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 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.78K+ 0.74% |
$37.8K - $42.3K
|
241K
$5.54M
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.77K+ 8.74% |
$37.7K - $42.2K
|
22K
$506K
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.72K+ 1.94% |
$36.6K - $40.9K
|
90.1K
$2.07M
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
1.67K+ 21.0% |
$35.5K - $39.7K
|
9.6K
$220K
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.6K+ 2.03% |
$34.1K - $38.2K
|
80.7K
$1.85M
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.58K+ 5.64% |
$33.6K - $37.6K
|
29.6K
$679K
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.57K+ 6.25% |
$33.4K - $37.3K
|
26.7K
$612K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.57K+ 137.61% |
$33.3K - $37.3K
|
2.7K
$62.1K
|
|
May 09, 2025
Q1 2025
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
1.55K+ 4.98% |
$33K - $36.9K
|
32.7K
$750K
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.55K+ 4.85% |
$32.9K - $36.8K
|
33.5K
$768K
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.53K+ 14.6% |
$32.6K - $36.5K
|
12K
$276K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.5K+ 1.49% |
$31.9K - $35.7K
|
103K
$2.35M
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
1.48K+ 4.43% |
$31.5K - $35.2K
|
34.9K
$800K
|
|
May 07, 2025
Q1 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.45K+ 2.02% |
$30.9K - $34.5K
|
73.3K
$1.68M
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.4K+ 8.96% |
$29.7K - $33.2K
|
17K
$390K
|
|
Apr 28, 2025
Q1 2025
|
Castle Wealth Management LLC
|
BUY
|
- |
1.39K+ 2.87% |
$29.5K - $33K
|
49.7K
$1.14M
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
1.36KNew |
$29K - $32.5K
|
1.36K
$31.3K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.35K+ 11.19% |
$28.6K - $32K
|
13.4K
$307K
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.3K+ 22.53% |
$27.7K - $31K
|
7.08K
$162K
|
|
May 13, 2025
Q1 2025
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 0.84% |
$27.5K - $30.7K
|
155K
$3.55M
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.29K+ 1.48% |
$27.4K - $30.7K
|
88.1K
$2.02M
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.29K+ 11.29% |
$27.4K - $30.6K
|
12.7K
$291K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.28K+ 2.82% |
$27.3K - $30.5K
|
46.6K
$1.07M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.24K+ 320.67% |
$26.4K - $29.5K
|
1.63K
$37.4K
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.23K+ 3.93% |
$26.3K - $29.4K
|
32.6K
$749K
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.23K+ 7.13% |
$26.2K - $29.3K
|
18.5K
$425K
|
|
May 07, 2025
Q1 2025
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.21K+ 193.89% |
$25.7K - $28.7K
|
1.83K
$42K
|
|
Apr 10, 2025
Q1 2025
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.2K+ 2.02% |
$25.5K - $28.6K
|
60.6K
$1.39M
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1.15K+ 6.93% |
$24.5K - $27.4K
|
17.8K
$408K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
1.15K+ 121.05% |
$24.5K - $27.4K
|
2.1K
$48.2K
|
|
Apr 28, 2025
Q1 2025
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.15K+ 11.85% |
$24.4K - $27.3K
|
10.8K
$248K
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.14K+ 0.76% |
$24.2K - $27K
|
150K
$3.45M
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.13K+ 10.98% |
$24K - $26.9K
|
11.4K
$262K
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.13K+ 9.64% |
$24K - $26.8K
|
12.8K
$294K
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.06K+ 1.75% |
$22.5K - $25.2K
|
61.6K
$1.41M
|
|
Apr 21, 2025
Q1 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.05K+ 0.56% |
$22.3K - $24.9K
|
188K
$4.32M
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
1.02KNew |
$21.6K - $24.2K
|
1.02K
$23.4K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.01KNew |
$21.5K - $24K
|
1.01K
$23.1K
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1K+ 1.75% |
$21.4K - $23.9K
|
58.4K
$1.34M
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1K+ 9.26% |
$21.3K - $23.9K
|
11.8K
$272K
|
|
Apr 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
1KNew |
$21.3K - $23.8K
|
1K
$23K
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
1K+ 9.01% |
$21.3K - $23.8K
|
12.1K
$278K
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1K+ 6.45% |
$21.3K - $23.8K
|
16.5K
$379K
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
1KNew |
$21.3K - $23.8K
|
1K
$23K
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
984+ 1.26% |
$20.9K - $23.4K
|
78.8K
$1.81M
|
|
May 12, 2025
Q1 2025
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
976+ 2.74% |
$20.8K - $23.2K
|
36.6K
$839K
|
|
May 05, 2025
Q1 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
975+ 3.36% |
$20.7K - $23.2K
|
30K
$689K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
964+ 0.66% |
$20.5K - $23K
|
148K
$3.4M
|
|
May 13, 2025
Q1 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
951+ 1.92% |
$20.2K - $22.6K
|
50.6K
$1.16M
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
900+ 4.71% |
$19.2K - $21.4K
|
20K
$459K
|