Oaktree Specialty Lending Ownership 2024 | Who Owns Oaktree Specialty Lending Now?

Overview Forecast RevenueFinancials Chart Transcripts

Institutional Ownership

0.00%

Insider Ownership

2.70%

Institutional Holders

1.00

Oaktree Specialty Lending Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HUNTINGTON NATIONAL BANK	-	-	1	-	-	7	Jun 30, 2024

Oaktree Specialty Lending's largest institutional shareholder is HUNTINGTON NATIONAL BANK, holding 0.00% of the company's total share outstanding, currently valued at $7.00. The top 10 institutional shareholders own together 0.00% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HUNTINGTON NATIONAL BANK	-	-	1	-	-	7	Jun 30, 2024

The largest Oaktree Specialty Lending shareholder by % of total assets is HUNTINGTON NATIONAL BANK. The company owns 1.00 shares of Oaktree Specialty Lending (OCSL), representing 0.00% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HUNTINGTON NATIONAL BANK	-	-	1	-	-	7	Jun 30, 2024

As of Jun 30 2024, Oaktree Specialty Lending's largest institutional buyer is HUNTINGTON NATIONAL BANK. The company purchased 0.00 stocks of OCSL, valued at $7.00.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HUNTINGTON NATIONAL BANK	-	-	1	-	-	7	Jun 30, 2024

As of Jun 30 2024, Oaktree Specialty Lending's biggest institutional seller is HUNTINGTON NATIONAL BANK. The company sold 0.00 shares of OCSL, valued at $7.00.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

