Oaktree Specialty Lending Corp shareholder history

Current and past Oaktree Specialty Lending Corp shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 330.00%0.00%0.00%Q1 2023Q3 20239
PEAK6 Investments LLC 210.00%0.00%0.01%Q2 2022Q2 20238
SUSQUEHANNA INTERNATIONAL GROUP, LLP 330.00%0.00%0.00%Q1 2023Q3 20236
Founders Capital Management 440.01%0.01%0.02%Q1 2023Q4 20234
DnB Asset Management AS 440.01%0.01%0.01%Q1 2023Q4 20234
Bramshill Investments, LLC 440.18%0.24%0.33%Q4 2022Q3 20234
EMC Capital Management 440.01%0.17%0.25%Q4 2022Q3 20234
Greenwich Investment Management, Inc. 4412.63%13.11%14.03%Q4 2022Q3 20234
VAN ECK ASSOCIATES CORP 440.04%0.05%0.06%Q4 2022Q3 20234
Crescent Grove Advisors, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
Invesco Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
WELLS FARGO & COMPANY/MN 330.00%0.00%0.00%Q1 2023Q3 20233
TD Waterhouse Canada Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
HARBOUR INVESTMENTS, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Greenland Capital Management LP 330.05%0.37%0.56%Q1 2023Q3 20233
Carmel Capital Partners, LLC 330.81%0.86%0.91%Q1 2023Q3 20233
SALEM INVESTMENT COUNSELORS INC 330.00%0.00%0.00%Q1 2023Q3 20233
MILLENNIUM MANAGEMENT LLC 330.00%0.00%0.01%Q1 2023Q3 20233
J.P. Morgan Private Wealth Advisors LLC 330.01%0.01%0.02%Q1 2023Q3 20233
Hennion & Walsh Asset Management, Inc. 330.25%0.26%0.26%Q1 2023Q3 20233
MACQUARIE GROUP LTD 330.00%0.00%0.00%Q1 2023Q3 20233
TORONTO DOMINION BANK 330.00%0.00%0.00%Q1 2023Q3 20233
OSAIC HOLDINGS, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Register Financial Advisors LLC 330.13%0.15%0.16%Q1 2023Q3 20233
BRUNI J V & CO /CO 333.92%4.06%4.32%Q1 2023Q3 20233
Visionary Wealth Advisors 330.12%0.13%0.14%Q1 2023Q3 20233
CAPTRUST FINANCIAL ADVISORS 330.00%0.00%0.00%Q1 2023Q3 20233
UBS Group AG 330.00%0.00%0.00%Q1 2023Q3 20233
Carnegie Capital Asset Management, LLC 330.10%0.12%0.17%Q1 2023Q3 20233
JPMORGAN CHASE & CO 330.00%0.00%0.00%Q1 2023Q3 20233
Newbridge Financial Services Group, Inc. 330.02%0.03%0.04%Q1 2023Q3 20233
Claret Asset Management Corp 334.03%4.27%4.47%Q1 2023Q3 20233
Tradition Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
FMR LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Integrated Advisors Network LLC 330.03%0.04%0.04%Q1 2023Q3 20233
Howard Capital Management Group, LLC 330.14%0.15%0.16%Q1 2023Q3 20233
OPPENHEIMER & CO INC 330.01%0.01%0.01%Q1 2023Q3 20233
MCKINLEY CAPITAL MANAGEMENT LLC 330.43%0.45%0.47%Q1 2023Q3 20233
KENNEDY CAPITAL MANAGEMENT LLC 330.05%0.06%0.06%Q1 2023Q3 20233
MANUFACTURERS LIFE INSURANCE COMPANY, THE 330.00%0.00%0.00%Q1 2023Q3 20233
TUDOR INVESTMENT CORP ET AL 330.01%0.01%0.02%Q1 2023Q3 20233
Triad Investment Management 333.11%3.32%3.70%Q1 2023Q3 20233
Allspring Global Investments Holdings, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Belpointe Asset Management LLC 330.02%0.04%0.05%Q1 2023Q3 20233
CWM, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
TWO SIGMA INVESTMENTS, LP 330.02%0.02%0.02%Q1 2023Q3 20233
SVB WEALTH LLC 330.00%0.00%0.01%Q1 2023Q3 20233
LSV ASSET MANAGEMENT 330.05%0.05%0.05%Q1 2023Q3 20233
Quarry LP 330.00%0.00%0.00%Q1 2023Q3 20233
PFS Partners, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
BI Asset Management Fondsmaeglerselskab A/S 330.03%0.03%0.03%Q1 2023Q3 20233
1832 Asset Management L.P. 330.01%0.02%0.02%Q1 2023Q3 20233
TRUIST FINANCIAL CORP 330.00%0.00%0.00%Q1 2023Q3 20233
West Financial Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BANK OF AMERICA CORP /DE/ 330.00%0.00%0.00%Q1 2023Q3 20233
