OCSL Insider Trading

Insider Ownership Percentage: 0.29%
Insider Buying (Last 12 Months): $40,140.00
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: $19.74
Price Change: Price Increase of +0.26 (1.33%)
As of 04/19/2024 01:00 AM 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

Oaktree Specialty Lending Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
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  
9/20/2021Leonard M TannenbaumMajor ShareholderSell1,404,789$21.30$29,922,005.70View SEC Filing Icon  
6/1/2021Leonard M TannenbaumMajor ShareholderSell33,333$20.34$677,993.227,065,110View SEC Filing Icon  
5/27/2021Leonard M TannenbaumMajor ShareholderSell27,095$20.13$545,422.357,065,110View SEC Filing Icon  
5/24/2021Leonard M TannenbaumMajor ShareholderSell549$20.10$11,034.907,097,388View SEC Filing Icon  
5/21/2021Leonard M TannenbaumMajor ShareholderSell12,733$20.10$255,933.307,097,388View SEC Filing Icon  
5/5/2021Leonard M TannenbaumMajor ShareholderSell33,333$20.16$671,993.287,110,121View SEC Filing Icon  
4/29/2021Leonard M. TannenbaumMajor ShareholderSell129,394$20.25$2,620,228.507,208,139View SEC Filing Icon  
4/26/2021Leonard M TannenbaumMajor ShareholderSell33,333$20.07$668,993.317,339,515View SEC Filing Icon  
4/23/2021Leonard M TannenbaumMajor ShareholderSell33,333$20.04$667,993.327,339,515View SEC Filing Icon  
4/21/2021Leonard M TannenbaumMajor ShareholderSell5,219$20.10$104,901.907,381,831View SEC Filing Icon  
4/19/2021Leonard M TannenbaumMajor ShareholderSell33,333$19.98$665,993.347,381,831View SEC Filing Icon  
See Full Table

