OCSL Insider Trading

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Insider Trading History
Frequently Asked Questions
About

Insider Ownership Percentage: 0.28%

Insider Buying (Last 12 Months): $312,983.10

Insider Selling (Last 12 Months): $0.00

Oaktree Specialty Lending Insider Trading History Chart

Oaktree Specialty Lending Share Price & Price History

^$13.58

▼ -0.11 (-0.80%)

As of 12/4/2025 05:00 PM ET

Days: 30 | 90 | 365

Oaktree Specialty Lending Insider Trading History

Transaction Date	Insider Name	Title	Buy/Sell	Number of Shares	Average Share Price	Total Transaction	Shares Held After Transaction
5/15/2025	Armen Panossian	Insider	Buy	8,000	$14.13	$113,040.00	20,789
5/6/2025	Craig A Jacobson	Director	Buy	14,910	$13.41	$199,943.10	71,667
9/20/2024	Phyllis R. Caldwell	Director	Buy	1,000	$16.01	$16,010.00	13,500
2/12/2024	Phyllis R. Caldwell	Director	Buy	2,000	$20.07	$40,140.00	11,166
3/23/2023	Matthew Stewart	COO	Buy	500	$18.00	$9,000.00	9,668
3/17/2023	Christopher Mckown	Insider	Buy	1,000	$17.79	$17,790.00	5,092
3/17/2023	Phyllis R. Caldwell	Director	Buy	500	$17.72	$8,860.00	9,166
3/9/2023	Ashley Pak	Insider	Buy	1,000	$19.41	$19,410.00	1,920
2/9/2023	Mathew Pendo	President	Buy	680	$19.72	$13,409.60	37,979
12/9/2022	Phyllis R. Caldwell	Director	Buy	1,333	$21.00	$27,993.00	6,400