GPS Wealth Strategies Group, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Waverton Investment Management Ltd 330.18%0.19%0.20%Q1 2023Q3 20233
CONDOR CAPITAL MANAGEMENT 330.24%0.28%0.33%Q1 2023Q3 20233
TCW GROUP INC 330.01%0.03%0.03%Q1 2023Q3 20233
Parallel Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Qube Research & Technologies Ltd 330.01%0.01%0.02%Q1 2023Q3 20233
ROYAL BANK OF CANADA 330.00%0.00%0.00%Q1 2023Q3 20233
Highlander Capital Management, LLC 330.79%0.86%0.97%Q1 2023Q3 20233
Mirae Asset Global Investments Co., Ltd. 330.00%0.00%0.00%Q1 2023Q3 20233
IFP Advisors, Inc 330.01%0.01%0.01%Q1 2023Q3 20233
COMMONWEALTH EQUITY SERVICES, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Sunbelt Securities, Inc. 330.02%0.03%0.04%Q1 2023Q3 20233
Apollon Wealth Management, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Cornerstone Advisory, LLC 330.22%0.25%0.28%Q1 2023Q3 20233
GOODWIN DANIEL L 330.12%0.13%0.15%Q1 2023Q3 20233
Arnhold LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Janney Montgomery Scott LLC 330.00%0.00%0.00%Q1 2023Q3 20233
RAYMOND JAMES & ASSOCIATES 330.00%0.00%0.00%Q1 2023Q3 20233
HighTower Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
NORTHERN TRUST CORP 330.00%0.00%0.00%Q1 2023Q3 20233
AMERIPRISE FINANCIAL INC 330.00%0.00%0.00%Q1 2023Q3 20233
Independent Advisor Alliance 330.16%0.17%0.17%Q1 2023Q3 20233
STIFEL FINANCIAL CORP 330.00%0.00%0.00%Q1 2023Q3 20233
LPL Financial LLC 330.00%0.00%0.00%Q1 2023Q3 20233
NOMURA ASSET MANAGEMENT CO LTD 330.00%0.00%0.00%Q1 2023Q3 20233
Legal & General Group Plc 330.00%0.00%0.00%Q1 2023Q3 20233
BlackRock Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Naviter Wealth, LLC 330.06%0.06%0.08%Q1 2023Q3 20233
Nordwand Advisors, LLC 330.06%0.13%0.22%Q1 2023Q3 20233
Essex Financial Services, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
GABELLI FUNDS LLC 330.02%0.02%0.03%Q1 2023Q3 20233
Johnson Midwest Financial, LLC 330.05%0.09%0.13%Q1 2023Q3 20233
Lee Financial Co 330.02%0.02%0.02%Q1 2023Q3 20233
MML INVESTORS SERVICES, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
MORGAN STANLEY 330.00%0.00%0.00%Q1 2023Q3 20233
McIlrath & Eck, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Muzinich & Co., Inc. 333.03%3.10%3.22%Q1 2023Q3 20233
ADVISORY RESEARCH INC 330.15%0.17%0.19%Q1 2023Q3 20233
FIRST MANHATTAN CO. LLC. 330.00%0.00%0.00%Q1 2023Q3 20233
Claybrook Capital, LLC 330.94%0.98%1.04%Q1 2023Q3 20233
CONFLUENCE INVESTMENT MANAGEMENT LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Atria Wealth Solutions, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
BROWN ADVISORY INC 330.00%0.00%0.00%Q1 2023Q3 20233
GOLDMAN SACHS GROUP INC 330.00%0.00%0.00%Q1 2023Q3 20233
Northeast Financial Consultants Inc 330.04%0.04%0.04%Q1 2023Q3 20233
CREDIT SUISSE AG/ 330.01%0.01%0.01%Q1 2023Q3 20233
US BANCORP \DE\ 330.00%0.00%0.00%Q1 2023Q3 20233
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 330.92%0.96%1.01%Q1 2023Q3 20233
EPIQ PARTNERS, LLC 332.61%2.78%3.07%Q1 2023Q3 20233
Moors & Cabot, Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
ENVESTNET ASSET MANAGEMENT INC 330.00%0.00%0.00%Q1 2023Q3 20233
Samalin Investment Counsel, LLC 330.46%0.51%0.56%Q1 2023Q3 20233
Community Bank, N.A. 330.00%0.00%0.00%Q1 2023Q3 20233
TWO SIGMA ADVISERS, LP 330.02%0.02%0.03%Q1 2023Q3 20233
PNC FINANCIAL SERVICES GROUP, INC. 330.00%0.00%0.00%Q1 2023Q3 20233
Cetera Investment Advisers 330.01%0.01%0.01%Q1 2023Q3 20233
ARES MANAGEMENT LLC 330.43%0.71%1.13%Q1 2023Q3 20233
Texas Capital Bank Wealth Management Services Inc 330.23%0.25%0.29%Q1 2023Q3 20233
North Star Investment Management Corp. 330.00%0.00%0.00%Q1 2023Q3 20233
Rockefeller Capital Management L.P. 330.00%0.00%0.00%Q1 2023Q3 20233
