How many institutions own OCSL stock?

A company's 13F filings with the Securities and Exchange Commission (SEC) provides investors with comprehensive information about institutional ownership in a listed company, a sign of strength in terms of how many institutions have confidence in that company. The number of institutional investors who currently own OCSL shares is 227, representing 40.11% of the company's common stock.

Who are the major shareholders selling Oaktree Specialty Lending Corporation stock?

WEALTHEDGE INVESTMENT ADVISORS, LLC, in the last quarter, reduced its stake in OCSL by -26.62% restricting it's holding to 71.04 thousand shares of worth nearly $927.10K. MARINER, LLC also lessened -7.53% of the OCSL shares from its portfolio, reducing its holding to 102.49 thousand shares of worth $1.34M. ADVISORS ASSET MANAGEMENT, INC. also shunned OCSL shares holding by -0.67% last quarter which brought its holding to 103.53 thousand shares worth $1.35M.

Investors who are buying OCSL stock?

As per its latest 13F filing, RONALD BLUE TRUST, INC. increased its stake in OCSL by 4.81% in the last quarter. The institutional holder raised its holding to 71.92 thousand shares having worth more than $938.58K. FIDUCIARY FINANCIAL GROUP, LLC also added 30.77% more shares of OCSL to its portfolio, raising its holding to 79.06 thousand shares of worth $1.03M. VAN ECK ASSOCIATES CORP also increased its OCSL shares holding by 6.6% which brought its holding to 2.17 million shares worth $28.36M.

OCSL's major insiders: who are they?

The insider with the most stakes in OCSL is TANNENBAUM LEONARD M , at the company. Additionally, OCSL stock is highly held by director Jacobson Craig A and President Pendo Mathew among others.

Did an insider recently sell OCSL stock?

Company executives, directors, and other insiders own 0.3% percent of Oaktree Specialty Lending Corporation's stock. Within the last six months, there have been 0 transaction(s) in which OCSL insiders have sold stock, totaling 0 shares. Insiders that have sold shares include TANNENBAUM LEONARD M.

Which insider recently purchased OCSL stock?

There have been 1 transaction(s) during the past 6-months in which Oaktree Specialty Lending Corporation insiders have bought stock, totalling 2000 shares

How much of OCSL does insiders own?

Around 20K Oaktree Specialty Lending Corporation shares are held by insiders, which represents about 0.3% of OCSL stock.

Who is the insider with the largest stake?

OCSL , TANNENBAUM LEONARD M holds the largest portfolio of the company's shares. OCSL shares owned by TANNENBAUM total nearly 15.31 million.

Which institution holds the most shares in OCSL?

WEALTHEDGE INVESTMENT ADVISORS, LLC is the largest institutional owner in OCSL which holds 71.04 thousand shares worth $927.10K or 0.08% of the total OCSL shares outstanding followed by RONALD BLUE TRUST, INC. with ownership of 71.92 thousand shares representing 0.08% of the OCSL ownership. FIDUCIARY FINANCIAL GROUP, LLC is the third largest stakeholder with 79.06 thousand shares or 0.09% of the ownership worth more than $1.03M.

Is Oaktree Specialty Lending Corporation stock optionable?

Stock options give the owner the ability but not the obligation to buy or sell a security at a predetermined price and date. Stock options can be classified into two types: puts and calls. A put is a bet on falling stock, and a call is a bet on rising stock. As far as the OCSL is concerned, it is a stock which is optionable.

Is there a short position on OCSL's shares?

Number of OCSL shares short is null. Shares short is a market sentiment in which investors have sold their shares short in a given stock but have not yet covered them or closed them out.

About how many outstanding OCSL shares are there?

As of today, null shares of OCSL are outstanding.

Is there many float in OCSL stock?

Float represents the number of tradeable shares in a specific stock. By subtracting restricted and closely-held shares from a firm's total outstanding shares, we can calculate its floating stock. The term "closely-held shares" refers to shares held by employees, major shareholders, and company insiders. At present, OCSL has null shares in float.

OCSL short ratio: what is it?

Short ratio is calculated by dividing the number of short shares, short interest or bets that shareholders will sell short from the average daily volume. A higher ratio indicates longer times needed to repurchase borrowed shares (sold). The short ratio for OCSL is null.

Oaktree Specialty Lending (OCSL) insider trading activity: Get Latest News Today

Stock Outstanding Shares

Making an investment decision in the stock market involves a certain amount of risk, so it's important to thoroughly review a company's stock before making any decisions. Stock float, number of short positions and outstanding shares are among the many factors an investor should take into account.

ShortableYes

OptionableYes

Short Percent Of Outstanding SharesN/A

Short Percent Of FloatN/A

Shares OutstandingN/A

Shares FloatN/A

Shares ShortN/A

Short RatioN/A

N/A

Short % of Float

N/A

Short % of Shares Outstanding

Market Insider

Investors cannot turn a blind eye to insiders as well as institutional ownership. They need to follow insider trades to determine the direction the stock is likely to take.

Major Holders Summary

0.3% Percentage of Shares held by All Insiders

40.11% Percentage of Shares held by All Institutions

40.23% Percentage of Float held by Institutions

227

Number of Institutions Holding Shares

Institutional Ownership

About 40.11% of OCSL shares are held by financial institutions. WEALTHEDGE INVESTMENT ADVISORS, LLC is the top corporate investor, holding 71.04K shares valued at $927.10K. A 0.08% stake in Oaktree Specialty Lending Corporation is owned by the company. RONALD BLUE TRUST, INC. owns 71.92K shares valued at $938.58K, which translates its holding of 0.08% of the stake in the company.

