InsiderTrades.com logo
Urgent: This election is rigged
From Porter & Company   |   Ad
If you missed it, my emergency election broadcast is now available - but will be removed soon
Click here to watch it now.

OCSL Insider Trading

Insider Ownership Percentage: 0.29%
Insider Buying (Last 12 Months): $56,150.00
Insider Selling (Last 12 Months): $0.00

Oaktree Specialty Lending Insider Trading History Chart

This chart shows the insider buying and selling history at Oaktree Specialty Lending by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Oaktree Specialty Lending Share Price & Price History

Current Price: $16.10
Price Change: ▼ Price Decrease of -0.14 (-0.86%)
As of 10/23/2024 05:25 PM ET

This chart shows the closing price history over time for OCSL up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365
Urgent: This election is rigged
From Porter & Company   |   Ad
If you missed it, my emergency election broadcast is now available - but will be removed soon
Click here to watch it now.

Oaktree Specialty Lending Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
9/20/2024Phyllis R CaldwellDirectorBuy1,000$16.01$16,010.0013,500View SEC Filing Icon  
2/12/2024Phyllis R CaldwellDirectorBuy2,000$20.07$40,140.0011,166View SEC Filing Icon  
3/23/2023Matthew StewartCOOBuy500$18.00$9,000.009,668View SEC Filing Icon  
3/17/2023Christopher MckownInsiderBuy1,000$17.79$17,790.005,092View SEC Filing Icon  
3/17/2023Phyllis R CaldwellDirectorBuy500$17.72$8,860.009,166View SEC Filing Icon  
3/9/2023Ashley PakInsiderBuy1,000$19.41$19,410.001,920View SEC Filing Icon  
2/9/2023Mathew PendoPresidentBuy680$19.72$13,409.6037,979View SEC Filing Icon  
12/9/2022Phyllis R CaldwellDirectorBuy1,333$21.00$27,993.006,400View SEC Filing Icon  
6/29/2022Phyllis R CaldwellDirectorBuy833$19.47$16,218.515,066View SEC Filing Icon  
5/23/2022Phyllis R CaldwellDirectorBuy1,666$20.40$33,986.404,233View SEC Filing Icon  
5/11/2022Phyllis R CaldwellDirectorBuy1,666$21.12$35,185.922,566View SEC Filing Icon  
5/9/2022Mathew PendoPresidentBuy6,127$21.18$129,769.8634,530View SEC Filing Icon  
3/4/2022Ashley PakInsiderBuy866$22.26$19,277.16View SEC Filing Icon  
12/29/2021Leonard M TannenbaumInsiderSell66,666$22.56$1,503,984.96View SEC Filing Icon  
12/27/2021Leonard M TannenbaumMajor ShareholderSell66,666$22.62$1,507,984.92View SEC Filing Icon  
12/23/2021Leonard M TannenbaumMajor ShareholderSell66,666$22.53$1,501,984.98View SEC Filing Icon  
12/13/2021Leonard M TannenbaumMajor ShareholderSell11,366$22.65$257,439.90View SEC Filing Icon  
12/6/2021Leonard M TannenbaumMajor ShareholderSell33$22.50$742.50View SEC Filing Icon  
12/2/2021Leonard M TannenbaumMajor ShareholderSell1,666$22.50$37,485.00View SEC Filing Icon  
11/16/2021Leonard M TannenbaumMajor ShareholderSell5,776$22.35$129,093.60View SEC Filing Icon  
11/10/2021Leonard M TannenbaumMajor ShareholderSell16,057$22.50$361,282.50View SEC Filing Icon  
11/8/2021Leonard M TannenbaumMajor ShareholderSell33,333$22.53$750,992.49View SEC Filing Icon  
See Full Table
Urgent: This election is rigged
From Porter & Company   |   Ad
If you missed it, my emergency election broadcast is now available - but will be removed soon
Click here to watch it now.

