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Disclosery

OCSL OAKTREE SPECIALTY LENDING

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COM (common), issuer CIK 1414932

195 managers (196 13F filers) reported a position in OCSL shares at 2024-12-31, 30,888,232 shares in all. 29 filers opened a position and 41 filers sold out during the quarter.

Managers
195
13F filers
196
New
29
Added
68
Reduced
57
Sold out
41
Shares held by filers
30,888,232

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MORGAN STANLEYin group MORGAN STANLEY2,189,944$33.5M<0.01%+57,19313F-HR/ATimelineGroup
PRIVATE MANAGEMENT GROUP INC2,129,202$32.5M1.17%+721,62913F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,094,609$32M0.04%+71,80813F-HRTimelineGroup
ARES MANAGEMENT LLCin group ARES MANAGEMENT LLC1,977,378$30.2M1.06%013F-HRTimelineGroup
BRUNI J V & CO /CO1,929,491$29.5M3.34%+398,24113F-HRTimeline
OAKTREE CAPITAL MANAGEMENT LPin group Oaktree Capital Holdings, LLC1,852,456$28.3M0.54%013F-HRTimelineGroup
Claret Asset Management Corp1,495,190$22.8M3.61%+13,94913F-HRTimeline
Balyasny Asset Management L.P.in group Balyasny Asset Management1,185,150$18.1M0.04%new13F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.875,913$13.4M<0.01%+813,35213F-HRTimelineGroup
LSV ASSET MANAGEMENT833,797$12.7M0.03%-18,93313F-HRTimeline
Melia Wealth LLC801,216$12.2M6.39%+39,41413F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc544,463$8.31M<0.01%-53,30913F-HRTimelineGroup
Generali Asset Management SPA SGR538,318$8.23M0.21%13F-HR/ATimeline
TWO SIGMA INVESTMENTS, LPgroup of 2 filers holding533,977$8.16M-404,975Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.474,638$7.26M0.02%-21,19213F-HR/ATimelineGroup
PINNACLE ASSOCIATES LTD403,358$6.16M0.08%-180,03713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC384,944$5.88M0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG377,718$5.77M<0.01%+176,08313F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.367,949$5.62M<0.01%+77,34013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN350,176$5.35M<0.01%-67,90813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA349,104$5.33M<0.01%-61,37813F-HRTimelineGroup
North Ground Capital307,000$4.69M5.05%13F-HRTimeline
Rezny Wealth Management, Inc.274,035$4.19M1.03%+16,54413F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …259,793$3.97M<0.01%013F-HRTimelineGroup
NorthCoast Asset Management LLC258,853$3.96M0.02%+84,15513F-HR/ATimeline
Muzinich & Co., Inc.237,302$3.63M2.56%+27,62413F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …225,306$3.44M<0.01%+24,63613F-HRTimelineGroup
Advisors Capital Management, LLC215,084$3.29M0.05%-8,36613F-HRTimeline
United Advisor Group, LLC206,359$3.15M0.62%+50,89513F-HRTimeline
BI Asset Management Fondsmaeglerselskab…in group BI Asset Management Fondsmaeg…192,624$2.94M0.03%+183,86213F-HRTimelineGroup
Independent Advisor Alliance189,583$2.9M0.04%-7,06613F-HRTimeline
Sovran Advisors, LLC186,163$2.84M0.41%13F-HRTimeline
GABELLI FUNDS LLCin group GAMCO Investors (Gabelli)184,299$2.82M0.02%+5,99713F-HRTimelineGroup
Advisors Asset Management, Inc.180,648$2.76M0.05%-36,67313F-HR/ATimeline
Cercano Management LLC180,413$2.76M0.07%013F-HRTimeline
Cornerstone Advisory, LLC172,233$2.72M0.31%+107,82213F-HRTimeline
Hennion & Walsh Asset Management, Inc.174,090$2.66M0.12%-29,13913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.170,899$2.61M<0.01%new13F-HRTimelineGroup