Date	Holder	% Stake	Shares Held	Total Value ($)	Shares	% Change in Portfolio
Sep 30, 2025	WEALTHEDGE INVESTMENT ADVISORS, LLC	0.08%	71.04K	927.1K	-25.77K	-26.62%
Sep 30, 2025	RONALD BLUE TRUST, INC.	0.08%	71.92K	938.58K	3.3K	+4.81%
Sep 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.09%	79.06K	1.03M	18.6K	+30.77%
Sep 30, 2025	VAN ECK ASSOCIATES CORP	2.47%	2.17M	28.36M	134.56K	+6.60%
Sep 30, 2025	BRUNI J V & CO /CO	2.82%	2.49M	32.46M	274.67K	+12.42%
Sep 30, 2025	PRIVATE MANAGEMENT GROUP INC	3.42%	3.01M	39.33M	607.49K	+25.24%
Sep 30, 2025	MARINER, LLC	0.12%	102.49K	1.34M	-8.35K	-7.53%
Sep 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.12%	103.53K	1.35M	-703	-0.67%
Sep 30, 2025	LOOMIS SAYLES & CO L P	0.2%	176.67K	2.31M	0	0
Sep 30, 2025	OAKTREE CAPITAL MANAGEMENT LP	2.1%	1.85M	24.17M	0	0
Sep 30, 2025	ARES MANAGEMENT LLC	2.21%	1.95M	25.39M	0	0
Sep 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	2.37%	2.09M	27.25M	199.42K	+10.56%
Sep 30, 2025	LPL FINANCIAL LLC	0.19%	170.26K	2.22M	20.53K	+13.71%
Sep 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.12%	101.59K	1.33M	8.86K	+9.55%
Sep 30, 2025	LIDO ADVISORS, LLC	0.13%	115.51K	1.51M	9.37K	+8.83%
Sep 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.14%	123K	1.61M	-14.05K	-10.25%
Sep 30, 2025	DNB ASSET MANAGEMENT AS	0.16%	142.27K	1.86M	0	0
Sep 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.19%	164.25K	2.14M	-18.55K	-10.15%
Sep 30, 2025	DENALI ADVISORS LLC	0.13%	112.09K	1.46M	-32.37K	-22.41%
Sep 30, 2025	GABELLI FUNDS LLC	0.2%	175K	2.28M	-11.38K	-6.11%
Sep 30, 2025	BANK OF AMERICA CORP /DE/	0.23%	204.93K	2.67M	80.64K	+64.88%
Sep 30, 2025	SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.25%	223.72K	2.92M	197.7K	+759.93%
Sep 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	225.22K	3M	-7.31K	-3.14%
Sep 30, 2025	OLD PORT ADVISORS	0.14%	126.54K	1.65M	59.54K	+88.85%
Sep 30, 2025	CARNEGIE LAKE ADVISORS LLC	0.15%	131.92K	1.72M	-1.62K	-1.21%
Sep 30, 2025	NAVITER WEALTH, LLC	0.18%	160.86K	2.1M	-14.98K	-8.52%
Sep 30, 2025	UBS GROUP AG	1.03%	904.34K	11.8M	62.16K	+7.38%
Sep 30, 2025	WILLS FINANCIAL GROUP LLC	0.26%	232.73K	3.04M	-79	-0.03%
Sep 30, 2025	WELLS FARGO & COMPANY/MN	0.27%	235.51K	3.07M	-10.13K	-4.12%
Sep 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.11%	95.95K	1.25M	8.43K	+9.64%
Sep 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.1%	90.85K	1.19M	-4.05K	-4.26%
Sep 30, 2025	NORTHERN TRUST CORP	0.1%	84.32K	1.1M	3.73K	+4.62%
Sep 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.2%	178.38K	2.33M	10.66K	+6.35%
Sep 30, 2025	ARNHOLD LLC	0.2%	179.85K	2.35M	27.5K	+18.05%
Sep 30, 2025	TT CAPITAL MANAGEMENT LLC	0.12%	107.93K	1.41M	3.28K	+3.14%
Sep 30, 2025	TWO SIGMA ADVISERS, LP	0.21%	183.84K	2.4M	-78.7K	-29.98%
Sep 30, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.22%	196.92K	2.57M	30.29K	+18.18%
Sep 30, 2025	TREXQUANT INVESTMENT LP	0.27%	236.28K	3.08M	56.54K	+31.46%
