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 12, 2023
Q1 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.32K- 4.03% |
$22.6K - $26.4K
|
31.4K
$697K
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-1.5K- 3.25% |
$25.8K - $30.1K
|
44.6K
$991K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.5K- 28.85% |
$25.8K - $30.1K
|
3.7K
$82.2K
|
|
Apr 13, 2023
Q1 2023
|
Ayrshire Capital Management LLC
|
SELL
|
- |
-1.51K- 2.69% |
$25.9K - $30.2K
|
54.5K
$1.21M
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-1.52K- 2.44% |
$26.1K - $30.4K
|
60.8K
$1.35M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.56K- 0.56% |
$26.7K - $31.2K
|
277K
$6.14M
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.57K- 9.26% |
$27K - $31.5K
|
15.4K
$342K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.59K- 0.16% |
$27.4K - $31.9K
|
967K
$21.5M
|
|
Apr 20, 2023
Q1 2023
|
Camelot Portfolios, LLC
|
SELL
|
- |
-1.64K- 7.99% |
$28.3K - $32.9K
|
18.9K
$420K
|
|
May 03, 2023
Q1 2023
|
Financial Advantage, Inc.
|
SELL
|
- |
-1.7K- 1.27% |
$29.1K - $34K
|
132K
$2.92M
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-1.75K- 99.43% |
$30.1K - $35.1K
|
10
$222
|
|
Apr 18, 2023
Q1 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-1.97K- 9.55% |
$33.9K - $39.5K
|
18.7K
$414K
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-2.01K- 5.34% |
$34.6K - $40.3K
|
35.6K
$791K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.04K- 10.99% |
$35.1K - $40.9K
|
16.5K
$367K
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-2.14K- 8.87% |
$36.8K - $42.9K
|
22K
$488K
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-2.4K- 1.48% |
$41.3K - $48.2K
|
159K
$3.54M
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-2.43K- 3.58% |
$41.7K - $48.6K
|
65.3K
$1.45M
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.51K- 15.43% |
$43.1K - $50.3K
|
13.8K
$305K
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-2.51K- 6.78% |
$43.1K - $50.3K
|
34.5K
$767K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.54K- 11.18% |
$43.7K - $50.9K
|
20.2K
$448K
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-2.6K- 6.97% |
$44.7K - $52.1K
|
34.7K
$771K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.66KClosed |
$45.8K - $53.3K
|
0
$0
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.67K- 3.75% |
$45.9K - $53.5K
|
68.6K
$1.52M
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.73K- 0.97% |
$46.9K - $54.7K
|
278K
$6.18M
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.73K- 2.29% |
$47K - $54.8K
|
117K
$2.59M
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-2.83K- 1.98% |
$48.6K - $56.6K
|
140K
$3.1M
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
SELL
|
- |
-2.87K- 0.63% |
$49.3K - $57.5K
|
452K
$10M
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.9K- 2.5% |
$49.9K - $58.1K
|
113K
$2.51M
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-3.22K- 59.7% |
$55.3K - $64.4K
|
2.17K
$48.2K
|
|
May 10, 2023
Q1 2023
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-3.4K- 3.82% |
$58.4K - $68.1K
|
85.6K
$1.9M
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.55K- 5.89% |
$61.1K - $71.2K
|
56.7K
$1.26M
|
|
May 15, 2023
Q1 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-3.7K- 0.78% |
$63.5K - $74K
|
472K
$10.5M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-3.7K- 4.16% |
$63.6K - $74.1K
|
85.3K
$1.89M
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-3.72K- 1.24% |
$64K - $74.6K
|
297K
$6.59M
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-3.74K- 17.35% |
$64.2K - $74.8K
|
17.8K
$395K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.76K- 36.8% |
$64.7K - $75.4K
|
6.46K
$144K
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-3.95K- 4.43% |
$67.9K - $79.1K
|
85.1K
$1.89M
|
|
Apr 27, 2023
Q1 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-4.03K- 1.83% |
$69.2K - $80.7K
|
216K
$4.79M
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.3K- 12.17% |
$73.9K - $86.2K
|
31K
$689K
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-4.39K- 4.08% |
$75.4K - $87.9K
|
103K
$2.29M
|
|
May 11, 2023
Q1 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-4.62K- 17.05% |
$79.5K - $92.6K
|
22.5K
$499K
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-4.64K- 5.8% |
$79.7K - $92.9K
|
75.3K
$1.67M
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-4.7K- 30.49% |
$80.7K - $94.1K
|
10.7K
$238K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-4.99K- 1.76% |
$85.8K - $100K
|
279K
$6.2M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.57K- 5.6% |
$95.7K - $112K
|
93.9K
$2.09M
|
|
May 11, 2023
Q1 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-5.91K- 0.97% |
$102K - $118K
|
606K
$13.4M
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-6K- 30.0% |
$103K - $120K
|
14K
$311K
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-6.13K- 3.83% |
$105K - $123K
|
154K
$3.42M
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-6.25K- 38.28% |
$107K - $125K
|
10.1K
$224K
|
|
May 15, 2023
Q1 2023
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-6.35K- 11.06% |
$109K - $127K
|
51.1K
$1.13M
|