Oaktree Specialty Lending Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PRIVATE MANAGEMENT GROUP INC | 01/27/2025 | 2.13 M | $32.53 M | 51.27% | 2.59% |
| VAN ECK ASSOCIATES CORP | 01/29/2025 | 2.09 M | $32.01 M | 3.55% | 2.55% |
| ARES MANAGEMENT LLC | 02/14/2025 | 1.98 M | $30.21 M | 0.00% | 2.40% |
| BRUNI J V & CO /CO | 02/05/2025 | 1.93 M | $29.48 M | 26.01% | 2.35% |
| OAKTREE CAPITAL MANAGEMENT LP | 02/12/2025 | 1.85 M | $28.31 M | 0.00% | 2.25% |
| CLARET ASSET MANAGEMENT CORP | 02/13/2025 | 1.50 M | $22.85 M | 0.94% | 1.82% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 1.19 M | $18.11 M | 100.00% | 1.44% |
| LSV ASSET MANAGEMENT | 02/13/2025 | 833,797 | $12.74 M | -2.22% | 1.01% |
| MELIA WEALTH LLC | 02/13/2025 | 801,216 | $12.24 M | 5.17% | 0.97% |
| 02/10/2025 | 538,318 | $8.23 M | 100.00% | 0.65% | |
| PINNACLE ASSOCIATES LTD | 02/14/2025 | 403,358 | $6.16 M | -30.86% | 0.49% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 367,949 | $5.62 M | 26.61% | 0.45% |
| 02/14/2025 | 307,000 | $4.69 M | 100.00% | 0.37% | |
| ALPINE GLOBAL MANAGEMENT, LLC | 02/14/2025 | 280,000 | $4.28 M | 180.00% | 0.34% |
| REZNY WEALTH MANAGEMENT, INC. | 01/16/2025 | 274,035 | $4.19 M | 6.43% | 0.33% |
| KOVITZ INVESTMENT GROUP PARTNERS, LLC | 02/14/2025 | 258,853 | $3.96 M | 48.17% | 0.31% |
| MUZINICH & CO., INC. | 02/05/2025 | 237,302 | $3.63 M | 13.17% | 0.29% |
| SUMITOMO MITSUI TRUST HOLDINGS, INC. | 01/28/2025 | 225,306 | $3.44 M | 12.28% | 0.27% |
| ADVISORS CAPITAL MANAGEMENT, LLC | 02/13/2025 | 215,084 | $3.29 M | -3.74% | 0.26% |
| UNITED ADVISOR GROUP, LLC | 02/24/2025 | 206,359 | $3.15 M | 32.74% | 0.25% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/13/2025 | 192,624 | $2.94 M | 2,098.40% | 0.23% |
| INDEPENDENT ADVISOR ALLIANCE | 02/07/2025 | 189,583 | $2.90 M | -3.59% | 0.23% |
| 01/29/2025 | 186,163 | $2.84 M | 100.00% | 0.23% | |
| GABELLI FUNDS LLC | 02/13/2025 | 184,299 | $2.82 M | 3.36% | 0.22% |
| CERCANO MANAGEMENT LLC | 02/14/2025 | 180,413 | $2.76 M | 0.00% | 0.22% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/15/2025 | 174,090 | $2.66 M | -14.34% | 0.21% |
| CORNERSTONE ADVISORY, LLC | 02/18/2025 | 172,233 | $2.72 M | 167.40% | 0.21% |
| WILLS FINANCIAL GROUP, INC. | 02/14/2025 | 166,498 | $2.54 M | 100.00% | 0.20% |
| GRANITESHARES ADVISORS LLC | 02/04/2025 | 161,818 | $2.47 M | 44.24% | 0.20% |
| ARNHOLD LLC | 02/14/2025 | 159,680 | $2.44 M | 25.55% | 0.19% |
| NAVITER WEALTH, LLC | 02/07/2025 | 153,731 | $2.35 M | 100.00% | 0.19% |
| SCHONFELD STRATEGIC ADVISORS LLC | 02/14/2025 | 152,600 | $2.33 M | 100.00% | 0.19% |
| DNB ASSET MANAGEMENT AS | 02/12/2025 | 151,485 | $2.31 M | 29.36% | 0.18% |
| DENALI ADVISORS LLC | 02/04/2025 | 143,256 | $2.19 M | -9.43% | 0.17% |
| 01/29/2025 | 134,042 | $2.05 M | -0.25% | 0.16% | |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 01/02/2025 | 130,410 | $1.99 M | 0.53% | 0.16% |
| LIDO ADVISORS, LLC | 02/14/2025 | 124,558 | $1.90 M | 3.85% | 0.15% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 116,533 | $1.78 M | 15.54% | 0.14% |
| 02/13/2025 | 94,494 | $1.47 M | 100.00% | 0.11% | |
| MARINER, LLC | 02/13/2025 | 92,332 | $1.41 M | -5.73% | 0.11% |
| MARSHALL WACE, LLP | 02/13/2025 | 77,428 | $1.18 M | -67.67% | 0.09% |
| 02/28/2025 | 76,100 | $1.16 M | 100.00% | 0.09% | |
| VIRTUS ETF ADVISERS LLC | 02/14/2025 | 75,651 | $1.16 M | 38.68% | 0.09% |
| 02/07/2025 | 68,794 | $1.05 M | 100.00% | 0.08% | |
| HOWARD CAPITAL MANAGEMENT GROUP, LLC | 01/17/2025 | 62,041 | $947,986 | 0.00% | 0.08% |
| 03/12/2025 | 61,690 | $942,618 | 100.00% | 0.08% | |
| CI PRIVATE WEALTH, LLC | 02/10/2025 | 58,241 | $193,344 | 102.65% | 0.07% |
| NORDWAND ADVISORS, LLC | 02/07/2025 | 57,516 | $878,844 | -8.50% | 0.07% |
| BROWN ADVISORY INC | 02/14/2025 | 54,021 | $825,440 | 0.00% | 0.07% |
| CARTESIAN GROWTH CORP | 02/14/2025 | 51,641 | $809,731 | 0.00% | 0.06% |
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Oaktree Specialty Lending Corporation institutional Ownership - FAQ's
During the previous two years, 214 institutional investors and hedge funds held shares of Oaktree Specialty Lending Corporation. The most heavily invested institutionals were:
PRIVATE MANAGEMENT GROUP INC: 2.13 M
VAN ECK ASSOCIATES CORP: 2.09 M
ARES MANAGEMENT LLC: 1.98 M
BRUNI J V & CO /CO: 1.93 M
OAKTREE CAPITAL MANAGEMENT LP: 1.85 M
CLARET ASSET MANAGEMENT Corp: 1.5 M
37.86% of Oaktree Specialty Lending Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 25.30 M shares in the last 24 months. This purchase volume represents approximately $384.36 M in transactions.