Sep 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.33%	290.87K	3.8M	11.63K	+4.16%
Sep 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.34%	303.77K	3.96M	63K	+26.17%
Sep 30, 2025	MUZINICH & CO., INC.	0.38%	330.91K	4.32M	70.05K	+26.85%
Sep 30, 2025	TWO SIGMA INVESTMENTS, LP	0.44%	388.16K	5.07M	267.32K	+221.22%
Sep 30, 2025	BLACKROCK, INC.	0.5%	436.09K	5.69M	-34.67K	-7.36%
Sep 30, 2025	ROYAL BANK OF CANADA	0.58%	508.15K	6.63M	-104.88K	-17.11%
Sep 30, 2025	LEGAL & GENERAL GROUP PLC	0.6%	532.85K	6.96M	-16.36K	-2.98%
Sep 30, 2025	INVESCO LTD.	1.01%	886.85K	11.57M	181.02K	+25.65%
Sep 30, 2025	MELIA WEALTH LLC	1.38%	1.22M	15.87M	225.38K	+22.76%
Sep 30, 2025	MORGAN STANLEY	3.4%	3M	39.14M	-450.15K	-13.05%
Sep 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	1.5%	1.32M	17.23M	701.77K	+113.39%
Sep 30, 2025	CLARET ASSET MANAGEMENT CORP	1.92%	1.69M	22.1M	-7.51K	-0.44%
Sep 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.05%	40.95K	534.33K	-2.83K	-6.46%
Sep 30, 2025	AVAII WEALTH MANAGEMENT, LLC	0.05%	42.06K	548.94K	13.85K	+49.10%
Sep 30, 2025	STIFEL FINANCIAL CORP	0.05%	42.35K	552.72K	-3K	-6.61%
Sep 30, 2025	CARTESIAN GROWTH CORP	0.06%	51.64K	673.92K	0	0
Sep 30, 2025	CORNERSTONE ADVISORY, LLC	0.06%	52.64K	686.96K	-34.65K	-39.69%
Sep 30, 2025	MARSHALL WACE, LLP	0.06%	54.15K	706.63K	36.14K	+200.64%
Sep 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.06%	55.2K	720.41K	-38.57K	-41.13%
Sep 30, 2025	SIMPLEX TRADING, LLC	0.07%	59.93K	782K	59.93K	+100.00%
Sep 30, 2025	CASTLEKEEP INVESTMENT ADVISORS LLC	0.38%	332.35K	4.34M	11.29K	+3.52%
Sep 30, 2025	HIGHTOWER ADVISORS, LLC	0.3%	267.91K	3.5M	135.66K	+102.58%
Sep 30, 2025	UNITED ADVISOR GROUP, LLC	0.29%	259.05K	3.38M	29.75K	+12.97%
Sep 30, 2025	GRANITESHARES ADVISORS LLC	0.23%	201.49K	2.63M	17.75K	+9.66%
Sep 30, 2025	LSV ASSET MANAGEMENT	0.17%	148.77K	1.94M	-151.64K	-50.48%
Sep 30, 2025	PLAN GROUP FINANCIAL, LLC	0.13%	114.23K	1.49M	22.08K	+23.96%
Sep 30, 2025	ICON ADVISERS INC/CO	0.07%	60.23K	5.1M	60.23K	+100.00%
Jun 30, 2025	UNITED ADVISOR GROUP, LLC	0.26%	229.3K	3.13M	7.15K	+3.22%
Jun 30, 2025	RONALD BLUE TRUST, INC.	0.08%	68.62K	937.37K	0	0
Jun 30, 2025	RAYMOND JAMES FINANCIAL INC	0.08%	68.06K	929.63K	402	+0.59%
Jun 30, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.19%	167.72K	2.29M	-2.87K	-1.68%
Jun 30, 2025	MORGAN STANLEY	3.92%	3.45M	47.11B	58.77K	+1.73%
Jun 30, 2025	PRIVATE MANAGEMENT GROUP INC	2.73%	2.41M	32.88M	221.66K	+10.14%
Jun 30, 2025	CLARET ASSET MANAGEMENT CORP	1.93%	1.7M	23.23M	179.56K	+11.80%
Jun 30, 2025	ROYAL BANK OF CANADA	0.7%	613.02K	8.37M	144.14K	+30.74%
Jun 30, 2025	BLACKROCK, INC.	0.53%	470.76K	6.43M	108.95K	+30.11%
Jun 30, 2025	REZNY WEALTH MANAGEMENT, INC.	0.21%	187.96K	2.57M	-95.38K	-33.66%
Jun 30, 2025	LOOMIS SAYLES & CO L P	0.2%	176.67K	2.41M	0	0
Jun 30, 2025	COMMONWEALTH EQUITY SERVICES, LLC	0.11%	94.9K	1.3M	-16.06K	-14.48%
