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 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
103+ 0.28% |
$1.92K - $2.08K
|
36.3K
$833K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
102+ 0.06% |
$1.9K - $2.06K
|
170K
$3.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
100+ 3.45% |
$1.87K - $2.02K
|
3K
$68.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$1.87K - $2.02K
|
100
$2.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
86+ 0.43% |
$1.6K - $1.74K
|
20.1K
$462K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
71+ 1.79% |
$1.32K - $1.43K
|
4.03K
$92.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
64+ 0.21% |
$1.19K - $1.29K
|
30.4K
$698K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
57+ 4.96% |
$1.06K - $1.15K
|
1.21K
$27.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
53+ 4.96% |
$989 - $1.07K
|
1.12K
$25.8K
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
50+ 0.1% |
$933 - $1.01K
|
51.9K
$1.19M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
47+ 2.72% |
$877 - $950
|
1.78K
$40.8K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
46+ 0.4% |
$858 - $930
|
11.4K
$263K
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
43+ 0.31% |
$802 - $869
|
13.9K
$320K
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
39New |
$728 - $788
|
39
$895
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
28+ 4.87% |
$522 - $566
|
603
$13.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
26+ 0.55% |
$485 - $525
|
4.76K
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
25+ 4.87% |
$467 - $505
|
538
$12.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
23New |
$429 - $465
|
23
$528
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
22New |
$411 - $445
|
22
$505
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
14+ 0.06% |
$261 - $283
|
22.5K
$516K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
14+ 5.05% |
$261 - $283
|
291
$6.68K
|
|
|
Feb 09, 2024
Q4 2023
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
13+ 0.11% |
$243 - $263
|
11.6K
$266K
|
|
|
Feb 07, 2024
Q4 2023
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
BUY
|
- |
10+ 0.04% |
$187 - $202
|
25.7K
$589K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 2.73% |
$168 - $182
|
339
$7.78K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8+ 0.02% |
$149 - $162
|
47K
$1.08M
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6+ 0.02% |
$112 - $121
|
37.3K
$856K
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5+ 0.0% |
$93.3 - $101
|
155K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.03% |
$37.3 - $40.4
|
6.45K
$148K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 2.0% |
$18.7 - $20.2
|
51
$1.17K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1- 0.07% |
$18.7 - $20.2
|
1.39K
$31.9K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-3- 75.0% |
$56 - $60.6
|
1
$23
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
SELL
|
- |
-16- 0.43% |
$299 - $323
|
3.66K
$84.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-18- 0.09% |
$336 - $364
|
21.2K
$486K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-35- 3.76% |
$653 - $707
|
897
$20.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-50- 0.33% |
$933 - $1.01K
|
15K
$345K
|
|
|
Jan 24, 2024
Q4 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-50- 0.2% |
$933 - $1.01K
|
24.9K
$571K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-68- 0.7% |
$1.27K - $1.37K
|
9.65K
$222K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-84- 0.07% |
$1.57K - $1.7K
|
124K
$2.86M
|
|
|
Feb 13, 2024
Q4 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-100- 3.85% |
$1.87K - $2.02K
|
2.5K
$57.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-112- 1.11% |
$2.09K - $2.26K
|
10K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-146- 1.02% |
$2.72K - $2.95K
|
14.1K
$324K
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-147- 75.38% |
$2.74K - $2.97K
|
48
$1.1K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-170- 0.26% |
$3.17K - $3.44K
|
64.6K
$1.48M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-175- 1.34% |
$3.27K - $3.54K
|
12.9K
$296K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-188- 0.81% |
$3.51K - $3.8K
|
23K
$529K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-195- 2.3% |
$3.64K - $3.94K
|
8.29K
$190K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-215- 0.81% |
$4.01K - $4.35K
|
26.4K
$606K
|
|
|
Jan 31, 2024
Q4 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-232- 0.46% |
$4.33K - $4.69K
|
50.2K
$1.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-251- 0.77% |
$4.68K - $5.07K
|
32.2K
$740K
|