CreativeOne Wealth, LLC 330.02%0.03%0.04%Q1 2023Q3 20233
Partners Group Holding AG 331.46%1.58%1.67%Q1 2023Q3 20233
Steward Partners Investment Advisory, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Chicago Partners Investment Group LLC 330.02%0.03%0.03%Q1 2023Q3 20233
CENTAURUS FINANCIAL, INC. 330.03%0.04%0.04%Q1 2023Q3 20233
PRIVATE MANAGEMENT GROUP INC 330.68%0.79%0.86%Q1 2023Q3 20233
GraniteShares Advisors LLC 331.15%1.23%1.34%Q1 2023Q3 20233
Advisors Asset Management, Inc. 330.09%0.10%0.11%Q1 2023Q3 20233
Corient Private Wealth LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Nilsine Partners, LLC 330.05%0.05%0.05%Q1 2023Q3 20233
Lindbrook Capital, LLC 332.14%2.63%3.00%Q1 2023Q3 20233
FAS Wealth Partners, Inc. 330.07%0.08%0.09%Q1 2023Q3 20233
Aquatic Capital Management LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Virtus ETF Advisers LLC 330.07%0.22%0.41%Q1 2023Q3 20233
Sumitomo Mitsui Trust Holdings, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Financial Freedom, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
MACROVIEW INVESTMENT MANAGEMENT LLC 330.02%0.02%0.03%Q1 2023Q3 20233
PUTNAM INVESTMENTS LLC 330.00%0.00%0.00%Q1 2023Q3 20233
GUGGENHEIM CAPITAL LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Cornerstone Wealth Management, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Arete Wealth Advisors, LLC 330.03%0.05%0.06%Q1 2023Q3 20233
FIRST FOUNDATION ADVISORS 330.01%0.01%0.01%Q1 2023Q3 20233
OAKTREE CAPITAL MANAGEMENT LP 330.35%0.45%0.54%Q1 2023Q3 20233
MRP Capital Investments, LLC 330.36%0.41%0.43%Q1 2023Q3 20233
EVERGREEN CAPITAL MANAGEMENT LLC 330.26%0.28%0.29%Q1 2023Q3 20233
abrdn plc 330.00%0.00%0.00%Q1 2023Q3 20233
Rezny Wealth Management, Inc. 331.78%1.84%1.91%Q1 2023Q3 20233
SIGNATUREFD, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
KBC Group NV 330.00%0.00%0.00%Q1 2023Q3 20233
Cambridge Investment Research Advisors, Inc. 330.01%0.01%0.01%Q1 2023Q3 20233
Neuberger Berman Group LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Bank Julius Baer & Co. Ltd, Zurich 220.00%0.00%0.00%Q1 2023Q2 20232
AdvisorNet Financial, Inc 220.00%0.00%0.01%Q2 2023Q3 20232
RNC CAPITAL MANAGEMENT LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Schonfeld Strategic Advisors LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Quantbot Technologies LP 220.01%0.01%0.02%Q2 2023Q3 20232
MACKENZIE FINANCIAL CORP 220.00%0.00%0.00%Q1 2023Q2 20232
Jackson Hole Capital Partners, LLC 220.07%0.08%0.08%Q2 2023Q3 20232
U.S. Capital Wealth Advisors, LLC 220.12%0.13%0.13%Q2 2023Q3 20232
Cresset Asset Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ProShare Advisors LLC 220.00%0.00%0.00%Q2 2023Q3 20232
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 220.00%0.00%0.00%Q2 2023Q3 20232
Jump Financial, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
Tower Research Capital LLC (TRC) 220.00%0.00%0.01%Q1 2023Q2 20232
ExodusPoint Capital Management, LP 220.00%0.00%0.00%Q2 2023Q3 20232
TOTH FINANCIAL ADVISORY CORP 220.00%0.00%0.00%Q2 2023Q3 20232
PRELUDE CAPITAL MANAGEMENT, LLC 220.11%0.11%0.11%Q2 2023Q3 20232
Close Asset Management Ltd 220.01%0.01%0.01%Q2 2023Q3 20232
Stockman Wealth Management, Inc. 220.06%0.08%0.10%Q1 2023Q2 20232
Adalta Capital Management LLC 220.07%0.08%0.09%Q2 2023Q3 20232
Blue Trust, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Creative Planning 110.00%0.00%0.00%Q1 2023Q3 20232
Cliffwater LLC 222.24%2.31%2.37%Q2 2023Q3 20232
PINNACLE ASSOCIATES LTD 220.20%0.21%0.22%Q2 2023Q3 20232
Raymond James Financial Services Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
