Purchases and Sales Made in Q4 2023 in Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-2.16K- 13.71% |
$40.4K - $43.7K
|
13.6K
$313K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.2K- 2.13% |
$41.1K - $44.5K
|
101K
$2.32M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.2K- 0.26% |
$41.1K - $44.5K
|
849K
$19.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.23K- 2.58% |
$41.7K - $45.1K
|
84.4K
$1.94M
|
|
|
Feb 14, 2024
Q4 2023
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-2.27K- 0.28% |
$42.4K - $45.9K
|
811K
$18.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.32K- 16.49% |
$43.3K - $46.9K
|
11.7K
$270K
|
|
|
Jan 10, 2024
Q4 2023
|
Baugh & Associates, LLC
|
SELL
|
- |
-2.37K- 1.01% |
$44.2K - $47.9K
|
232K
$5.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.47K- 1.93% |
$46K - $49.9K
|
125K
$2.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-2.62K- 3.28% |
$48.9K - $53K
|
77.4K
$1.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-2.77K- 10.82% |
$51.7K - $56K
|
22.8K
$525K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.82K- 12.51% |
$52.5K - $56.9K
|
19.7K
$452K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.89K- 13.24% |
$53.9K - $58.3K
|
18.9K
$435K
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.89K- 14.95% |
$53.9K - $58.4K
|
16.4K
$377K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.89K- 14.95% |
$53.9K - $58.4K
|
16.4K
$377K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.89K- 3.71% |
$54K - $58.4K
|
75.1K
$1.72M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.96K- 15.37% |
$55.3K - $59.9K
|
16.3K
$375K
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.99K- 8.47% |
$55.9K - $60.5K
|
32.3K
$742K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.07K- 11.59% |
$57.3K - $62.1K
|
23.4K
$538K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-3.26K- 1.14% |
$60.7K - $65.8K
|
283K
$6.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-3.27K- 8.94% |
$60.9K - $66K
|
33.2K
$763K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-3.28K- 4.38% |
$61.2K - $66.3K
|
71.7K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-3.32KClosed |
$62K - $67.1K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
S&T Bank
Indiana, PA |
SELL
|
- |
-3.38K- 1.59% |
$63K - $68.2K
|
209K
$4.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.74K- 7.18% |
$69.9K - $75.7K
|
48.4K
$1.11M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-3.86K- 5.55% |
$72K - $78K
|
65.7K
$1.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-4.21K- 11.83% |
$78.6K - $85.2K
|
31.4K
$721K
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
SELL
|
- |
-4.22K- 0.69% |
$78.7K - $85.2K
|
609K
$14M
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-4.35K- 1.72% |
$81.2K - $87.9K
|
248K
$5.69M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.47K- 4.91% |
$83.5K - $90.4K
|
86.5K
$1.99M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.63K- 2.74% |
$86.4K - $93.6K
|
165K
$3.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.67K- 19.18% |
$87.1K - $94.3K
|
19.7K
$451K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-4.71K- 18.23% |
$87.9K - $95.2K
|
21.1K
$485K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-4.8K- 19.02% |
$89.6K - $97K
|
20.4K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-4.85K- 10.82% |
$90.5K - $98.1K
|
40K
$919K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-4.91K- 18.26% |
$91.6K - $99.2K
|
22K
$504K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-4.97K- 1.99% |
$92.7K - $100K
|
244K
$5.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-5.12K- 11.99% |
$95.5K - $103K
|
37.6K
$863K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-5.12K- 13.46% |
$95.6K - $104K
|
32.9K
$756K
|
|
|
Feb 14, 2024
Q4 2023
|
Pro Share Advisors LLC
|
SELL
|
- |
-5.29K- 12.32% |
$98.7K - $107K
|
37.7K
$865K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-5.49K- 11.73% |
$102K - $111K
|
41.3K
$948K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.84K- 9.03% |
$109K - $118K
|
58.8K
$1.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-5.97K- 2.38% |
$111K - $121K
|
244K
$5.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-5.99K- 0.87% |
$112K - $121K
|
679K
$15.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-6.22K- 5.32% |
$116K - $126K
|
111K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenwich Investment Management, Inc.
Stamford, CT |
SELL
|
- |
-6.25K- 1.49% |
$117K - $126K
|
413K
$9.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-6.47K- 6.95% |
$121K - $131K
|
86.6K
$1.99M
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-6.5K- 25.49% |
$121K - $131K
|
19K
$436K
|
|
|
Feb 13, 2024
Q4 2023
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-6.55K- 34.03% |
$122K - $132K
|
12.7K
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-6.78K- 16.41% |
$127K - $137K
|
34.5K
$793K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-7.05K- 13.52% |
$132K - $142K
|
45.1K
$1.04M
|