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OCSL Insider Trading

Insider Ownership Percentage: 0.29%
Insider Buying (Last 12 Months): $48,485.00
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.

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Oaktree Specialty Lending Share Price & Price History

Current Price: $12.11
Price Change: ▼ Price Decrease of -0.055 (-0.45%)
As of 11/13/2026 12:46 PM ET

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

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Days: 30 | 90 | 365

Oaktree Specialty Lending Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
3/16/2026Deborah Ann GeroDirectorBuy2,000$10.78$21,560.0024,411View SEC Filing Icon  
3/16/2026Phyllis R. CaldwellDirectorBuy2,500$10.77$26,925.0023,500View SEC Filing Icon  
5/15/2025Armen PanossianInsiderBuy8,000$14.13$113,040.0020,789View SEC Filing Icon  
5/6/2025Craig A JacobsonDirectorBuy14,910$13.41$199,943.1071,667View SEC Filing Icon  
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  
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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
11/12/2026Jackson Thornton Wealth Management LLC83,612$1M0.1%-1.1%0.095%Search for SEC Filing on Google Icon
11/12/2026State Street Corp130,689$1.56M0.0%-48.6%0.148%Search for SEC Filing on Google Icon
11/11/2026Advisors Asset Management Inc.37,474$0.45M0.0%N/A0.043%Search for SEC Filing on Google Icon
11/10/2026HighTower Advisors LLC190,950$2.27M0.0%+1.3%0.217%Search for SEC Filing on Google Icon
11/6/2026Russell Investments Group Ltd.1,080,595$12.86M0.0%+2.5%1.227%Search for SEC Filing on Google Icon
11/6/2026Fifth Third Bancorp6,024$72K0.0%+123.9%0.007%Search for SEC Filing on Google Icon
11/5/2026Lido Advisors LLC148,301$1.77M0.0%-5.0%0.168%Search for SEC Filing on Google Icon
11/4/2026Private Management Group Inc.4,010,332$47.72M1.2%+3.6%4.553%Search for SEC Filing on Google Icon
11/3/2026StoneX Group Inc.12,409$0.16M0.0%N/A0.014%Search for SEC Filing on Google Icon
11/3/2026United Advisor Group LLC291,321$3.47M0.3%-0.6%0.331%Search for SEC Filing on Google Icon
11/2/2026Commonwealth Equity Services LLC32,440$0.39M0.0%-48.1%0.037%Search for SEC Filing on Google Icon
10/31/2026Chicago Partners Investment Group LLC31,205$0.36M0.0%N/A0.035%Search for SEC Filing on Google Icon
10/29/2026Sumitomo Mitsui Trust Group Inc.341,805$4.07M0.0%+9.9%0.388%Search for SEC Filing on Google Icon
10/29/2026ProShare Advisors LLC15,346$0.18M0.0%-8.2%0.017%Search for SEC Filing on Google Icon
10/27/2026Generali Asset Management SPA SGR2,087,968$24.85M0.4%+0.3%2.370%Search for SEC Filing on Google Icon
10/24/2026Sigma Planning Corp14,747$0.18M0.0%N/A0.017%Search for SEC Filing on Google Icon
10/21/2026Pinnacle Associates Ltd.14,552$0.17M0.0%+12.8%0.017%Search for SEC Filing on Google Icon
10/15/2026TT Capital Management LLC95,385$1.14M0.6%+3.7%0.108%Search for SEC Filing on Google Icon
10/15/2026SBE LLC DBA Cedar Cove Wealth Partners133,596$1.59M0.8%+2.8%0.152%Search for SEC Filing on Google Icon
10/9/2026Sound Income Strategies LLC52,917$0.62M0.0%-12.2%0.060%Search for SEC Filing on Google Icon
10/9/2026Avaii Wealth Management LLC61,242$0.73M0.2%+18.9%0.070%Search for SEC Filing on Google Icon
10/8/2026Valeo Financial Advisors LLC35,600$0.42M0.0%+29.5%0.040%Search for SEC Filing on Google Icon
9/9/2026Tidal Investments LLC37,660$0.45M0.0%+5.2%0.043%Search for SEC Filing on Google Icon
9/9/2026Triad Investment Management88,563$1.06M1.2%-55.1%0.101%Search for SEC Filing on Google Icon
9/9/2026NewEdge Advisors LLC65,078$0.78M0.0%+12.2%0.074%Search for SEC Filing on Google Icon
