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 |
---|---|---|---|---|---|---|---|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
17.3K+ 24.54% |
$305K - $330K
|
87.6K
$1.99M
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
17.1K+ 139.6% |
$301K - $326K
|
29.3K
$665K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17K+ 2.25% |
$301K - $326K
|
773K
$17.6M
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
16.8KNew |
$297K - $322K
|
16.8K
$382K
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
16.6K+ 35.61% |
$292K - $317K
|
63.1K
$1.43M
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
16K+ 1.6% |
$283K - $307K
|
1.02M
$23.1M
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
16KNew |
$282K - $306K
|
16K
$363K
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15K+ 43.32% |
$266K - $288K
|
49.8K
$1.13M
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
15K+ 43.32% |
$266K - $288K
|
49.8K
$1.13M
|
|
Aug 11, 2023
Q2 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
15K+ 247.12% |
$265K - $287K
|
21.1K
$480K
|
|
Aug 09, 2023
Q2 2023
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
15KNew |
$265K - $287K
|
15K
$341K
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
14.3K+ 2.39% |
$253K - $274K
|
615K
$14M
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
14KNew |
$246K - $267K
|
14K
$317K
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
13.7KNew |
$242K - $262K
|
13.7K
$311K
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
13KNew |
$229K - $248K
|
13K
$295K
|
|
Jul 24, 2023
Q2 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
12.6K+ 32.56% |
$223K - $241K
|
51.4K
$1.17M
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
12.5KNew |
$220K - $238K
|
12.5K
$283K
|
|
Jul 28, 2023
Q2 2023
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
12.3K+ 17.69% |
$218K - $236K
|
82K
$1.86M
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
12.3KNew |
$217K - $235K
|
12.3K
$279K
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
12KNew |
$212K - $229K
|
12K
$273K
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
11.9KNew |
$210K - $227K
|
11.9K
$270K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
11.9K+ 128.23% |
$209K - $226K
|
21.1K
$479K
|
|
Aug 11, 2023
Q2 2023
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
11.4KNew |
$201K - $217K
|
11.4K
$258K
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
10.9K+ 63.79% |
$193K - $209K
|
28.1K
$637K
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
10.8K+ 48.03% |
$191K - $206K
|
33.3K
$756K
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
10.6K+ 89.65% |
$187K - $203K
|
22.5K
$510K
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
10.4KNew |
$184K - $199K
|
10.4K
$237K
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
10.4KNew |
$183K - $198K
|
10.4K
$236K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.3K+ 3.25% |
$183K - $198K
|
329K
$7.47M
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
10.3KNew |
$182K - $198K
|
10.3K
$235K
|
|
Jul 25, 2023
Q2 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
10.3K+ 1.7% |
$182K - $197K
|
614K
$14M
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
10.2K+ 14.53% |
$179K - $194K
|
80K
$1.82M
|
|
Aug 14, 2023
Q2 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
10KNew |
$177K - $191K
|
10K
$227K
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
9.82K+ 18.88% |
$173K - $188K
|
61.8K
$1.4M
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
9.35K+ 182.88% |
$165K - $179K
|
14.5K
$328K
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
9.04K+ 54.66% |
$160K - $173K
|
25.6K
$581K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.95K+ 6.99% |
$158K - $171K
|
137K
$3.11M
|
|
Aug 28, 2023
Q2 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
8.94K+ 14.54% |
$158K - $171K
|
70.4K
$1.6M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
8.58K+ 17.71% |
$151K - $164K
|
57K
$1.29M
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.93KNew |
$140K - $152K
|
7.93K
$180K
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
7.92K+ 4.7% |
$140K - $151K
|
176K
$4.01M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.99K+ 3.91% |
$123K - $133K
|
186K
$4.21M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.97K+ 6.87% |
$123K - $133K
|
109K
$2.46M
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
6.83K+ 35.37% |
$121K - $131K
|
26.1K
$594K
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
6.82KNew |
$120K - $130K
|
6.82K
$155K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.72K+ 3.17% |
$119K - $128K
|
219K
$4.96M
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.58K+ 138.13% |
$116K - $126K
|
11.3K
$257K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.26K+ 6.87% |
$110K - $120K
|
97.4K
$2.21M
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.78K+ 7.13% |
$102K - $110K
|
86.9K
$1.97M
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.77K+ 34.0% |
$102K - $110K
|
22.7K
$517K
|