Purchases and Sales Made in Q2 2023 in Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.99K- 1.16% |
$35.2K - $38.1K
|
170K
$3.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2K- 3.86% |
$35.3K - $38.2K
|
49.8K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-2.02K- 11.14% |
$35.6K - $38.5K
|
16.1K
$376K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-2.11K- 1.49% |
$37.2K - $40.3K
|
139K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.18K- 5.31% |
$38.4K - $41.6K
|
38.8K
$907K
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-2.31K- 15.51% |
$40.7K - $44.1K
|
12.6K
$294K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2.38K- 0.94% |
$42K - $45.5K
|
250K
$5.85M
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-2.56K- 0.86% |
$45.2K - $48.9K
|
294K
$6.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.58K- 6.45% |
$45.6K - $49.3K
|
37.4K
$875K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.72K- 0.71% |
$48K - $51.9K
|
380K
$8.88M
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-2.79K- 2.7% |
$49.2K - $53.3K
|
100K
$2.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.82K- 6.42% |
$49.7K - $53.9K
|
41.1K
$960K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-2.84K- 97.13% |
$50.1K - $54.3K
|
84
$1.96K
|
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.86K- 3.96% |
$50.4K - $54.6K
|
69.2K
$1.62M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.91K- 2.58% |
$51.4K - $55.6K
|
110K
$2.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-3.09K- 18.09% |
$54.6K - $59.1K
|
14K
$327K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.12K- 13.0% |
$55.1K - $59.7K
|
20.9K
$488K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-3.16K- 1.45% |
$55.8K - $60.5K
|
216K
$5.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-3.2K- 9.31% |
$56.5K - $61.1K
|
31.2K
$728K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-3.28K- 19.57% |
$57.8K - $62.6K
|
13.5K
$315K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-3.4K- 7.91% |
$60K - $65K
|
39.6K
$925K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.5K- 5.45% |
$61.7K - $66.8K
|
60.6K
$1.42M
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-3.5K- 1.42% |
$61.8K - $66.9K
|
243K
$5.68M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-3.58K- 14.58% |
$63.1K - $68.4K
|
21K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.7K- 4.32% |
$65.3K - $70.7K
|
81.9K
$1.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.7K- 10.95% |
$65.4K - $70.8K
|
30.1K
$704K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-3.75K- 1.36% |
$66.2K - $71.7K
|
272K
$6.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Hilton Capital Management, LLC
|
SELL
|
- |
-3.87K- 1.4% |
$68.3K - $73.9K
|
272K
$6.36M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.91K- 17.23% |
$69.1K - $74.8K
|
18.8K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.07K- 8.37% |
$71.8K - $77.7K
|
44.6K
$1.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-4.13K- 25.19% |
$72.8K - $78.9K
|
12.3K
$287K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-4.67K- 26.25% |
$82.5K - $89.3K
|
13.1K
$307K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.86K- 3.32% |
$85.7K - $92.8K
|
141K
$3.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-4.87K- 0.8% |
$86K - $93.1K
|
601K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.96K- 8.71% |
$87.6K - $94.8K
|
52K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Pearl River Capital, LLC
Niles, MI |
SELL
|
- |
-5.16K- 4.35% |
$91K - $98.5K
|
113K
$2.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.22K- 9.62% |
$92.2K - $99.8K
|
49.1K
$1.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.32K- 9.38% |
$93.9K - $102K
|
51.4K
$1.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-5.52K- 9.43% |
$97.5K - $106K
|
53K
$1.24M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-5.57K- 60.74% |
$98.3K - $106K
|
3.6K
$84.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-5.66K- 6.39% |
$99.9K - $108K
|
82.9K
$1.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-5.77K- 6.47% |
$102K - $110K
|
83.4K
$1.95M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-5.98K- 13.92% |
$106K - $114K
|
37K
$864K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-6.19K- 28.34% |
$109K - $118K
|
15.6K
$366K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.49K- 37.08% |
$114K - $124K
|
11K
$257K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-6.78K- 7.97% |
$120K - $130K
|
78.3K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-7.03K- 22.64% |
$124K - $134K
|
24K
$561K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-7.12K- 94.58% |
$126K - $136K
|
408
$9.54K
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-7.9K- 18.54% |
$139K - $151K
|
34.7K
$811K
|
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-8.39K- 20.79% |
$148K - $160K
|
32K
$747K
|