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 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.81K+ 13.1% |
$31.9K - $34.6K
|
15.6K
$355K
|
|
|
Jul 24, 2023
Q2 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
1.8K+ 7.5% |
$31.8K - $34.4K
|
25.8K
$587K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
1.78K+ 2.12% |
$31.5K - $34.1K
|
85.9K
$1.95M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.77KNew |
$31.3K - $33.9K
|
1.77K
$40.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.75K+ 4.02% |
$30.9K - $33.5K
|
45.3K
$1.03M
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.73K+ 172.87% |
$30.5K - $33K
|
2.73K
$62K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
1.72K+ 0.59% |
$30.3K - $32.8K
|
293K
$6.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.63K+ 2.95% |
$28.8K - $31.1K
|
56.8K
$1.29M
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 3.08% |
$27.9K - $30.3K
|
52.9K
$1.2M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.57K+ 1.16% |
$27.7K - $29.9K
|
136K
$3.1M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
1.55K+ 2.49% |
$27.4K - $29.6K
|
63.8K
$1.45M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.54K+ 4.15% |
$27.2K - $29.4K
|
38.7K
$879K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.51K+ 8.45% |
$26.6K - $28.8K
|
19.3K
$439K
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.48K+ 6.86% |
$26.2K - $28.3K
|
23.1K
$525K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.44K+ 5.99% |
$25.3K - $27.4K
|
25.4K
$577K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.44K+ 5.99% |
$25.3K - $27.4K
|
25.4K
$577K
|
|
|
Aug 14, 2023
Q2 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
1.43KNew |
$25.2K - $27.3K
|
1.43K
$32.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.35K+ 2.54% |
$23.8K - $25.8K
|
54.3K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advantage, Inc.
|
BUY
|
- |
1.31K+ 1.0% |
$23.2K - $25.1K
|
133K
$3.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
1.31K+ 2.41% |
$23.1K - $25.1K
|
55.8K
$1.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.28K+ 0.16% |
$22.5K - $24.4K
|
809K
$18.4M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 20.83% |
$22.2K - $24K
|
7.29K
$166K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.26K+ 20.83% |
$22.2K - $24K
|
7.29K
$166K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 15.14% |
$22K - $23.8K
|
9.48K
$215K
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.21K+ 3.02% |
$21.4K - $23.2K
|
41.4K
$941K
|
|
|
Aug 10, 2023
Q2 2023
|
Pro Share Advisors LLC
|
BUY
|
- |
1.18K+ 2.41% |
$20.8K - $22.6K
|
50.1K
$1.14M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.16KNew |
$20.5K - $22.2K
|
1.16K
$26.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
1.15K+ 2.76% |
$20.4K - $22K
|
42.9K
$977K
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.13K+ 1.33% |
$20K - $21.6K
|
86.4K
$1.96M
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
1.1K+ 10000.0% |
$19.4K - $21K
|
1.11K
$25.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
1.09K+ 0.78% |
$19.2K - $20.8K
|
141K
$3.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.09K+ 4.6% |
$19.2K - $20.8K
|
24.7K
$561K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
1.06K+ 7.01% |
$18.7K - $20.3K
|
16.2K
$368K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.05K+ 7.92% |
$18.5K - $20.1K
|
14.3K
$325K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.05K+ 7.6% |
$18.4K - $20K
|
14.8K
$336K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
1.02K+ 5.57% |
$18K - $19.5K
|
19.3K
$440K
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
956New |
$16.9K - $18.3K
|
956
$21.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
931+ 2.72% |
$16.4K - $17.8K
|
35.1K
$798K
|
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
920+ 2.79% |
$16.2K - $17.6K
|
33.9K
$772K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
BUY
|
- |
888+ 0.19% |
$15.7K - $17K
|
473K
$10.8M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
843+ 168.6% |
$14.9K - $16.1K
|
1.34K
$30.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
827+ 4.68% |
$14.6K - $15.8K
|
18.5K
$420K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
766+ 1.52% |
$13.5K - $14.6K
|
51.2K
$1.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
745+ 1.4% |
$13.1K - $14.2K
|
54.1K
$1.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
730+ 4.97% |
$12.9K - $14K
|
15.4K
$350K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
727+ 3.51% |
$12.8K - $13.9K
|
21.5K
$488K
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
713+ 2.61% |
$12.6K - $13.6K
|
28.1K
$638K
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
701+ 0.34% |
$12.4K - $13.4K
|
208K
$4.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
700+ 3.91% |
$12.4K - $13.4K
|
18.6K
$423K
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
BUY
|
- |
668+ 0.53% |
$11.8K - $12.8K
|
127K
$2.89M
|