JANE STREET GROUP, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
NATIXIS 220.01%0.01%0.01%Q1 2023Q2 20232
Legacy Capital Wealth Partners, LLC 110.36%0.40%0.44%Q1 2023Q3 20232
Clayton Partners LLC 222.54%2.66%2.78%Q1 2023Q2 20232
Weiss Asset Management LP 220.03%0.03%0.03%Q1 2023Q2 20232
Kistler-Tiffany Companies, LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Pallas Capital Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Ahrens Investment Partners LLC 110.00%0.00%0.00%Q1 2023Q1 20231
BENJAMIN F. EDWARDS & COMPANY, INC. 110.01%0.01%0.01%Q2 2023Q2 20231
INVESTMENT MANAGEMENT OF VIRGINIA LLC 112.05%2.05%2.05%Q1 2023Q1 20231
MASSMUTUAL TRUST CO FSB/ADV 110.00%0.00%0.00%Q4 2023Q4 20231
HRT FINANCIAL LP 110.01%0.01%0.01%Q1 2023Q1 20231
EMERALD MUTUAL FUND ADVISERS TRUST 110.04%0.04%0.04%Q1 2023Q1 20231
Advisors Capital Management, LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Alpha DNA Investment Management LLC 110.32%0.32%0.32%Q1 2023Q1 20231
SG Americas Securities, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
CIBC WORLD MARKET INC. 110.00%0.00%0.00%Q3 2023Q3 20231
WINTON GROUP Ltd 110.03%0.03%0.03%Q3 2023Q3 20231
Point72 Asset Management, L.P. 110.00%0.00%0.00%Q1 2023Q1 20231
Perigon Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Black Swift Group, LLC 110.75%0.75%0.75%Q3 2023Q3 20231
Trinity Financial Advisors LLC 112.52%2.52%2.52%Q3 2023Q3 20231
Bogart Wealth, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
TWO SIGMA SECURITIES, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
AXS Investments LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Beacon Pointe Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
BASSO CAPITAL MANAGEMENT, L.P. 111.28%1.28%1.28%Q1 2023Q1 20231
TMD Wealth Management, LLC 111.24%1.24%1.24%Q3 2023Q3 20231
Cannell Capital 110.02%0.02%0.02%Q2 2023Q2 20231
BALYASNY ASSET MANAGEMENT L.P. 110.00%0.00%0.00%Q1 2023Q1 20231
AE Wealth Management LLC 110.01%0.01%0.01%Q1 2023Q1 20231
DARK FOREST CAPITAL MANAGEMENT LP 110.00%0.00%0.00%Q1 2023Q1 20231
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q1 2023Q1 20231
CM WEALTH ADVISORS LLC 110.04%0.04%0.04%Q1 2023Q1 20231
Glenview Trust Co 110.01%0.01%0.01%Q3 2023Q3 20231
DEUTSCHE BANK AG\ 110.00%0.00%0.00%Q1 2023Q1 20231
NATIONAL BANK OF CANADA /FI/ 110.00%0.00%0.00%Q3 2023Q3 20231
COMERICA BANK 110.00%0.00%0.00%Q3 2023Q3 20231
Klingman & Associates, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Cubist Systematic Strategies, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Americana Partners, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Horan Capital Advisors, LLC. 110.10%0.10%0.10%Q3 2023Q3 20231
MGO ONE SEVEN LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Simplify Asset Management Inc. 110.43%0.43%0.43%Q3 2023Q3 20231
Accel Wealth Management 110.01%0.01%0.01%Q1 2023Q1 20231
WealthPLAN Partners, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Cetera Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Clear Harbor Asset Management, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
Plante Moran Financial Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
TUCKER ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Advisory Services Network, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
FJ Capital Management LLC 110.08%0.08%0.08%Q1 2023Q1 20231
True Capital Management 110.44%0.44%0.44%Q1 2023Q1 20231
GSA CAPITAL PARTNERS LLP 110.04%0.04%0.04%Q2 2023Q2 20231
Baker Avenue Asset Management, LP 110.00%0.00%0.00%Q2 2023Q2 20231

This page lists all the filers that currently own Oaktree Specialty Lending Corp or have owned Oaktree Specialty Lending Corp in the past.