Purchases and Sales Made in Q4 2022 in Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
21.7K+ 2.99% |
$375K - $429K
|
747K
$17.5M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
21.6K+ 78.63% |
$374K - $428K
|
49.2K
$1.15M
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
21.5KNew |
$372K - $425K
|
21.5K
$503K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
21.4K+ 26.7% |
$370K - $423K
|
102K
$2.37M
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20.5K+ 62.83% |
$355K - $406K
|
53.2K
$1.24M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
20.5K+ 85.9% |
$355K - $405K
|
44.4K
$1.04M
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
20.4K+ 8.69% |
$354K - $404K
|
256K
$5.98M
|
|
Feb 15, 2023
Q4 2022
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
20KNew |
$346K - $395K
|
20K
$468K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19.6K+ 14.37% |
$340K - $388K
|
156K
$3.66M
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
19.6K+ 136.55% |
$339K - $388K
|
34K
$795K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18.9K+ 7.14% |
$327K - $374K
|
284K
$6.64M
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
18.7KNew |
$323K - $369K
|
18.7K
$437K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
18.6K+ 138.84% |
$322K - $368K
|
32K
$748K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
18.6KNew |
$321K - $367K
|
18.6K
$434K
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
18.6K+ 20.09% |
$321K - $367K
|
111K
$2.59M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
18.5K+ 35.18% |
$321K - $366K
|
71.2K
$1.67M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
18.2K+ 7293.2% |
$315K - $360K
|
18.5K
$432K
|
|
Jan 18, 2023
Q4 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
17.7KNew |
$305K - $349K
|
17.7K
$413K
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
17.4K+ 39.98% |
$301K - $344K
|
61K
$1.43M
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
16.9KNew |
$293K - $334K
|
16.9K
$395K
|
|
Feb 16, 2023
Q4 2022
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
16.2KNew |
$280K - $319K
|
16.2K
$378K
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
16KNew |
$277K - $316K
|
16K
$374K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
15K+ 10.07% |
$259K - $296K
|
164K
$3.82M
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
14.7KNew |
$254K - $290K
|
14.7K
$343K
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
14.5K+ 41.96% |
$252K - $287K
|
49.2K
$1.15M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.4KNew |
$249K - $284K
|
14.4K
$337K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
14.2K+ 9.96% |
$245K - $280K
|
156K
$3.65M
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
13.7KNew |
$236K - $270K
|
13.7K
$319K
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.3K+ 23.81% |
$229K - $262K
|
68.9K
$1.61M
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
BUY
|
- |
13.1K+ 15.54% |
$227K - $259K
|
97.5K
$2.28M
|
|
Feb 10, 2023
Q4 2022
|
Allen Investment Management LLC
|
BUY
|
- |
12.7K+ 5.52% |
$220K - $251K
|
243K
$5.68M
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.5K+ 1.19% |
$217K - $247K
|
1.06M
$24.9M
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
12.5KNew |
$216K - $247K
|
12.5K
$292K
|
|
Jan 31, 2023
Q4 2022
|
Canal Capital Management, LLC
|
BUY
|
- |
11.8KNew |
$205K - $234K
|
11.8K
$277K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
11.7KNew |
$202K - $231K
|
11.7K
$273K
|
|
Feb 08, 2023
Q4 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
11.6K+ 54.07% |
$202K - $230K
|
33.2K
$776K
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
11.4K+ 33.02% |
$197K - $225K
|
45.8K
$1.07M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
11.4KNew |
$196K - $224K
|
11.4K
$265K
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
11.3K+ 8.1% |
$195K - $223K
|
150K
$3.52M
|
|
Jan 10, 2023
Q4 2022
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
11.3K+ 9.91% |
$195K - $222K
|
125K
$2.92M
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
11.2KNew |
$193K - $221K
|
11.2K
$261K
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.1KNew |
$193K - $220K
|
11.1K
$261K
|
|
Feb 01, 2023
Q4 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$192K - $219K
|
11.1K
$260K
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
11K+ 54.15% |
$190K - $217K
|
31.3K
$732K
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
10.7K+ 24.01% |
$186K - $212K
|
55.4K
$1.3M
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
10.7KNew |
$185K - $211K
|
10.7K
$250K
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
10.6K+ 1.54% |
$184K - $210K
|
704K
$16.5M
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
10.6KNew |
$183K - $209K
|
10.6K
$247K
|
|
Feb 14, 2023
Q4 2022
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
10.4KNew |
$179K - $205K
|
10.4K
$243K
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
10.2KNew |
$177K - $202K
|
10.2K
$239K
|