Jun 30, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.11%	93.78K	1.28M	-35.83K	-27.64%
Jun 30, 2025	ARLINGTON CAPITAL MANAGEMENT, INC.	0.08%	68.86K	940.56K	68.86K	+100.00%
Jun 30, 2025	BRUNI J V & CO /CO	2.51%	2.21M	30.22M	276.66K	+14.29%
Jun 30, 2025	VAN ECK ASSOCIATES CORP	2.31%	2.04M	27.85M	96.17K	+4.95%
Jun 30, 2025	OLD PORT ADVISORS	0.08%	67K	915.28K	67K	+100.00%
Jun 30, 2025	FIDUCIARY FINANCIAL GROUP, LLC	0.07%	60.46K	831.28K	6.85K	+12.77%
Jun 30, 2025	NORDWAND ADVISORS, LLC	0.06%	56.31K	769.21K	-1.21K	-2.10%
Jun 30, 2025	QUANTBOT TECHNOLOGIES LP	0.06%	55.82K	762.5K	55.82K	+100.00%
Jun 30, 2025	FINANCIAL STRATEGIES GROUP, INC.	0.06%	55.43K	798.72K	9.08K	+19.58%
Jun 30, 2025	BROWN ADVISORY INC	0.06%	54.02K	737.93K	0	0
Jun 30, 2025	BEACON POINTE ADVISORS, LLC	0.06%	50.35K	687.81K	-30.69K	-37.87%
Jun 30, 2025	BRAMSHILL INVESTMENTS, LLC	0.05%	44.6K	609.2K	-118	-0.26%
Jun 30, 2025	HBK INVESTMENTS L P	0.05%	44.4K	606.5K	0	0
Jun 30, 2025	CRESSET ASSET MANAGEMENT, LLC	0.05%	43.77K	597.94K	220	+0.51%
Jun 30, 2025	OXFORD ASSET MANAGEMENT LLP	0.05%	41.27K	563.71K	41.27K	+100.00%
Jun 30, 2025	MANDATUM LIFE INSURANCE CO LTD	0.04%	37.71K	515.17K	-6.56K	-14.82%
Jun 30, 2025	STRATEGIC WEALTH PARTNERS, LTD.	0.04%	37.49K	512.1K	37.49K	+100.00%
Jun 30, 2025	FLAGSHIP HARBOR ADVISORS, LLC	0.04%	36.31K	495.99K	-2.27K	-5.88%
Jun 30, 2025	JACKSON THORNTON ASSET MANAGEMENT, LLC	0.04%	35.6K	502.33K	-818	-2.25%
Jun 30, 2025	VERITION FUND MANAGEMENT LLC	0.04%	35.51K	485.12K	35.51K	+100.00%
Jun 30, 2025	MELIA WEALTH LLC	1.12%	990.46K	13.53M	110.94K	+12.61%
Jun 30, 2025	GRANITESHARES ADVISORS LLC	0.21%	183.74K	2.51M	11.48K	+6.67%
Jun 30, 2025	BANK OF AMERICA CORP /DE/	0.14%	124.29K	1.7M	-34.44K	-21.70%
Jun 30, 2025	TWO SIGMA INVESTMENTS, LP	0.14%	120.84K	1.65M	-56.1K	-31.70%
Jun 30, 2025	OAKTREE CAPITAL MANAGEMENT LP	2.1%	1.85M	25.3M	0	0
Jun 30, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.42%	368.92K	5.04M	34.48K	+10.31%
Jun 30, 2025	LSV ASSET MANAGEMENT	0.34%	300.4K	4.1M	-244.04K	-44.82%
Jun 30, 2025	MUZINICH & CO., INC.	0.3%	260.85K	3.56M	30.7K	+13.34%
Jun 30, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.27%	240.77K	3.29M	16.06K	+7.15%
Jun 30, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.19%	166.63K	2.28M	4.58K	+2.83%
Jun 30, 2025	DENALI ADVISORS LLC	0.16%	144.46K	1.97M	-3.31K	-2.24%
Jun 30, 2025	DNB ASSET MANAGEMENT AS	0.16%	142.27K	1.94M	0	0
Jun 30, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.16%	137.04K	1.87M	641	+0.47%
Jun 30, 2025	MARINER, LLC	0.13%	110.85K	1.51M	12.41K	+12.60%
Jun 30, 2025	LIDO ADVISORS, LLC	0.12%	106.14K	1.45M	-10.11K	-8.69%
Jun 30, 2025	PINNACLE ASSOCIATES LTD	0.11%	99.59K	1.36M	-50.79K	-33.78%
Jun 30, 2025	LAZARD ASSET MANAGEMENT LLC	0.11%	92.74K	1.27M	0	0
Jun 30, 2025	PLAN GROUP FINANCIAL, LLC	0.1%	92.15K	1.26M	17.5K	+23.45%
Jun 30, 2025	SAMALIN INVESTMENT COUNSEL, LLC	0.1%	87.51K	1.2M	2.24K	+2.62%
