Purchases and Sales Made in Q1 2024 in Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC) during Q1 2024. 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 19, 2024
Q1 2024
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
651+ 0.78% |
$13K - $13.6K
|
84.1K
$1.93M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
626+ 1.82% |
$12.5K - $13K
|
35K
$804K
|
|
|
May 22, 2024
Q1 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
606+ 1.11% |
$12.1K - $12.6K
|
55.4K
$1.27M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
604New |
$12K - $12.6K
|
604
$13.9K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
600+ 1.4% |
$12K - $12.5K
|
43.3K
$995K
|
|
|
May 15, 2024
Q1 2024
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
594+ 5.01% |
$11.8K - $12.4K
|
12.4K
$286K
|
|
|
May 14, 2024
Q1 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
589+ 0.1% |
$11.7K - $12.3K
|
610K
$14M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
584+ 1.78% |
$11.6K - $12.2K
|
33.4K
$766K
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
573New |
$11.4K - $11.9K
|
573
$13.2K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
507+ 78.6% |
$10.1K - $10.6K
|
1.15K
$26.4K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
501+ 2.23% |
$9.99K - $10.4K
|
23K
$527K
|
|
|
Apr 16, 2024
Q1 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
500+ 166.67% |
$9.97K - $10.4K
|
800
$18.4K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
500+ 2.06% |
$9.97K - $10.4K
|
24.8K
$570K
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
500+ 6.25% |
$9.97K - $10.4K
|
8.5K
$195K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
500+ 2.07% |
$9.97K - $10.4K
|
24.7K
$566K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
433+ 1.33% |
$8.63K - $9.02K
|
32.9K
$756K
|
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
430+ 0.96% |
$8.57K - $8.95K
|
45K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
400New |
$7.98K - $8.33K
|
400
$9.18K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
372+ 0.38% |
$7.42K - $7.75K
|
97.2K
$2.23M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
367+ 0.33% |
$7.32K - $7.64K
|
112K
$2.57M
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
353+ 1.92% |
$7.04K - $7.35K
|
18.7K
$430K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
305New |
$6.08K - $6.35K
|
305
$7K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
305+ 0.74% |
$6.08K - $6.35K
|
41.3K
$948K
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
294+ 0.17% |
$5.86K - $6.12K
|
178K
$4.08M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
292+ 1.17% |
$5.82K - $6.08K
|
25.2K
$579K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
275+ 0.91% |
$5.48K - $5.73K
|
30.5K
$699K
|
|
|
May 15, 2024
Q1 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
273+ 1.55% |
$5.44K - $5.68K
|
17.9K
$411K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
260+ 2.6% |
$5.18K - $5.41K
|
10.3K
$236K
|
|
|
Apr 23, 2024
Q1 2024
|
Bfsg, LLC
|
BUY
|
- |
254New |
$5.06K - $5.29K
|
254
$5.83K
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
253+ 0.85% |
$5.04K - $5.27K
|
30K
$689K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
250+ 2.4% |
$4.99K - $5.21K
|
10.7K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
240+ 2.03% |
$4.79K - $5K
|
12.1K
$277K
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
225+ 0.93% |
$4.49K - $4.68K
|
24.4K
$561K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
210New |
$4.19K - $4.37K
|
210
$4.82K
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
200+ 0.78% |
$3.99K - $4.16K
|
25.9K
$595K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200+ 0.97% |
$3.99K - $4.16K
|
20.8K
$478K
|
|
|
Apr 30, 2024
Q1 2024
|
Stiles Financial Services Inc
|
BUY
|
- |
200+ 0.93% |
$3.99K - $4.16K
|
21.7K
$499K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
200+ 0.48% |
$3.99K - $4.16K
|
42K
$964K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
193+ 0.31% |
$3.85K - $4.02K
|
62.3K
$1.43M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
178+ 0.61% |
$3.55K - $3.71K
|
29.4K
$675K
|
|
|
Apr 23, 2024
Q1 2024
|
Godsey & Gibb Associates
|
BUY
|
- |
140New |
$2.79K - $2.91K
|
140
$3.21K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
133New |
$2.65K - $2.77K
|
133
$3.05K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
125+ 0.51% |
$2.49K - $2.6K
|
24.8K
$569K
|
|
|
May 07, 2024
Q1 2024
|
Bruni J V & CO
|
BUY
|
- |
116+ 0.01% |
$2.31K - $2.42K
|
1.4M
$32.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
100New |
$1.99K - $2.08K
|
100
$2.3K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
96+ 2.96% |
$1.91K - $2K
|
3.34K
$76.7K
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
94+ 0.2% |
$1.87K - $1.96K
|
46.1K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
56+ 0.07% |
$1.12K - $1.17K
|
85.3K
$1.96M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
50+ 40.0% |
$997 - $1.04K
|
175
$4.02K
|
|
|
Apr 24, 2024
Q1 2024
|
Cubic Asset Management, LLC
|
BUY
|
- |
50+ 0.03% |
$997 - $1.04K
|
149K
$3.42M
|