SEC Filings (Institutional Ownership Changes) for Oaktree Specialty Lending (NASDAQ:OCSL)

36.79% of Oaktree Specialty Lending stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at OCSL by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Oaktree Specialty Lending Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2024Hennion & Walsh Asset Management Inc.203,229$3.32M0.2%-10.0%0.250%Search for SEC Filing on Google Icon
10/22/2024International Assets Investment Management LLC53,709$0.88M0.0%+8,957.2%0.066%Search for SEC Filing on Google Icon
10/22/2024Plan Group Financial LLC38,618$0.63M0.3%+20.7%0.047%Search for SEC Filing on Google Icon
10/18/2024Schubert & Co18,371$0.30M0.2%N/A0.023%Search for SEC Filing on Google Icon
10/18/2024Blue Trust Inc.26,000$0.42M0.0%+46.9%0.032%Search for SEC Filing on Google Icon
10/16/2024Cornerstone Wealth Management LLC15,852$0.26M0.0%+4.8%0.019%Search for SEC Filing on Google Icon
10/16/2024Bfsg LLC8,255$0.14M0.0%+208.1%0.010%Search for SEC Filing on Google Icon
10/10/2024Carnegie Investment Counsel128,349$2.09M0.1%-43.8%0.158%Search for SEC Filing on Google Icon
10/8/2024Strategic Wealth Partners Ltd.47,819$0.78M0.1%N/A0.059%Search for SEC Filing on Google Icon
10/7/2024Everpar Advisors LLC57,578$0.94M0.5%-16.1%0.071%Search for SEC Filing on Google Icon
9/23/2024Centaurus Financial Inc.31,515$0.59M0.0%+166.0%0.039%Search for SEC Filing on Google Icon
9/11/2024Newbridge Financial Services Group Inc.3,466$65K0.0%-52.0%0.004%Search for SEC Filing on Google Icon
8/21/2024Truist Financial Corp22,357$0.42M0.0%+6.2%0.027%Search for SEC Filing on Google Icon
8/16/2024Sunbelt Securities Inc.6,735$0.13M0.0%+37.0%0.008%Search for SEC Filing on Google Icon
8/16/2024Creative Planning45,376$0.85M0.0%+11.1%0.056%Search for SEC Filing on Google Icon
8/16/2024Texas Capital Bank Wealth Management Services Inc108,537$2.04M0.2%+5.1%0.133%Search for SEC Filing on Google Icon
8/15/2024The Manufacturers Life Insurance Company259,793$4.89M0.0%-2.5%0.319%Search for SEC Filing on Google Icon
8/14/2024Marshall Wace LLP486,495$9.15M0.0%-14.0%0.598%Search for SEC Filing on Google Icon
8/14/2024Evergreen Capital Management LLC260,025$4.89M0.2%-4.3%0.319%Search for SEC Filing on Google Icon
8/14/2024Gabelli Funds LLC173,213$3.26M0.0%+2.9%0.213%Search for SEC Filing on Google Icon
8/14/2024ProShare Advisors LLC11,893$0.22M0.0%+11.2%0.015%Search for SEC Filing on Google Icon
8/12/2024MRP Capital Investments LLC43,342$0.82M0.8%N/A0.053%Search for SEC Filing on Google Icon
8/9/2024Marble Harbor Investment Counsel LLC31,400$0.59M0.1%-12.8%0.039%Search for SEC Filing on Google Icon
8/9/2024Brown Brothers Harriman & Co.2,988$56K0.0%N/A0.004%Search for SEC Filing on Google Icon
8/8/2024TMD Wealth Management LLC567,718$10.68M2.3%+16.0%0.697%Search for SEC Filing on Google Icon
8/7/2024PFG Investments LLC22,219$0.42M0.0%+19.6%0.027%Search for SEC Filing on Google Icon
8/6/2024Private Management Group Inc.735,012$13.83M0.5%-3.3%0.903%Search for SEC Filing on Google Icon
8/6/2024LSV Asset Management926,863$17.43M0.0%-2.4%1.139%Search for SEC Filing on Google Icon
8/2/2024Arnhold LLC44,906$0.85M0.1%+23.3%0.055%Search for SEC Filing on Google Icon
8/1/2024GraniteShares Advisors LLC93,963$1.77M0.6%+14.2%0.115%Search for SEC Filing on Google Icon
8/1/2024Mandatum Life Insurance Co Ltd20,230$0.38M0.1%+60.0%0.025%Search for SEC Filing on Google Icon
7/31/2024Van ECK Associates Corp1,885,293$35.46M0.1%+21.0%2.316%Search for SEC Filing on Google Icon
7/31/2024Commonwealth Equity Services LLC113,569$2.14M0.0%+1.9%0.140%Search for SEC Filing on Google Icon
7/29/2024TrueMark Investments LLC225,547$4.24M1.5%N/A0.277%Search for SEC Filing on Google Icon
7/29/2024Bfsg LLC2,679$50K0.0%-23.4%0.003%Search for SEC Filing on Google Icon
7/26/2024Allspring Global Investments Holdings LLC258,591$4.86M0.0%+8.1%0.318%Search for SEC Filing on Google Icon