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
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
3/1/2024Goldman Sachs Group Inc.25,424$0.52M0.0%-89.4%0.032%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
2/15/2024Partners Group Holding AG782,766$15.98M1.4%-11.9%0.991%Search for SEC Filing on Google Icon
2/15/2024Virtus ETF Advisers LLC24,227$0.50M0.3%-27.9%0.031%Search for SEC Filing on Google Icon
2/15/2024Legal & General Group Plc600,442$12.26M0.0%+7.5%0.760%Search for SEC Filing on Google Icon
2/15/2024Prelude Capital Management LLC58,460$1.19M0.1%-30.8%0.074%Search for SEC Filing on Google Icon
2/15/2024Bridgefront Capital LLC11,686$0.24M0.2%N/A0.015%Search for SEC Filing on Google Icon
2/15/2024Comerica Bank7,200$0.15M0.0%-11.4%0.009%Search for SEC Filing on Google Icon
2/14/2024Royal Bank of Canada382,825$7.82M0.0%+72.8%0.485%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
2/14/2024Creative Planning28,415$0.58M0.0%+84.7%0.036%Search for SEC Filing on Google Icon
2/14/2024Putnam Investments LLC93,795$1.92M0.0%+25.7%0.119%Search for SEC Filing on Google Icon
2/14/2024MGO One Seven LLC20,530$0.42M0.0%+6.3%0.026%Search for SEC Filing on Google Icon
2/14/2024Visionary Wealth Advisors88,816$1.81M0.1%+3.2%0.112%Search for SEC Filing on Google Icon
2/14/2024Cresset Asset Management LLC56,801$1.16M0.0%+14.2%0.072%Search for SEC Filing on Google Icon
2/14/2024Muzinich & Co. Inc.240,733$4.92M3.3%+10.1%0.305%Search for SEC Filing on Google Icon
2/14/2024Partners Group Holding AG782,766$15.98M1.9%-11.9%0.991%Search for SEC Filing on Google Icon
2/14/2024TMD Wealth Management LLC240,836$4.92M1.3%+11.9%0.305%Search for SEC Filing on Google Icon
2/14/2024Waterloo Capital L.P.19,613$0.40M0.1%N/A0.025%Search for SEC Filing on Google Icon
2/13/2024Envestnet Asset Management Inc.43,784$0.89M0.0%+26.7%0.055%Search for SEC Filing on Google Icon
2/13/2024Northern Trust Corp14,431$0.30M0.0%-77.2%0.018%Search for SEC Filing on Google Icon
2/13/2024Gabelli Funds LLC163,220$3.33M0.0%+2.8%0.207%Search for SEC Filing on Google Icon
2/13/20241832 Asset Management L.P.71,992$1.47M0.0%-87.0%0.091%Search for SEC Filing on Google Icon
2/13/2024Oppenheimer & Co. Inc.16,172$0.33M0.0%+10.7%0.020%Search for SEC Filing on Google Icon
2/13/2024Goldman Sachs Group Inc.25,424$0.52M0.0%-89.4%0.032%Search for SEC Filing on Google Icon
2/13/2024Cornerstone Advisory LLC68,125$1.34M0.2%+7.4%0.086%Search for SEC Filing on Google Icon
2/12/2024Condor Capital Management147,365$3.01M0.3%+9.9%0.187%Search for SEC Filing on Google Icon
2/12/2024Claret Asset Management Corp1,158,902$23.67M4.2%+2.3%1.468%Search for SEC Filing on Google Icon
2/12/2024Stifel Financial Corp56,857$1.16M0.0%+21.5%0.072%Search for SEC Filing on Google Icon
2/12/2024Parallel Advisors LLC18,050$0.37M0.0%+11.2%0.023%Search for SEC Filing on Google Icon
2/12/2024Cape Investment Advisory Inc.1,915$39K0.0%N/A0.002%Search for SEC Filing on Google Icon
2/9/2024TCW Group Inc.78,040$1.59M0.0%-38.0%0.099%Search for SEC Filing on Google Icon
2/9/2024US Bancorp DE3,166$65K0.0%+375.4%0.004%Search for SEC Filing on Google Icon
2/9/2024Cambridge Investment Research Advisors Inc.38,982$0.80M0.0%-36.1%0.049%Search for SEC Filing on Google Icon
2/9/2024Aigen Investment Management LP23,630$0.48M0.1%N/A0.030%Search for SEC Filing on Google Icon
2/9/2024Wells Fargo & Company MN328,362$6.71M0.0%+10.0%0.416%Search for SEC Filing on Google Icon
2/9/2024UBS Group AG333,263$6.81M0.0%-6.9%0.422%Search for SEC Filing on Google Icon
2/9/2024PNC Financial Services Group Inc.23,559$0.48M0.0%-6.2%0.030%Search for SEC Filing on Google Icon
2/9/2024BI Asset Management Fondsmaeglerselskab A S68,167$1.39M0.0%+3.2%0.086%Search for SEC Filing on Google Icon
2/8/2024Brown Advisory Inc.55,520$1.13M0.0%+19.5%0.070%Search for SEC Filing on Google Icon
2/8/2024Independent Advisor Alliance182,386$3.72M0.1%-1.3%0.231%Search for SEC Filing on Google Icon
2/8/2024Texas Capital Bank Wealth Management Services Inc87,208$1.78M0.2%-23.3%0.110%Search for SEC Filing on Google Icon
2/8/2024Beacon Pointe Advisors LLC134,086$2.74M0.0%+24.1%0.170%Search for SEC Filing on Google Icon
2/8/2024Janney Montgomery Scott LLC41,597$0.85M0.0%+5.5%0.053%Search for SEC Filing on Google Icon
2/8/2024Nordwand Advisors LLC62,856$1.28M0.3%+14.6%0.080%Search for SEC Filing on Google Icon
2/6/2024Everpar Advisors LLC75,569$1.54M0.7%N/A0.096%Search for SEC Filing on Google Icon
2/6/2024Apollon Wealth Management LLC16,383$0.34M0.0%+26.7%0.021%Search for SEC Filing on Google Icon
2/6/2024U.S. Capital Wealth Advisors LLC137,510$2.81M0.1%+1.1%0.174%Search for SEC Filing on Google Icon
2/6/2024LSV Asset Management1,112,333$22.71M0.0%-2.2%1.409%Search for SEC Filing on Google Icon
2/6/2024Benjamin F. Edwards & Company Inc.11,000$0.23M0.0%N/A0.014%Search for SEC Filing on Google Icon
2/6/2024Trinity Financial Advisors LLC484,890$9.90M4.8%+106.2%0.614%Search for SEC Filing on Google Icon
