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
|
Wedmont Private Capital
|
BUY
|
- |
1.64K+ 5.94% |
$30.6K - $33.1K
|
29.2K
$671K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.6K+ 20.6% |
$29.8K - $32.3K
|
9.36K
$215K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
1.55KNew |
$29K - $31.4K
|
1.55K
$35.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
1.53K+ 14.81% |
$28.5K - $30.9K
|
11.8K
$272K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.52K+ 8.07% |
$28.4K - $30.7K
|
20.4K
$468K
|
|
|
Feb 12, 2024
Q4 2023
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
1.48KNew |
$27.5K - $29.8K
|
1.48K
$33.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.42K+ 4.95% |
$26.6K - $28.8K
|
30.2K
$693K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.4K+ 6.3% |
$26.2K - $28.4K
|
23.7K
$544K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.4K+ 0.51% |
$26.1K - $28.3K
|
275K
$6.31M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.39K+ 7.17% |
$26K - $28.2K
|
20.8K
$478K
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.35K+ 218.7% |
$25.1K - $27.2K
|
1.96K
$45K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.29K+ 1.99% |
$24.1K - $26.2K
|
66.3K
$1.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.28K+ 1.93% |
$23.9K - $25.8K
|
67.5K
$1.55M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.25K+ 6.72% |
$23.3K - $25.3K
|
19.9K
$456K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
1.24K+ 137.21% |
$23.1K - $25K
|
2.14K
$49.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.24KNew |
$23.1K - $25K
|
1.24K
$28.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
1.2K+ 1.6% |
$22.4K - $24.3K
|
76.1K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.19K+ 4.61% |
$22.3K - $24.1K
|
27.1K
$621K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.14K+ 4.95% |
$21.2K - $23K
|
24.1K
$554K
|
|
|
Feb 09, 2024
Q4 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
1.1K+ 4.22% |
$20.5K - $22.2K
|
27.2K
$623K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.1K+ 8.93% |
$20.5K - $22.2K
|
13.4K
$307K
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
1.09K+ 5.51% |
$20.2K - $21.9K
|
20.8K
$477K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.07K+ 7.47% |
$20K - $21.7K
|
15.4K
$354K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.04K+ 7.79% |
$19.4K - $21.1K
|
14.4K
$331K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 0.77% |
$19.4K - $21K
|
136K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.03K+ 3.21% |
$19.2K - $20.8K
|
33.1K
$760K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
980+ 2.34% |
$18.3K - $19.8K
|
42.8K
$982K
|
|
|
Jan 29, 2024
Q4 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
971+ 5.92% |
$18.1K - $19.6K
|
17.4K
$399K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
969+ 2.15% |
$18.1K - $19.6K
|
46K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
937+ 4.21% |
$17.5K - $18.9K
|
23.2K
$533K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
931+ 93.95% |
$17.4K - $18.8K
|
1.92K
$44.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
925+ 1.07% |
$17.3K - $18.7K
|
87.5K
$2.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
912+ 3.8% |
$17K - $18.4K
|
24.9K
$573K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
910+ 1.51% |
$17K - $18.4K
|
61.3K
$1.41M
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
875+ 59.28% |
$16.3K - $17.7K
|
2.35K
$54K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
829+ 0.98% |
$15.5K - $16.8K
|
85.3K
$1.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
827+ 5.58% |
$15.4K - $16.7K
|
15.6K
$359K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
815+ 0.73% |
$15.2K - $16.5K
|
113K
$2.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
790New |
$14.7K - $16K
|
790
$18.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
773+ 3.68% |
$14.4K - $15.6K
|
21.8K
$500K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
758New |
$14.1K - $15.3K
|
758
$17.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
737New |
$13.8K - $14.9K
|
737
$16.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
721+ 2.24% |
$13.5K - $14.6K
|
32.9K
$755K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
718+ 2.87% |
$13.4K - $14.5K
|
25.7K
$590K
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
717+ 11.95% |
$13.4K - $14.5K
|
6.72K
$154K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
700+ 0.92% |
$13.1K - $14.1K
|
77.1K
$1.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
664+ 3.57% |
$12.4K - $13.4K
|
19.3K
$442K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
662+ 2.76% |
$12.4K - $13.4K
|
24.7K
$566K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
631+ 200.96% |
$11.8K - $12.8K
|
945
$21.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Palogic Value Management, L.P.
Dallas, TX |
BUY
|
- |
631+ 0.67% |
$11.8K - $12.8K
|
95.3K
$2.19M
|