Oaktree Specialty Lending Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Keeley Funds, Inc.	2.45%	629,297	-	-	Dec 29, 2023
RiverNorth Specialty Finance Corp	0.78%	1,140,466	1,140,466	-	Sep 30, 2021
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND	0.65%	873,464	-	-	Mar 31, 2024
Gabelli Global Small & Mid Cap Value Trust	0.63%	59,981	-	-	Dec 29, 2023
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND	0.55%	376,073	-	-	Jan 31, 2024
DIREXION FUNDS	0.48%	695,335	-	-	Feb 29, 2024
HIGHLAND FUNDS II	0.47%	6,935	-	-	Dec 31, 2023
RIVERNORTH OPPORTUNITIES FUND, INC.	0.30%	363,646	-	-	Jan 31, 2024
GABELLI DIVIDEND & INCOME TRUST	0.25%	429,952	-	-	Dec 29, 2023
ALLSPRING GLOBAL DIVIDEND OPPORTUNITY FUND	0.25%	170,250	-3,023	-1.74%	Jan 31, 2024
FIRST TRUST SPECIALTY FINANCE & FINANCIAL OPPORTUNITIES FUND	0.24%	10,000	-	-	Feb 29, 2024
JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND	0.20%	266,364	-	-	Mar 31, 2024
Trust for Advised Portfolios	0.16%	3,240,000	-	-	Dec 31, 2023
GABELLI DIVIDEND & INCOME TRUST	0.10%	163,220	4,458	2.81%	Dec 29, 2023
AMERICAN CENTURY INVESTMENT TRUST	0.06%	8,485,000	-	-	Mar 31, 2024
CLEARWATER INVESTMENT TRUST	0.05%	503,558	-	-	Mar 28, 2024
AMERICAN CENTURY VARIABLE PORTFOLIOS INC	0.05%	120,000	-	-	Mar 31, 2024
RiverNorth/DoubleLine Strategic Opportunity Fund, Inc.	0.04%	325,552	-	-	Mar 31, 2023
ETFis Series Trust I	0.03%	49,508	-	-	Jan 31, 2024
JOHN HANCOCK BOND TRUST	0.03%	2,113,000	-	-	Feb 29, 2024
GraniteShares ETF Trust	0.02%	104,098	-	-	Mar 31, 2024
ETFis Series Trust I	0.02%	27,199	1,504	5.85%	Jan 31, 2024
AdvisorShares Trust	0.02%	75,345	-	-	Mar 28, 2024
GraniteShares ETF Trust	0.02%	82,244	10,472	14.59%	Mar 31, 2024
ETF Managers Trust	0.01%	105,512	-	-	Dec 31, 2023
SCM Trust	0.01%	39,268	-	-	Dec 31, 2023
ADVISORS' INNER CIRCLE FUND	0.01%	307,100	-	-	Jan 31, 2024
RiverNorth Funds	0.01%	280,706	-	-	Dec 31, 2023
Brinker Capital Destinations Trust	0.01%	547,892	-	-	Feb 29, 2024
FIRST TRUST ALTERNATIVE OPPORTUNITIES FUND	0.01%	51,136	-	-	Dec 31, 2023
Putnam ETF Trust	0.01%	71,230	-6,847	-8.77%	Jan 31, 2024
BNY Mellon Investment Funds IV, Inc.	0.01%	100,000	-	-	Jan 31, 2024
ROYCE VALUE TRUST, INC.	0.01%	5,526	-	-	Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.01%	14,277,000	-	-	Mar 31, 2024
AMERICAN CENTURY INVESTMENT TRUST	0.01%	860,000	-	-	Mar 31, 2024
Legg Mason ETF Investment Trust	0.01%	11,589	-	-	Mar 31, 2024
AdvisorShares Trust	0.01%	22,901	-	-	Mar 28, 2024
LoCorr Investment Trust	0.01%	146,557	-	-	Mar 31, 2024
Invesco Exchange-Traded Fund Trust II	0.01%	1,658,569	-	-	Jan 31, 2024
Investment Managers Series Trust II	0.00%	59,972	-	-	Jan 31, 2024
Putnam ETF Trust	0.00%	32,215	-	-	Jan 31, 2024
DIREXION FUNDS	0.00%	4,876	-	-	Feb 29, 2024
LoCorr Investment Trust	0.00%	85,534	-22,834	-21.07%	Mar 31, 2024
Partners Group Private Equity (Master Fund), LLC	0.00%	356,943	-	-	Mar 31, 2024
Simplify Exchange Traded Funds	0.00%	161,510	-	-	Mar 31, 2024
HENNESSY FUNDS TRUST	0.00%	5,730	-	-	Jan 31, 2024
ADVISORS' INNER CIRCLE FUND	0.00%	57,900	-2,500	-4.14%	Jan 31, 2024
AMERICAN CENTURY ETF TRUST	0.00%	234,000	-	-	Feb 29, 2024
LITMAN GREGORY FUNDS TRUST	0.00%	133,156	-	-	Mar 31, 2024
RBB FUND, INC.	0.00%	150,000	-	-	Feb 29, 2024
Global X Funds	0.00%	64,599	-	-	Jan 31, 2024
NORTHERN FUNDS	0.00%	148,000	-2,000	-1.33%	Mar 28, 2024
HENNESSY FUNDS TRUST	0.00%	1,910	-	-	Jan 31, 2024
Partners Group Private Equity (Master Fund), LLC	0.00%	91,546	-22,838	-19.97%	Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST	0.00%	65,134	-	-	Jan 31, 2024
Fidelity Rutland Square Trust II	0.00%	926,370	-	-	Feb 29, 2024
Investment Managers Series Trust II	0.00%	6,000	-	-	Jan 31, 2024
FINANCIAL INVESTORS TRUST	0.00%	36,405	-	-	Jan 31, 2024
EMPOWER FUNDS, INC.	0.00%	410,000	-	-	Mar 31, 2024
Blackstone Alternative Investment Funds	0.00%	21,400	-	-	Mar 31, 2023
VANGUARD QUANTITATIVE FUNDS	0.00%	1,600	-	-	Mar 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST	0.00%	24,992	5,024	25.16%	Jan 31, 2024
ALLSPRING FUNDS TRUST	0.00%	93,339	-	-	Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND	0.00%	1,679	-	-	Mar 31, 2024
NORTHERN LIGHTS FUND TRUST II	0.00%	1,702	-	-	Mar 31, 2024
PROSHARES TRUST	0.00%	33,657	-	-	Feb 29, 2024
ALLSPRING FUNDS TRUST	0.00%	46,338	-	-	Mar 31, 2024
OPTIMUM FUND TRUST	0.00%	4,294	-	-	Mar 28, 2024
VANGUARD QUANTITATIVE FUNDS	0.00%	400	-	-	Mar 31, 2024
USAA MUTUAL FUNDS TRUST	0.00%	19,147	-	-	Jan 31, 2024
John Hancock Funds II	0.00%	863,000	-	-	Feb 29, 2024
MUTUAL FUND SERIES TRUST	0.00%	201,359	-	-	Mar 31, 2024
VanEck ETF Trust	0.00%	2,040,333	-	-	Jan 31, 2024
PROSHARES TRUST	0.00%	9,495	-45	-0.47%	Feb 29, 2024
OPTIMUM FUND TRUST	0.00%	1,431	-	-	Mar 28, 2024
Principal Exchange-Traded Funds	0.00%	390	-	-	Mar 31, 2024
VanEck ETF Trust	0.00%	1,540,680	236,327	18.12%	Jan 31, 2024
JOHN HANCOCK STRATEGIC SERIES	0.00%	164,000	-	-	Feb 29, 2024
Mercer Funds	0.00%	224,825	-	-	Mar 31, 2024
Virtus Strategy Trust	0.00%	444	-	-	Mar 28, 2024
SEI INSTITUTIONAL INVESTMENTS TRUST	0.00%	282,266	-	-	Feb 29, 2024
Goldman Sachs Trust II	0.00%	45,800	-	-	Jan 31, 2024
AMERICAN CENTURY INTERNATIONAL BOND FUNDS	0.00%	80,000	-	-	Jan 31, 2024
WILSHIRE MUTUAL FUNDS INC	0.00%	1,736	-	-	Dec 31, 2023
Mercer Funds	0.00%	57,200	-	-	Mar 31, 2024
SEI INSTITUTIONAL INVESTMENTS TRUST	0.00%	72,100	-	-	Feb 29, 2024
Goldman Sachs Trust II	0.00%	15,266	-	-	Jan 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	2,519	-	-	Mar 31, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	839	-	-	Mar 31, 2024
Blackstone Alternative Investment Funds	0.00%	31	-200	-86.58%	Mar 31, 2024