7/24/2024Rezny Wealth Management Inc.254,979$4.80M1.3%-1.5%0.313%Search for SEC Filing on Google Icon
7/22/2024Security National Bank2,213$42K0.0%N/A0.003%Search for SEC Filing on Google Icon
7/22/2024Carnegie Investment Counsel228,532$4.30M0.1%+6.1%0.281%Search for SEC Filing on Google Icon
7/22/2024Pallas Capital Advisors LLC49,442$0.88M0.0%-31.9%0.061%Search for SEC Filing on Google Icon
7/20/2024Hennion & Walsh Asset Management Inc.225,783$4.25M0.2%-2.8%0.277%Search for SEC Filing on Google Icon
7/19/2024Sumitomo Mitsui Trust Holdings Inc.186,787$3.51M0.0%+6.0%0.229%Search for SEC Filing on Google Icon
7/19/2024Everpar Advisors LLC68,636$1.29M0.6%-9.2%0.084%Search for SEC Filing on Google Icon
7/17/2024Financial Strategies Group Inc.18,666$0.35M0.1%+84.6%0.023%Search for SEC Filing on Google Icon
7/16/2024Howard Capital Management Group LLC62,041$1.17M0.1%-22.5%0.076%Search for SEC Filing on Google Icon
7/12/2024Register Financial Advisors LLC13,283$0.25M0.1%+23.6%0.016%Search for SEC Filing on Google Icon
7/12/2024Accel Wealth Management11,171$0.21M0.1%-23.2%0.014%Search for SEC Filing on Google Icon
7/11/2024U.S. Capital Wealth Advisors LLC131,460$2.47M0.1%-2.2%0.162%Search for SEC Filing on Google Icon
7/9/2024Harbor Capital Advisors Inc.164,649$3.10M0.2%+273.4%0.202%Search for SEC Filing on Google Icon
7/5/2024DNB Asset Management AS117,107$2.20M0.0%+7.6%0.144%Search for SEC Filing on Google Icon
7/1/2024Confluence Investment Management LLC120,283$2.26M0.0%+220.5%0.148%Search for SEC Filing on Google Icon
5/24/2024Cetera Advisors LLC50,245$0.99M0.0%+286.4%0.062%Search for SEC Filing on Google Icon
5/20/2024EMC Capital Management8,714$0.17M0.1%-36.2%0.011%Search for SEC Filing on Google Icon
5/17/2024Adalta Capital Management LLC39,475$0.78M0.4%+165.8%0.048%Search for SEC Filing on Google Icon
5/16/2024Kennedy Capital Management LLC111,611$2.19M0.0%-1.5%0.137%Search for SEC Filing on Google Icon
5/15/2024Gabelli Funds LLC168,375$3.31M0.0%+3.2%0.207%Search for SEC Filing on Google Icon
5/14/2024Advisors Asset Management Inc.221,235$4.35M0.1%+5.3%0.272%Search for SEC Filing on Google Icon
5/13/2024Texas Capital Bank Wealth Management Services Inc103,262$2.03M0.2%+18.4%0.127%Search for SEC Filing on Google Icon
5/11/2024Cliffwater LLC138,413$2.72M0.7%-50.9%0.170%Search for SEC Filing on Google Icon
5/11/2024Partners Group Holding AG485,400$9.54M0.9%-38.0%0.596%Search for SEC Filing on Google Icon
5/11/2024Cercano Management LLC440,413$8.66M0.2%N/A0.541%Search for SEC Filing on Google Icon
5/9/2024Condor Capital Management161,880$3.18M0.3%+9.8%0.199%Search for SEC Filing on Google Icon
5/9/2024Private Management Group Inc.759,824$14.94M0.6%-7.6%0.933%Search for SEC Filing on Google Icon
5/8/2024Entropy Technologies LP35,427$0.70M0.1%+29.8%0.044%Search for SEC Filing on Google Icon
5/8/2024ProShare Advisors LLC10,699$0.21M0.0%N/A0.013%Search for SEC Filing on Google Icon
5/7/2024Arnhold LLC36,406$0.72M0.1%+9.0%0.045%Search for SEC Filing on Google Icon
5/7/2024Significant Wealth Partners LLC204,075$4.01M2.6%+217.9%0.251%Search for SEC Filing on Google Icon
5/7/2024Oppenheimer & Co. Inc.13,163$0.26M0.0%-18.6%0.016%Search for SEC Filing on Google Icon
5/7/2024SG Americas Securities LLC31,730$0.62M0.0%N/A0.039%Search for SEC Filing on Google Icon
5/6/2024LSV Asset Management949,962$18.68M0.0%-14.6%1.167%Search for SEC Filing on Google Icon
5/3/2024Catalina Capital Group LLC11,585$0.23M0.1%-6.9%0.014%Search for SEC Filing on Google Icon
5/2/2024Mckinley Capital Management LLC163,205$3.21M0.4%-2.1%0.207%Search for SEC Filing on Google Icon
5/1/2024Janney Montgomery Scott LLC40,426$0.80M0.0%-2.8%0.051%Search for SEC Filing on Google Icon
4/30/2024Van ECK Associates Corp1,557,877$30.63M0.0%+10.1%1.973%Search for SEC Filing on Google Icon
4/30/2024Claret Asset Management Corp1,191,891$23.43M4.0%+2.8%1.509%Search for SEC Filing on Google Icon
