IA
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IFP Advisors’s Oaktree Specialty Lending OCSL Stock Holding History

IFP Advisors’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,000
Closed -$15.3K – 4542
2024
Q4 		$15.3K Sell
1,000
-453
-31% -$7.26K ﹤0.01% 2365
2024
Q3 		$23.7K Sell
1,453
-12,737
-90% -$218K ﹤0.01% 2079
2024
Q2 		$267K Sell
14,190
-324
-2% -$6.26K 0.01% 891
2024
Q1 		$285K Buy
14,514
+737
+5% +$14.9K 0.01% 829
2023
Q4 		$281K Buy
13,777
+294
+2% +$5.81K 0.01% 799
2023
Q3 		$271K Sell
13,483
-987
-7% -$19.7K 0.01% 824
2023
Q2 		$281K Sell
14,470
-11,486
-44% -$216K 0.01% 862
2023
Q1 		$368K Buy
25,956
+22,120
+577% +$441K 0.02% 702
2022
Q4 		$59K Buy
3,836
+2,416
+170% +$48.6K ﹤0.01% 2126
2022
Q3 		$22K Buy
1,420
+219
+18% +$4.46K ﹤0.01% 3005
2022
Q2 		$19K Hold
1,201
– – ﹤0.01% 2890
2022
Q1 		$19K Buy
1,201
+402
+50% +$9K ﹤0.01% 2890
2021
Q4 		$17K Hold
799
– – ﹤0.01% 2017
2021
Q3 		$17K Buy
+799
New +$16.9K ﹤0.01% 2061
2020
Q1 		– Sell
-206
Closed -$3K – 2923
2019
Q4 		$4K Sell
206
-1,791
-90% -$28.2K ﹤0.01% 2275
2019
Q3 		$30K Buy
+1,997
New +$31.4K ﹤0.01% 1594
2019
Q1 		– Sell
-364
Closed -$5K – 3082
2018
Q4 		$5K Sell
364
-1,409
-79% -$19.3K ﹤0.01% 2854
2018
Q3 		$26K Buy
1,773
+479
+37% +$7.07K ﹤0.01% 2316
2018
Q2 		$19K Sell
1,294
-1,806
-58% -$25.1K ﹤0.01% 2504
2018
Q1 		$45K Hold
3,100
– – ﹤0.01% 1883
2017
Q4 		$45K Buy
3,100
+10
+0.3% +$160 ﹤0.01% 1902
2017
Q3 		$51K Buy
3,090
+2
+0.1% +$32 ﹤0.01% 1980
2017
Q2 		$45K Buy
3,088
+1
+0% +$13 ﹤0.01% 2038
2017
Q1 		$43K Buy
3,087
+382
+14% +$5.69K ﹤0.01% 2018
2016
Q4 		$44K Buy
2,705
+13
+0.5% +$217 ﹤0.01% 1966
2016
Q3 		$47K Buy
2,692
+265
+11% +$4.55K ﹤0.01% 1856
2016
Q2 		$35K Buy
+2,427
New +$37.1K ﹤0.01% 1981
2016
Q1 		– Sell
-2,600
Closed -$50K – 3074
2015
Q4 		$50K Buy
+2,600
New +$48K ﹤0.01% 1629

Other funds holding OCSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IFP Advisors's OCSL Position: Q1 2025 in Review

IFP Advisors sold out of Oaktree Specialty Lending (OCSL) in Q1 2025, closing a stake of 1,000 shares — an estimated $15.3K sold.

IFP Advisors first reported a position in OCSL in Q4 2015 and held it in 28 quarters. The position peaked at $368K in Q1 2023. 188 funds tracked by Wall St. Rank hold OCSL as of Q1 2025.

  • IFP Advisors reported no remaining Oaktree Specialty Lending position as of Q1 2025 after selling out during the quarter.
  • IFP Advisors sold 1,000 Oaktree Specialty Lending shares in Q1 2025, an estimated $15.3K.
  • IFP Advisors first reported a position in Oaktree Specialty Lending in Q4 2015 and held it in 28 quarters.
  • IFP Advisors's Oaktree Specialty Lending position peaked at $368K in Q1 2023.
  • 188 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.