Oaktree Specialty Lending's largest mutual fund holder by % of total assets is "Keeley Funds, Inc.", owning 629.30K shares, compromising 2.45% of its total assets.

Oaktree Specialty Lending Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	1	-50.00%
31 Mar, 24	2	-
31 Dec, 23	2	-33.33%
30 Sep, 23	3	-
30 Jun, 23	3	-50.00%
31 Mar, 23	6	-96.95%
31 Dec, 22	197	-0.51%
30 Sep, 22	198	-7.48%
30 Jun, 22	214	7.00%
31 Mar, 22	200	5.26%
31 Dec, 21	190	7.95%
30 Sep, 21	176	1.73%
30 Jun, 21	173	2.37%
31 Mar, 21	169	17.36%
31 Dec, 20	144	9.09%
30 Sep, 20	132	3.94%
30 Jun, 20	127	-4.51%
31 Mar, 20	133	-10.74%
31 Dec, 19	149	0.68%
30 Sep, 19	148	4.96%
30 Jun, 19	141	-5.37%
31 Mar, 19	149	11.19%
31 Dec, 18	134	-8.84%
30 Sep, 18	147	8.89%
30 Jun, 18	135	-1.46%
31 Mar, 18	137	-2.14%
31 Dec, 17	140	2233.33%
30 Sep, 17	6	-
31 Mar, 12	1	-

As of 30 Jun 24, 1 institutions are holding Oaktree Specialty Lending's shares, representing a decrease of -50.00% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	1	-99.83%
31 Mar, 24	581	423.42%
31 Dec, 23	111	-99.52%
30 Sep, 23	23,114	0.02%
30 Jun, 23	23,109	-95.58%
31 Mar, 23	523,079	-99.22%
31 Dec, 22	67,219,139	-14.46%
30 Sep, 22	78,580,901	-4.79%
30 Jun, 22	82,535,286	-3.08%
31 Mar, 22	85,158,470	-1.58%
31 Dec, 21	86,526,676	1.32%
30 Sep, 21	85,396,986	0.38%
30 Jun, 21	85,077,121	-1.98%
31 Mar, 21	86,799,026	15.01%
31 Dec, 20	75,471,373	-0.67%
30 Sep, 20	75,982,876	2.05%
30 Jun, 20	74,459,185	1.50%
31 Mar, 20	73,360,305	-2.93%
31 Dec, 19	75,578,238	6.78%
30 Sep, 19	70,781,951	0.21%
30 Jun, 19	70,633,053	4.96%
31 Mar, 19	67,294,681	3.60%
31 Dec, 18	64,956,867	5.12%
30 Sep, 18	61,792,270	3.51%
30 Jun, 18	59,694,606	-0.26%
31 Mar, 18	59,851,244	-0.04%
31 Dec, 17	59,874,753	1144.40%
30 Sep, 17	4,811,544	-
31 Mar, 12	60,531	-

