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
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
1.47K+ 1.08% |
$25.2K - $29.4K
|
137K
$3.05M
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
1.3K+ 0.76% |
$22.4K - $26.1K
|
172K
$3.82M
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1.26K+ 2.06% |
$21.6K - $25.2K
|
62.2K
$1.38M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1.11K+ 4.24% |
$19.1K - $22.3K
|
27.4K
$608K
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.1K+ 28.57% |
$18.9K - $22K
|
4.95K
$110K
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
1.1K+ 39.29% |
$18.9K - $22K
|
3.9K
$86.6K
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
1.08K+ 3.9% |
$18.5K - $21.6K
|
28.7K
$637K
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
1.05K+ 3.18% |
$18.1K - $21.1K
|
34.2K
$759K
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
1.04K+ 4.67% |
$17.9K - $20.9K
|
23.4K
$519K
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.04K+ 1.02% |
$17.8K - $20.8K
|
103K
$2.28M
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.02K+ 8.0% |
$17.6K - $20.5K
|
13.8K
$307K
|
|
May 15, 2023
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1KNew |
$17.2K - $20K
|
1K
$22.2K
|
|
May 02, 2023
Q1 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1K+ 2.69% |
$17.2K - $20K
|
38.2K
$847K
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
1KNew |
$17.2K - $20K
|
1K
$22.2K
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$17.2K - $20K
|
1K
$22.2K
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
975+ 9.06% |
$16.8K - $19.5K
|
11.7K
$261K
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
926+ 6.78% |
$15.9K - $18.6K
|
14.6K
$324K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
925+ 9.97% |
$15.9K - $18.5K
|
10.2K
$227K
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
925+ 1.94% |
$15.9K - $18.5K
|
48.6K
$1.08M
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
905New |
$15.6K - $18.1K
|
905
$20.1K
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
903+ 2.61% |
$15.5K - $18.1K
|
35.5K
$788K
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
BUY
|
- |
896+ 2.44% |
$15.4K - $18K
|
37.6K
$836K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
864+ 1.99% |
$14.9K - $17.3K
|
44.2K
$982K
|
|
Apr 10, 2023
Q1 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
840+ 1.57% |
$14.4K - $16.8K
|
54.3K
$1.21M
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
825+ 4.78% |
$14.2K - $16.5K
|
18.1K
$402K
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
822+ 164.4% |
$14.1K - $16.5K
|
1.32K
$29.4K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
800New |
$13.8K - $16K
|
800
$17.8K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
788New |
$13.5K - $15.8K
|
788
$17.5K
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
778+ 3.41% |
$13.4K - $15.6K
|
23.6K
$524K
|
|
May 12, 2023
Q1 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
772+ 1.48% |
$13.3K - $15.5K
|
53K
$1.18M
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
758+ 9.81% |
$13K - $15.2K
|
8.48K
$188K
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
747+ 0.98% |
$12.8K - $15K
|
76.6K
$1.7M
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
732+ 2.91% |
$12.6K - $14.7K
|
25.9K
$574K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
710+ 0.49% |
$12.2K - $14.2K
|
146K
$3.25M
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
703+ 0.84% |
$12.1K - $14.1K
|
84.5K
$1.88M
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
701New |
$12.1K - $14K
|
701
$15.6K
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
682+ 0.07% |
$11.7K - $13.7K
|
1.05M
$23.2M
|
|
Apr 27, 2023
Q1 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
645+ 3.08% |
$11.1K - $12.9K
|
21.6K
$480K
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
610New |
$10.5K - $12.2K
|
610
$13.5K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
607+ 1.13% |
$10.4K - $12.2K
|
54.3K
$1.21M
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
603+ 1.19% |
$10.4K - $12.1K
|
51.3K
$1.14M
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
602+ 4.61% |
$10.3K - $12.1K
|
13.7K
$304K
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
600+ 0.95% |
$10.3K - $12K
|
64K
$1.42M
|
|
Apr 19, 2023
Q1 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
571+ 2.62% |
$9.82K - $11.4K
|
22.4K
$498K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
555+ 4.5% |
$9.54K - $11.1K
|
12.9K
$286K
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
550+ 1.69% |
$9.45K - $11K
|
33K
$733K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
515+ 3.17% |
$8.85K - $10.3K
|
16.7K
$372K
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
475+ 0.28% |
$8.17K - $9.52K
|
168K
$3.74M
|
|
May 11, 2023
Q1 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
468+ 2.18% |
$8.04K - $9.38K
|
22K
$488K
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
465+ 0.88% |
$7.99K - $9.32K
|
53.4K
$1.19M
|