9/9/2026Squarepoint Ops LLC19,182$0.23M0.0%-75.5%0.022%Search for SEC Filing on Google Icon
8/27/2026Corient Private Wealth LP22,151$0.26M0.0%+87.3%0.025%Search for SEC Filing on Google Icon
8/26/2026HighTower Advisors LLC188,588$2.25M0.0%-38.8%0.214%Search for SEC Filing on Google Icon
8/23/2026HB Wealth Management LLC16,657$0.20M0.0%N/A0.019%Search for SEC Filing on Google Icon
8/20/2026BTG Pactual Asset Management US LLC18,306$0.22M0.0%-35.7%0.021%Search for SEC Filing on Google Icon
8/20/2026Beach Point Capital Management LP453,524$5.42M0.0%-59.2%0.515%Search for SEC Filing on Google Icon
8/20/2026Private Management Group Inc.3,869,484$46.20M1.2%+4.0%4.393%Search for SEC Filing on Google Icon
8/19/2026Van ECK Associates Corp2,195,651$26.22M0.0%+28.9%2.493%Search for SEC Filing on Google Icon
8/18/2026Equitable Holdings Inc.42,375$0.51M0.0%N/A0.048%Search for SEC Filing on Google Icon
8/18/2026Centaurus Financial Inc.159,125$1.90M0.1%N/A0.181%Search for SEC Filing on Google Icon
8/18/2026Melia Wealth LLC729,243$8.71M5.0%N/A0.828%Search for SEC Filing on Google Icon
8/17/2026Corient Private Wealth LP22,152$0.26M0.0%N/A0.025%Search for SEC Filing on Google Icon
8/17/2026Bank of America Corp DE150,251$1.79M0.0%N/A0.171%Search for SEC Filing on Google Icon
8/14/2026Castlekeep Investment Advisors LLC289,711$3.46M1.7%N/A0.329%Search for SEC Filing on Google Icon
8/14/2026Legal & General Group Plc752,396$8.98M0.0%N/A0.854%Search for SEC Filing on Google Icon
8/14/2026Palliser Capital UK Ltd270,993$3.24M1.7%N/A0.308%Search for SEC Filing on Google Icon
8/12/2026Northwestern Mutual Wealth Management Co.3,322$40K0.0%N/A0.004%Search for SEC Filing on Google Icon
8/11/2026Allworth Financial LP3,416$41K0.0%N/A0.004%Search for SEC Filing on Google Icon
8/11/2026TrinityBridge Ltd7,400$88K0.0%N/A0.008%Search for SEC Filing on Google Icon
8/10/2026Denali Advisors LLC91,463$1.09M0.1%-5.1%0.104%Search for SEC Filing on Google Icon
8/10/2026Bruni J V & Co. Co.2,474,804$29.55M0.0%N/A2.809%Search for SEC Filing on Google Icon
8/10/2026Avaii Wealth Management LLC51,523$0.62M0.2%N/A0.058%Search for SEC Filing on Google Icon
8/7/2026Texas Capital Bank Wealth Management Services Inc40,835$0.49M0.0%N/A0.046%Search for SEC Filing on Google Icon
8/7/2026BlackRock Inc.333,996$3.99M0.0%N/A0.379%Search for SEC Filing on Google Icon
8/3/2026Plan Group Financial LLC202,342$2.42M0.5%N/A0.230%Search for SEC Filing on Google Icon
7/10/2026Fiduciary Financial Group LLC185,270$2.21M0.3%+20.3%0.210%Search for SEC Filing on Google Icon
7/9/2026Valeo Financial Advisors LLC27,500$0.33M0.0%-23.3%0.031%Search for SEC Filing on Google Icon
7/1/2026Confluence Investment Management LLC105,926$1.27M0.0%-0.9%0.120%Search for SEC Filing on Google Icon
6/10/2026FAS Wealth Partners Inc.18,795$0.21M0.0%-6.9%0.021%Search for SEC Filing on Google Icon
6/3/2026NewEdge Advisors LLC58,005$0.66M0.0%+109.0%0.066%Search for SEC Filing on Google Icon
5/19/2026NewEdge Advisors LLC58,005$0.66M0.0%+109.0%0.066%Search for SEC Filing on Google Icon
5/19/2026Bank of America Corp DE116,068$1.31M0.0%+22.7%0.132%Search for SEC Filing on Google Icon
5/19/2026Centaurus Financial Inc.149,810$1.69M0.1%+11.9%0.170%Search for SEC Filing on Google Icon
5/18/2026Rivernorth Capital Management LLC1,279,906$14.46M0.7%+1.0%1.453%Search for SEC Filing on Google Icon
5/18/2026Royal Bank of Canada479,660$5.42M0.0%+3.9%0.545%Search for SEC Filing on Google Icon
5/16/2026Lazard Asset Management LLC143,561$1.62M0.0%-3.2%0.163%Search for SEC Filing on Google Icon
5/8/2026Triad Investment Management197,330$2.23M2.5%-1.8%0.224%Search for SEC Filing on Google Icon
5/8/2026NewGen Asset Management Ltd40,500$0.46M0.2%N/A0.046%Search for SEC Filing on Google Icon