Oaktree Specialty Lending (OCSL) has 1.00 shares outstanding as of 30 Jun 24, down -99.83% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	-	242.86%
31 Mar, 24	0.00%	5108000.00%
31 Dec, 23	0.00%	13.75%
30 Sep, 23	0.03%	3563.33%
30 Jun, 23	0.03%	5.88%
31 Mar, 23	0.71%	0.01%
31 Dec, 22	109.94%	0.67%
30 Sep, 22	128.56%	0.71%
30 Jun, 22	135.03%	0.68%
31 Mar, 22	140.68%	0.68%
31 Dec, 21	143.91%	0.71%
30 Sep, 21	142.04%	0.71%
30 Jun, 21	141.51%	0.45%
31 Mar, 21	177.56%	0.69%
31 Dec, 20	160.62%	0.61%
30 Sep, 20	161.71%	0.64%
30 Jun, 20	158.47%	0.65%
31 Mar, 20	156.13%	0.60%
31 Dec, 19	160.85%	0.71%
30 Sep, 19	150.64%	0.67%
30 Jun, 19	150.32%	0.73%
31 Mar, 19	143.22%	0.75%
31 Dec, 18	138.24%	0.80%
30 Sep, 18	131.51%	0.81%
30 Jun, 18	127.04%	0.78%
31 Mar, 18	127.38%	0.78%
31 Dec, 17	127.43%	121.52%
30 Sep, 17	10.24%	-
31 Mar, 12	0.23%	-

As of 30 Jun 24, Oaktree Specialty Lending is held by 0.00% institutional shareholders, representing a 242.86% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	-	-100.00%
31 Mar, 24	1	-
31 Dec, 23	-	-100.00%
30 Sep, 23	1	-
30 Jun, 23	-	-100.00%
31 Mar, 23	2	-98.13%
31 Dec, 22	107	10.31%
30 Sep, 22	97	-24.81%
30 Jun, 22	129	21.70%
31 Mar, 22	106	-3.64%
31 Dec, 21	110	22.22%
30 Sep, 21	90	-
30 Jun, 21	90	-19.64%
31 Mar, 21	112	41.77%
31 Dec, 20	79	46.30%
30 Sep, 20	54	-5.26%
30 Jun, 20	57	-14.93%
31 Mar, 20	67	-14.10%
31 Dec, 19	78	-4.88%
30 Sep, 19	82	3.80%
30 Jun, 19	79	-1.25%
31 Mar, 19	80	29.03%
31 Dec, 18	62	-6.06%
30 Sep, 18	66	17.86%
30 Jun, 18	56	-13.85%
31 Mar, 18	65	-51.49%
31 Dec, 17	134	2133.33%
30 Sep, 17	6	-
31 Mar, 12	1	-

- institutional shareholders have increased their position in OCSL stock as of 30 Jun 24 compared to 1 in the previous quarter (a -100.00% decrease).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	-	-
31 Mar, 24	-	-
31 Dec, 23	-	-
30 Sep, 23	-	-100.00%
30 Jun, 23	1	-66.67%
31 Mar, 23	3	-94.23%
31 Dec, 22	52	-14.75%
30 Sep, 22	61	29.79%
30 Jun, 22	47	-17.54%
31 Mar, 22	57	23.91%
31 Dec, 21	46	-8.00%
30 Sep, 21	50	6.38%
30 Jun, 21	47	56.67%
31 Mar, 21	30	-16.67%
31 Dec, 20	36	-25.00%
30 Sep, 20	48	17.07%
30 Jun, 20	41	-6.82%
31 Mar, 20	44	4.76%
31 Dec, 19	42	20.00%
30 Sep, 19	35	2.94%
30 Jun, 19	34	-10.53%
31 Mar, 19	38	-19.15%
31 Dec, 18	47	4.44%
30 Sep, 18	45	4.65%
30 Jun, 18	43	7.50%
31 Mar, 18	40	3900.00%
31 Dec, 17	1	-
30 Sep, 17	-	-
31 Mar, 12	-	-

