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 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
86+ 0.14% |
$1.52K - $1.64K
|
60.9K
$1.38M
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
84+ 17.11% |
$1.48K - $1.61K
|
575
$13.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
82+ 0.45% |
$1.45K - $1.57K
|
18.3K
$415K
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
65+ 0.35% |
$1.15K - $1.24K
|
18.7K
$425K
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
50+ 10.64% |
$882 - $956
|
520
$11.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
50New |
$882 - $956
|
50
$1.14K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
42+ 2.18% |
$741 - $803
|
1.97K
$44.9K
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
34+ 0.3% |
$600 - $650
|
11.4K
$260K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
29+ 2.65% |
$512 - $554
|
1.12K
$25.5K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
27+ 2.66% |
$477 - $516
|
1.04K
$23.7K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
26New |
$459 - $497
|
26
$591
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
20+ 0.09% |
$353 - $382
|
22.5K
$511K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
20New |
$353 - $382
|
20
$455
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
20+ 1.98% |
$353 - $382
|
1.03K
$23.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
16+ 2.64% |
$282 - $306
|
621
$14.1K
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
14+ 0.05% |
$247 - $268
|
26.1K
$594K
|
|
|
Aug 04, 2023
Q2 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
14+ 0.02% |
$247 - $268
|
59.6K
$1.35M
|
|
|
Jul 20, 2023
Q2 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
12+ 0.06% |
$212 - $229
|
20.5K
$466K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
12+ 0.03% |
$212 - $229
|
45.8K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
9+ 0.05% |
$159 - $172
|
16.4K
$373K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8+ 0.07% |
$141 - $153
|
12.3K
$279K
|
|
|
Jul 14, 2023
Q2 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
7+ 2.59% |
$124 - $134
|
277
$6.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
6+ 0.0% |
$106 - $115
|
155K
$3.53M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
5+ 1.06% |
$88.3 - $95.6
|
478
$10.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 4.17% |
$17.7 - $19.1
|
25
$569
|
|
|
Jul 27, 2023
Q2 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1Closed |
$17.7 - $19.1
|
0
$0
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-1Closed |
$17.7 - $19.1
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.84% |
$17.7 - $19.1
|
118
$2.68K
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2- 0.33% |
$35.3 - $38.2
|
608
$13.8K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-6- 60.0% |
$106 - $115
|
4
$91
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-25- 0.23% |
$441 - $478
|
10.9K
$248K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-50- 0.06% |
$882 - $956
|
81.8K
$1.86M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-50- 0.03% |
$882 - $956
|
168K
$3.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-50- 2.31% |
$882 - $956
|
2.11K
$48K
|
|
|
Jul 13, 2023
Q2 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-60- 0.19% |
$1.06K - $1.15K
|
31.3K
$713K
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-66- 0.1% |
$1.16K - $1.26K
|
67.1K
$1.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-75- 35.21% |
$1.32K - $1.43K
|
138
$3.14K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-100- 0.73% |
$1.76K - $1.91K
|
13.6K
$309K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-132- 0.18% |
$2.33K - $2.52K
|
73K
$1.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-150- 2.29% |
$2.65K - $2.87K
|
6.39K
$145K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-159- 1.19% |
$2.81K - $3.04K
|
13.2K
$301K
|
|
|
Aug 15, 2023
Q2 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-179- 0.5% |
$3.16K - $3.42K
|
35.4K
$806K
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-182- 0.68% |
$3.21K - $3.48K
|
26.7K
$607K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-186- 0.85% |
$3.28K - $3.55K
|
21.8K
$496K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-237- 1.46% |
$4.18K - $4.53K
|
15.9K
$363K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-300- 2.09% |
$5.3K - $5.73K
|
14K
$319K
|
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
SELL
|
- |
-303- 0.5% |
$5.35K - $5.79K
|
59.9K
$1.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-303- 1.26% |
$5.35K - $5.79K
|
23.7K
$540K
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-320- 2.56% |
$5.65K - $6.12K
|
12.2K
$276K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-321- 1.58% |
$5.67K - $6.13K
|
20K
$454K
|