Purchases and Sales Made in Q4 2023 in Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
22.1K+ 23.97% |
$412K - $446K
|
114K
$2.27M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
22K+ 16.77% |
$410K - $445K
|
153K
$3.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
21.1KNew |
$393K - $425K
|
21.1K
$419K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
21KNew |
$392K - $425K
|
21K
$418K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
20.9K+ 15.18% |
$389K - $422K
|
158K
$3.15M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
20.5K+ 28.12% |
$382K - $413K
|
93.2K
$1.85M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20.2K+ 5.47% |
$377K - $408K
|
389K
$7.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
20.1K+ 80.78% |
$375K - $406K
|
45K
$896K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
19.9KNew |
$372K - $403K
|
19.9K
$397K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
19.5K+ 11.02% |
$365K - $395K
|
197K
$3.92M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
18.7K+ 7.76% |
$350K - $379K
|
260K
$5.18M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
18.5K+ 10.71% |
$345K - $374K
|
191K
$3.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
18.1KNew |
$338K - $366K
|
18.1K
$360K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
17.8K+ 71.25% |
$332K - $359K
|
42.7K
$851K
|
|
|
Feb 14, 2024
Q4 2023
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
17.6KNew |
$329K - $356K
|
17.6K
$351K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
17K+ 7.5% |
$318K - $344K
|
244K
$4.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Mckinley Capital Management LLC
|
BUY
|
- |
16.9K+ 2.92% |
$316K - $342K
|
596K
$11.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
16.7KNew |
$312K - $338K
|
16.7K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
16.4KNew |
$307K - $332K
|
16.4K
$327K
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
16.1K+ 4.58% |
$301K - $326K
|
368K
$7.32M
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
15.4KNew |
$287K - $310K
|
15.4K
$306K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
15.2KNew |
$284K - $308K
|
15.2K
$303K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
15.1KNew |
$282K - $305K
|
15.1K
$301K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
14.7K+ 9.01% |
$273K - $296K
|
177K
$3.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Cipher Capital LP
New York, NY |
BUY
|
- |
14KNew |
$262K - $283K
|
14K
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
14K+ 61.47% |
$262K - $283K
|
36.8K
$733K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
14KNew |
$260K - $282K
|
14K
$278K
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
13.1K+ 2.6% |
$244K - $265K
|
517K
$10.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
13KNew |
$243K - $263K
|
13K
$259K
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
BUY
|
- |
12.5KNew |
$234K - $253K
|
12.5K
$249K
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
12.1KNew |
$226K - $245K
|
12.1K
$241K
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
12K+ 5.74% |
$224K - $243K
|
221K
$4.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
12KNew |
$224K - $243K
|
12K
$239K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
12KNew |
$223K - $242K
|
12K
$238K
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
11.8KNew |
$221K - $239K
|
11.8K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
11.8K+ 6.45% |
$220K - $238K
|
194K
$3.87M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11.7K+ 44.12% |
$219K - $237K
|
38.2K
$761K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
11.6K+ 86.71% |
$216K - $234K
|
24.9K
$495K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
11.4K+ 4.34% |
$213K - $231K
|
275K
$5.47M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.3K+ 1.53% |
$210K - $228K
|
750K
$14.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
11KNew |
$206K - $223K
|
11K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11K+ 5.61% |
$205K - $222K
|
207K
$4.12M
|
|
|
Feb 28, 2024
Q4 2023
|
Forthright Family Wealth Advisory LLC
Houston, TX |
BUY
|
- |
11KNew |
$205K - $222K
|
11K
$219K
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
11KNew |
$205K - $222K
|
11K
$219K
|
|
|
Jan 31, 2024
Q4 2023
|
Abrdn PLC
|
BUY
|
- |
10.8K+ 35.53% |
$201K - $218K
|
41.2K
$819K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
10.7KNew |
$201K - $217K
|
10.7K
$214K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
10.5K+ 33.7% |
$196K - $212K
|
41.6K
$828K
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
10.5K+ 28.8% |
$195K - $211K
|
46.8K
$931K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
10.4KNew |
$194K - $210K
|
10.4K
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.1KNew |
$188K - $204K
|
10.1K
$201K
|