- institutional shareholders have reduced their position in OCSL stock as of 30 Jun 24 compared to - in the previous quarter (a 0.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	1	-50.00%	1	-99.83%	-	242.86%	-	-100.00%	-	-
31 Mar, 24	2	-	581	423.42%	0.00%	5108000.00%	1	-	-	-
31 Dec, 23	2	-33.33%	111	-99.52%	0.00%	13.75%	-	-100.00%	-	-
30 Sep, 23	3	-	23,114	0.02%	0.03%	3563.33%	1	-	-	-100.00%
30 Jun, 23	3	-50.00%	23,109	-95.58%	0.03%	5.88%	-	-100.00%	1	-66.67%
31 Mar, 23	6	-96.95%	523,079	-99.22%	0.71%	0.01%	2	-98.13%	3	-94.23%
31 Dec, 22	197	-0.51%	67,219,139	-14.46%	109.94%	0.67%	107	10.31%	52	-14.75%
30 Sep, 22	198	-7.48%	78,580,901	-4.79%	128.56%	0.71%	97	-24.81%	61	29.79%
30 Jun, 22	214	7.00%	82,535,286	-3.08%	135.03%	0.68%	129	21.70%	47	-17.54%
31 Mar, 22	200	5.26%	85,158,470	-1.58%	140.68%	0.68%	106	-3.64%	57	23.91%
31 Dec, 21	190	7.95%	86,526,676	1.32%	143.91%	0.71%	110	22.22%	46	-8.00%
30 Sep, 21	176	1.73%	85,396,986	0.38%	142.04%	0.71%	90	-	50	6.38%
30 Jun, 21	173	2.37%	85,077,121	-1.98%	141.51%	0.45%	90	-19.64%	47	56.67%
31 Mar, 21	169	17.36%	86,799,026	15.01%	177.56%	0.69%	112	41.77%	30	-16.67%
31 Dec, 20	144	9.09%	75,471,373	-0.67%	160.62%	0.61%	79	46.30%	36	-25.00%
30 Sep, 20	132	3.94%	75,982,876	2.05%	161.71%	0.64%	54	-5.26%	48	17.07%
30 Jun, 20	127	-4.51%	74,459,185	1.50%	158.47%	0.65%	57	-14.93%	41	-6.82%
31 Mar, 20	133	-10.74%	73,360,305	-2.93%	156.13%	0.60%	67	-14.10%	44	4.76%
31 Dec, 19	149	0.68%	75,578,238	6.78%	160.85%	0.71%	78	-4.88%	42	20.00%
30 Sep, 19	148	4.96%	70,781,951	0.21%	150.64%	0.67%	82	3.80%	35	2.94%
30 Jun, 19	141	-5.37%	70,633,053	4.96%	150.32%	0.73%	79	-1.25%	34	-10.53%
31 Mar, 19	149	11.19%	67,294,681	3.60%	143.22%	0.75%	80	29.03%	38	-19.15%
31 Dec, 18	134	-8.84%	64,956,867	5.12%	138.24%	0.80%	62	-6.06%	47	4.44%
30 Sep, 18	147	8.89%	61,792,270	3.51%	131.51%	0.81%	66	17.86%	45	4.65%
30 Jun, 18	135	-1.46%	59,694,606	-0.26%	127.04%	0.78%	56	-13.85%	43	7.50%
31 Mar, 18	137	-2.14%	59,851,244	-0.04%	127.38%	0.78%	65	-51.49%	40	3900.00%
31 Dec, 17	140	2233.33%	59,874,753	1144.40%	127.43%	121.52%	134	2133.33%	1	-
30 Sep, 17	6	-	4,811,544	-	10.24%	-	6	-	-	-
31 Mar, 12	1	-	60,531	-	0.23%	-	1	-	-	-

