Purchases and Sales Made in Q1 2023 in Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.32K+ 1.86% |
$126K - $147K
|
401K
$8.91M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
7.15K+ 84.64% |
$123K - $143K
|
15.6K
$346K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6.99K+ 15.49% |
$120K - $140K
|
52.2K
$1.16M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
6.89K+ 11.06% |
$118K - $138K
|
69.2K
$1.54M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
6.89K+ 4.65% |
$118K - $138K
|
155K
$3.45M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
6.83K+ 1.87% |
$117K - $137K
|
373K
$8.27M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.78K+ 5.03% |
$117K - $136K
|
142K
$3.14M
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
6.45K+ 0.51% |
$111K - $129K
|
1.28M
$28.4M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
6.41K+ 1.23% |
$110K - $129K
|
526K
$11.7M
|
|
|
May 11, 2023
Q1 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
6.2K+ 181.18% |
$107K - $124K
|
9.62K
$214K
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.14K+ 16.84% |
$106K - $123K
|
42.6K
$946K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.11K+ 200.03% |
$105K - $123K
|
9.17K
$204K
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
6K+ 2.5% |
$103K - $120K
|
246K
$5.47M
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
BUY
|
- |
5.94K+ 8.09% |
$102K - $119K
|
79.3K
$1.76M
|
|
|
May 12, 2023
Q1 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
5.9K+ 6.67% |
$101K - $118K
|
94.3K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
5.87K+ 20.59% |
$101K - $118K
|
34.4K
$763K
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
5.72K+ 40.93% |
$98.3K - $115K
|
19.7K
$437K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5.43K+ 22.4% |
$93.4K - $109K
|
29.7K
$659K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.4K+ 29.03% |
$92.9K - $108K
|
24K
$533K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
5.31K+ 13.1% |
$91.2K - $106K
|
45.8K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
5.28K+ 11.16% |
$90.7K - $106K
|
52.5K
$1.17M
|
|
|
May 15, 2023
Q1 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
5.2KNew |
$89.4K - $104K
|
5.2K
$116K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.19K+ 15.28% |
$89.2K - $104K
|
39.2K
$870K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.14K+ 13.26% |
$88.3K - $103K
|
43.9K
$974K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
5.11KNew |
$87.8K - $102K
|
5.11K
$113K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.03K+ 500.1% |
$86.4K - $101K
|
6.03K
$134K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
5.01K+ 12.54% |
$86.1K - $100K
|
44.9K
$998K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.92K+ 29.11% |
$84.6K - $98.7K
|
21.8K
$485K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
4.84K+ 1209.5% |
$83.2K - $97K
|
5.24K
$116K
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.76KNew |
$81.8K - $95.4K
|
4.76K
$106K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
4.62K+ 3.65% |
$79.5K - $92.6K
|
131K
$2.91M
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.57K+ 6.67% |
$78.6K - $91.6K
|
73.1K
$1.62M
|
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.56K+ 1.99% |
$78.4K - $91.4K
|
233K
$5.18M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
BUY
|
- |
4.52K+ 19.85% |
$77.7K - $90.6K
|
27.3K
$606K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.46K+ 26.39% |
$76.6K - $89.3K
|
21.3K
$474K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.45K+ 2.41% |
$76.4K - $89.1K
|
189K
$4.2M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.44K+ 25.39% |
$76.3K - $89K
|
21.9K
$487K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.13K+ 20.55% |
$71K - $82.7K
|
24.2K
$538K
|
|
|
May 05, 2023
Q1 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
4.11K+ 2.67% |
$70.7K - $82.4K
|
158K
$3.51M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
4.08K+ 12.25% |
$70.2K - $81.8K
|
37.4K
$831K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.07K+ 9.13% |
$69.9K - $81.5K
|
48.6K
$1.08M
|
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
3.95K+ 7.27% |
$68K - $79.2K
|
58.3K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
3.93K+ 11.85% |
$67.6K - $78.8K
|
37.1K
$825K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
3.76K+ 16.83% |
$64.7K - $75.4K
|
26.1K
$580K
|
|
|
May 12, 2023
Q1 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.69K+ 2.18% |
$63.3K - $73.8K
|
172K
$3.83M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
3.6K+ 154.0% |
$61.9K - $72.2K
|
5.94K
$132K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
3.58K+ 18.72% |
$61.6K - $71.8K
|
22.7K
$505K
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
3.55KNew |
$61K - $71.1K
|
3.55K
$78.8K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
BUY
|
- |
3.39K+ 14.19% |
$58.3K - $68K
|
27.3K
$606K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.33KNew |
$57.3K - $66.8K
|
3.33K
$74K
|