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 $4.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
200
shares
|
$4,358
0.0% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
192
shares
|
$4,183
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
188
shares
|
$4,096
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
170
shares
|
$3,704
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
150
shares
|
$3,268
0.0% of portfolio
|
Q2 2024
Reduced 25.0%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
139
shares
|
$3,028
0.0% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
126
shares
|
$2,745
0.0% of portfolio
|
Q3 2024
Reduced 6.67%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
125
shares
|
$2,723
0.0% of portfolio
|
Q2 2024
Reduced 47.03%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
122
shares
|
$2,658
0.0% of portfolio
|
Q1 2023
Reduced 90.02%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
119
shares
|
$2,593
0.0% of portfolio
|
Q1 2024
Reduced 93.95%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
117
shares
|
$2,549
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
105
shares
|
$2,287
0.0% of portfolio
|
Q3 2024
Reduced 10.26%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
100
shares
|
$2,179
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
96
shares
|
$2,091
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
91
shares
|
$1,982
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
91
shares
|
$1,982
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
85
shares
|
$1,852
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
70
shares
|
$1,525
0.0% of portfolio
|
Q2 2024
Reduced 91.95%
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
60
shares
|
$1,307
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
48
shares
|
$1,045
0.0% of portfolio
|
Q4 2023
Reduced 75.38%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
47
shares
|
$1,024
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
30
shares
|
$653
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
23
shares
|
$501
0.0% of portfolio
|
Q4 2023
Reduced 99.92%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
21
shares
|
$457
0.0% of portfolio
|
Q3 2023
Added 5.0%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
10
shares
|
$217
0.0% of portfolio
|
Q1 2023
Reduced 99.43%
|