Oaktree Specialty Lending Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 14, 2024	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	834	$16.29	$13.59K	12,500
Aug 14, 2024	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	500	$16.28	$8.14K	11,666
Feb 14, 2024	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	2,000	$20.07	$40.13K	11,166
Apr 12, 2023	Pak Ashley	officer	Chief Compliance Officer	P-Purchase	Buy	1,000	$19.41	$19.41K	1,920
Mar 27, 2023	Stewart Matthew	officer	Chief Operating Officer	P-Purchase	Buy	500	$18.00	$9.00K	9,668
Mar 20, 2023	McKown Christopher	officer	See Remarks	P-Purchase	Buy	1,000	$17.79	$17.79K	5,092
Mar 20, 2023	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	500	$17.72	$8.86K	9,166
Mar 20, 2023	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	500	$18.19	$9.09K	8,666
Mar 20, 2023	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	500	$18.18	$9.09K	8,166
Feb 13, 2023	Pendo Mathew	officer	President	P-Purchase	Buy	52	$19.67	$1.02K	37,979
Feb 13, 2023	Pendo Mathew	officer	President	P-Purchase	Buy	112	$19.72	$2.21K	37,927
Feb 13, 2023	Pendo Mathew	officer	President	P-Purchase	Buy	516	$19.72	$10.18K	37,815
Jan 03, 2023	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	3,800	$6.96	$26.45K	23,000
Dec 12, 2022	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	4,000	$7.00	$28.00K	19,200
Jun 30, 2022	CALDWELL PHYLLIS R	director		P-Purchase	Buy	2,500	$6.49	$16.22K	15,200
May 25, 2022	CALDWELL PHYLLIS R	director		P-Purchase	Buy	5,000	$6.80	$34.00K	12,700
May 13, 2022	CALDWELL PHYLLIS R	director		P-Purchase	Buy	3,200	$7.04	$22.51K	7,700
May 13, 2022	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	1,800	$7.04	$12.67K	4,500

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 14, 2024	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	834	$16.29	$13.59K	12,500
Aug 14, 2024	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	500	$16.28	$8.14K	11,666
Feb 14, 2024	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	2,000	$20.07	$40.13K	11,166
Apr 12, 2023	Pak Ashley	officer	Chief Compliance Officer	P-Purchase	Buy	1,000	$19.41	$19.41K	1,920
Mar 27, 2023	Stewart Matthew	officer	Chief Operating Officer	P-Purchase	Buy	500	$18.00	$9.00K	9,668
Mar 20, 2023	McKown Christopher	officer	See Remarks	P-Purchase	Buy	1,000	$17.79	$17.79K	5,092
Mar 20, 2023	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	500	$17.72	$8.86K	9,166
Mar 20, 2023	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	500	$18.19	$9.09K	8,666
Mar 20, 2023	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	500	$18.18	$9.09K	8,166
Feb 13, 2023	Pendo Mathew	officer	President	P-Purchase	Buy	52	$19.67	$1.02K	37,979
Feb 13, 2023	Pendo Mathew	officer	President	P-Purchase	Buy	112	$19.72	$2.21K	37,927
Feb 13, 2023	Pendo Mathew	officer	President	P-Purchase	Buy	516	$19.72	$10.18K	37,815
Jan 03, 2023	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	3,800	$6.96	$26.45K	23,000
Dec 12, 2022	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	4,000	$7.00	$28.00K	19,200
Jun 30, 2022	CALDWELL PHYLLIS R	director		P-Purchase	Buy	2,500	$6.49	$16.22K	15,200
May 25, 2022	CALDWELL PHYLLIS R	director		P-Purchase	Buy	5,000	$6.80	$34.00K	12,700
May 13, 2022	CALDWELL PHYLLIS R	director		P-Purchase	Buy	3,200	$7.04	$22.51K	7,700
May 13, 2022	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	1,800	$7.04	$12.67K	4,500

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Aug 14, 2024	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	834	$16.29	$13.59K	12,500
Aug 14, 2024	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	500	$16.28	$8.14K	11,666
Feb 14, 2024	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	2,000	$20.07	$40.13K	11,166
Dec 04, 2023	Oaktree-TCDRS Strategic Credit, LLC	10 percent owner	-	J-Other	Buy	445,294	$0.01	$4.45K	3,117,057
Nov 20, 2023	Oaktree-TCDRS Strategic Credit, LLC	10 percent owner	-		Buy	2,671,763	$0.01	$26.72K	-
Apr 12, 2023	Pak Ashley	officer	Chief Compliance Officer	P-Purchase	Buy	1,000	$19.41	$19.41K	1,920
Mar 27, 2023	Stewart Matthew	officer	Chief Operating Officer	P-Purchase	Buy	500	$18.00	$9.00K	9,668
Mar 20, 2023	McKown Christopher	officer	See Remarks	P-Purchase	Buy	1,000	$17.79	$17.79K	5,092
Mar 20, 2023	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	500	$17.72	$8.86K	9,166
Mar 20, 2023	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	500	$18.19	$9.09K	8,666
Mar 20, 2023	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	500	$18.18	$9.09K	8,166
Feb 13, 2023	Pendo Mathew	officer	President	P-Purchase	Buy	52	$19.67	$1.02K	37,979
Feb 13, 2023	Pendo Mathew	officer	President	P-Purchase	Buy	112	$19.72	$2.21K	37,927
Feb 13, 2023	Pendo Mathew	officer	President	P-Purchase	Buy	516	$19.72	$10.18K	37,815
Jan 03, 2023	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	3,800	$6.96	$26.45K	23,000
Dec 12, 2022	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	4,000	$7.00	$28.00K	19,200
Jun 30, 2022	CALDWELL PHYLLIS R	director		P-Purchase	Buy	2,500	$6.49	$16.22K	15,200
May 25, 2022	CALDWELL PHYLLIS R	director		P-Purchase	Buy	5,000	$6.80	$34.00K	12,700
May 13, 2022	CALDWELL PHYLLIS R	director		P-Purchase	Buy	3,200	$7.04	$22.51K	7,700
May 13, 2022	CALDWELL PHYLLIS R	director	-	P-Purchase	Buy	1,800	$7.04	$12.67K	4,500

