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 28, 2025
Q1 2025
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
14K+ 2.47% |
$298K - $333K
|
580K
$13.3M
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
13.9KNew |
$296K - $331K
|
13.9K
$319K
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
13.8K+ 4.46% |
$293K - $328K
|
323K
$7.41M
|
|
May 06, 2025
Q1 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
13.6KNew |
$290K - $325K
|
13.6K
$313K
|
|
Apr 22, 2025
Q1 2025
|
Brendel Financial Advisors LLC
|
BUY
|
- |
13.6K+ 13.21% |
$289K - $324K
|
117K
$2.68M
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
BUY
|
- |
13.5K+ 1.9% |
$287K - $321K
|
722K
$16.6M
|
|
May 01, 2025
Q1 2025
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
13.3K+ 18.88% |
$282K - $316K
|
83.5K
$1.92M
|
|
May 13, 2025
Q1 2025
|
Cornerstone Select Advisors, LLC
St. Louis, MO |
BUY
|
- |
13.2K+ 10.27% |
$280K - $313K
|
141K
$3.24M
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
12.9K+ 19.38% |
$275K - $308K
|
79.6K
$1.83M
|
|
May 09, 2025
Q1 2025
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
12.8K+ 10.25% |
$273K - $306K
|
138K
$3.17M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
12.7K+ 2116.03% |
$270K - $302K
|
13.3K
$305K
|
|
Apr 10, 2025
Q1 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
12.7KNew |
$270K - $302K
|
12.7K
$291K
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
12.5K+ 6.48% |
$266K - $297K
|
205K
$4.71M
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
12.4KNew |
$265K - $296K
|
12.4K
$286K
|
|
May 16, 2025
Q1 2025
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
12.3KNew |
$262K - $294K
|
12.3K
$283K
|
|
May 14, 2025
Q1 2025
|
Integras Partners LLC
Alpharetta, GA |
BUY
|
- |
12.3K+ 17.54% |
$262K - $293K
|
82.5K
$1.89M
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
12.2K+ 7.88% |
$259K - $290K
|
167K
$3.83M
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
11.6K+ 23.67% |
$247K - $277K
|
60.7K
$1.39M
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
11.4KNew |
$242K - $271K
|
11.4K
$261K
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
11.3KNew |
$241K - $270K
|
11.3K
$260K
|
|
May 15, 2025
Q1 2025
|
Plancorp, LLC
|
BUY
|
- |
11.3KNew |
$241K - $270K
|
11.3K
$260K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
11.3K+ 2.53% |
$239K - $268K
|
455K
$10.5M
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
11.2KNew |
$238K - $266K
|
11.2K
$257K
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
10.9KNew |
$232K - $259K
|
10.9K
$250K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
10.7K+ 14.69% |
$228K - $255K
|
83.7K
$1.92M
|
|
May 05, 2025
Q1 2025
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
10.7KNew |
$228K - $255K
|
10.7K
$246K
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
10.5K+ 30.2% |
$224K - $250K
|
45.4K
$1.04M
|
|
Apr 14, 2025
Q1 2025
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
10.5KNew |
$223K - $250K
|
10.5K
$241K
|
|
May 13, 2025
Q1 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
10.4KNew |
$221K - $248K
|
10.4K
$239K
|
|
Apr 30, 2025
Q1 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
10.4K+ 44.04% |
$221K - $247K
|
33.9K
$779K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 20.98% |
$220K - $247K
|
59.7K
$1.37M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
10.3K+ 5.91% |
$219K - $245K
|
185K
$4.24M
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
10.1K+ 35.93% |
$215K - $241K
|
38.3K
$879K
|
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
10.1K+ 71.06% |
$214K - $239K
|
24.2K
$556K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
10KNew |
$213K - $238K
|
10K
$230K
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.68KNew |
$206K - $230K
|
9.68K
$222K
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
9.66KNew |
$206K - $230K
|
9.66K
$222K
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
9.54KNew |
$203K - $227K
|
9.54K
$219K
|
|
May 05, 2025
Q1 2025
|
Flc Capital Advisors
|
BUY
|
- |
9.27K+ 18.08% |
$197K - $221K
|
60.6K
$1.39M
|
|
May 08, 2025
Q1 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
9.24K+ 69.03% |
$197K - $220K
|
22.6K
$520K
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
9.22KNew |
$196K - $219K
|
9.22K
$212K
|
|
May 12, 2025
Q1 2025
|
True North Advisors, LLC
|
BUY
|
- |
9.14KNew |
$195K - $218K
|
9.14K
$210K
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
9.13KNew |
$194K - $217K
|
9.13K
$210K
|
|
May 15, 2025
Q1 2025
|
Tfg Advisers LLC
|
BUY
|
- |
9.11K+ 17.27% |
$194K - $217K
|
61.9K
$1.42M
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
BUY
|
- |
9.05KNew |
$193K - $215K
|
9.05K
$208K
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
8.76K+ 14.63% |
$186K - $208K
|
68.6K
$1.57M
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
8.67K+ 22.24% |
$185K - $207K
|
47.7K
$1.09M
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
8.59K+ 1.27% |
$183K - $204K
|
683K
$15.7M
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
8.28K+ 2.34% |
$176K - $197K
|
362K
$8.31M
|
|
May 14, 2025
Q1 2025
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
8.25K+ 8.97% |
$176K - $196K
|
100K
$2.3M
|