2/5/2024Arnhold LLC33,406$0.68M0.1%+9.9%0.042%Search for SEC Filing on Google Icon
2/5/2024Van ECK Associates Corp1,415,358$28.90M0.1%+10.8%1.793%Search for SEC Filing on Google Icon
2/2/2024Truist Financial Corp19,360$0.40M0.0%+10.0%0.025%Search for SEC Filing on Google Icon
2/2/2024Atria Wealth Solutions Inc.29,177$0.60M0.0%-17.4%0.037%Search for SEC Filing on Google Icon
2/2/2024Bfsg LLC3,499$71K0.0%N/A0.004%Search for SEC Filing on Google Icon
2/2/2024Private Management Group Inc.821,960$16.78M0.6%-0.8%1.041%Search for SEC Filing on Google Icon
2/1/2024Significant Wealth Partners LLC64,194$1.31M1.0%N/A0.081%Search for SEC Filing on Google Icon
2/1/2024Carmel Capital Partners LLC79,779$1.63M0.8%-16.3%0.101%Search for SEC Filing on Google Icon
2/1/2024Lindbrook Capital LLC765,364$15.63M1.6%-19.6%0.969%Search for SEC Filing on Google Icon
1/31/2024abrdn plc40,299$0.82M0.0%+40.0%0.051%Search for SEC Filing on Google Icon
1/30/2024GraniteShares Advisors LLC71,772$1.47M1.3%+0.7%0.091%Search for SEC Filing on Google Icon
1/30/2024Carnegie Capital Asset Management LLC222,888$4.55M0.2%+2.6%0.282%Search for SEC Filing on Google Icon
1/30/2024Sumitomo Mitsui Trust Holdings Inc.230,790$4.71M0.0%+8.2%0.292%Search for SEC Filing on Google Icon
1/29/2024Aire Advisors LLC11,494$0.24M0.1%N/A0.015%Search for SEC Filing on Google Icon
1/29/2024MRP Capital Investments LLC19,733$0.40M0.4%+3.2%0.025%Search for SEC Filing on Google Icon
1/25/2024Allspring Global Investments Holdings LLC298,996$6.11M0.0%+0.9%0.379%Search for SEC Filing on Google Icon
1/25/2024International Assets Investment Management LLC12,109$0.25M0.0%+1,942.0%0.015%Search for SEC Filing on Google Icon
1/24/2024International Assets Investment Management LLC12,109$0.25M0.0%+1,942.0%0.015%Search for SEC Filing on Google Icon
1/23/2024FAS Wealth Partners Inc.34,059$0.70M0.1%-3.8%0.043%Search for SEC Filing on Google Icon
1/23/2024Black Swift Group LLC97,145$1.98M0.6%-15.4%0.123%Search for SEC Filing on Google Icon
1/22/2024Pallas Capital Advisors LLC57,819$1.18M0.1%+187.1%0.073%Search for SEC Filing on Google Icon
1/19/2024AdvisorNet Financial Inc5,100$0.10M0.0%+21.4%0.006%Search for SEC Filing on Google Icon
1/19/2024Mirador Capital Partners LP24,245$0.50M0.1%N/A0.031%Search for SEC Filing on Google Icon
1/19/2024Pinnacle Associates Ltd.583,395$11.91M0.2%+0.7%0.739%Search for SEC Filing on Google Icon
1/18/2024Accel Wealth Management11,952$0.24M0.1%N/A0.015%Search for SEC Filing on Google Icon
1/18/2024Bouchey Financial Group Ltd22,932$0.47M0.1%N/A0.029%Search for SEC Filing on Google Icon
1/16/2024Raymond James & Associates53,064$1.08M0.0%+12.5%0.067%Search for SEC Filing on Google Icon
1/12/2024Mutual Advisors LLC30,629$0.63M0.0%N/A0.040%Search for SEC Filing on Google Icon
1/11/2024Epiq Partners LLC203,204$4.15M3.0%+0.5%0.263%Search for SEC Filing on Google Icon
1/10/2024Cornerstone Wealth Management LLC13,985$0.29M0.0%+15.0%0.018%Search for SEC Filing on Google Icon
1/3/2024Massmutual Trust Co. FSB ADV1,997$41K0.0%N/A0.003%Search for SEC Filing on Google Icon
12/11/2023Sunbelt Securities Inc.6,142$0.12M0.0%-47.9%0.008%Search for SEC Filing on Google Icon
11/21/2023Comerica Bank8,126$0.16M0.0%N/A0.011%Search for SEC Filing on Google Icon
11/16/2023Greenwich Investment Management Inc.815,871$16.42M13.0%-6.5%1.058%Search for SEC Filing on Google Icon
11/16/2023Integrated Advisors Network LLC21,035$0.42M0.0%-36.1%0.027%Search for SEC Filing on Google Icon
11/16/2023Creative Planning15,386$0.31M0.0%N/A0.020%Search for SEC Filing on Google Icon
11/16/2023Tudor Investment Corp Et Al47,239$0.95M0.0%+82.2%0.061%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: $19.74
Low: $19.49
High: $19.78

50 Day Range

MA: $19.62
Low: $19.03
High: $20.23

52 Week Range

Now: $19.74
Low: $17.99
High: $21.64

Volume

509,423 shs

Average Volume

662,853 shs

Market Capitalization

$1.56 billion

P/E Ratio

13.07

Dividend Yield

11.32%

Beta

1.06

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. Melia Wealth LLC — 0.85%
  2. Trinity Financial Advisors LLC — 0.57%
  3. Rezny Wealth Management Inc. — 0.33%
  4. Allspring Global Investments Holdings LLC — 0.30%
  5. Hennion & Walsh Asset Management Inc. — 0.29%
  6. Triad Investment Management — 0.23%
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. Allspring Global Investments Holdings LLC
  2. Sumitomo Mitsui Trust Holdings Inc.
  3. Trinity Financial Advisors LLC
  4. Rezny Wealth Management Inc.

Which major investors are buying Oaktree Specialty Lending stock?

Within the previous quarter, OCSL stock was bought by institutional investors including:
  1. Melia Wealth LLC
  2. Triad Investment Management
  3. Confluence Investment Management LLC
  4. Global Assets Advisory LLC
  5. Financial Strategies Group Inc.
  6. Hennion & Walsh Asset Management Inc.
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.