Jun 30, 2025	CORNERSTONE ADVISORY, LLC	0.1%	87.29K	1.19M	-324	-0.37%
Jun 30, 2025	VIRTUS INVESTMENT ADVISERS, INC.	0.09%	82.91K	1.13M	-8.55K	-9.34%
Jun 30, 2025	ARES MANAGEMENT LLC	2.21%	1.95M	26.57M	-32.07K	-1.62%
Jun 30, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.7%	618.91K	8.45M	287K	+86.47%
Jun 30, 2025	ROUND ROCK ADVISORS, LLC	0.12%	107.37K	1.47M	-135	-0.13%
Jun 30, 2025		0.12%	104.64K	1.43M	7.36K	+7.57%
Jun 30, 2025	INDEPENDENT ADVISOR ALLIANCE	0.21%	182.8K	2.5M	-4.65K	-2.48%
Jun 30, 2025	TREXQUANT INVESTMENT LP	0.2%	179.74K	2.46M	-95.32K	-34.65%
Jun 30, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.71%	626.32K	8.56M	469.33K	+298.94%
Jun 30, 2025	GABELLI FUNDS LLC	0.21%	186.38K	2.55M	5.47K	+3.02%
Jun 30, 2025	NAVITER WEALTH, LLC	0.2%	175.84K	2.4M	19.79K	+12.68%
Jun 30, 2025	ARNHOLD LLC	0.17%	152.35K	2.08M	-10K	-6.16%
Jun 30, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.12%	104.23K	1.42M	-75.44K	-41.99%
Jun 30, 2025	UBS GROUP AG	0.96%	842.18K	11.5M	190.61K	+29.25%
Jun 30, 2025	INVESCO LTD.	0.8%	705.82K	9.64M	-24.17K	-3.31%
Jun 30, 2025	LEGAL & GENERAL GROUP PLC	0.62%	549.21K	7.5M	1.31K	+0.24%
Jun 30, 2025	GENERALI ASSET MANAGEMENT SPA SGR	2.14%	1.89M	25.8M	804.42K	+74.20%
Jun 30, 2025	CASTLEKEEP INVESTMENT ADVISORS LLC	0.36%	321.06K	4.39M	1.78K	+0.56%
Jun 30, 2025	WILLS FINANCIAL GROUP LLC	0.26%	232.81K	3.18M	973	+0.42%
Jun 30, 2025	CARNEGIE LAKE ADVISORS LLC	0.15%	133.54K	1.82M	0	0
Jun 30, 2025	HIGHTOWER ADVISORS, LLC	0.15%	132.25K	1.81M	14.26K	+12.09%
Jun 30, 2025	TT CAPITAL MANAGEMENT LLC	0.12%	104.64K	1.43M	7.36K	+7.57%
Jun 30, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.32%	279.25K	3.82M	47.71K	+20.61%
Jun 30, 2025	TWO SIGMA ADVISERS, LP	0.3%	262.54K	3.59M	-62.5K	-19.23%
Jun 30, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.29%	259.79K	3.55M	0	0
Jun 30, 2025	WELLS FARGO & COMPANY/MN	0.28%	245.64K	3.36M	-120.09K	-32.84%
Jun 30, 2025	ADVISOR GROUP HOLDINGS, INC.	0.26%	232.53K	3.18M	-333.28K	-58.90%
Jun 30, 2025	LPL FINANCIAL LLC	0.17%	149.73K	2.05M	-9.61K	-6.03%
Mar 31, 2025	GABELLI FUNDS LLC	0.21%	180.91K	2.78M	-3.39K	-1.84%
Mar 31, 2025	LSV ASSET MANAGEMENT	0.63%	544.44K	8.36M	-289.36K	-34.70%
Mar 31, 2025	INDEPENDENT ADVISOR ALLIANCE	0.22%	187.45K	2.88M	-2.14K	-1.13%
Mar 31, 2025	UNITED ADVISOR GROUP, LLC	0.26%	222.16K	3.41M	15.8K	+7.66%
Mar 31, 2025	SUMITOMO MITSUI TRUST HOLDINGS, INC.	0.26%	224.71K	3.45M	-598	-0.27%
Mar 31, 2025	MUZINICH & CO., INC.	0.27%	230.15K	3.54M	-7.15K	-3.01%
Mar 31, 2025	BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S	0.27%	231.54K	3.56M	38.91K	+20.20%
Mar 31, 2025	TWO SIGMA INVESTMENTS, LP	0.21%	176.93K	2.72M	12.9K	+7.86%
Mar 31, 2025	TREXQUANT INVESTMENT LP	0.32%	275.06K	4.22M	255.72K	+1,321.94%
Mar 31, 2025	ARNHOLD LLC	0.19%	162.35K	2.49M	2.67K	+1.67%
Mar 31, 2025	HENNION & WALSH ASSET MANAGEMENT, INC.	0.15%	129.61K	1.99M	-44.48K	-25.55%
