Oaktree Capital Preferred B 2023 (OAKPRB)
Institutional ownership reported to the SEC as of Q3 2022, across 13 quarters.
1
Reporting holders
$755.0K
Reported value
0.0%
Held as options
+0
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Connectus Wealth, LLC | $755.0K | 31,480 | 0.02% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2022 | 1 | $755.0K | 31,480 | 1 | 0 | 0 | 0.0% |
| Q3 2021 | 1 | $2.7M | 101,271 | 0 | 0 | 0 | 0.0% |
| Q2 2021 | 1 | $2.8M | 101,081 | 0 | 0 | 1 | 0.0% |
| Q1 2021 | 2 | $23.3M | 869,377 | 0 | 0 | 1 | 0.0% |
| Q4 2020 | 3 | $31.4M | 1,132,034 | 1 | 1 | 0 | 0.0% |
| Q3 2020 | 2 | $2.3M | 85,923 | 0 | 1 | 0 | 0.0% |
| Q2 2020 | 2 | $1.6M | 63,819 | 0 | 1 | 0 | 0.0% |
| Q1 2020 | 2 | $1.4M | 61,432 | 0 | 1 | 0 | 0.0% |
| Q4 2019 | 2 | $1.6M | 59,562 | 0 | 0 | 0 | 0.0% |
| Q3 2019 | 2 | $1.6M | 59,729 | 1 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $259.0K | 10,000 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 2 | $2.1M | 85,000 | 0 | 0 | 0 | 0.0% |
| Q4 2018 | 3 | $1.9M | 85,883 | 0 | 0 | 0 | 0.0% |