Purchases and Sales Made in Q2 2023 in Ares Management Corp (ARES)
This table provides information about the institutional ownership of Ares Management Corp (ARES) during Q2 2023. The information is specifically focused on institutions that hold shares of Ares Management Corp.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
30+ 0.6% |
$2.38K - $2.89K
|
5.01K
$907K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
29+ 0.8% |
$2.3K - $2.79K
|
3.66K
$663K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
22+ 0.01% |
$1.74K - $2.12K
|
301K
$54.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
20+ 0.07% |
$1.58K - $1.93K
|
29.5K
$5.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
16+ 0.44% |
$1.27K - $1.54K
|
3.63K
$657K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
13+ 13.13% |
$1.03K - $1.25K
|
112
$20.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
12+ 36.36% |
$951 - $1.16K
|
45
$8.15K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11+ 23.91% |
$871 - $1.06K
|
57
$10.3K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
8New |
$634 - $771
|
8
$1.45K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
7New |
$555 - $674
|
7
$1.27K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
BUY
|
- |
7+ 0.14% |
$555 - $674
|
4.95K
$896K
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
6New |
$475 - $578
|
6
$1.09K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5+ 1.39% |
$396 - $482
|
365
$66.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5New |
$396 - $482
|
5
$905
|
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
5+ 100.0% |
$396 - $482
|
10
$1.81K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
4New |
$317 - $385
|
4
$724
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
2New |
$158 - $193
|
2
$362
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
1+ 0.07% |
$79.2 - $96.4
|
1.37K
$247K
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1- 1.59% |
$79.2 - $96.4
|
62
$11.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 10.0% |
$79.2 - $96.4
|
9
$1.63K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1- 2.13% |
$79.2 - $96.4
|
46
$8.33K
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1- 12.5% |
$79.2 - $96.4
|
7
$1.27K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-2- 20.0% |
$158 - $193
|
8
$1.45K
|
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-2- 1.2% |
$158 - $193
|
165
$29.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-3- 3.57% |
$238 - $289
|
81
$14.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4- 1.13% |
$317 - $385
|
350
$63.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9- 5.26% |
$713 - $867
|
162
$29.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-12- 5.36% |
$951 - $1.16K
|
212
$38.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-18- 0.58% |
$1.43K - $1.73K
|
3.08K
$558K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-19- 1.02% |
$1.51K - $1.83K
|
1.85K
$335K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-21- 0.77% |
$1.66K - $2.02K
|
2.72K
$493K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-22- 55.0% |
$1.74K - $2.12K
|
18
$3.26K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-22- 5.95% |
$1.74K - $2.12K
|
348
$63K
|
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-36- 0.98% |
$2.85K - $3.47K
|
3.64K
$658K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-42- 1.52% |
$3.33K - $4.05K
|
2.73K
$494K
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-45- 1.12% |
$3.56K - $4.34K
|
3.96K
$717K
|
|
|
Aug 10, 2023
Q2 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-49- 0.5% |
$3.88K - $4.72K
|
9.7K
$1.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-50- 3.46% |
$3.96K - $4.82K
|
1.4K
$253K
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 1.23% |
$3.96K - $4.82K
|
4.03K
$729K
|
|
|
Aug 03, 2023
Q2 2023
|
Vaughan Nelson Investment Management, L.P.
|
SELL
|
- |
-51- 0.1% |
$4.04K - $4.91K
|
52.9K
$9.59M
|
|
|
Aug 07, 2023
Q2 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-58- 0.36% |
$4.59K - $5.59K
|
16.2K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-67- 25.57% |
$5.31K - $6.46K
|
195
$35.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-68- 1.04% |
$5.39K - $6.55K
|
6.46K
$1.17M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-70- 5.1% |
$5.55K - $6.74K
|
1.3K
$236K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-82- 8.2% |
$6.5K - $7.9K
|
918
$166K
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-91- 4.64% |
$7.21K - $8.77K
|
1.87K
$339K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-98- 91.59% |
$7.76K - $9.44K
|
9
$1.63K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-112- 2.49% |
$8.87K - $10.8K
|
4.39K
$795K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-138- 5.57% |
$10.9K - $13.3K
|
2.34K
$423K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-140- -0.0% |
$11.1K - $13.5K
|
10.1M
$1.82B
|