The last insider buy of OCSL was made by CALDWELL PHYLLIS R on Aug 14 2024, buying 834 shares at $16.29 per share (worth $13.59K).

Oaktree Specialty Lending Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	2	-	-
Q1 2024	1	-	-
Q4 2023	1	-	-
Q1 2023	9	-	-
Q4 2022	2	-	-
Q2 2022	5	-	-
Q1 2022	4	1	400.00%
Q4 2021	-	15	-
Q3 2021	-	1	-
Q2 2021	-	25	-
Q1 2021	12	19	63.16%
Q4 2020	-	21	-
Q3 2020	8	1	800.00%
Q2 2020	3	-	-
Q1 2020	10	8	125.00%
Q4 2019	4	16	25.00%
Q3 2019	2	11	18.18%
Q2 2019	3	32	9.38%
Q1 2019	1	12	8.33%
Q4 2018	2	-	-

2 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Oaktree Specialty Lending's insiders, as of Q3 2024.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q3 2024	2	-	-
Q1 2024	1	-	-
Q4 2023	-	-	-
Q1 2023	9	-	-
Q4 2022	2	-	-
Q2 2022	5	-	-
Q1 2022	3	-	-
Q4 2021	-	14	-
Q3 2021	-	1	-
Q2 2021	-	25	-
Q1 2021	2	19	10.53%
Q4 2020	-	21	-
Q3 2020	8	1	800.00%
Q2 2020	3	-	-
Q1 2020	8	7	114.29%
Q4 2019	4	16	25.00%
Q3 2019	2	11	18.18%
Q2 2019	3	32	9.38%
Q1 2019	1	12	8.33%
Q4 2018	2	-	-

As of Q3 2024, Insider owners conducted 2 open market buy trades and 0 open market sell trades of Oaktree Specialty Lending's stocks.

Oaktree Specialty Lending Peer Ownership

Ticker	Company
AGM	Federal Agricultural Mortgage Corporation
BBDC	Barings BDC, Inc.
CPSS	Consumer Portfolio Services, Inc.
FCFS	FirstCash Holdings, Inc
RWAY	Runway Growth Finance Corp.
OMF	OneMain Holdings, Inc.
ALLY	Ally Financial Inc.
GDOT	Green Dot Corporation
IX	ORIX Corporation
OPRT	Oportun Financial Corporation
SLM	SLM Corporation
COF	Capital One Financial Corporation
ORCC	Blue Owl Capital Corporation
MFIN	Medallion Financial Corp.

OCSL Ownership FAQ

Who Owns Oaktree Specialty Lending?

Oaktree Specialty Lending is owned by institutional shareholders (0%), insiders (2.70%), and public (0%). The largest institutional shareholder of Oaktree Specialty Lending is HUNTINGTON NATIONAL BANK (0% of total shares) and the top mutual fund owner is Keeley Funds, Inc. (2.45% of total shares).

Who are the major institutional shareholders of Oaktree Specialty Lending?

Oaktree Specialty Lending's major institutional shareholders are HUNTINGTON NATIONAL BANK. The top five shareholders own together 0% of the company's share outstanding.

How many Oaktree Specialty Lending shareholders are there?

As of Jun 2024, there are 1 institutional shareholders of Oaktree Specialty Lending.

What percentage of Oaktree Specialty Lending is owned by HUNTINGTON NATIONAL BANK?

HUNTINGTON NATIONAL BANK owns 1 shares of Oaktree Specialty Lending, representing 0% of the company's total shares outstanding, valued at $7 (as of Jun 2024).