Mar 31, 2025	CONFLUENCE INVESTMENT MANAGEMENT LLC	0.16%	136.4K	2.1M	5.99K	+4.59%
Mar 31, 2025	DNB ASSET MANAGEMENT AS	0.17%	142.27K	2.19M	-9.22K	-6.09%
Mar 31, 2025	LPL FINANCIAL LLC	0.19%	159.34K	2.45M	52.68K	+49.39%
Mar 31, 2025	TEXAS CAPITAL BANK WEALTH MANAGEMENT SERVICES INC	0.19%	162.04K	2.49M	115.24K	+246.22%
Mar 31, 2025	REZNY WEALTH MANAGEMENT, INC.	0.33%	283.33K	4.35M	9.3K	+3.39%
Mar 31, 2025	TWO SIGMA ADVISERS, LP	0.38%	325.04K	4.99M	-44.9K	-12.14%
Mar 31, 2025	RIVERNORTH CAPITAL MANAGEMENT, LLC	0.39%	331.9K	5.1M	331.9K	+100.00%
Mar 31, 2025	ROCKEFELLER CAPITAL MANAGEMENT L.P.	0.39%	334.45K	5.14M	334.45K	+100.00%
Mar 31, 2025	MANUFACTURERS LIFE INSURANCE COMPANY, THE	0.3%	259.79K	3.99M	0	0
Mar 31, 2025	BARCLAYS PLC	0.27%	233.02K	3.58M	67.17K	+40.50%
Mar 31, 2025	BLACKROCK, INC.	0.42%	361.81K	5.56M	-6.14K	-1.67%
Mar 31, 2025	CLARET ASSET MANAGEMENT CORP	1.77%	1.52M	23.37M	25.99K	+1.74%
Mar 31, 2025	OAKTREE CAPITAL MANAGEMENT LP	2.16%	1.85M	28.45M	0	0
Mar 31, 2025	DENALI ADVISORS LLC	0.17%	147.77K	2.27M	4.51K	+3.15%
Mar 31, 2025	PINNACLE ASSOCIATES LTD	0.17%	150.38K	2.31M	-252.98K	-62.72%
Mar 31, 2025	NAVITER WEALTH, LLC	0.18%	156.05K	2.49M	2.32K	+1.51%
Mar 31, 2025	BALYASNY ASSET MANAGEMENT L.P.	0.18%	157K	2.41M	-1.03M	-86.75%
Mar 31, 2025	BANK OF AMERICA CORP /DE/	0.18%	158.73K	2.44M	131.79K	+489.34%
Mar 31, 2025	WELLS FARGO & COMPANY/MN	0.43%	365.72K	5.62M	15.55K	+4.44%
Mar 31, 2025	ROYAL BANK OF CANADA	0.55%	468.88K	7.2M	119.78K	+34.31%
Mar 31, 2025	LEGAL & GENERAL GROUP PLC	0.64%	547.9K	8.42M	3.43K	+0.63%
Mar 31, 2025	ADVISOR GROUP HOLDINGS, INC.	0.66%	565.81K	8.7M	91.17K	+19.21%
Mar 31, 2025	UBS GROUP AG	0.76%	651.58K	10.01M	273.86K	+72.50%
Mar 31, 2025	INVESCO LTD.	0.85%	730K	11.21M	-145.92K	-16.66%
Mar 31, 2025	MELIA WEALTH LLC	1.02%	879.52K	13.51M	78.3K	+9.77%
Mar 31, 2025	BRUNI J V & CO /CO	2.25%	1.94M	29.73M	6.2K	+0.32%
Mar 31, 2025	VAN ECK ASSOCIATES CORP	2.26%	1.94M	29.84M	-152.08K	-7.26%
Mar 31, 2025	ARES MANAGEMENT LLC	2.3%	1.98M	30.37M	0	0
Mar 31, 2025	PRIVATE MANAGEMENT GROUP INC	2.54%	2.19M	33.56M	55.8K	+2.62%
Mar 31, 2025	MORGAN STANLEY	3.95%	3.39M	52.07M	1.2M	+54.81%
Mar 31, 2025		0.15%	129.69K	1.99M	68K	+110.23%
Mar 31, 2025	KOVITZ INVESTMENT GROUP PARTNERS, LLC	0.2%	170.59K	2.62M	-88.26K	-34.10%
Mar 31, 2025	GRANITESHARES ADVISORS LLC	0.2%	172.26K	2.65M	10.44K	+6.45%
Mar 31, 2025	LOOMIS SAYLES & CO L P	0.21%	176.67K	2.71M	176.67K	+100.00%
Mar 31, 2025	ADVISORS ASSET MANAGEMENT, INC.	0.21%	179.66K	2.76M	-984	-0.54%
Mar 31, 2024	RETIREMENT GROUP, LLC	0%	580	11.4K	470	+427.27%
Mar 31, 2024	HUNTINGTON NATIONAL BANK	0%	1	7	0	0
Dec 31, 2023	GARNER ASSET MANAGEMENT CORP	0%	0	-	-23K	-100.00%
Dec 31, 2023	HUNTINGTON NATIONAL BANK	0%	1	7	0	0
Dec 31, 2023	RETIREMENT GROUP, LLC	0%	110	2.25K	0	0
Sep 30, 2023	GARNER ASSET MANAGEMENT CORP	0.03%	23K	463K	5	+0.02%
Sep 30, 2023	HUNTINGTON NATIONAL BANK	0%	1	7	0	0
Sep 30, 2023	RETIREMENT GROUP, LLC	0%	110	2.21K	0	0