Wills Financial Group, Inc.166,498$2.54M1.1%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC165,855$2.53M<0.01%+60,08913F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO163,387$2.5M<0.01%+82,46413F-HRTimelineGroup
GraniteShares Advisors LLC161,818$2.47M1.57%+49,63113F-HRTimeline
Arnhold LLC159,680$2.44M0.24%+32,50013F-HRTimeline
Naviter Wealth, LLC153,731$2.35M0.28%new13F-HRTimeline
Schonfeld Strategic Advisors LLC152,600$2.33M0.01%new13F-HRTimeline
DNB Asset Management ASin group DNB Asset Management AS151,485$2.31M0.01%+34,37813F-HRTimelineGroup
DENALI ADVISORS LLC143,256$2.19M0.23%-14,91813F-HRTimeline
Carnegie Lake Advisors LLC134,042$2.05M0.83%-33313F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC130,410$1.99M0.03%+68913F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC124,558$1.9M0.01%+4,61513F-HRTimelineGroup
HighTower Advisors, LLC123,788$1.89M<0.01%-17,28913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC120,440$1.84M<0.01%+88,45313F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC116,533$1.78M<0.01%+15,67313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC116,510$1.78M<0.01%new13F-HRTimelineGroup
LPL Financial LLC106,660$1.63M<0.01%-20,37313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…106,491$1.63M<0.01%+51,86913F-HRTimelineGroup
TT Capital Management LLC94,494$1.47M1.17%13F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC92,579$1.41M<0.01%+78,45313F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC92,332$1.41M<0.01%-5,61513F-HRTimelineGroup
MARSHALL WACE, LLPin group MARSHALL WACE, LLP77,428$1.18M<0.01%-162,05913F-HRTimelineGroup
Universal- Beteiligungs- und Serviceges…in group Universal- Beteiligungs- und …76,100$1.16M<0.01%13F-HRTimelineGroup
VIRTUS ADVISERS, LLCin group Virtus Investment Advisers, L…75,651$1.16M0.47%+21,10013F-HRTimelineGroup
VISTA INVESTMENT PARTNERS II, LLC68,794$1.05M0.62%13F-HRTimeline
Howard Capital Management Group, LLC62,041$948K0.06%013F-HRTimeline
WEALTHEDGE INVESTMENT ADVISORS, LLC61,690$943K0.42%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP57,539$879K<0.01%+13,62613F-HRTimelineGroup
Nordwand Advisors, LLC57,516$879K0.36%-5,34013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC54,021$825K<0.01%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC53,236$813K<0.01%+47,13913F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.51,641$810K0.02%013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP50,633$774K<0.01%-3,64513F-HRTimelineGroup
Strategic Wealth Partners, Ltd.48,019$753K0.06%+20013F-HRTimeline
Arlington Capital Management, Inc.48,429$740K0.51%new13F-HRTimeline
Blue Trust, Inc.47,854$731K0.01%+21,85413F-HR/ATimeline
Texas Capital Bank Wealth Management Se…46,804$715K0.07%-61,73313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC45,880$701K<0.01%13F-HR/ATimelineGroup
Cresset Asset Management, LLC45,574$696K<0.01%-46,28913F-HRTimeline
Bramshill Investments, LLC44,659$682K0.11%-50213F-HRTimeline
Plan Group Financial, LLC43,594$666K0.35%+4,97613F-HRTimeline
CASTLEKEEP INVESTMENT ADVISORS LLC42,493$649K0.45%-18,90013F-HR/ATimeline
Creative Planningin group Creative Planning41,877$640K<0.01%-3,34913F-HRTimelineGroup
Samalin Investment Counsel, LLC40,534$619K0.27%-15,59513F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC37,789$577K<0.01%new13F-HRTimelineGroup
JACKSON THORNTON WEALTH MANAGEMENT, LLC37,789$577K0.07%new13F-HRTimeline
Marble Harbor Investment Counsel, LLC37,650$575K0.06%013F-HRTimeline
Mandatum Life Insurance Co Ltd36,915$564K0.17%+83013F-HRTimeline