4/29/2024Commonwealth Equity Services LLC111,475$2.19M0.0%-0.9%0.141%Search for SEC Filing on Google Icon
4/29/2024FAS Wealth Partners Inc.30,373$0.60M0.1%-10.8%0.038%Search for SEC Filing on Google Icon
4/29/2024Crescent Grove Advisors LLC26,900$0.53M0.1%+39.1%0.034%Search for SEC Filing on Google Icon
4/26/2024Pinnacle Associates Ltd.542,281$10.66M0.2%-7.0%0.687%Search for SEC Filing on Google Icon
4/26/2024Plan Group Financial LLC13,310$0.26M0.2%N/A0.017%Search for SEC Filing on Google Icon
4/25/2024Lindbrook Capital LLC672,489$13.22M1.2%-12.1%0.852%Search for SEC Filing on Google Icon
4/24/2024Newbridge Financial Services Group Inc.7,220$0.14M0.1%N/A0.009%Search for SEC Filing on Google Icon
4/23/2024Stonegate Investment Group LLC11,471$0.23M0.0%N/A0.015%Search for SEC Filing on Google Icon
4/22/2024PFG Investments LLC18,577$0.37M0.0%N/A0.024%Search for SEC Filing on Google Icon
4/22/2024GraniteShares Advisors LLC82,244$1.62M0.9%+14.6%0.104%Search for SEC Filing on Google Icon
4/19/2024Accel Wealth Management14,554$0.29M0.1%+21.8%0.018%Search for SEC Filing on Google Icon
4/19/2024Sumitomo Mitsui Trust Holdings Inc.176,261$3.47M0.0%-23.6%0.223%Search for SEC Filing on Google Icon
4/18/2024Financial Strategies Group Inc.10,113$0.20M0.1%N/A0.013%Search for SEC Filing on Google Icon
4/18/2024Allspring Global Investments Holdings LLC239,268$4.70M0.0%-20.0%0.303%Search for SEC Filing on Google Icon
4/17/2024Trinity Financial Advisors LLC448,873$8.83M4.0%-7.4%0.568%Search for SEC Filing on Google Icon
4/17/2024Hennion & Walsh Asset Management Inc.232,244$4.57M0.2%+0.7%0.294%Search for SEC Filing on Google Icon
4/15/2024Rezny Wealth Management Inc.258,852$5.09M1.5%-2.0%0.328%Search for SEC Filing on Google Icon
4/12/2024Triad Investment Management185,300$3.64M4.4%+38.4%0.235%Search for SEC Filing on Google Icon
4/12/2024Global Assets Advisory LLC14,703$0.29M0.0%N/A0.019%Search for SEC Filing on Google Icon
4/10/2024Melia Wealth LLC669,800$13.17M7.4%N/A0.848%Search for SEC Filing on Google Icon
4/1/2024Confluence Investment Management LLC37,532$0.74M0.0%N/A0.048%Search for SEC Filing on Google Icon
3/22/2024PNC Financial Services Group Inc.23,559$0.48M0.0%-6.2%0.030%Search for SEC Filing on Google Icon
2/26/2024Centaurus Financial Inc.12,320$0.25M0.0%-30.8%0.016%Search for SEC Filing on Google Icon
2/26/2024Integrated Advisors Network LLC20,235$0.41M0.0%-3.8%0.026%Search for SEC Filing on Google Icon
2/14/2024Greenwich Investment Management Inc.812,498$16.59M12.5%-0.4%1.029%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Oaktree Specialty Lending logo
Oaktree Specialty Lending Corporation is a business development company. The fund specializing in investments in middle market, bridge financing, first and second lien debt financing, unsecured and mezzanine loan, mezzanine debt, senior and junior secured debt, expansions, sponsor-led acquisitions, preferred equity, and management buyouts in small and mid-sized companies. It seeks to invest in education services, business services, retail and consumer, healthcare, manufacturing, food and restaurants, construction and engineering. The firm also seeks investment in media, advertising sectors, software, IT services, pharmaceuticals, biotechnology, real estate management and development, chemicals, machinery, and internet and direct marketing retail sectors. It invests between $5 million to $75 million principally in the form of one-stop, first lien, and second lien debt investments, which may include an equity co-investment component in companies. The firm invest in companies having enterprise value between $20 million and $150 million and EBITDA between $3 million and $50 million. The fund has a hold size of up to $75 million and may underwrite transactions up to $100 million. It primarily invests in North America. The fund seeks to be a lead investor in its portfolio companies.
Read More on Oaktree Specialty Lending

