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 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
626+ 3.5% |
$11.7K - $12.7K
|
18.5K
$425K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
616+ 1.94% |
$11.5K - $12.4K
|
32.4K
$744K
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
605+ 4.97% |
$11.3K - $12.2K
|
12.8K
$294K
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
599New |
$11.2K - $12.1K
|
599
$13.8K
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
557+ 0.52% |
$10.4K - $11.3K
|
109K
$2.49M
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
543+ 3.05% |
$10.1K - $11K
|
18.4K
$422K
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
520+ 3.03% |
$9.7K - $10.5K
|
17.7K
$406K
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
513+ 2.42% |
$9.57K - $10.4K
|
21.8K
$499K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
512New |
$9.55K - $10.3K
|
512
$11.8K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
500New |
$9.33K - $10.1K
|
500
$11.5K
|
|
Feb 08, 2024
Q4 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
500+ 0.66% |
$9.33K - $10.1K
|
75.7K
$1.74M
|
|
Jan 24, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
481+ 1.04% |
$8.98K - $9.72K
|
46.7K
$1.07M
|
|
Feb 15, 2024
Q4 2023
|
Riverbridge Partners LLC
|
BUY
|
- |
481+ 1.04% |
$8.98K - $9.72K
|
46.7K
$1.07M
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
472+ 0.49% |
$8.81K - $9.54K
|
96.8K
$2.22M
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
450+ 33.23% |
$8.4K - $9.09K
|
1.8K
$41.4K
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
450+ 64.29% |
$8.4K - $9.09K
|
1.15K
$26.4K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
421+ 3.82% |
$7.86K - $8.51K
|
11.4K
$262K
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
407New |
$7.59K - $8.23K
|
407
$9.34K
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
400+ 2.22% |
$7.46K - $8.08K
|
18.4K
$422K
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
397+ 3.78% |
$7.41K - $8.02K
|
10.9K
$250K
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
394+ 0.15% |
$7.35K - $7.96K
|
260K
$5.98M
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
369+ 0.46% |
$6.89K - $7.46K
|
81.3K
$1.87M
|
|
Feb 14, 2024
Q4 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
361+ 0.79% |
$6.74K - $7.3K
|
46K
$1.06M
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
344+ 2.94% |
$6.42K - $6.95K
|
12K
$276K
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
300+ 2.21% |
$5.6K - $6.06K
|
13.9K
$318K
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
300New |
$5.6K - $6.06K
|
300
$6.89K
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
252+ 0.44% |
$4.7K - $5.09K
|
57.7K
$1.32M
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
250+ 25.0% |
$4.67K - $5.05K
|
1.25K
$28.7K
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
BUY
|
- |
250+ 35.16% |
$4.67K - $5.05K
|
961
$22.1K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
250+ 4.6% |
$4.67K - $5.05K
|
5.69K
$131K
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
240+ 167.83% |
$4.48K - $4.85K
|
383
$8.79K
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
234+ 1.4% |
$4.37K - $4.73K
|
16.9K
$389K
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
230New |
$4.29K - $4.65K
|
230
$5.28K
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
229+ 0.15% |
$4.27K - $4.63K
|
156K
$3.58M
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
224+ 1.2% |
$4.18K - $4.53K
|
18.9K
$434K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
204New |
$3.81K - $4.12K
|
204
$4.68K
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
192+ 100.0% |
$3.58K - $3.88K
|
384
$8.82K
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
189+ 14.87% |
$3.53K - $3.82K
|
1.46K
$33.5K
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
183+ 0.86% |
$3.41K - $3.7K
|
21.5K
$494K
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
175+ 0.33% |
$3.27K - $3.54K
|
53.1K
$1.22M
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
165+ 0.69% |
$3.08K - $3.33K
|
24.2K
$556K
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
146New |
$2.72K - $2.95K
|
146
$3.35K
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
143+ 5.25% |
$2.67K - $2.89K
|
2.87K
$65.9K
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
136New |
$2.54K - $2.75K
|
136
$3.12K
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
BUY
|
- |
125New |
$2.33K - $2.53K
|
125
$2.87K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
125+ 24.04% |
$2.33K - $2.53K
|
645
$14.8K
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
124+ 0.84% |
$2.31K - $2.51K
|
15K
$344K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
120New |
$2.24K - $2.43K
|
120
$2.76K
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
108+ 2.06% |
$2.02K - $2.18K
|
5.35K
$123K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
104+ 9.74% |
$1.94K - $2.1K
|
1.17K
$26.9K
|