Financial Strategies Group, Inc.37,388$559K0.13%+9,20713F-HRTimeline
Entropy Technologies, LP35,851$548K0.06%+2,35013F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC35,332$540K0.03%-6,18713F-HRTimeline
Carnegie Investment Counsel33,355$510K0.01%-94,99413F-HRTimeline
Northeast Financial Consultants Inc32,166$491K0.02%013F-HRTimeline
Beacon Pointe Advisors, LLC32,091$490K0.01%-221,06413F-HRTimeline
Brevan Howard Capital Management LPin group Brevan Howard Capital Managem…31,586$483K0.01%new13F-HRTimelineGroup
PFG Investments, LLC30,661$468K0.03%+6,02813F-HRTimeline
Whipplewood Advisors, LLC30,429$465K0.26%13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC30,349$464K<0.01%-9,52913F-HRTimelineGroup
Janney Montgomery Scott LLC30,293$463K<0.01%-8,66713F-HRTimeline
Calydon Capital28,910$442K0.09%-37913F-HRTimeline
Cambridge Investment Research Advisors,…28,571$437K<0.01%+1,94013F-HRTimeline
Aquatic Capital Management LLC28,504$436K0.01%new13F-HRTimeline
MML INVESTORS SERVICES, LLC28,020$428K<0.01%+17,29413F-HRTimeline
GUGGENHEIM CAPITAL LLCin group GUGGENHEIM CAPITAL LLC27,234$416K<0.01%+1,98313F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC27,000$413K0.01%-8,15013F-HRTimeline
FAS Wealth Partners, Inc.26,973$412K0.03%-3,33313F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/26,933$412K<0.01%-64,93113F-HRTimelineGroup
Clearstead Advisors, LLC26,914$411K0.01%-14,37313F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC26,646$407K0.02%new13F-HRTimelineGroup
Adalta Capital Management LLC25,000$382K0.2%-20,10513F-HRTimeline
Crescent Grove Advisors, LLC23,765$363K0.04%-3,13513F-HRTimeline
Round Rock Advisors LLC23,676$362K0.07%new13F-HRTimeline
Chicago Partners Investment Group LLC23,567$354K0.01%-5,27113F-HRTimeline
Integrated Advisors Network LLC22,855$349K0.02%+2913F-HRTimeline
EVERPAR ADVISORS LLC22,613$346K0.17%-34,96513F-HRTimeline
Cetera Investment Advisers22,587$345K<0.01%-3,22613F-HRTimeline
Y-Intercept (Hong Kong) Ltd22,465$343K0.02%-8,67813F-HRTimeline
COMERICA BANK20,824$318K<0.01%+8,65913F-HR/ATimeline
Trexquant Investment LP19,344$296K<0.01%new13F-HRTimeline
Campbell & CO Investment Adviser LLC18,686$286K0.02%new13F-HRTimeline
Jackson Hole Capital Partners, LLC18,651$285K0.06%+1,83013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP18,432$282K<0.01%-2,61413F-HRTimelineGroup
Atria Wealth Solutions, Inc.18,282$279K<0.01%-1,44513F-HRTimeline
KBC Group NVin group KBC Group NV17,930$274K<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL GROUP, LLC18,015$270K0.06%new13F-HRTimeline
Qube Research & Technologies Ltd17,326$265K<0.01%-80,19613F-HRTimeline
Parallel Advisors, LLC17,250$264K0.01%-80013F-HRTimeline
Lindbrook Capital, LLC17,000$260K0.02%-113F-HRTimeline
Running Point Capital Advisors, LLC17,000$260K0.09%new13F-HRTimeline
Nilsine Partners, LLC16,455$251K0.03%013F-HRTimeline
Glenview Trust Co16,148$247K<0.01%-13,75213F-HRTimeline
FOX RUN MANAGEMENT, L.L.C.15,525$237K0.04%+5,47113F-HRTimeline
ProShare Advisors LLC14,910$228K<0.01%+2,12413F-HRTimeline
Cornerstone Wealth Management, LLC14,223$217K0.01%-1,62913F-HRTimeline
Sonora Investment Management Group, LLC13,700$209K0.02%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP58,241$193K<0.01%+29,50213F-HRTimelineGroup
BFSG, LLC12,555$192K0.02%+4,30013F-HRTimeline
Moors & Cabot, Inc.12,375$189K0.01%+1613F-HRTimeline
CAXTON ASSOCIATES LP12,051$184K0.01%013F-HRTimeline
Register Financial Advisors LLC11,787$180K0.09%-1,54313F-HRTimeline
Horan Capital Advisors, LLC.11,757$180K0.06%013F-HRTimeline
