Purchases and Sales Made in Q2 2023 in Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
47.5K+ 8.38% |
$838K - $908K
|
614K
$14M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
45.5K+ 6.61% |
$803K - $870K
|
735K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Gilbert & Cook, Inc.
|
BUY
|
- |
43.8K+ 3.66% |
$772K - $836K
|
1.24M
$28.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
43.5KNew |
$768K - $831K
|
43.5K
$989K
|
|
|
Aug 14, 2023
Q2 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
43.1KNew |
$761K - $824K
|
43.1K
$980K
|
|
|
Aug 15, 2023
Q2 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
42.3KNew |
$746K - $808K
|
42.3K
$961K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
41.9K+ 3.28% |
$740K - $801K
|
1.32M
$30M
|
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
37.9KNew |
$668K - $724K
|
37.9K
$861K
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
37.6K+ 134.28% |
$663K - $718K
|
65.5K
$1.49M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
34.2K+ 106.81% |
$604K - $654K
|
66.3K
$1.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
33.9K+ 40.12% |
$598K - $648K
|
118K
$2.69M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
32.5KNew |
$573K - $621K
|
32.5K
$739K
|
|
|
Aug 07, 2023
Q2 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
32.1KNew |
$567K - $613K
|
32.1K
$730K
|
|
|
Aug 14, 2023
Q2 2023
|
Deep Currents Investment Group LLC
New York, NY |
BUY
|
- |
31.9KNew |
$562K - $609K
|
31.9K
$724K
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
31.6K+ 225.61% |
$558K - $604K
|
45.6K
$1.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31K+ 63.09% |
$546K - $592K
|
80K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
30.5K+ 0.27% |
$538K - $582K
|
11.3M
$256M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
29.1K+ 6.11% |
$514K - $557K
|
506K
$11.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
28.6K+ 6.82% |
$505K - $547K
|
448K
$10.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
28.4K+ 24.35% |
$502K - $543K
|
145K
$3.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
27.5K+ 8.11% |
$485K - $525K
|
366K
$8.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
27.4K+ 14.59% |
$484K - $524K
|
215K
$4.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
27.4K+ 43.49% |
$484K - $524K
|
90.4K
$2.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
27.1KNew |
$478K - $518K
|
27.1K
$616K
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
26.7K+ 18.27% |
$472K - $511K
|
173K
$3.93M
|
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
26KNew |
$458K - $496K
|
26K
$591K
|
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
25.4KNew |
$449K - $486K
|
25.4K
$578K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
24.7KNew |
$436K - $472K
|
24.7K
$562K
|
|
|
Aug 10, 2023
Q2 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
23.8KNew |
$420K - $455K
|
23.8K
$541K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
22.1K+ 23.52% |
$390K - $422K
|
116K
$2.64M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
21.8K+ 8.16% |
$386K - $417K
|
290K
$6.58M
|
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
21.7KNew |
$383K - $415K
|
21.7K
$494K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
21.4K+ 15.85% |
$379K - $410K
|
157K
$3.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
21.3K+ 30.47% |
$376K - $407K
|
91.3K
$2.08M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
21.2K+ 5.61% |
$375K - $406K
|
400K
$9.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20.9K+ 4.35% |
$369K - $399K
|
501K
$11.4M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
20.6KNew |
$364K - $394K
|
20.6K
$469K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
20.6K+ 0.69% |
$363K - $393K
|
3.02M
$68.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
20.1KNew |
$356K - $385K
|
20.1K
$458K
|
|
|
Aug 14, 2023
Q2 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
19.6KNew |
$346K - $375K
|
19.6K
$446K
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
19.6KNew |
$346K - $374K
|
19.6K
$445K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
19.3K+ 3.27% |
$341K - $370K
|
611K
$13.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
19.2KNew |
$340K - $368K
|
19.2K
$438K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
18.8K+ 8.08% |
$332K - $360K
|
252K
$5.73M
|
|
|
Sep 12, 2023
Q2 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
18.7KNew |
$329K - $357K
|
18.7K
$424K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.1K+ 6.91% |
$320K - $347K
|
281K
$6.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Port Capital LLC
Chicago, IL |
BUY
|
- |
18KNew |
$318K - $344K
|
18K
$409K
|
|
|
Aug 09, 2023
Q2 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
17.9K+ 12.58% |
$317K - $343K
|
161K
$3.65M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
17.7KNew |
$312K - $337K
|
17.7K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
17.4K+ 60.67% |
$307K - $332K
|
46.1K
$1.05M
|