Latest Institutional Transactions on Ares Capital Corp (ARCC)
This table provides information on the latest institutional transactions involving Ares Capital Corp (ARCC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-2- 2.2% |
$41.5 - $44.5
|
89
$1.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$220K - $236K
|
10.6K
$215K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
91.5K+ 332.85% |
$1.9M - $2.04M
|
119K
$2.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
1.5KNew |
$31.1K - $33.4K
|
1.5K
$30.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
925+ 4.49% |
$19.2K - $20.6K
|
21.5K
$435K
|
|
|
Feb 13, 2025
Q4 2024
|
Parkwood LLC
Cleveland, OH |
BUY
|
- |
178KNew |
$3.7M - $3.97M
|
178K
$3.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-2- 2.2% |
$41.5 - $44.5
|
89
$1.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 10.0% |
$20.7 - $22.3
|
11
$222
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
190New |
$3.94K - $4.23K
|
190
$3.84K
|
|
|
Feb 12, 2025
Q4 2024
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-77K- 39.8% |
$1.6M - $1.71M
|
116K
$2.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
591KNew |
$12.3M - $13.2M
|
591K
$11.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
89New |
$1.85K - $1.98K
|
89
$1.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
250New |
$5.19K - $5.57K
|
250
$5.05K
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
10.5KNew |
$218K - $234K
|
10.5K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2K+ 17.39% |
$41.5K - $44.5K
|
13.5K
$273K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
15.3KNew |
$317K - $340K
|
15.3K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
12.9KNew |
$268K - $288K
|
12.9K
$262K
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
BUY
|
- |
9.46KNew |
$196K - $211K
|
9.46K
$191K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.4K- 27.82% |
$28.9K - $31.1K
|
3.62K
$73.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
972+ 0.59% |
$20.2K - $21.6K
|
165K
$3.33M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
94.6K+ 98.01% |
$1.96M - $2.11M
|
191K
$3.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-7.14K- 17.87% |
$148K - $159K
|
32.8K
$663K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
713+ 2.9% |
$14.8K - $15.9K
|
25.3K
$512K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
230KNew |
$4.76M - $5.11M
|
230K
$4.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-11- 0.99% |
$228 - $245
|
1.1K
$22.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
2.18KNew |
$45.3K - $48.6K
|
2.18K
$44.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
131KNew |
$2.72M - $2.92M
|
131K
$2.65M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-42.8K- 58.71% |
$888K - $954K
|
30.1K
$609K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.42K+ 21.6% |
$50.3K - $54K
|
13.6K
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
10.2KNew |
$212K - $227K
|
10.2K
$206K
|
|
|
Feb 03, 2025
Q4 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
1.5K+ 4.16% |
$31K - $33.3K
|
37.4K
$756K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
500New |
$10.4K - $11.1K
|
500
$10.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
8.89KNew |
$184K - $198K
|
8.89K
$180K
|
|
|
Feb 03, 2025
Q4 2024
|
Investment Management Associates Inc
|
BUY
|
- |
163+ 1.33% |
$3.38K - $3.63K
|
12.4K
$251K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
BUY
|
- |
17.2KNew |
$357K - $383K
|
17.2K
$348K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-425- 3.58% |
$8.81K - $9.46K
|
11.5K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-500- 22.91% |
$10.4K - $11.1K
|
1.68K
$34K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
988+ 18.04% |
$20.5K - $22K
|
6.47K
$131K
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
516New |
$10.7K - $11.5K
|
516
$10.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Asset Planning,Inc
Cypress, CA |
BUY
|
- |
700New |
$14.5K - $15.6K
|
700
$14.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-12.5K- 50.0% |
$260K - $279K
|
12.5K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.74K+ 17.8% |
$36.1K - $38.8K
|
11.5K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.39K+ 92.6% |
$28.8K - $30.9K
|
2.89K
$58.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
244New |
$5.06K - $5.43K
|
244
$4.93K
|
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
14+ 4.61% |
$290 - $312
|
318
$6.43K
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
28+ 2.16% |
$581 - $624
|
1.33K
$26.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Beach Point Capital Management LP
Santa Monica, CA |
BUY
|
PUT |
2.2MNew |
$45.6M - $49M
|
2.2M
$44.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13.9K+ 72.35% |
$288K - $309K
|
33.1K
$669K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
270New |
$5.6K - $6.01K
|
270
$5.46K
|
|
|
Jan 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.94K- 25.85% |
$102K - $110K
|
14.2K
$286K
|
|