We are live on ! Find out more
OCSL icon

Oaktree Specialty Lending

Name Holding Trade Value Shares
Change
Change in
Stake
Thrivent Financial for Lutherans
126
Thrivent Financial for Lutherans
Minnesota
$201K +$201K +8,967 New
VFA
127
Valeo Financial Advisors
Indiana
$200K +$119K +5,312 +64%
IFWM
128
Institute for Wealth Management
Colorado
$187K +$190K +8,467 New
CIBC World Market
129
CIBC World Market
Ontario, Canada
$177K +$19.1K +855 +12%
EFS
130
Essex Financial Services
Connecticut
$174K +$37.3K +1,666 +27%
GC
131
Grimes & Company
Massachusetts
$172K
Victory Capital Management
132
Victory Capital Management
Texas
$164K -$2.84K -127 -2%
MWM
133
Madison Wealth Management
Ohio
$149K +$151K +6,733 New
CCM
134
Cohen Capital Management
California
$148K
GLA
135
Good Life Advisors
Pennsylvania
$141K -$20.1K -899 -12%
MWM
136
Mission Wealth Management
California
$141K
Bank of America
137
Bank of America
North Carolina
$134K +$1.46K +65 +1%
FRM
138
Fox Run Management
Connecticut
$134K +$136K +6,057 New
QT
139
Quantbot Technologies
New York
$133K +$135K +6,027 New
Mercer Global Advisors
140
Mercer Global Advisors
Colorado
$132K -$57.2K -2,555 -30%
IAN
141
Integrated Advisors Network
Texas
$132K -$2.33K -104 -2%
MFG
142
Magnus Financial Group
New York
$129K +$67 +3 +0.1%
US Bancorp
143
US Bancorp
Minnesota
$129K +$41K +1,833 +46%
GAMC
144
Garner Asset Management Corp
Texas
$123K -$10.3K -460 -8%
CCA
145
Childress Capital Advisors
Texas
$121K
YIH
146
Y-Intercept (HK)
Hong Kong
$121K +$123K +5,484 New
DC
147
Davenport & Co
Virginia
$119K
SWM
148
Spire Wealth Management
Virginia
$118K -$40.4K -1,805 -25%
SW
149
SVB Wealth
Massachusetts
$118K +$119K +5,335 New
DTL
150
Dynamic Technology Lab
Singapore
$115K +$116K +5,185 New