A detailed history of Ep Wealth Advisors, LLC transactions in Ares Management Corp stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 26,962 shares of ARES stock, worth $4.88 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
26,962
Previous 23,094 16.75%
Holding current value
$4.88 Million
Previous $3.08 Million 36.53%
% of portfolio
0.04%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$133.73 - $158.05 $517,267 - $611,337
3,868 Added 16.75%
26,962 $4.2 Million
Q2 2024

Aug 19, 2024

BUY
$129.3 - $149.82 $355,445 - $411,855
2,749 Added 13.51%
23,094 $3.08 Million
Q1 2024

May 14, 2024

BUY
$114.19 - $137.06 $570,493 - $684,751
4,996 Added 32.55%
20,345 $2.71 Million
Q4 2023

Feb 28, 2024

BUY
$98.59 - $119.88 $279,601 - $339,979
2,836 Added 22.66%
15,349 $1.83 Million
Q3 2023

Nov 22, 2023

BUY
$93.72 - $106.26 $376,098 - $426,421
4,013 Added 47.21%
12,513 $1.29 Million
Q2 2023

Aug 14, 2023

BUY
$79.22 - $96.35 $673,370 - $818,975
8,500 New
8,500 $818,000

Others Institutions Holding ARES

About Ares Management Corp


  • Ticker ARES
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 171,976,000
  • Market Cap $31.1B
  • Description
  • Ares Management Corporation operates as an alternative asset manager in the United States, Europe, and Asia. The company's Tradable Credit Group segment manages various types of investment funds, such as commingled and separately managed accounts for institutional investors, and publicly traded vehicles and sub-advised funds for retail investors...
More about ARES
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