5/5/2026Cornerstone Advisory LLC43,702$0.49M0.0%+2.0%0.050%Search for SEC Filing on Google Icon
5/2/2026International Assets Investment Management LLC3,150$35K0.0%+118.3%0.004%Search for SEC Filing on Google Icon
5/1/2026Fifth Third Bancorp3,654$41K0.0%N/A0.004%Search for SEC Filing on Google Icon
5/1/2026Sovran Advisors LLC26,378$0.30M0.0%-31.2%0.030%Search for SEC Filing on Google Icon
4/27/2026Y Intercept Hong Kong Ltd11,771$0.13M0.0%N/A0.013%Search for SEC Filing on Google Icon
4/27/2026Sound Income Strategies LLC53,995$0.60M0.0%+9.2%0.061%Search for SEC Filing on Google Icon
4/24/2026MQS Management LLC16,076$0.18M0.1%N/A0.018%Search for SEC Filing on Google Icon
4/23/2026Next Level Private LLC25,721$0.29M0.1%N/A0.029%Search for SEC Filing on Google Icon
4/20/2026TrueMark Investments LLC29,133$0.33M0.1%-65.0%0.033%Search for SEC Filing on Google Icon
4/16/2026SG Americas Securities LLC19,101$0.22M0.0%-37.4%0.022%Search for SEC Filing on Google Icon
4/16/2026BI Asset Management Fondsmaeglerselskab A S240,928$2.72M0.0%-6.5%0.274%Search for SEC Filing on Google Icon
3/17/2026Rockefeller Capital Management L.P.24,693$0.32M0.0%-4.5%0.028%Search for SEC Filing on Google Icon
3/9/2026Corient Private Wealth LLC10,450$0.13M0.0%-67.6%0.012%Search for SEC Filing on Google Icon
2/19/2026Invesco Ltd.55,376$0.71M0.0%-93.8%0.063%Search for SEC Filing on Google Icon
2/19/2026Corient Private Wealth LLC10,450$0.13M0.0%-67.6%0.012%Search for SEC Filing on Google Icon
2/18/2026NewEdge Advisors LLC27,748$0.35M0.0%+87.7%0.032%Search for SEC Filing on Google Icon
2/18/2026XTX Topco Ltd135,868$1.73M0.0%+1,061.2%0.154%Search for SEC Filing on Google Icon
2/18/2026VARCOV Co.80,024$1.02M0.4%N/A0.091%Search for SEC Filing on Google Icon
2/18/2026Virtus Investment Advisers LLC64,479$0.82M0.2%-18.8%0.073%Search for SEC Filing on Google Icon
2/18/2026Toronto Dominion Bank207,000$2.64M0.0%N/A0.235%Search for SEC Filing on Google Icon
2/18/2026Summit Securities Group LLC380,000$4.84M0.6%N/A0.431%Search for SEC Filing on Google Icon
2/18/2026Rivernorth Capital Management LLC1,267,698$16.15M0.8%-4.0%1.439%Search for SEC Filing on Google Icon
2/18/2026Oxford Asset Management LLP15,885$0.20M0.1%N/A0.018%Search for SEC Filing on Google Icon
2/18/2026Millennium Management LLC91,779$1.17M0.0%+245.4%0.104%Search for SEC Filing on Google Icon
2/18/2026Gotham Asset Management LLC73,966$0.94M0.0%N/A0.084%Search for SEC Filing on Google Icon
2/18/2026Balyasny Asset Management L.P.14,888$0.19M0.0%N/A0.017%Search for SEC Filing on Google Icon
2/17/2026Guggenheim Capital LLC39,499$0.50M0.0%+9.1%0.045%Search for SEC Filing on Google Icon
2/17/2026Schonfeld Strategic Advisors LLC30,767$0.39M0.0%-33.9%0.035%Search for SEC Filing on Google Icon
2/17/2026AQR Capital Management LLC33,938$0.43M0.0%-2.5%0.039%Search for SEC Filing on Google Icon
2/17/2026Lazard Asset Management LLC148,336$1.89M0.0%+46.0%0.168%Search for SEC Filing on Google Icon
2/17/2026Wealthedge Investment Advisors LLC11,459$0.15M0.1%-83.9%0.013%Search for SEC Filing on Google Icon
2/17/2026Jump Financial LLC25,874$0.33M0.0%N/A0.029%Search for SEC Filing on Google Icon
2/17/2026Calydon Capital20,885$0.27M0.0%-16.8%0.024%Search for SEC Filing on Google Icon
2/17/2026Osaic Holdings Inc.177,744$2.27M0.0%-21.1%0.202%Search for SEC Filing on Google Icon
2/17/2026Advisory Services Network LLC29,932$0.38M0.0%-14.2%0.034%Search for SEC Filing on Google Icon
2/17/2026Running Point Capital Advisors LLC28,789$0.37M0.1%+3.1%0.033%Search for SEC Filing on Google Icon
2/17/2026Russell Investments Group Ltd.240,455$3.06M0.0%N/A0.273%Search for SEC Filing on Google Icon
Data available starting January 2016

