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
|
Hexagon Capital Partners LLC
|
BUY
|
- |
216+ 2.06% |
$4.6K - $5.14K
|
10.7K
$246K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
215+ 1.17% |
$4.58K - $5.12K
|
18.6K
$428K
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
213+ 1.16% |
$4.53K - $5.07K
|
18.6K
$427K
|
|
|
Apr 15, 2025
Q1 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
210+ 2.06% |
$4.47K - $5K
|
10.4K
$239K
|
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
210New |
$4.47K - $5K
|
210
$4.82K
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
207+ 2.15% |
$4.4K - $4.93K
|
9.85K
$226K
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
203+ 2.08% |
$4.32K - $4.83K
|
9.96K
$229K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
197+ 1.57% |
$4.19K - $4.69K
|
12.7K
$292K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
195+ 2.82% |
$4.15K - $4.64K
|
7.11K
$163K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
190New |
$4.04K - $4.52K
|
190
$4.36K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
181+ 1.94% |
$3.85K - $4.31K
|
9.53K
$219K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
167+ 0.74% |
$3.55K - $3.98K
|
22.8K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
166+ 0.8% |
$3.53K - $3.95K
|
21K
$483K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
143+ 1.34% |
$3.04K - $3.4K
|
10.8K
$248K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
142+ 0.48% |
$3.02K - $3.38K
|
29.8K
$685K
|
|
|
Apr 23, 2025
Q1 2025
|
Baugh & Associates, LLC
|
BUY
|
- |
140+ 0.06% |
$2.98K - $3.33K
|
236K
$5.43M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
BUY
|
- |
139+ 0.22% |
$2.96K - $3.31K
|
62.7K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
138+ 1.01% |
$2.94K - $3.29K
|
13.8K
$317K
|
|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
136+ 2.15% |
$2.89K - $3.24K
|
6.48K
$149K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
135New |
$2.87K - $3.21K
|
135
$3.1K
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
131New |
$2.79K - $3.12K
|
131
$3.01K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
127+ 108.55% |
$2.7K - $3.02K
|
244
$5.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
125+ 166.67% |
$2.66K - $2.98K
|
200
$4.59K
|
|
|
May 07, 2025
Q1 2025
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
124+ 2.17% |
$2.64K - $2.95K
|
5.83K
$134K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
121+ 0.41% |
$2.57K - $2.88K
|
29.9K
$687K
|
|
|
Apr 09, 2025
Q1 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
118+ 0.68% |
$2.51K - $2.81K
|
17.5K
$402K
|
|
|
May 08, 2025
Q1 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
112New |
$2.38K - $2.67K
|
112
$2.57K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
107New |
$2.28K - $2.55K
|
107
$2.46K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
100New |
$2.13K - $2.38K
|
100
$2.3K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
90+ 0.69% |
$1.92K - $2.14K
|
13.1K
$300K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
88New |
$1.87K - $2.1K
|
88
$2.02K
|
|
|
May 15, 2025
Q1 2025
|
Gritstone Asset Management LLC
Bethesda, MD |
BUY
|
- |
87+ 0.02% |
$1.85K - $2.07K
|
447K
$10.3M
|
|
|
May 15, 2025
Q1 2025
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
74+ 0.11% |
$1.57K - $1.76K
|
70K
$1.61M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
54+ 0.98% |
$1.15K - $1.29K
|
5.58K
$128K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
52+ 0.04% |
$1.11K - $1.24K
|
142K
$3.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
36+ 0.39% |
$766 - $857
|
9.2K
$211K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
36+ 0.24% |
$766 - $857
|
15.3K
$351K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33New |
$702 - $786
|
33
$758
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
30+ 0.22% |
$638 - $714
|
13.4K
$308K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
29+ 2.2% |
$617 - $690
|
1.35K
$31K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
28+ 2.17% |
$596 - $667
|
1.32K
$30.3K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
26+ 2.04% |
$553 - $619
|
1.3K
$29.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
22+ 0.13% |
$468 - $524
|
16.5K
$378K
|
|
|
May 09, 2025
Q1 2025
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
22New |
$468 - $524
|
22
$505
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
19+ 2.04% |
$404 - $452
|
949
$21.8K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
18New |
$383 - $429
|
18
$413
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
16+ 2.86% |
$340 - $381
|
575
$13.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
15+ 0.09% |
$319 - $357
|
16.3K
$375K
|
|
|
Apr 29, 2025
Q1 2025
|
Dt Investment Partners, LLC
|
BUY
|
- |
15+ 2.27% |
$319 - $357
|
675
$15.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
13+ 2.21% |
$277 - $310
|
602
$13.8K
|