Today's Range

Now: $16.10
Low: $16.03
High: $16.26

50 Day Range

MA: $16.52
Low: $15.90
High: $17.13

52 Week Range

Now: $16.10
Low: $15.56
High: $21.64

Volume

733,037 shs

Average Volume

667,448 shs

Market Capitalization

$1.31 billion

P/E Ratio

18.51

Dividend Yield

13.27%

Beta

1.09

Who are the company insiders with the largest holdings of Oaktree Specialty Lending?

Oaktree Specialty Lending's top insider shareholders include:
  1. Mathew Pendo (President)
  2. Phyllis R Caldwell (Director)
  3. Matthew Stewart (COO)
  4. Christopher Mckown (Insider)
  5. Ashley Pak (Insider)
Learn More about top insider investors at Oaktree Specialty Lending.

Who are the major institutional investors of Oaktree Specialty Lending?

Oaktree Specialty Lending's top institutional investors include:
  1. Hennion & Walsh Asset Management Inc. — 0.25%
  2. Carnegie Investment Counsel — 0.16%
  3. Everpar Advisors LLC — 0.07%
  4. International Assets Investment Management LLC — 0.07%
  5. Strategic Wealth Partners Ltd. — 0.06%
  6. Plan Group Financial LLC — 0.05%
Learn More about top institutional investors of Oaktree Specialty Lending stock.

Which major investors are selling Oaktree Specialty Lending stock?

During the previous quarter, OCSL stock was sold by these institutional investors:
  1. Carnegie Investment Counsel
  2. Hennion & Walsh Asset Management Inc.
  3. Everpar Advisors LLC

Which major investors are buying Oaktree Specialty Lending stock?

Within the previous quarter, OCSL stock was bought by institutional investors including:
  1. International Assets Investment Management LLC
  2. Strategic Wealth Partners Ltd.
  3. Schubert & Co
  4. Blue Trust Inc.
  5. Plan Group Financial LLC
  6. Bfsg LLC
  7. Cornerstone Wealth Management LLC
During the previous year, these company insiders have bought Oaktree Specialty Lending stock:
  1. Mathew Pendo (President)
  2. Phyllis R Caldwell (Director)
  3. Matthew Stewart (COO)
  4. Christopher Mckown (Insider)
  5. Ashley Pak (Insider)
Learn More investors buying Oaktree Specialty Lending stock.
Urgent: This election is rigged
From Porter & Company   |   Ad
If you missed it, my emergency election broadcast is now available - but will be removed soon
Click here to watch it now.