Purchases and Sales Made in Q3 2023 in Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
675+ 0.4% |
$12.7K - $13.4K
|
169K
$4M
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
657+ 2.54% |
$12.4K - $13K
|
26.5K
$627K
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
632+ 1.16% |
$11.9K - $12.5K
|
55.1K
$1.31M
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
624New |
$11.8K - $12.4K
|
624
$14.8K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
615New |
$11.6K - $12.2K
|
615
$14.6K
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
600+ 4.63% |
$11.3K - $11.9K
|
13.6K
$321K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
597+ 4.43% |
$11.3K - $11.8K
|
14.1K
$333K
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
587+ 1.68% |
$11.1K - $11.6K
|
35.6K
$843K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
587+ 8.06% |
$11.1K - $11.6K
|
7.87K
$186K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
572+ 3.06% |
$10.8K - $11.3K
|
19.3K
$456K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
556+ 0.44% |
$10.5K - $11K
|
128K
$3.02M
|
|
Nov 03, 2023
Q3 2023
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
551+ 3.28% |
$10.4K - $10.9K
|
17.3K
$411K
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
506+ 0.99% |
$9.54K - $10K
|
51.4K
$1.22M
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
500+ 122.55% |
$9.43K - $9.91K
|
908
$21.5K
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
500+ 2.55% |
$9.43K - $9.91K
|
20.1K
$475K
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
459+ 1.95% |
$8.66K - $9.09K
|
24K
$568K
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
429+ 1.24% |
$8.09K - $8.5K
|
35.1K
$832K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
429New |
$8.09K - $8.5K
|
429
$10.2K
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
385+ 1.84% |
$7.26K - $7.63K
|
21.4K
$505K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
362+ 2.78% |
$6.83K - $7.17K
|
13.4K
$317K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
361+ 10.03% |
$6.81K - $7.15K
|
3.96K
$93.8K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
350+ 8.97% |
$6.6K - $6.93K
|
4.25K
$101K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
347+ 3.7% |
$6.54K - $6.87K
|
9.72K
$230K
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
337+ 0.03% |
$6.36K - $6.68K
|
1.04M
$24.7M
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
328+ 0.72% |
$6.19K - $6.5K
|
45.7K
$1.08M
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
322+ 1.34% |
$6.07K - $6.38K
|
24.3K
$576K
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
305+ 2.87% |
$5.75K - $6.04K
|
10.9K
$259K
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
300+ 1.9% |
$5.66K - $5.94K
|
16.1K
$380K
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
292+ 0.34% |
$5.51K - $5.78K
|
86.6K
$2.05M
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
287+ 1.21% |
$5.41K - $5.69K
|
24K
$569K
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
280+ 2.35% |
$5.28K - $5.55K
|
12.2K
$288K
|
|
Oct 17, 2023
Q3 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
280+ 0.51% |
$5.28K - $5.55K
|
55.2K
$1.31M
|
|
Oct 18, 2023
Q3 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
275+ 0.43% |
$5.19K - $5.45K
|
64.7K
$1.53M
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
271+ 1.54% |
$5.11K - $5.37K
|
17.8K
$422K
|
|
Oct 12, 2023
Q3 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
255+ 0.71% |
$4.81K - $5.05K
|
36.4K
$861K
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
248+ 0.35% |
$4.68K - $4.91K
|
70.9K
$1.68M
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
245+ 0.97% |
$4.62K - $4.85K
|
25.6K
$606K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
234+ 2.17% |
$4.41K - $4.64K
|
11K
$261K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
217+ 0.68% |
$4.09K - $4.3K
|
32.1K
$759K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
215New |
$4.05K - $4.26K
|
215
$5.09K
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
200+ 0.98% |
$3.77K - $3.96K
|
20.7K
$490K
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
192New |
$3.62K - $3.8K
|
192
$4.54K
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
186+ 0.45% |
$3.51K - $3.68K
|
41.3K
$978K
|
|
Oct 19, 2023
Q3 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
185+ 0.99% |
$3.49K - $3.66K
|
18.8K
$446K
|
|
Oct 30, 2023
Q3 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
183+ 70.93% |
$3.45K - $3.63K
|
441
$10.4K
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
171+ 1.49% |
$3.23K - $3.39K
|
11.7K
$276K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
147New |
$2.77K - $2.91K
|
147
$3.48K
|
|
Nov 09, 2023
Q3 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
140+ 0.21% |
$2.64K - $2.77K
|
67K
$1.59M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
128New |
$2.41K - $2.54K
|
128
$3.03K
|
|
Oct 10, 2023
Q3 2023
|
Wedmont Private Capital
|
BUY
|
- |
124+ 0.45% |
$2.34K - $2.46K
|
27.6K
$653K
|