Purchases and Sales Made in Q2 2024 in Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC) during Q2 2024. 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 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
143+ 0.96% |
$2.89K - $3.09K
|
15K
$345K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
140+ 4.19% |
$2.83K - $3.02K
|
3.48K
$79.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
131New |
$2.65K - $2.83K
|
131
$3.01K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
130+ 0.62% |
$2.63K - $2.81K
|
20.9K
$481K
|
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
122+ 0.41% |
$2.47K - $2.63K
|
29.5K
$678K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
117New |
$2.37K - $2.52K
|
117
$2.69K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
117New |
$2.37K - $2.52K
|
117
$2.69K
|
|
|
Aug 23, 2024
Q2 2024
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
101+ 0.11% |
$2.04K - $2.18K
|
89.2K
$2.05M
|
|
|
Jul 14, 2025
Q2 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
100New |
$2.02K - $2.16K
|
100
$2.3K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
98+ 0.97% |
$1.98K - $2.11K
|
10.2K
$235K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
81+ 6.42% |
$1.64K - $1.75K
|
1.34K
$30.8K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
79+ 0.28% |
$1.6K - $1.7K
|
28.1K
$644K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
72+ 1.35% |
$1.46K - $1.55K
|
5.42K
$124K
|
|
|
Aug 14, 2024
Q2 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
63+ 1.4% |
$1.28K - $1.36K
|
4.56K
$105K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
57+ 4.72% |
$1.15K - $1.23K
|
1.26K
$29K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
56+ 0.46% |
$1.13K - $1.21K
|
12.1K
$279K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
55+ 4.69% |
$1.11K - $1.19K
|
1.23K
$28.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Point72 (Difc) LTD
Dubai, C0 |
BUY
|
- |
54New |
$1.09K - $1.17K
|
54
$1.24K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
53+ 4.72% |
$1.07K - $1.14K
|
1.18K
$27K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
52+ 0.12% |
$1.05K - $1.12K
|
42K
$965K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
50+ 0.28% |
$1.01K - $1.08K
|
17.9K
$412K
|
|
|
Jul 12, 2024
Q2 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
50+ 0.08% |
$1.01K - $1.08K
|
63.1K
$1.45M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
50+ 2.05% |
$1.01K - $1.08K
|
2.48K
$57K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
50New |
$1.01K - $1.08K
|
50
$1.15K
|
|
|
Aug 09, 2024
Q2 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
50+ 0.26% |
$1.01K - $1.08K
|
19.4K
$446K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
26+ 0.06% |
$526 - $561
|
40.7K
$934K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
25+ 0.59% |
$506 - $540
|
4.28K
$98.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
25+ 0.53% |
$506 - $540
|
4.78K
$110K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
16New |
$324 - $345
|
16
$367
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
13+ 1.16% |
$263 - $281
|
1.14K
$26.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
13+ 0.11% |
$263 - $281
|
11.6K
$266K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
10New |
$202 - $216
|
10
$230
|
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
9+ 7.14% |
$182 - $194
|
135
$3.1K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 0.63% |
$182 - $194
|
1.44K
$33.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7+ 2.68% |
$142 - $151
|
268
$6.15K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6+ 0.03% |
$121 - $129
|
22.3K
$513K
|
|
|
Jul 26, 2024
Q2 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
6+ 2.01% |
$121 - $129
|
304
$6.98K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
3+ 2.26% |
$60.7 - $64.7
|
136
$3.12K
|
|
|
Jul 30, 2024
Q2 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
2+ 0.01% |
$40.5 - $43.2
|
19.9K
$456K
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.1% |
$20.2 - $21.6
|
1K
$23.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
1+ 3.85% |
$20.2 - $21.6
|
27
$620
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-5- 0.08% |
$101 - $108
|
6.44K
$148K
|
|
|
Aug 13, 2024
Q2 2024
|
Palogic Value Management, L.P.
Dallas, TX |
SELL
|
- |
-21- 0.02% |
$425 - $453
|
96.5K
$2.22M
|
|
|
Jul 24, 2024
Q2 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-24- 2.4% |
$486 - $518
|
976
$22.4K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-29- 0.05% |
$587 - $626
|
59.8K
$1.37M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-29- 0.17% |
$587 - $626
|
17.3K
$396K
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-29- 0.26% |
$587 - $626
|
11.1K
$255K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
SELL
|
- |
-31- 4.21% |
$627 - $669
|
706
$16.2K
|