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

Oaktree Specialty Lending Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
11/20/2025	Centaurus Financial Inc.	39,340	$0.51M	0.0%	N/A	0.045%
11/19/2025	Sunbelt Securities Inc.	3,398	$44K	0.0%	-46.0%	0.004%
11/18/2025	Advisory Services Network LLC	34,897	$0.46M	0.0%	N/A	0.040%
11/17/2025	Icon Advisers Inc. Co.	60,226	$0.79M	0.2%	N/A	0.068%
11/17/2025	NewEdge Advisors LLC	14,787	$0.19M	0.0%	+14.0%	0.017%
11/17/2025	Caxton Associates LLP	63,799	$0.83M	0.0%	+35.2%	0.072%
11/17/2025	Verition Fund Management LLC	18,517	$0.24M	0.0%	-47.9%	0.021%
11/17/2025	Mariner LLC	102,494	$1.34M	0.0%	-7.5%	0.116%
11/17/2025	Millennium Management LLC	26,575	$0.35M	0.0%	N/A	0.030%
11/17/2025	Lido Advisors LLC	115,512	$1.51M	0.0%	+8.8%	0.131%
11/17/2025	Brevan Howard Capital Management LP	32,149	$0.42M	0.0%	+172.8%	0.036%
11/17/2025	Calydon Capital	25,098	$0.33M	0.1%	-12.9%	0.028%
11/17/2025	Bank of America Corp DE	204,925	$2.67M	0.0%	+64.9%	0.233%
11/17/2025	Aquatic Capital Management LLC	54,073	$0.71M	0.0%	N/A	0.061%
11/14/2025	Schonfeld Strategic Advisors LLC	46,567	$0.61M	0.0%	N/A	0.053%
11/14/2025	Creative Planning	50,916	$0.66M	0.0%	-4.2%	0.058%
11/14/2025	Lazard Asset Management LLC	101,592	$1.33M	0.0%	+9.5%	0.115%
11/14/2025	Raymond James Financial Inc.	74,147	$0.97M	0.0%	+9.0%	0.084%
11/14/2025	Wolverine Trading LLC	26,773	$0.35M	0.0%	N/A	0.030%
11/14/2025	Two Sigma Investments LP	388,157	$5.07M	0.0%	+221.2%	0.441%
11/14/2025	Comerica Bank	3,313	$43K	0.0%	-88.3%	0.004%
11/14/2025	Texas Capital Bancshares Inc TX	17,921	$0.23M	0.1%	N/A	0.020%
11/14/2025	Texas Capital Bank Wealth Management Services Inc	196,915	$2.57M	0.2%	+18.2%	0.224%
11/14/2025	Private Management Group Inc.	3,014,163	$39.34M	1.2%	+25.2%	3.422%
11/13/2025	Invesco Ltd.	886,847	$11.57M	0.0%	+25.6%	1.007%
11/13/2025	UBS Group AG	904,340	$11.80M	0.0%	+7.4%	1.027%
11/13/2025	BNP Paribas Financial Markets	7,403	$97K	0.0%	N/A	0.008%
11/13/2025	Van ECK Associates Corp	2,173,257	$28.36M	0.0%	+6.6%	2.467%
11/13/2025	Claret Asset Management Corp	1,693,224	$22.10M	2.6%	-0.4%	1.922%
11/13/2025	Legal & General Group Plc	532,849	$6.96M	0.0%	-3.0%	0.605%
11/12/2025	Icon Advisers Inc. Co.	60,226	$0.79M	0.2%	N/A	0.068%
11/12/2025	Gabelli Funds LLC	175,000	$2.28M	0.0%	-6.1%	0.199%
11/12/2025	Cresset Asset Management LLC	40,945	$0.53M	0.0%	-6.5%	0.046%
11/12/2025	Melia Wealth LLC	1,215,842	$15.87M	6.9%	+22.8%	1.380%
11/12/2025	Arete Wealth Advisors LLC	15,718	$0.21M	0.0%	+50.0%	0.018%
11/12/2025	Wealthedge Investment Advisors LLC	71,041	$0.93M	0.4%	-26.6%	0.081%
11/12/2025	Close Asset Management Ltd	7,400	$97K	0.0%	+19.4%	0.008%
11/12/2025	Empirical Asset Management LLC	15,968	$0.21M	0.0%	N/A	0.018%
11/12/2025	Fox Run Management L.L.C.	19,807	$0.26M	0.0%	N/A	0.022%
11/10/2025	MAI Capital Management	4,457	$58K	0.0%	-84.6%	0.005%
11/10/2025	Clearstead Advisors LLC	17,663	$0.23M	0.0%	-38.6%	0.020%
11/10/2025	Bruni J V & Co. Co.	2,487,019	$32.46M	3.3%	+12.4%	2.823%
11/7/2025	Cornerstone Advisory LLC	52,641	$0.69M	0.1%	-39.7%	0.060%
11/7/2025	Denali Advisors LLC	112,085	$1.46M	0.2%	-22.4%	0.127%
11/7/2025	Arnhold LLC	179,845	$2.35M	0.2%	+18.1%	0.204%
11/7/2025	JPMorgan Chase & Co.	27,361	$0.36M	0.0%	-44.3%	0.031%
11/7/2025	HighTower Advisors LLC	267,909	$3.50M	0.0%	+102.6%	0.304%
11/7/2025	TT Capital Management LLC	107,927	$1.41M	1.1%	+3.1%	0.123%
11/6/2025	Naviter Wealth LLC	160,862	$2.10M	0.2%	-8.5%	0.183%
11/6/2025	Whipplewood Advisors LLC	2,123	$28K	0.0%	-97.1%	0.002%
11/6/2025	LSV Asset Management	148,766	$1.94M	0.0%	-50.5%	0.169%
11/6/2025	ProShare Advisors LLC	17,923	$0.23M	0.0%	+23.5%	0.020%
11/5/2025	Castlekeep Investment Advisors LLC	332,348	$4.34M	2.0%	+3.5%	0.377%
11/5/2025	Flagship Harbor Advisors LLC	23,240	$0.30M	0.0%	-36.0%	0.026%
11/5/2025	BI Asset Management Fondsmaeglerselskab A S	290,874	$3.80M	0.0%	+4.2%	0.330%
11/5/2025	Envestnet Asset Management Inc.	11,662	$0.15M	0.0%	-18.2%	0.013%
11/4/2025	Independent Advisor Alliance	164,250	$2.14M	0.1%	-10.1%	0.186%
11/3/2025	Stonegate Investment Group LLC	15,171	$0.20M	0.0%	+5.6%	0.017%
10/31/2025	Sovran Advisors LLC	36,543	$0.51M	0.0%	+22.3%	0.041%
10/30/2025	TrueMark Investments LLC	21,472	$0.28M	0.0%	N/A	0.024%
10/30/2025	Register Financial Advisors LLC	5,000	$65K	0.0%	-54.7%	0.006%
10/30/2025	Samalin Investment Counsel LLC	95,946	$1.25M	0.4%	+9.6%	0.109%
10/29/2025	Jackson Thornton Wealth Management LLC	34,413	$0.44M	0.0%	-3.3%	0.039%
10/29/2025	Nordwand Advisors LLC	39,776	$0.52M	0.1%	-29.4%	0.045%
10/29/2025	Bfsg LLC	17,726	$0.23M	0.0%	+31.5%	0.020%
10/28/2025	Running Point Capital Advisors LLC	27,912	$0.36M	0.1%	+11.3%	0.032%
10/28/2025	Sunbeam Capital Management LLC	15,400	$0.20M	0.1%	N/A	0.017%
10/27/2025	Plan Group Financial LLC	114,228	$1.49M	0.4%	+24.0%	0.130%
10/27/2025	Sumitomo Mitsui Trust Group Inc.	303,769	$3.96M	0.0%	+26.2%	0.345%
10/24/2025	State of Alaska Department of Revenue	3,926	$51K	0.0%	N/A	0.004%
10/23/2025	Canton Hathaway LLC	6,370	$83K	0.0%	-13.3%	0.007%
10/23/2025	SG Americas Securities LLC	11,940	$0.16M	0.0%	+11.9%	0.014%
10/23/2025	Spire Wealth Management	6,010	$78K	0.0%	+39.4%	0.007%
10/22/2025	Hennion & Walsh Asset Management Inc.	55,204	$0.72M	0.0%	-41.1%	0.063%
10/22/2025	Cohen Capital Management Inc.	10,144	$0.13M	0.0%	N/A	0.012%
10/21/2025	GraniteShares Advisors LLC	201,490	$2.63M	1.5%	+9.7%	0.229%
10/21/2025	Sullivan Wood Capital Management LLC	10,750	$0.14M	0.2%	N/A	0.012%
10/21/2025	Generali Asset Management SPA SGR	2,087,981	$27.25M	0.6%	+10.6%	2.370%
10/20/2025	Avaii Wealth Management LLC	42,064	$0.55M	0.2%	+49.1%	0.048%
10/20/2025	Carnegie Lake Advisors LLC	131,924	$1.72M	0.7%	-1.2%	0.150%
10/20/2025	Muzinich & Co. Inc.	330,906	$4.32M	1.7%	+26.9%	0.376%
10/16/2025	Blue Trust Inc.	71,922	$0.94M	0.0%	+4.8%	0.082%
10/14/2025	Confluence Investment Management LLC	122,996	$1.61M	0.0%	-10.2%	0.140%
10/14/2025	Generali Investments CEE investicni spolecnost a.s.	20,046	$0.26M	0.0%	-12.9%	0.023%
10/10/2025	Sound Income Strategies LLC	3,345	$42K	0.0%	N/A	0.004%
10/10/2025	Fiduciary Financial Group LLC	79,057	$1.03M	0.2%	+30.8%	0.090%
10/6/2025	Old Port Advisors	126,540	$1.65M	0.4%	+88.9%	0.144%
9/26/2025	Corient Private Wealth LLC	42,918	$0.59M	0.0%	+286.0%	0.049%
9/4/2025	Osaic Holdings Inc.	232,525	$3.18M	0.0%	-58.9%	0.264%
8/22/2025	TT Capital Management LLC	104,643	$1.43M	0.5%	+7.6%	0.119%
8/19/2025	Marex Group plc	25,211	$0.34M	0.0%	N/A	0.029%
8/19/2025	MRP Capital Investments LLC	11,578	$0.16M	0.1%	+8.3%	0.013%
8/15/2025	Tower Research Capital LLC TRC	4,163	$57K	0.0%	+1,025.1%	0.005%
8/15/2025	Corient Private Wealth LLC	42,918	$0.59M	0.0%	+286.0%	0.049%
8/15/2025	Captrust Financial Advisors	10,884	$0.15M	0.0%	N/A	0.012%
8/15/2025	Oxford Asset Management LLP	41,267	$0.56M	0.2%	N/A	0.047%
8/15/2025	BI Asset Management Fondsmaeglerselskab A S	279,248	$3.82M	0.0%	+20.6%	0.317%
8/15/2025	Brevan Howard Capital Management LP	11,784	$0.16M	0.0%	N/A	0.013%
8/15/2025	Balyasny Asset Management L.P.	626,324	$8.56M	0.0%	+298.9%	0.711%
8/15/2025	Bank of America Corp DE	124,289	$1.70M	0.0%	-21.7%	0.141%