Insiders

Among the OCSL insiders holding of 0.3% of the stake in company, TANNENBAUM LEONARD M, , holds the largest shares of 15.31M. JACOBSON CRAIG A, director, is the second largest OCSL insider with ownership of 71.67K shares. PENDO MATHEW, President, stands third with possession of 52.6K shares of that stake.

Insiders	Designation	Shares Held
TANNENBAUM LEONARD M		15.31M
JACOBSON CRAIG A	director	71.67K
PENDO MATHEW	President	52.6K
GERO DEBORAH ANN	director	22.41K
PANOSSIAN ARMEN	See Remarks	20.79K
CALDWELL PHYLLIS R	director	20K
STEWART MATTHEW	Chief Operating Officer	9.67K
KHANNA RAGHAV	Co-Chief Investment Officer	6K
MCKOWN CHRISTOPHER	See Remarks	5.09K
PAK ASHLEY	Chief Compliance Officer	1.92K

Buying/Selling by Insiders

Date	Insider	Type	Cost	Shares	Value ($)	Shares Total
Sep 15, 2025	CALDWELL PHYLLIS R	PURCHASE	13.19	2K	26.38K	20K
Jun 30, 2025	GERO DEBORAH ANN	PURCHASE	13.70	2.5K	34.25K	22.41K
May 15, 2025	PANOSSIAN ARMEN	PURCHASE	14.13	8K	113.04K	20.79K
May 07, 2025	CALDWELL PHYLLIS R	PURCHASE	13.32	2K	26.65K	18K
May 06, 2025	JACOBSON CRAIG A	PURCHASE	13.41	14.91K	199.92K	71.67K
Feb 25, 2025	CALDWELL PHYLLIS R	PURCHASE	15.83	2.5K	39.58K	16K
Feb 24, 2025	PENDO MATHEW	PURCHASE	15.93	6.26K	99.69K	52.6K
Feb 24, 2025	KHANNA RAGHAV	PURCHASE	15.95	6K	95.7K	6K
Sep 20, 2024	CALDWELL PHYLLIS R	PURCHASE	16.01	500	8.01K	13K
Aug 13, 2024	CALDWELL PHYLLIS R	PURCHASE	16.28	500	8.14K	11.67K
Feb 12, 2024	CALDWELL PHYLLIS R	PURCHASE	20.07	2K	40.13K	11.17K
Mar 23, 2023	STEWART MATTHEW	PURCHASE	18.00	500	9K	9.67K
Mar 17, 2023	MCKOWN CHRISTOPHER	PURCHASE	17.79	1K	17.79K	5.09K
Mar 17, 2023	CALDWELL PHYLLIS R	PURCHASE	17.72	500	8.86K	9.17K
Mar 16, 2023	CALDWELL PHYLLIS R	PURCHASE	18.18	500	9.09K	8.17K
Mar 09, 2023	PAK ASHLEY	PURCHASE	19.41	1K	19.41K	1.92K
Feb 09, 2023	PENDO MATHEW	PURCHASE	19.72	516	10.18K	37.82K
Dec 30, 2022	CALDWELL PHYLLIS R	PURCHASE	6.96	3.8K	26.45K	23K
Dec 09, 2022	CALDWELL PHYLLIS R	PURCHASE	7.00	4K	28K	19.2K
Jun 29, 2022	CALDWELL PHYLLIS R	PURCHASE	6.49	2.5K	16.22K	15.2K
May 23, 2022	CALDWELL PHYLLIS R	PURCHASE	6.80	5K	34K	12.7K
May 11, 2022	CALDWELL PHYLLIS R	PURCHASE	7.04	1.8K	12.67K	4.5K
May 09, 2022	PENDO MATHEW	PURCHASE	7.06	18.38K	129.77K	103.59K
Mar 04, 2022	PAK ASHLEY	PURCHASE	7.42	2.6K	19.29K	2.6K
Mar 02, 2022	CALDWELL PHYLLIS R	PURCHASE	7.48	1.9K	14.21K	1.9K
Dec 30, 2021	TANNENBAUM LEONARD M	SALE	7.50	84.95K	637.49K	15.31M
Dec 29, 2021	TANNENBAUM LEONARD M	SALE	7.52	200K	1.5M	15.39M
Dec 28, 2021	TANNENBAUM LEONARD M	SALE	7.55	200K	1.51M	15.59M
Dec 27, 2021	TANNENBAUM LEONARD M	SALE	7.54	200K	1.51M	15.79M
Dec 23, 2021	TANNENBAUM LEONARD M	SALE	7.51	200K	1.5M	15.99M
Dec 13, 2021	TANNENBAUM LEONARD M	SALE	7.55	34.1K	257.49K	16.19M
Dec 06, 2021	TANNENBAUM LEONARD M	SALE	7.50	100	750	16.23M
Dec 02, 2021	TANNENBAUM LEONARD M	SALE	7.50	5K	37.5K	16.23M
Nov 17, 2021	TANNENBAUM LEONARD M	SALE	7.56	353.49K	2.67M	16.23M
Nov 16, 2021	TANNENBAUM LEONARD M	SALE	7.45	17.33K	129.16K	16.58M
Nov 11, 2021	TANNENBAUM LEONARD M	SALE	7.50	1.5K	11.25K	16.6M
Nov 10, 2021	TANNENBAUM LEONARD M	SALE	7.50	48.17K	361.31K	16.6M
Nov 09, 2021	TANNENBAUM LEONARD M	SALE	7.50	29.73K	223.01K	16.65M
Nov 08, 2021	TANNENBAUM LEONARD M	SALE	7.51	100K	750.89K	16.68M
Sep 20, 2021	TANNENBAUM LEONARD M	SALE	7.10	4.21M	29.92M	16.78M
Jun 01, 2021	TANNENBAUM LEONARD M	SALE	6.78	100K	677.57K	21M
May 28, 2021	TANNENBAUM LEONARD M	SALE	6.72	100K	671.61K	21.1M
May 27, 2021	TANNENBAUM LEONARD M	SALE	6.71	81.29K	545.35K	21.2M
May 25, 2021	TANNENBAUM LEONARD M	SALE	6.71	13.9K	93.23K	21.28M
May 24, 2021	TANNENBAUM LEONARD M	SALE	6.70	1.65K	11.03K	21.29M
May 21, 2021	TANNENBAUM LEONARD M	SALE	6.70	38.2K	256.06K	21.29M
May 05, 2021	TANNENBAUM LEONARD M	SALE	6.72	100K	672.22K	21.33M
Apr 29, 2021	TANNENBAUM LEONARD M	SALE	6.78	94.05K	637.75K	21.43M