OXFORD ASSET MANAGEMENT LLP11,676$178K0.08%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Stonegate Investment Group, LLC11,471$175K<0.01%013F-HRTimeline
Institute for Wealth Management, LLC.11,346$173K0.02%-50013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,270$172K<0.01%+36313F-HRTimelineGroup
KELLEHER FINANCIAL ADVISORS10,700$164K0.06%new13F-HRTimeline
MRP Capital Investments, LLC10,687$163K0.15%-5,74713F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS10,559$161K0.01%013F-HRTimelineGroup
EMC Capital Management8,714$133K0.07%+3,02613F-HRTimeline
SG Americas Securities, LLC6,965$106K<0.01%new13F-HRTimeline
Sunbelt Securities, Inc.6,276$95.5K0.01%+2413F-HRTimeline
Geneos Wealth Management Inc.6,061$92.6K<0.01%new13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.5,750$87.9K0.04%+1,25013F-HRTimeline
TrinityBridge Ltd4,600$70K<0.01%013F-HRTimeline
MAI Capital Management4,457$68.1K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management4,455$68.1K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC4,308$65.8K<0.01%+98013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.3,799$58.1K<0.01%+2413F-HRTimeline
Canton Hathaway, LLC2,910$44K0.01%new13F-HRTimeline
Security National Bank2,427$37.1K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC2,366$36K<0.01%-10,27713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,000$30.1K<0.01%-2,80013F-HRTimelineGroup
PFS Partners, LLC1,936$29.6K0.02%013F-HRTimeline
BOKF, NAin group BOKF, NA1,900$28.4K<0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC1,646$25.2K<0.01%+10013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.1,462$22.3K<0.01%+32613F-HRTimelineGroup
NFSG Corp1,391$21.3K0.01%013F-HRTimeline
Quarry LP1,375$21K<0.01%+1,15713F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,171$17.9K<0.01%+36113F-HRTimeline
Community Bank, N.A.1,000$15.3K<0.01%013F-HRTimeline
IFP Advisors, Inc1,000$15.3K<0.01%-45313F-HRTimeline
Founders Capital Management1,000$15.3K0.01%013F-HRTimeline
Kentucky Trust Co1,000$15.3K0.01%13F-HRTimeline
Federation des caisses Desjardins du Qu…791$12.1K<0.01%+54513F-HRTimeline
CWM, LLCin group CWM, LLC728$11K<0.01%+42813F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\666$10.2K<0.01%013F-HRTimelineGroup
SIGNATUREFD, LLC659$10.1K<0.01%+58613F-HRTimeline
AdvisorNet Financial, Inc600$9.17K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC585$8.94K<0.01%-26513F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/471$7.2K<0.01%new13F-HRTimelineGroup
LRI Investments, LLC460$7.03K<0.01%+1613F-HRTimeline
North Star Investment Management Corp.460$7.03K<0.01%+20013F-HRTimeline
ALBION FINANCIAL GROUP /UT375$5.73K<0.01%new13F-HRTimeline
Hara Capital LLC333$5.09K<0.01%013F-HR/ATimeline
SALEM INVESTMENT COUNSELORS INC283$4.33K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Transce3nd, LLC239$3.65K<0.01%13F-HRTimeline
Hexagon Capital Partners LLC238$3.64K<0.01%+19313F-HRTimeline
WR Wealth Planners, LLC169$2.58K<0.01%+13713F-HRTimeline
Bank Julius Baer & Co. Ltd, Zurich149$2.52K<0.01%+1413F-HRTimeline
Spectrum Wealth Counsel, LLC75$1.15K<0.01%013F-HRTimeline
Archer Investment Corp55$842<0.01%+213F-HRTimeline
Mountain Hill Investment Partners Corp.30$458<0.01%13F-HRTimeline
Caitong International Asset Management …8$122<0.01%13F-HR/ATimeline
Leonteq Securities AG1$15<0.01%013F-HRTimeline
TD Waterhouse Canada Inc.1$15<0.01%013F-HRTimeline
RE Dickinson Investment Advisors, LLC5$1<0.01%-2,34413F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.