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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
5.91K+ 1.71% |
$111K - $117K
|
352K
$7.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
5.9K+ 3.76% |
$111K - $117K
|
163K
$3.65M
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.64K+ 29.22% |
$106K - $112K
|
25K
$560K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5.58K+ 26.61% |
$105K - $110K
|
26.5K
$596K
|
|
|
Oct 16, 2023
Q3 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
5.44K+ 13.35% |
$103K - $108K
|
46.2K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.04K+ 6.67% |
$95.1K - $99.9K
|
80.7K
$1.81M
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
5K+ 11.21% |
$94.3K - $99.1K
|
49.6K
$1.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
4.91K+ 3.64% |
$92.6K - $97.3K
|
140K
$3.14M
|
|
|
Nov 09, 2023
Q3 2023
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
4.9K+ 0.72% |
$92.4K - $97K
|
685K
$15.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
4.89K+ 1.04% |
$92.2K - $96.9K
|
474K
$10.6M
|
|
|
Nov 22, 2023
Q3 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
4.88K+ 22.5% |
$92.1K - $96.7K
|
26.6K
$597K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.73K+ 25.6% |
$89.2K - $93.7K
|
23.2K
$521K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.64K+ 31.36% |
$87.5K - $91.9K
|
19.4K
$436K
|
|
|
Oct 19, 2023
Q3 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
4.3K+ 8.37% |
$81.2K - $85.2K
|
55.7K
$1.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.25K+ 2.81% |
$80.2K - $84.2K
|
156K
$3.49M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.11K+ 0.56% |
$77.5K - $81.4K
|
739K
$16.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.11K+ 4.73% |
$77.5K - $81.4K
|
91K
$2.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
4K+ 27.97% |
$75.4K - $79.2K
|
18.3K
$411K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.93K+ 8.21% |
$74.2K - $77.9K
|
51.8K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.5K+ 108.83% |
$66K - $69.3K
|
6.72K
$151K
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.34K+ 1.92% |
$63K - $66.2K
|
178K
$3.99M
|
|
|
Jan 25, 2024
Q3 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
3.24K+ 4.61% |
$61.2K - $64.3K
|
73.6K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3.24K+ 6.48% |
$61.2K - $64.2K
|
53.3K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
3.09K+ 4.85% |
$58.3K - $61.2K
|
66.8K
$1.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.08K+ 2.26% |
$58.1K - $61K
|
139K
$3.13M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.95K+ 6.44% |
$55.7K - $58.5K
|
48.8K
$1.09M
|
|
|
Jan 24, 2024
Q3 2023
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
2.88K+ 14.75% |
$54.4K - $57.1K
|
22.4K
$504K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.84K+ 0.57% |
$53.6K - $56.3K
|
504K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
2.83K+ 14.78% |
$53.4K - $56.1K
|
22K
$494K
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.75K+ 10.67% |
$51.8K - $54.4K
|
28.5K
$640K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.71K+ 7.01% |
$51.1K - $53.7K
|
41.4K
$929K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
BUY
|
- |
2.6KNew |
$49K - $51.5K
|
2.6K
$58.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.57K+ 1.82% |
$48.4K - $50.8K
|
143K
$3.22M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.55K+ 13.62% |
$48K - $50.4K
|
21.2K
$477K
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.54K+ 1.92% |
$48K - $50.4K
|
135K
$3.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2.54K+ 2.31% |
$47.8K - $50.3K
|
112K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.54K+ 112.86% |
$47.8K - $50.3K
|
4.79K
$107K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2.52K+ 20.51% |
$47.6K - $50K
|
14.8K
$333K
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.49K+ 1.74% |
$46.9K - $49.3K
|
145K
$3.26M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
2.41K+ 6.11% |
$45.4K - $47.7K
|
41.8K
$938K
|
|
|
Nov 06, 2023
Q3 2023
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.38K+ 1.48% |
$44.9K - $47.2K
|
163K
$3.66M
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
2.37K+ 2.5% |
$44.8K - $47K
|
97.3K
$2.18M
|
|
|
Oct 20, 2023
Q3 2023
|
My Legacy Advisors, LLC
|
BUY
|
- |
2.34K+ 4.32% |
$44.1K - $46.4K
|
56.5K
$1.27M
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
2.24K+ 7.28% |
$42.2K - $44.3K
|
33K
$741K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.24K+ 526.35% |
$42.2K - $44.3K
|
2.66K
$59.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.23K+ 17.73% |
$42K - $44.2K
|
14.8K
$332K
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
2.16K+ 4.46% |
$40.8K - $42.8K
|
50.6K
$1.14M
|
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
2.16K+ 6.15% |
$40.7K - $42.7K
|
37.3K
$837K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
2.11K+ 8.89% |
$39.9K - $41.9K
|
25.9K
$581K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.05K+ 11.88% |
$38.7K - $40.6K
|
19.3K
$434K
|