Apr 28, 2021	TANNENBAUM LEONARD M	SALE	6.75	100K	675.05K	21.52M
Apr 27, 2021	TANNENBAUM LEONARD M	SALE	6.73	194.13K	1.31M	21.62M
Apr 26, 2021	TANNENBAUM LEONARD M	SALE	6.69	100K	668.6K	21.82M
Apr 23, 2021	TANNENBAUM LEONARD M	SALE	6.68	100K	668.21K	21.92M
Apr 22, 2021	TANNENBAUM LEONARD M	SALE	6.68	11.29K	75.42K	22.02M
Apr 21, 2021	TANNENBAUM LEONARD M	SALE	6.70	15.66K	104.92K	22.03M
Apr 20, 2021	TANNENBAUM LEONARD M	SALE	6.70	100K	670.07K	22.05M
Apr 19, 2021	TANNENBAUM LEONARD M	SALE	6.66	100K	666.44K	22.15M
Apr 16, 2021	TANNENBAUM LEONARD M	SALE	6.62	120K	794.4K	22.25M
Apr 15, 2021	TANNENBAUM LEONARD M	SALE	6.60	2.8K	18.49K	22.37M
Apr 14, 2021	TANNENBAUM LEONARD M	SALE	6.60	52K	343.43K	22.37M
Apr 12, 2021	TANNENBAUM LEONARD M	SALE	6.61	200K	1.32M	22.42M
Apr 09, 2021	TANNENBAUM LEONARD M	SALE	6.61	172.31K	1.14M	22.62M
Apr 07, 2021	TANNENBAUM LEONARD M	SALE	6.48	100K	647.82K	22.79M
Apr 06, 2021	TANNENBAUM LEONARD M	SALE	6.46	29.87K	192.99K	22.89M
Apr 05, 2021	TANNENBAUM LEONARD M	SALE	6.31	100K	631.33K	22.92M
Apr 01, 2021	TANNENBAUM LEONARD M	SALE	6.25	100K	625.04K	23.02M
Mar 22, 2021	TANNENBAUM LEONARD M	SALE	6.25	4.5K	28.13K	23.12M
Mar 19, 2021	TANNENBAUM LEONARD M	SALE	6.25	4.39K	27.46K	23.13M
Mar 18, 2021	TANNENBAUM LEONARD M	SALE	6.25	100	625	15.09M
Mar 16, 2021	TANNENBAUM LEONARD M	SALE	6.30	77.05K	485.77K	15.09M
Mar 15, 2021	TANNENBAUM LEONARD M	SALE	6.29	100K	628.81K	15.17M
Mar 12, 2021	TANNENBAUM LEONARD M	SALE	6.26	100K	626.15K	15.27M
Mar 11, 2021	TANNENBAUM LEONARD M	SALE	6.26	100K	626.08K	15.37M
Mar 10, 2021	TANNENBAUM LEONARD M	SALE	6.26	67.41K	421.79K	15.47M
Mar 09, 2021	TANNENBAUM LEONARD M	SALE	6.26	18.6K	116.34K	15.54M
Mar 04, 2021	TANNENBAUM LEONARD M	SALE	6.25	1.8K	11.25K	1.56M
Mar 03, 2021	TANNENBAUM LEONARD M	SALE	6.25	14.99K	93.68K	15.56M
Mar 02, 2021	TANNENBAUM LEONARD M	SALE	6.24	81.2K	506.82K	15.57M
Mar 01, 2021	TANNENBAUM LEONARD M	SALE	6.21	63.78K	395.77K	15.65M
Feb 26, 2021	TANNENBAUM LEONARD M	SALE	6.16	31.5K	194.03K	15.72M
Feb 25, 2021	TANNENBAUM LEONARD M	SALE	6.20	5.1K	31.63K	15.75M
Feb 24, 2021	TANNENBAUM LEONARD M	SALE	6.15	100K	614.71K	15.75M
Feb 23, 2021	TANNENBAUM LEONARD M	SALE	6.11	54.8K	334.56K	15.85M
Feb 22, 2021	TANNENBAUM LEONARD M	SALE	6.14	100K	614.23K	15.91M
Feb 19, 2021	TANNENBAUM LEONARD M	SALE	6.11	72.6K	443.34K	16.01M
Feb 09, 2021	PENDO MATHEW	PURCHASE	5.95	12.23K	72.77K	54.26K
Feb 08, 2021	PENDO MATHEW	PURCHASE	5.95	8.66K	51.53K	42.03K
Dec 17, 2020	TANNENBAUM LEONARD M	SALE	5.49	40.67K	223.23K	16.08M
Dec 16, 2020	TANNENBAUM LEONARD M	SALE	5.52	50K	275.86K	16.12M
Dec 15, 2020	TANNENBAUM LEONARD M	SALE	5.51	63.8K	351.76K	16.17M
Dec 14, 2020	TANNENBAUM LEONARD M	SALE	5.50	14.9K	81.98K	16.24M
Dec 11, 2020	TANNENBAUM LEONARD M	SALE	5.60	400	2.24K	16.25M
Dec 10, 2020	TANNENBAUM LEONARD M	SALE	5.60	2.5K	14K	16.25M
Dec 09, 2020	TANNENBAUM LEONARD M	SALE	5.60	2.6K	14.56K	16.25M
Dec 08, 2020	TANNENBAUM LEONARD M	SALE	5.60	87.8K	491.92K	16.26M
Dec 07, 2020	TANNENBAUM LEONARD M	SALE	5.60	15.92K	89.18K	16.34M
Dec 04, 2020	TANNENBAUM LEONARD M	SALE	5.60	43.2K	242.08K	16.36M
Dec 03, 2020	TANNENBAUM LEONARD M	SALE	5.60	9.88K	55.32K	16.4M
Dec 02, 2020	TANNENBAUM LEONARD M	SALE	5.60	35.2K	197.25K	16.41M
Dec 01, 2020	TANNENBAUM LEONARD M	SALE	5.61	40.75K	228.51K	16.45M
Nov 30, 2020	TANNENBAUM LEONARD M	SALE	5.58	173.16K	967K	16.49M
Nov 25, 2020	TANNENBAUM LEONARD M	SALE	5.56	187.96K	1.05M	16.66M
Nov 24, 2020	TANNENBAUM LEONARD M	SALE	5.48	169.66K	930.51K	16.85M
Nov 23, 2020	TANNENBAUM LEONARD M	SALE	5.43	200K	1.09M	17.02M
Nov 20, 2020	TANNENBAUM LEONARD M	SALE	5.34	157.65K	842.01K	17.22M
Nov 18, 2020	TANNENBAUM LEONARD M	SALE	5.25	108.05K	567.01K	17.38M

Insider Transaction Summary (6 Months)

SHARESTRANS

PURCHASE2K1

SALES00

NET SHARES2K1

SHARES HELD20K1

% NET SHARES-90%0%

Frequently Asked Questions