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 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
3.72K+ 2.09% |
$69.5K - $75.3K
|
182K
$4.17M
|
|
|
May 20, 2024
Q4 2023
|
Delphi Management Inc /Ma/
Boston, MA |
BUY
|
- |
3.71K+ 5.04% |
$69.2K - $75K
|
77.3K
$1.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.7K+ 55.09% |
$69K - $74.8K
|
10.4K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
3.65K+ 9.61% |
$68.1K - $73.8K
|
41.6K
$955K
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
3.27KNew |
$61.1K - $66.1K
|
3.27K
$75.1K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
3.26K+ 6.9% |
$60.9K - $65.9K
|
50.5K
$1.16M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
3.25K+ 5.03% |
$60.6K - $65.7K
|
67.9K
$1.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.22K+ 3.99% |
$60K - $65K
|
83.9K
$1.93M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3.12K+ 8.21% |
$58.2K - $63K
|
41.1K
$944K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
3.06K+ 1.72% |
$57.1K - $61.8K
|
181K
$4.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
3K+ 14.94% |
$56K - $60.6K
|
23.1K
$530K
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
2.95K+ 17.12% |
$55K - $59.6K
|
20.2K
$463K
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.78K+ 8.79% |
$51.8K - $56.1K
|
34.4K
$789K
|
|
|
Jan 25, 2024
Q4 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.73K+ 1.13% |
$50.9K - $55.2K
|
244K
$5.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.68KNew |
$50K - $54.2K
|
2.68K
$61.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.67K+ 26.07% |
$49.8K - $54K
|
12.9K
$297K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.66K+ 4.33% |
$49.6K - $53.7K
|
64.1K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.63K+ 0.9% |
$49.1K - $53.2K
|
294K
$6.76M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
2.53KNew |
$47.2K - $51.1K
|
2.53K
$58.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.48K+ 23.65% |
$46.2K - $50K
|
12.9K
$297K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.45K+ 3.52% |
$45.8K - $49.6K
|
72.2K
$1.66M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
2.42K+ 4.89% |
$45.1K - $48.8K
|
51.8K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.36K+ 1.92% |
$44K - $47.7K
|
125K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
2.35KNew |
$43.8K - $47.5K
|
2.35K
$53.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
2.29K+ 11.68% |
$42.7K - $46.2K
|
21.9K
$502K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.23K+ 1.6% |
$41.6K - $45.1K
|
142K
$3.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.23K+ 4.57% |
$41.6K - $45K
|
51K
$1.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
2.21K+ 4.83% |
$41.1K - $44.6K
|
47.9K
$1.1M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.19K+ 208.37% |
$40.9K - $44.3K
|
3.24K
$74.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.19K+ 2.73% |
$40.8K - $44.2K
|
82.2K
$1.89M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.15K+ 8.47% |
$40.2K - $43.5K
|
27.6K
$633K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.12K+ 15.17% |
$39.6K - $42.9K
|
16.1K
$370K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.12K+ 1.46% |
$39.5K - $42.7K
|
147K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
2.08KNew |
$38.8K - $42K
|
2.08K
$47.8K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.05K+ 1.76% |
$38.3K - $41.5K
|
119K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
2.03K+ 3.68% |
$37.9K - $41K
|
57.2K
$1.31M
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
2K+ 6.18% |
$37.3K - $40.4K
|
34.4K
$789K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
2KNew |
$37.3K - $40.4K
|
2K
$45.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
1.99K+ 451.93% |
$37.2K - $40.3K
|
2.43K
$55.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.95K+ 1.32% |
$36.3K - $39.4K
|
150K
$3.44M
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.93K+ 3.34% |
$36.1K - $39.1K
|
59.9K
$1.37M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
1.86K+ 3.29% |
$34.7K - $37.5K
|
58.2K
$1.34M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
1.85K+ 6.18% |
$34.4K - $37.3K
|
31.7K
$728K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.81K+ 6.36% |
$33.8K - $36.6K
|
30.3K
$696K
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
1.8K+ 3.14% |
$33.5K - $36.3K
|
58.9K
$1.35M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.73K+ 11.78% |
$32.3K - $35K
|
16.4K
$377K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
1.7K+ 4.51% |
$31.7K - $34.4K
|
39.4K
$904K
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.69K+ 4.68% |
$31.6K - $34.2K
|
37.8K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1.69K+ 1.86% |
$31.5K - $34.1K
|
92.5K
$2.12M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.67K+ 3.14% |
$31.1K - $33.6K
|
54.7K
$1.26M
|