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 |
---|---|---|---|---|---|---|---|
Jan 24, 2024
Q2 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
663+ 3.51% |
$11.7K - $12.7K
|
19.6K
$444K
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
654+ 2.24% |
$11.5K - $12.5K
|
29.9K
$679K
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
653+ 1.84% |
$11.5K - $12.5K
|
36.2K
$822K
|
|
Feb 11, 2025
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
636+ 1.17% |
$11.2K - $12.2K
|
55K
$1.25M
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
636+ 1.17% |
$11.2K - $12.2K
|
55K
$1.25M
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
582+ 6.62% |
$10.3K - $11.1K
|
9.37K
$213K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
574+ 5.63% |
$10.1K - $11K
|
10.8K
$245K
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
569+ 2.54% |
$10K - $10.9K
|
23K
$522K
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
538+ 3.44% |
$9.5K - $10.3K
|
16.2K
$367K
|
|
Jul 20, 2023
Q2 2023
|
Demars Financial Group, LLC
|
BUY
|
- |
521+ 0.45% |
$9.2K - $9.96K
|
115K
$2.62M
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
500New |
$8.83K - $9.56K
|
500
$11.4K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
500New |
$8.83K - $9.56K
|
500
$11.4K
|
|
Aug 14, 2023
Q2 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
481New |
$8.49K - $9.19K
|
481
$10.9K
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
462New |
$8.15K - $8.83K
|
462
$10.5K
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
451+ 2.53% |
$7.96K - $8.62K
|
18.3K
$415K
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
450+ 6.13% |
$7.94K - $8.6K
|
7.79K
$177K
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
439+ 1.9% |
$7.75K - $8.39K
|
23.6K
$535K
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
425New |
$7.5K - $8.12K
|
425
$9.65K
|
|
Jul 20, 2023
Q2 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
420+ 0.81% |
$7.41K - $8.03K
|
52.5K
$1.19M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
404+ 8.45% |
$7.13K - $7.72K
|
5.18K
$118K
|
|
Aug 14, 2023
Q2 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
375+ 3.2% |
$6.62K - $7.17K
|
12.1K
$275K
|
|
Aug 11, 2023
Q2 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
372+ 0.39% |
$6.57K - $7.11K
|
94.7K
$2.15M
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
345+ 1.43% |
$6.09K - $6.59K
|
24.4K
$554K
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
325+ 1.06% |
$5.74K - $6.21K
|
30.9K
$701K
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
314New |
$5.54K - $6K
|
314
$7.13K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
301+ 1.7% |
$5.31K - $5.75K
|
18K
$409K
|
|
Jul 18, 2023
Q2 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
300+ 1.48% |
$5.3K - $5.73K
|
20.6K
$468K
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
295+ 0.67% |
$5.21K - $5.64K
|
44.3K
$1.01M
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
272+ 0.75% |
$4.8K - $5.2K
|
36.5K
$830K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
263+ 1.69% |
$4.64K - $5.03K
|
15.9K
$360K
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
249+ 0.77% |
$4.39K - $4.76K
|
32.7K
$743K
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
208+ 1.99% |
$3.67K - $3.97K
|
10.7K
$242K
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
200New |
$3.53K - $3.82K
|
200
$4.54K
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
187+ 1.08% |
$3.3K - $3.57K
|
17.6K
$399K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
174+ 0.64% |
$3.07K - $3.33K
|
27.5K
$624K
|
|
Aug 08, 2023
Q2 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
158+ 1.64% |
$2.79K - $3.02K
|
9.78K
$222K
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
147+ 0.15% |
$2.59K - $2.81K
|
98.5K
$2.24M
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
140New |
$2.47K - $2.68K
|
140
$3.18K
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
128+ 0.18% |
$2.26K - $2.45K
|
70.6K
$1.6M
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
125+ 1.18% |
$2.21K - $2.39K
|
10.7K
$243K
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
120+ 0.35% |
$2.12K - $2.29K
|
34.9K
$791K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
120+ 0.93% |
$2.12K - $2.29K
|
13K
$295K
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
111+ 88.8% |
$1.96K - $2.12K
|
236
$5.36K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
107+ 1.08% |
$1.89K - $2.04K
|
10K
$227K
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
100+ 0.78% |
$1.76K - $1.91K
|
13K
$294K
|
|
Aug 07, 2023
Q2 2023
|
Orion Capital Management LLC
|
BUY
|
- |
100+ 0.75% |
$1.76K - $1.91K
|
13.5K
$307K
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
100+ 1.62% |
$1.76K - $1.91K
|
6.26K
$142K
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
100+ 0.53% |
$1.76K - $1.91K
|
19K
$430K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
96New |
$1.69K - $1.83K
|
96
$2.18K
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
90+ 0.79% |
$1.59K - $1.72K
|
11.5K
$261K
|