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 |
---|---|---|---|---|---|---|---|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
640+ 1.79% |
$11.1K - $12.6K
|
36.5K
$852K
|
|
Feb 01, 2023
Q4 2022
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
626+ 2.1% |
$10.8K - $12.4K
|
30.5K
$713K
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
618New |
$10.7K - $12.2K
|
618
$14.4K
|
|
Feb 13, 2023
Q4 2022
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
613+ 1.17% |
$10.6K - $12.1K
|
52.9K
$1.24M
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
600New |
$10.4K - $11.9K
|
600
$14K
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
569+ 4.65% |
$9.84K - $11.2K
|
12.8K
$299K
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
565New |
$9.77K - $11.2K
|
565
$13.2K
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
526+ 5.13% |
$9.1K - $10.4K
|
10.8K
$252K
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
517+ 0.31% |
$8.94K - $10.2K
|
165K
$3.85M
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
513+ 4.1% |
$8.87K - $10.1K
|
13K
$305K
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
512+ 0.91% |
$8.86K - $10.1K
|
56.8K
$1.33M
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
506+ 1.07% |
$8.75K - $10K
|
47.7K
$1.12M
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
505+ 505.0% |
$8.74K - $9.98K
|
605
$14.1K
|
|
Jan 23, 2023
Q4 2022
|
Lantz Financial LLC
|
BUY
|
- |
495+ 0.83% |
$8.56K - $9.78K
|
60.2K
$1.41M
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
493New |
$8.53K - $9.74K
|
493
$11.5K
|
|
Jan 25, 2023
Q4 2022
|
Duncker Streett & CO Inc
|
BUY
|
- |
475+ 0.54% |
$8.22K - $9.39K
|
89.1K
$2.08M
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
466New |
$8.06K - $9.21K
|
466
$10.9K
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
465+ 6.37% |
$8.04K - $9.19K
|
7.76K
$181K
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
465+ 6.68% |
$8.04K - $9.19K
|
7.42K
$174K
|
|
Jan 23, 2023
Q4 2022
|
Roman Butler Fullerton & CO
|
BUY
|
- |
442+ 2.15% |
$7.65K - $8.73K
|
21K
$490K
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
410+ 1.16% |
$7.09K - $8.1K
|
35.8K
$836K
|
|
Jan 10, 2023
Q4 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
401+ 0.37% |
$6.94K - $7.92K
|
108K
$2.52M
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
394+ 2.47% |
$6.82K - $7.79K
|
16.4K
$383K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
370+ 2.41% |
$6.4K - $7.31K
|
15.7K
$368K
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
348New |
$6.02K - $6.88K
|
348
$8.14K
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
323+ 3.0% |
$5.59K - $6.38K
|
11.1K
$259K
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
320New |
$5.54K - $6.32K
|
320
$7.48K
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
319+ 2.57% |
$5.52K - $6.3K
|
12.7K
$297K
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
280+ 0.24% |
$4.84K - $5.53K
|
118K
$2.77M
|
|
Feb 14, 2023
Q4 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
280+ 0.17% |
$4.84K - $5.53K
|
168K
$3.93M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
278+ 0.78% |
$4.81K - $5.49K
|
36K
$841K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
278+ 0.78% |
$4.81K - $5.49K
|
36K
$841K
|
|
Jan 27, 2023
Q4 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
261+ 1.23% |
$4.52K - $5.16K
|
21.5K
$503K
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
258+ 1.43% |
$4.46K - $5.1K
|
18.3K
$428K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
247+ 24.63% |
$4.27K - $4.88K
|
1.25K
$29.2K
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
243+ 0.25% |
$4.2K - $4.8K
|
97.1K
$2.27M
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
205+ 1.0% |
$3.55K - $4.05K
|
20.6K
$482K
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
BUY
|
- |
200+ 0.8% |
$3.46K - $3.95K
|
25.1K
$587K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
200+ 0.46% |
$3.46K - $3.95K
|
43.4K
$1.01M
|
|
Feb 14, 2023
Q4 2022
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
200+ 0.05% |
$3.46K - $3.95K
|
437K
$10.2M
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
200+ 1.25% |
$3.46K - $3.95K
|
16.2K
$380K
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
180+ 0.36% |
$3.11K - $3.56K
|
50.7K
$1.19M
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
170New |
$2.94K - $3.36K
|
170
$3.97K
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
163New |
$2.82K - $3.22K
|
163
$3.81K
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
BUY
|
- |
142+ 0.85% |
$2.46K - $2.81K
|
16.8K
$392K
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
139+ 0.22% |
$2.4K - $2.75K
|
63.4K
$1.48M
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
135+ 0.02% |
$2.34K - $2.67K
|
611K
$14.3M
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
126+ 5.36% |
$2.18K - $2.49K
|
2.48K
$57.9K
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
121+ 0.64% |
$2.09K - $2.39K
|
19.1K
$447K
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
119+ 0.43% |
$2.06K - $2.35K
|
27.7K
$648K
|