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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
10.1KNew |
$188K - $204K
|
10.1K
$232K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfmg, LLC
|
BUY
|
- |
10.1K+ 2.6% |
$188K - $204K
|
398K
$9.14M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
10KNew |
$187K - $203K
|
10K
$230K
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
10KNew |
$187K - $202K
|
10K
$230K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
9.99KNew |
$186K - $202K
|
9.99K
$229K
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
9.42KNew |
$176K - $190K
|
9.42K
$216K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
8.69K+ 9.64% |
$162K - $176K
|
98.8K
$2.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
8.61KNew |
$161K - $174K
|
8.61K
$198K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.5K+ 6.99% |
$159K - $172K
|
130K
$2.99M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.26K+ 33.7% |
$154K - $167K
|
32.8K
$752K
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
8.23K+ 30.01% |
$153K - $166K
|
35.6K
$818K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.11K+ 26.35% |
$151K - $164K
|
38.9K
$893K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.03KNew |
$150K - $162K
|
8.03K
$184K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.93K+ 165.68% |
$148K - $160K
|
12.7K
$292K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.7K+ 3.62% |
$144K - $156K
|
221K
$5.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
7.19K+ 0.56% |
$134K - $145K
|
1.3M
$29.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
BUY
|
- |
6.99K+ 1.47% |
$130K - $141K
|
481K
$11M
|
|
|
Feb 14, 2024
Q4 2023
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
6.82KNew |
$127K - $138K
|
6.82K
$157K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6.69KNew |
$125K - $135K
|
6.69K
$154K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
6.59K+ 26.42% |
$123K - $133K
|
31.5K
$724K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
6.36K+ 12.39% |
$119K - $129K
|
57.7K
$1.33M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
6.3K+ 12.45% |
$118K - $127K
|
56.9K
$1.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
6.29K+ 11.81% |
$117K - $127K
|
59.5K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
6.19K+ 614.8% |
$116K - $125K
|
7.2K
$165K
|
|
|
Jan 19, 2024
Q4 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
6.18K+ 2.94% |
$115K - $125K
|
216K
$4.96M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6.16KNew |
$115K - $125K
|
6.16K
$141K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
6.16K+ 4.4% |
$115K - $124K
|
146K
$3.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Bruni J V & CO
|
BUY
|
- |
6K+ 0.43% |
$112K - $121K
|
1.4M
$32.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.98K+ 306.45% |
$112K - $121K
|
7.93K
$182K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
5.91K+ 9.01% |
$110K - $119K
|
71.5K
$1.64M
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.78K+ 18.29% |
$108K - $117K
|
37.4K
$859K
|
|
|
Jan 18, 2024
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.76K+ 10.43% |
$108K - $116K
|
61K
$1.4M
|
|
|
Feb 11, 2025
Q4 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.76K+ 10.43% |
$108K - $116K
|
61K
$1.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
5.72K+ 16.28% |
$107K - $116K
|
40.9K
$938K
|
|
|
Jan 30, 2024
Q4 2023
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
BUY
|
- |
5.62K+ 10.08% |
$105K - $113K
|
61.3K
$1.41M
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
5.55K+ 10.54% |
$104K - $112K
|
58.2K
$1.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
5.41K+ 6.9% |
$101K - $109K
|
83.9K
$1.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.36K+ 24.36% |
$100K - $108K
|
27.4K
$628K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4.92KNew |
$91.9K - $99.5K
|
4.92K
$113K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
4.76K+ 11.51% |
$88.9K - $96.2K
|
46.1K
$1.06M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
4.68K+ 8.8% |
$87.2K - $94.5K
|
57.8K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.52K+ 1.24% |
$84.3K - $91.3K
|
368K
$8.46M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
4.5K+ 50.69% |
$83.9K - $90.8K
|
13.4K
$307K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.45KNew |
$83K - $89.9K
|
4.45K
$102K
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
4.45K+ 23.09% |
$83K - $89.9K
|
23.7K
$545K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4.03K+ 4795.24% |
$75.2K - $81.4K
|
4.11K
$94.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
BUY
|
- |
3.97K+ 15.53% |
$74.1K - $80.3K
|
29.6K
$679K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
3.93K+ 11.91% |
$73.3K - $79.4K
|
36.9K
$848K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.88K+ 4.25% |
$72.4K - $78.4K
|
95.2K
$2.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
3.86K+ 5.22% |
$71.9K - $77.9K
|
77.6K
$1.78M
|