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 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.92K+ 4.67% |
$36.1K - $37.9K
|
43K
$919K
|
|
Oct 25, 2023
Q3 2023
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
1.9K+ 2.31% |
$35.8K - $37.6K
|
83.9K
$1.79M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.83K+ 9.56% |
$34.6K - $36.3K
|
21K
$449K
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.8K+ 11.12% |
$33.9K - $35.7K
|
18K
$384K
|
|
Oct 26, 2023
Q3 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
1.79K+ 18.31% |
$33.8K - $35.5K
|
11.6K
$247K
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.75K+ 9.58% |
$33K - $34.7K
|
20K
$428K
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
1.69K+ 7.99% |
$31.8K - $33.4K
|
22.8K
$488K
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
1.69K+ 0.96% |
$31.8K - $33.4K
|
178K
$3.81M
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
1.63K+ 0.78% |
$30.6K - $32.2K
|
210K
$4.49M
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.62K+ 13.23% |
$30.6K - $32.2K
|
13.9K
$297K
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.61K+ 2.37% |
$30.4K - $31.9K
|
69.7K
$1.49M
|
|
Oct 23, 2023
Q3 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
1.61K+ 5.03% |
$30.3K - $31.9K
|
33.6K
$718K
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.57K+ 410.99% |
$29.6K - $31.1K
|
1.95K
$41.7K
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.55KNew |
$29.3K - $30.8K
|
1.55K
$33.2K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.53K+ 1.91% |
$28.8K - $30.3K
|
81.5K
$1.74M
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.44K+ 4.23% |
$27.2K - $28.6K
|
35.6K
$761K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.4K+ 5.61% |
$26.4K - $27.7K
|
26.3K
$563K
|
|
Oct 25, 2023
Q3 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.4K+ 2.49% |
$26.3K - $27.7K
|
57.4K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
1.39KNew |
$26.2K - $27.5K
|
1.39K
$29.7K
|
|
Oct 12, 2023
Q3 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
1.36K+ 2.44% |
$25.7K - $27K
|
57.1K
$1.22M
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 270.0% |
$25.5K - $26.7K
|
1.85K
$39.6K
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1.3KNew |
$24.5K - $25.8K
|
1.3K
$27.8K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.29K+ 0.6% |
$24.2K - $25.5K
|
216K
$4.62M
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.23K+ 4.11% |
$23.2K - $24.3K
|
31.1K
$666K
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.23K+ 5.16% |
$23.1K - $24.3K
|
25K
$534K
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.2K+ 8.78% |
$22.6K - $23.7K
|
14.8K
$317K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.17K+ 31.57% |
$22K - $23.1K
|
4.87K
$104K
|
|
Nov 08, 2023
Q3 2023
|
Payden & Rygel Investment Group
Los Angeles, CA |
BUY
|
- |
1.16KNew |
$21.9K - $23K
|
1.16K
$24.8K
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.12KNew |
$21.1K - $22.2K
|
1.12K
$23.9K
|
|
Nov 14, 2023
Q3 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
1.11K+ 2.04% |
$21K - $22K
|
55.5K
$1.19M
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.11K+ 14.24% |
$20.8K - $21.9K
|
8.87K
$190K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
1.09K+ 1.83% |
$20.5K - $21.6K
|
60.7K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.02K+ 2.29% |
$19.2K - $20.2K
|
45.6K
$974K
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
1KNew |
$18.9K - $19.8K
|
1K
$21.4K
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1KNew |
$18.9K - $19.8K
|
1K
$21.4K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
968+ 968.0% |
$18.3K - $19.2K
|
1.07K
$22.8K
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
966+ 4.18% |
$18.2K - $19.1K
|
24.1K
$514K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
959+ 1.87% |
$18.1K - $19K
|
52.1K
$1.11M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
955+ 5.9% |
$18K - $18.9K
|
17.1K
$367K
|
|
Nov 13, 2023
Q3 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
923+ 4.95% |
$17.4K - $18.3K
|
19.6K
$419K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
903New |
$17K - $17.9K
|
903
$19.3K
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
885+ 6.81% |
$16.7K - $17.5K
|
13.9K
$297K
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
854+ 0.14% |
$16.1K - $16.9K
|
615K
$13.2M
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
812+ 174.62% |
$15.3K - $16.1K
|
1.28K
$27.3K
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
755+ 4.74% |
$14.2K - $15K
|
16.7K
$357K
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
755+ 4.74% |
$14.2K - $15K
|
16.7K
$357K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
755+ 1.47% |
$14.2K - $15K
|
52.2K
$1.12M
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
752+ 0.5% |
$14.2K - $14.9K
|
150K
$3.21M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
744+ 5.62% |
$14K - $14.7K
|
14K
$299K
|
|
Nov 13, 2023
Q3 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
709+ 2.53% |
$13.4K - $14K
|
28.8K
$615K
|