Institutional Ownership Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC). We have compiled data on the 820 institutions that hold shares in the stock, with a total of 191 Million shares, which have been reported (via 13F filing form) to have a value of $4.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
14,148
shares
|
$311,538
0.06% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
14,071
shares
|
$309,843
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Partners, L.P.
|
Nov 08, 2024 Q3 2024 |
14,000
shares
|
$308,280
0.18% of portfolio
|
Q2 2024
Reduced 23.35%
|
|
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
Aug 04, 2023 Q2 2023 |
14,000
shares
|
$308,280
0.64% of portfolio
|
Q2 2023
Reduced 18.09%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
14,000
shares
|
$308,280
0.01% of portfolio
|
Q3 2024
Reduced 37.08%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
13,950
shares
|
$307,179
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
13,763
shares
|
$303,061
0.04% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
13,499
shares
|
$297,247
0.14% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
13,369
shares
|
$294,385
0.04% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
13,217
shares
|
$291,038
0.01% of portfolio
|
Q3 2024
Added 33.55%
|
|
|
Values Added Financial LLC
Washington, DC |
Oct 28, 2024 Q3 2024 |
13,200
shares
|
$290,664
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
13,147
shares
|
$289,496
0.05% of portfolio
|
Q3 2024
Added 104.05%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
13,000
shares
|
$286,260
0.18% of portfolio
|
Q2 2023
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
12,998
shares
|
$286,215
0.02% of portfolio
|
Q3 2021
Reduced 2.26%
|
|
|
Kornitzer Capital Management Inc
|
Oct 31, 2024 Q3 2024 |
12,994
shares
|
$286,127
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
12,991
shares
|
$286,061
0.16% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
12,975
shares
|
$285,709
0.0% of portfolio
|
Q1 2022
Added 0.02%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
12,975
shares
|
$285,709
0.01% of portfolio
|
Q1 2024
Added 29.75%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
12,833
shares
|
$282,582
0.04% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
12,761
shares
|
$280,997
0.01% of portfolio
|
Q2 2024
Added 16.01%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
12,696
shares
|
$279,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
12,541
shares
|
$276,152
0.01% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
12,529
shares
|
$275,888
0.06% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
12,484
shares
|
$274,897
0.02% of portfolio
|
Q2 2024
Added 22.24%
|
|
|
Cornerstone Advisory, LLC
|
Nov 12, 2024 Q3 2024 |
12,422
shares
|
$273,532
0.04% of portfolio
|
Q3 2024
Reduced 0.94%
|