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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: $12.11
Low: $12.05
High: $12.22

50 Day Range

MA: $12.10
Low: $11.25
High: $13.13

52 Week Range

Now: $12.11
Low: $10.63
High: $13.90

Volume

87,629 shs

Average Volume

682,179 shs

Market Capitalization

$1.07 billion

P/E Ratio

25.23

Dividend Yield

9.65%

Beta

0.5

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

Oaktree Specialty Lending's top insider shareholders include:
  1. Leonard M Tannenbaum (Major Shareholder)
  2. Leonard M Tannenbaum (Major Shareholder)
  3. Leonard Tannenbaum (CEO)
  4. Craig A Jacobson (Director)
  5. Mathew Pendo (President)
  6. Deborah Ann Gero (Director)
  7. Phyllis R Caldwell (Director)
  8. Armen Panossian (Insider)
  9. Bernard D Berman (Director)
  10. Richard Ruben (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:
  1. Private Management Group Inc. — 4.55%
  2. Generali Asset Management SPA SGR — 2.37%
  3. Russell Investments Group Ltd. — 1.23%
  4. Sumitomo Mitsui Trust Group Inc. — 0.39%
  5. United Advisor Group LLC — 0.33%
  6. HighTower Advisors LLC — 0.22%
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. State Street Corp
  2. Commonwealth Equity Services LLC
  3. Lido Advisors LLC
  4. Sound Income Strategies LLC
  5. United Advisor Group LLC
  6. ProShare Advisors LLC

Which major investors are buying Oaktree Specialty Lending stock?

Within the previous quarter, OCSL stock was bought by institutional investors including:
  1. Private Management Group Inc.
  2. Advisors Asset Management Inc.
  3. Chicago Partners Investment Group LLC
  4. Sumitomo Mitsui Trust Group Inc.
  5. Russell Investments Group Ltd.
  6. Sigma Planning Corp
  7. StoneX Group Inc.
  8. Avaii Wealth Management LLC
During the previous year, these company insiders have bought Oaktree Specialty Lending stock:
  1. Craig A Jacobson (Director)
  2. Deborah Ann Gero (Director)
  3. Phyllis R Caldwell (Director)
  4. Armen Panossian (Insider)
Learn More investors buying Oaktree Specialty Lending stock.

Oaktree Specialty Lending Active Insiders

Phyllis R Caldwell
Phyllis R Caldwell
Director
Craig A Jacobson
Craig A Jacobson
Director
Deborah Ann Gero
Deborah Ann Gero
Director
Leonard M Tannenbaum
Leonard M Tannenbaum (Age 55)
Major Shareholder
Armen Panossian
Armen Panossian (Age 50)
Insider