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Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
OPA
26
Old Port Advisors
Maine
$2.96M +$425K +35,249 +17%
TI
27
Trexquant Investment
Connecticut
$2.74M +$1.78M +147,849 +182%
Thrivent Financial for Lutherans
28
Thrivent Financial for Lutherans
Minnesota
$2.64M +$2.67M +220,999 New
NW
29
Naviter Wealth
Arkansas
$2.49M +$509K +42,214 +25%
PGF
30
Plan Group Financial
Oklahoma
$2.42M +$499K +41,336 +26%
HighTower Advisors
31
HighTower Advisors
Illinois
$2.25M -$1.44M -119,599 -39%
FFG
32
Fiduciary Financial Group
California
$2.21M +$377K +31,226 +20%
Loomis, Sayles & Company
33
Loomis, Sayles & Company
Massachusetts
$2.11M
MMRF
34
Michelson Medical Research Foundation
California
$2.03M
CF
35
Centaurus Financial
California
$1.9M +$112K +9,315 +6%
Lido Advisors
36
Lido Advisors
California
$1.86M +$473K +39,198 +34%
Citadel Advisors
37
Citadel Advisors
Florida
$1.86M -$2.24M -185,751 -54%
Bank of America
38
Bank of America
North Carolina
$1.79M +$412K +34,183 +29%
LSV Asset Management
39
LSV Asset Management
Illinois
$1.67M
Lazard Asset Management
40
Lazard Asset Management
New York
$1.66M -$58.2K -4,823 -3%
CCM
41
Cerberus Capital Management
New York
$1.61M
CLA
42
Carnegie Lake Advisors
New Jersey
$1.56M -$12K -992 -0.8%
CCWP
43
Cedar Cove Wealth Partners
Minnesota
$1.55M +$43.5K +3,604 +3%
State Street
44
State Street
Massachusetts
$1.52M +$232K +19,236 +18%
IAA
45
Independent Advisor Alliance
North Carolina
$1.34M -$452K -37,474 -25%
DnB Asset Management
46
DnB Asset Management
Norway
$1.34M -$259K -21,434 -16%
LPL Financial
47
LPL Financial
California
$1.32M +$87.3K +7,237 +7%
CIM
48
Confluence Investment Management
Missouri
$1.26M -$11.2K -925 -0.9%
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$1.2M +$212K +17,537 +21%
CCM
50
Callodine Capital Management
Massachusetts
$1.19M +$1.21M +100,000 New