Purchases and Sales Made in Q1 2024 in Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC) during Q1 2024. The information is specifically focused on institutions that hold shares of ARES CAPITAL CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-525- 2.3% |
$10.5K - $10.9K
|
22.3K
$529K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-550- 1.7% |
$11K - $11.5K
|
31.8K
$752K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-618- 1.5% |
$12.3K - $12.9K
|
40.5K
$959K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-627- 5.84% |
$12.5K - $13.1K
|
10.1K
$239K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-699- 35.66% |
$13.9K - $14.6K
|
1.26K
$29.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-717- 10.67% |
$14.3K - $14.9K
|
6K
$142K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-726- 1.19% |
$14.5K - $15.1K
|
60.5K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-732- 1.25% |
$14.6K - $15.2K
|
57.7K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-758- 2.17% |
$15.1K - $15.8K
|
34.2K
$810K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-772- 18.77% |
$15.4K - $16.1K
|
3.34K
$79.1K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-805- 0.99% |
$16.1K - $16.8K
|
80.5K
$1.9M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-825- 3.27% |
$16.5K - $17.2K
|
24.4K
$577K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-847- 7.41% |
$16.9K - $17.6K
|
10.6K
$251K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-864- 11.68% |
$17.2K - $18K
|
6.54K
$155K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-909- 3.12% |
$18.1K - $18.9K
|
28.3K
$669K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-965- 5.46% |
$19.2K - $20.1K
|
16.7K
$395K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-976- 4.48% |
$19.5K - $20.3K
|
20.8K
$493K
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1K- 6.65% |
$19.9K - $20.8K
|
14K
$332K
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-1.02K- 3.16% |
$20.3K - $21.2K
|
31.2K
$739K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.05K- 5.55% |
$20.9K - $21.9K
|
17.9K
$423K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.05K- 1.6% |
$20.9K - $21.9K
|
64.6K
$1.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.06K- 3.17% |
$21K - $22K
|
32.2K
$762K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.08K- 7.19% |
$21.5K - $22.4K
|
13.9K
$329K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.1K- 0.73% |
$21.8K - $22.8K
|
149K
$3.53M
|
|
|
Apr 09, 2024
Q1 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-1.14K- 1.59% |
$22.7K - $23.7K
|
70.3K
$1.66M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.15K- 8.93% |
$23K - $24K
|
11.7K
$278K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-1.21K- 2.41% |
$24.1K - $25.2K
|
49K
$1.16M
|
|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-1.22K- 2.93% |
$24.3K - $25.4K
|
40.4K
$956K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.28K- 1.18% |
$25.5K - $26.6K
|
107K
$2.54M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.31K- 8.08% |
$26.1K - $27.2K
|
14.9K
$352K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.32K- 1.73% |
$26.4K - $27.5K
|
75.3K
$1.78M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.33K- 3.85% |
$26.5K - $27.7K
|
33.2K
$786K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.35K- 6.67% |
$26.8K - $28K
|
18.8K
$445K
|
|
|
May 13, 2024
Q1 2024
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.49K- 0.13% |
$29.7K - $31K
|
1.16M
$27.5M
|
|
|
May 16, 2024
Q1 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.55K- 3.06% |
$30.8K - $32.2K
|
49K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.55K- 2.28% |
$30.9K - $32.3K
|
66.4K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.58K- 0.94% |
$31.4K - $32.8K
|
166K
$3.93M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.64K- 3.36% |
$32.8K - $34.2K
|
47.3K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.65K- 49.52% |
$32.9K - $34.4K
|
1.68K
$39.8K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-1.75K- 7.03% |
$34.9K - $36.4K
|
23.1K
$548K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.78K- 3.22% |
$35.5K - $37K
|
53.4K
$1.26M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-1.85K- 93.95% |
$36.8K - $38.5K
|
119
$2.82K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.88K- 5.68% |
$37.5K - $39.1K
|
31.2K
$739K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-2K- 3.44% |
$39.9K - $41.7K
|
56.2K
$1.33M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-2.04K- 8.49% |
$40.6K - $42.4K
|
22K
$520K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-2.27K- 28.24% |
$45.2K - $47.2K
|
5.76K
$136K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-2.5K- 9.21% |
$49.9K - $52.1K
|
24.7K
$583K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.55K- 3.84% |
$50.8K - $53K
|
63.7K
$1.51M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-2.74K- 13.43% |
$54.5K - $56.9K
|
17.6K
$417K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.9K- 3.55% |
$57.7K - $60.3K
|
78.6K
$1.86M
|