Purchases and Sales Made in Q3 2023 in Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
13.6K+ 3.83% |
$257K - $270K
|
369K
$8.47M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
13.6K+ 26.53% |
$256K - $269K
|
64.8K
$1.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
13.4K+ 72.67% |
$252K - $265K
|
31.8K
$730K
|
|
|
Nov 13, 2023
Q3 2023
|
Partners Group Holding Ag
Baar Zug, V8 |
BUY
|
- |
13.2K+ 2.33% |
$249K - $262K
|
580K
$13.3M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
13.1K+ 33.1% |
$247K - $260K
|
52.7K
$1.21M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
13.1KNew |
$246K - $259K
|
13.1K
$300K
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
12.9K+ 55.38% |
$244K - $256K
|
36.3K
$834K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
12.8KNew |
$242K - $254K
|
12.8K
$295K
|
|
|
Nov 13, 2023
Q3 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
12.8K+ 105.91% |
$242K - $254K
|
24.9K
$572K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
12.8K+ 3.4% |
$241K - $253K
|
388K
$8.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
12.6K+ 5.03% |
$238K - $250K
|
264K
$6.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
12.5KNew |
$236K - $248K
|
12.5K
$287K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12.2K+ 85.72% |
$231K - $243K
|
26.5K
$609K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
BUY
|
- |
12.2K+ 18.35% |
$229K - $241K
|
78.4K
$1.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.8K+ 95.85% |
$222K - $233K
|
24K
$551K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
11.6KNew |
$218K - $229K
|
11.6K
$265K
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.4KNew |
$215K - $226K
|
11.4K
$262K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
11.1K+ 96.58% |
$210K - $220K
|
22.6K
$519K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
11K+ 7.03% |
$208K - $219K
|
168K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
11K+ 8.01% |
$207K - $218K
|
148K
$3.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
10.9KNew |
$206K - $217K
|
10.9K
$251K
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
10.8K+ 425.51% |
$204K - $214K
|
13.3K
$306K
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
10.5KNew |
$197K - $207K
|
10.5K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
10.4K+ 5.62% |
$197K - $206K
|
196K
$4.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
10.3KNew |
$194K - $204K
|
10.3K
$237K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
10.3KNew |
$194K - $203K
|
10.3K
$236K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
10.2KNew |
$193K - $203K
|
10.2K
$235K
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
10.2KNew |
$191K - $201K
|
10.2K
$233K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
10.1KNew |
$191K - $201K
|
10.1K
$232K
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
10.1KNew |
$190K - $199K
|
10.1K
$231K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.8K+ 4.79% |
$185K - $194K
|
214K
$4.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
9.46K+ 92.92% |
$178K - $187K
|
19.6K
$451K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
9.11K+ 55.31% |
$172K - $180K
|
25.6K
$587K
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
9.06K+ 11.17% |
$171K - $179K
|
90.1K
$2.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.68K+ 3.97% |
$164K - $172K
|
227K
$5.22M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
8.35K+ 2.95% |
$158K - $165K
|
292K
$6.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.33K+ 7.67% |
$157K - $165K
|
117K
$2.68M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
8.15K+ 16.31% |
$154K - $161K
|
58.1K
$1.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
8KNew |
$151K - $158K
|
8K
$184K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.99K+ 14.02% |
$151K - $158K
|
65K
$1.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
7.99K+ 12.14% |
$151K - $158K
|
73.8K
$1.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7.84K+ 44.42% |
$148K - $155K
|
25.5K
$585K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
7.55K+ 16.56% |
$142K - $150K
|
53.1K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7.44K+ 8.93% |
$140K - $147K
|
90.8K
$2.08M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.16K+ 4.28% |
$135K - $142K
|
175K
$4.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
6.9K+ 22.15% |
$130K - $137K
|
38.1K
$874K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
6.76K+ 13.78% |
$128K - $134K
|
55.8K
$1.28M
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
6.63KNew |
$125K - $131K
|
6.63K
$152K
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.6K+ 35.11% |
$125K - $131K
|
25.4K
$583K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.49K+ 58.94% |
$122K - $128K
|
17.5K
$402K
|