Data available starting January 2016

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.

Today's Range

Now: $13.58

$13.56

$13.76

50 Day Range

MA: $13.44

$12.56

$14.20

52 Week Range

Now: $13.58

$12.44

$16.50

Volume

801,236 shs

Average Volume

554,917 shs

Market Capitalization

$1.20 billion

P/E Ratio

34.82

Dividend Yield

11.69%

Beta

0.52

Who are the company insiders with the largest holdings of Oaktree Specialty Lending?: Oaktree Specialty Lending's top insider shareholders include:
Craig A Jacobson (Director)
Armen Panossian (Insider)
Phyllis R Caldwell (Director)
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:
Private Management Group Inc. — 3.42%
Bruni J V & Co. Co. — 2.82%
Van ECK Associates Corp — 2.47%
Generali Asset Management SPA SGR — 2.37%
Claret Asset Management Corp — 1.92%
Melia Wealth LLC — 1.38%
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:
Group One Trading LLC
LSV Asset Management
Citadel Advisors LLC
Whipplewood Advisors LLC
Hennion & Walsh Asset Management Inc.
Cornerstone Advisory LLC
Denali Advisors LLC
Wealthedge Investment Advisors LLC
Which major investors are buying Oaktree Specialty Lending stock?: Within the previous quarter, OCSL stock was bought by institutional investors including:
Private Management Group Inc.
Bruni J V & Co. Co.
Two Sigma Investments LP
Melia Wealth LLC
Generali Asset Management SPA SGR
Invesco Ltd.
HighTower Advisors LLC
Van ECK Associates Corp
During the previous year, these company insiders have bought Oaktree Specialty Lending stock:
Craig A Jacobson (Director)
Armen Panossian (Insider)
Phyllis R Caldwell (Director)
Learn More investors buying Oaktree Specialty Lending stock.