Purchases and Sales Made in Q1 2025 in Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC) during Q1 2025. 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 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
12+ 2.05% |
$255 - $286
|
598
$13.7K
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
BUY
|
- |
11+ 0.02% |
$234 - $262
|
70K
$1.61M
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
9+ 1.92% |
$192 - $214
|
477
$11K
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8+ 11.11% |
$170 - $190
|
80
$1.84K
|
|
May 07, 2025
Q1 2025
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6+ 0.05% |
$128 - $143
|
13.3K
$305K
|
|
May 14, 2025
Q1 2025
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
6+ 0.0% |
$128 - $143
|
156K
$3.59M
|
|
May 01, 2025
Q1 2025
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6+ 0.54% |
$128 - $143
|
1.11K
$25.5K
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.25% |
$85.1 - $95.2
|
1.6K
$36.7K
|
|
Apr 11, 2025
Q1 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
2New |
$42.6 - $47.6
|
2
$45.9
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
1+ 3.7% |
$21.3 - $23.8
|
28
$643
|
|
May 30, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-1- -0.0% |
$21.3 - $23.8
|
61.6K
$1.41M
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1Closed |
$21.3 - $23.8
|
0
$0
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1- 0.01% |
$21.3 - $23.8
|
17.1K
$393K
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-5- 1.64% |
$106 - $119
|
300
$6.89K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-5- 0.13% |
$106 - $119
|
3.99K
$91.7K
|
|
May 09, 2025
Q1 2025
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-27- 3.01% |
$575 - $643
|
870
$20K
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-35- 0.37% |
$745 - $833
|
9.5K
$218K
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-49- 0.34% |
$1.04K - $1.17K
|
14.6K
$335K
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-55- 0.19% |
$1.17K - $1.31K
|
28.7K
$658K
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-60- 0.41% |
$1.28K - $1.43K
|
14.6K
$336K
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-75- 0.56% |
$1.6K - $1.79K
|
13.4K
$307K
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-101- 0.97% |
$2.15K - $2.4K
|
10.4K
$238K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-108- 0.34% |
$2.3K - $2.57K
|
31.6K
$725K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-123- 1.17% |
$2.62K - $2.93K
|
10.4K
$239K
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-128- 3.59% |
$2.72K - $3.05K
|
3.44K
$78.9K
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-129- 1.21% |
$2.75K - $3.07K
|
10.5K
$242K
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-132- 34.55% |
$2.81K - $3.14K
|
250
$5.74K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
SELL
|
- |
-147- 10.83% |
$3.13K - $3.5K
|
1.21K
$27.8K
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-150- 0.8% |
$3.19K - $3.57K
|
18.6K
$427K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-157- 4.65% |
$3.34K - $3.74K
|
3.22K
$73.8K
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
SELL
|
- |
-181- 0.94% |
$3.85K - $4.31K
|
19K
$436K
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
SELL
|
- |
-188- 1.99% |
$4K - $4.48K
|
9.27K
$213K
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-191- 0.66% |
$4.06K - $4.55K
|
28.9K
$663K
|
|
May 12, 2025
Q1 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-197- 0.18% |
$4.19K - $4.69K
|
111K
$2.56M
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-200- 25.0% |
$4.26K - $4.76K
|
600
$13.8K
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
SELL
|
- |
-200- 0.19% |
$4.26K - $4.76K
|
106K
$2.44M
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-201- 8.78% |
$4.28K - $4.79K
|
2.09K
$47.9K
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-210- 1.85% |
$4.47K - $5K
|
11.1K
$255K
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
SELL
|
- |
-250- 6.97% |
$5.32K - $5.95K
|
3.34K
$76.7K
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-263- 1.62% |
$5.6K - $6.26K
|
16K
$368K
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-267- 0.63% |
$5.68K - $6.36K
|
42.1K
$967K
|
|
May 06, 2025
Q1 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-300- 0.75% |
$6.38K - $7.14K
|
39.5K
$906K
|
|
May 14, 2025
Q1 2025
|
Orion Capital Management LLC
|
SELL
|
- |
-300- 4.68% |
$6.38K - $7.14K
|
6.11K
$140K
|
|
Apr 10, 2025
Q1 2025
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-313- 2.94% |
$6.66K - $7.45K
|
10.3K
$238K
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-318- 3.44% |
$6.77K - $7.57K
|
8.94K
$205K
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-338- 3.22% |
$7.19K - $8.05K
|
10.2K
$233K
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
SELL
|
- |
-354- 30.49% |
$7.53K - $8.43K
|
807
$18.5K
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-378- 0.63% |
$8.04K - $9K
|
59.8K
$1.37M
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-401- 6.62% |
$8.53K - $9.55K
|
5.66K
$130K
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
SELL
|
- |
-432- 1.38% |
$9.19K - $10.3K
|
30.9K
$710K
|