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 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
107+ 0.44% |
$1.85K - $2.11K
|
24.3K
$567K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
102+ 2.18% |
$1.76K - $2.02K
|
4.78K
$112K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
82+ 0.45% |
$1.42K - $1.62K
|
18.2K
$426K
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
82New |
$1.42K - $1.62K
|
82
$1.92K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
80+ 0.62% |
$1.38K - $1.58K
|
13.1K
$306K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
77+ 2.58% |
$1.33K - $1.52K
|
3.06K
$71.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
69+ 5.2% |
$1.19K - $1.36K
|
1.4K
$32.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
60+ 0.25% |
$1.04K - $1.19K
|
24K
$561K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
53+ 5.1% |
$917 - $1.05K
|
1.09K
$25.6K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
50+ 5.18% |
$865 - $988
|
1.02K
$23.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
50+ 0.29% |
$865 - $988
|
17.3K
$404K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
48+ 0.62% |
$830 - $948
|
7.84K
$183K
|
|
|
Jan 12, 2023
Q4 2022
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
43+ 0.08% |
$744 - $850
|
53.5K
$1.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
33+ 0.04% |
$571 - $652
|
84.7K
$1.98M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
32+ 8.04% |
$554 - $632
|
430
$10.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
27+ 0.26% |
$467 - $534
|
10.3K
$240K
|
|
|
Feb 13, 2023
Q4 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
22+ 0.01% |
$381 - $435
|
222K
$5.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
17+ 12.69% |
$294 - $336
|
151
$3.53K
|
|
|
Jan 26, 2023
Q4 2022
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
11+ 0.05% |
$190 - $217
|
20.5K
$478K
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
11+ 0.51% |
$190 - $217
|
2.16K
$50.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
BUY
|
- |
11+ 0.95% |
$190 - $217
|
1.16K
$27.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
11+ 2.44% |
$190 - $217
|
461
$10.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
7+ 2.57% |
$121 - $138
|
279
$6.52K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
4+ 0.86% |
$69.2 - $79
|
469
$11K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 1.26% |
$69.2 - $79
|
321
$7.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
3+ 0.01% |
$51.9 - $59.3
|
27.6K
$645K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 4.35% |
$17.3 - $19.8
|
24
$561
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
1New |
$17.3 - $19.8
|
1
$23.4
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2Closed |
$34.6 - $39.5
|
0
$0
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-13- 54.17% |
$225 - $257
|
11
$257
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-39- 0.03% |
$675 - $771
|
117K
$2.73M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-40- 0.28% |
$692 - $790
|
14.3K
$333K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-40- 0.06% |
$692 - $790
|
66.9K
$1.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-65- 0.51% |
$1.12K - $1.28K
|
12.6K
$296K
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-74- 0.33% |
$1.28K - $1.46K
|
22.3K
$520K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-74- 0.33% |
$1.28K - $1.46K
|
22.3K
$520K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-88- 0.68% |
$1.52K - $1.74K
|
12.8K
$300K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-96- 0.58% |
$1.66K - $1.9K
|
16.4K
$383K
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-129- 0.24% |
$2.23K - $2.55K
|
54.4K
$1.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-144- 0.71% |
$2.49K - $2.85K
|
20.2K
$473K
|
|
|
Mar 01, 2023
Q4 2022
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-175- 0.53% |
$3.03K - $3.46K
|
32.7K
$765K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-235- 65.28% |
$4.07K - $4.64K
|
125
$2.92K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-239- 0.6% |
$4.13K - $4.72K
|
39.7K
$928K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-241- 0.08% |
$4.17K - $4.76K
|
301K
$7.03M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-250- 2.19% |
$4.33K - $4.94K
|
11.2K
$261K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-250- 3.23% |
$4.33K - $4.94K
|
7.5K
$175K
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-267- 30.03% |
$4.62K - $5.28K
|
622
$14.5K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-280- 25.9% |
$4.84K - $5.53K
|
801
$18.7K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-285- 2.99% |
$4.93K - $5.63K
|
9.24K
$216K
|