
U.S. Capital Wealth Advisors, LLC	2,689	$1.85 萬
Fortis Capital Advisors, LLC	2,199	$1.51 萬
Simplex Trading, LLC	1,000	$6,000

尚未申報 2023 年第 1 季的機構（1 家）

2022 年第 4 季季末持有 Oaktree Specialty Lending Corp、還沒有申報 2023 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2022 年第 4 季持有 OCSL、尚未申報 2023 年第 1 季的機構
機構	2022 年第 4 季股數	2022 年第 4 季市值
Jenkins Wealth	48,447	$33.3 萬