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 10, 2023
Q3 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
116+ 0.7% |
$2.19K - $2.3K
|
16.7K
$357K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
100+ 16.67% |
$1.89K - $1.98K
|
700
$15K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
100+ 0.96% |
$1.89K - $1.98K
|
10.5K
$225K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
90New |
$1.7K - $1.78K
|
90
$1.92K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
88+ 0.85% |
$1.66K - $1.74K
|
10.4K
$223K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
64+ 0.21% |
$1.21K - $1.27K
|
30.3K
$648K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
54+ 1.04% |
$1.02K - $1.07K
|
5.24K
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
53+ 0.83% |
$1K - $1.05K
|
6.45K
$138K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
47New |
$886 - $931
|
47
$1K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28+ 2.5% |
$528 - $555
|
1.15K
$24.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
26+ 2.49% |
$490 - $515
|
1.07K
$22.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
24+ 0.21% |
$453 - $475
|
11.4K
$245K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
20+ 1.94% |
$377 - $396
|
1.05K
$22.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
13+ 2.6% |
$245 - $258
|
513
$11K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
13+ 0.28% |
$245 - $258
|
4.73K
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
6+ 0.0% |
$113 - $119
|
155K
$3.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
4+ 1.23% |
$75.4 - $79.2
|
330
$7.06K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
3+ 2.14% |
$56.6 - $59.4
|
143
$3.06K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
1+ 5.0% |
$18.9 - $19.8
|
21
$449
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-1- 0.85% |
$18.9 - $19.8
|
117
$2.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-1- -0.0% |
$18.9 - $19.8
|
452K
$9.67M
|
|
|
Oct 30, 2023
Q3 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-3- -0.0% |
$56.6 - $59.4
|
66.5K
$1.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-6- 0.06% |
$113 - $119
|
10.3K
$220K
|
|
|
Nov 08, 2023
Q3 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-8- 0.02% |
$151 - $158
|
52.9K
$1.13M
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-24- 0.09% |
$453 - $475
|
25.8K
$553K
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-25Closed |
$472 - $495
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-44- 0.03% |
$830 - $872
|
137K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-50- 0.28% |
$943 - $990
|
18K
$384K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-65- 0.15% |
$1.23K - $1.29K
|
42.7K
$913K
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
SELL
|
- |
-66- 0.46% |
$1.24K - $1.31K
|
14.3K
$305K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-66- 0.29% |
$1.24K - $1.31K
|
22.5K
$481K
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-100- 1.6% |
$1.89K - $1.98K
|
6.16K
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-100- 0.44% |
$1.89K - $1.98K
|
22.6K
$483K
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-110- 0.31% |
$2.07K - $2.18K
|
35.3K
$755K
|
|
|
Nov 08, 2023
Q3 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
SELL
|
- |
-150- 0.58% |
$2.83K - $2.97K
|
25.7K
$548K
|
|
|
Nov 02, 2023
Q3 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-172- 0.55% |
$3.24K - $3.41K
|
31.2K
$666K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-173- 1.62% |
$3.26K - $3.43K
|
10.5K
$224K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-174- 0.7% |
$3.28K - $3.45K
|
24.5K
$524K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-200- 0.79% |
$3.77K - $3.96K
|
25.2K
$539K
|
|
|
Nov 06, 2023
Q3 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-207- 0.11% |
$3.9K - $4.1K
|
183K
$3.9M
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-224- 0.69% |
$4.22K - $4.44K
|
32.5K
$694K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-225- 0.37% |
$4.24K - $4.46K
|
60.4K
$1.29M
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-243- 12.32% |
$4.58K - $4.81K
|
1.73K
$37K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-250- 1.32% |
$4.72K - $4.95K
|
18.7K
$400K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-251- 1.19% |
$4.73K - $4.97K
|
20.8K
$446K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-277- 0.72% |
$5.22K - $5.49K
|
38K
$812K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-290- 5.79% |
$5.47K - $5.74K
|
4.72K
$101K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-321- 69.48% |
$6.05K - $6.36K
|
141
$3.01K
|