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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-1- -0.0% |
$17.2 - $20
|
50.8K
$1.13M
|
|
|
May 12, 2023
Q1 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6- 0.04% |
$103 - $120
|
14.7K
$326K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15- 0.06% |
$258 - $301
|
23.9K
$532K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15- 0.06% |
$258 - $301
|
23.9K
$532K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-32- 21.19% |
$550 - $641
|
119
$2.64K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-47- 0.26% |
$808 - $942
|
18.2K
$404K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-50- 0.07% |
$860 - $1K
|
73.1K
$1.62M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-59- 0.29% |
$1.01K - $1.18K
|
20.3K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-90- 0.29% |
$1.55K - $1.8K
|
30.4K
$676K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-124- 0.08% |
$2.13K - $2.48K
|
165K
$3.66M
|
|
|
May 03, 2023
Q1 2023
|
Bruni J V & CO
|
SELL
|
- |
-172- 0.01% |
$2.96K - $3.45K
|
1.37M
$30.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-181- 0.26% |
$3.11K - $3.63K
|
69.7K
$1.55M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-192Closed |
$3.3K - $3.85K
|
0
$0
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-200- 1.79% |
$3.44K - $4.01K
|
11K
$243K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-242- 1.64% |
$4.16K - $4.85K
|
14.5K
$322K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-250- 1.56% |
$4.3K - $5.01K
|
15.8K
$350K
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-270- 0.88% |
$4.64K - $5.41K
|
30.6K
$679K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-273- 0.65% |
$4.69K - $5.47K
|
41.9K
$931K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-292Closed |
$5.02K - $5.85K
|
0
$0
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-295- 25.34% |
$5.07K - $5.91K
|
869
$19.3K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-300- 1.79% |
$5.16K - $6.01K
|
16.5K
$365K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-352- 25.9% |
$6.05K - $7.05K
|
1.01K
$22.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-386- 1.68% |
$6.64K - $7.74K
|
22.6K
$501K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-446- 2.56% |
$7.67K - $8.94K
|
17K
$377K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-446- 1.24% |
$7.67K - $8.94K
|
35.5K
$789K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-459- 2.61% |
$7.89K - $9.2K
|
17.1K
$381K
|
|
|
Apr 17, 2023
Q1 2023
|
Guild Investment Management, Inc.
|
SELL
|
- |
-470- 0.89% |
$8.08K - $9.42K
|
52.1K
$1.16M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-479- 5.5% |
$8.23K - $9.6K
|
8.23K
$183K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-498- 13.46% |
$8.56K - $9.98K
|
3.2K
$71.1K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-500- 2.62% |
$8.6K - $10K
|
18.6K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-500- 4.0% |
$8.6K - $10K
|
12K
$267K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-514- 2.6% |
$8.84K - $10.3K
|
19.3K
$428K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-525- 0.28% |
$9.02K - $10.5K
|
188K
$4.18M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-544- 21.98% |
$9.35K - $10.9K
|
1.93K
$42.9K
|
|
|
May 03, 2023
Q1 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-567- 0.67% |
$9.75K - $11.4K
|
84.2K
$1.87M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-595- 2.54% |
$10.2K - $11.9K
|
22.8K
$507K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-597- 5.02% |
$10.3K - $12K
|
11.3K
$251K
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-600- 5.38% |
$10.3K - $12K
|
10.6K
$235K
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-750- 4.64% |
$12.9K - $15K
|
15.4K
$342K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-756- 1.54% |
$13K - $15.2K
|
48.4K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-813- 43.11% |
$14K - $16.3K
|
1.07K
$23.8K
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-839- 1.31% |
$14.4K - $16.8K
|
63K
$1.4M
|
|
|
May 03, 2023
Q1 2023
|
Ccla Investment Management LTD
London, X0 |
SELL
|
- |
-911- 0.05% |
$15.7K - $18.3K
|
1.96M
$43.5M
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.02K- 1.32% |
$17.5K - $20.4K
|
76.1K
$1.69M
|
|
|
Apr 18, 2023
Q1 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-1.06K- 3.56% |
$18.1K - $21.1K
|
28.6K
$634K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 2.88% |
$18.2K - $21.2K
|
35.6K
$791K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.06K- 1.73% |
$18.2K - $21.2K
|
59.9K
$1.33M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.1K- 90.02% |
$18.9K - $22K
|
122
$2.71K
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-1.13K- 6.18% |
$19.4K - $22.7K
|
17.2K
$382K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.31K- 3.16% |
$22.5K - $26.3K
|
40.2K
$892K
|