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 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-340- 0.34% |
$6.34K - $6.87K
|
99.3K
$2.14M
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-350- 3.69% |
$6.53K - $7.07K
|
9.13K
$197K
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-462- 2.59% |
$8.62K - $9.34K
|
17.4K
$375K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-499- 2.58% |
$9.31K - $10.1K
|
18.8K
$406K
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
SELL
|
- |
-500- 5.05% |
$9.33K - $10.1K
|
9.41K
$203K
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-516- 0.81% |
$9.63K - $10.4K
|
63.2K
$1.36M
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-518- 3.1% |
$9.67K - $10.5K
|
16.2K
$349K
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-518- 3.1% |
$9.67K - $10.5K
|
16.2K
$349K
|
|
Jan 29, 2024
Q4 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-522- 0.62% |
$9.74K - $10.5K
|
83.4K
$1.8M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-594- 2.19% |
$11.1K - $12K
|
26.6K
$573K
|
|
Jan 12, 2024
Q4 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-720- 1.28% |
$13.4K - $14.6K
|
55.7K
$1.2M
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-750- 5.73% |
$14K - $15.2K
|
12.3K
$266K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-780- 35.94% |
$14.6K - $15.8K
|
1.39K
$30K
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-865- 2.58% |
$16.1K - $17.5K
|
32.7K
$705K
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-915- 4.2% |
$17.1K - $18.5K
|
20.9K
$450K
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1K- 7.13% |
$18.7K - $20.2K
|
13K
$281K
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-1K- 44.44% |
$18.7K - $20.2K
|
1.25K
$27K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.06K- 1.78% |
$19.7K - $21.4K
|
58.4K
$1.26M
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-1.07K- 1.6% |
$19.9K - $21.5K
|
65.4K
$1.41M
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-1.16K- 3.81% |
$21.6K - $23.4K
|
29.2K
$629K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.17K- 2.72% |
$21.8K - $23.6K
|
41.8K
$902K
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.21K- 6.34% |
$22.5K - $24.4K
|
17.8K
$384K
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.24K- 2.04% |
$23.1K - $25K
|
59.4K
$1.28M
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-1.25K- 0.74% |
$23.3K - $25.3K
|
168K
$3.62M
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.27K- 2.63% |
$23.7K - $25.7K
|
47K
$1.01M
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.33K- 1.99% |
$24.8K - $26.9K
|
65.5K
$1.41M
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.41K- 5.37% |
$26.4K - $28.6K
|
24.9K
$537K
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-1.45K- 0.12% |
$27.1K - $29.3K
|
1.16M
$25.1M
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-1.48K- 4.3% |
$27.7K - $30K
|
33K
$711K
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-1.49K- 4.77% |
$27.7K - $30K
|
29.7K
$640K
|
|
Jan 29, 2024
Q4 2023
|
Glassy Mountain Advisors, Inc.
|
SELL
|
- |
-1.49K- 1.86% |
$27.8K - $30.1K
|
78.4K
$1.69M
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.7K- 1.11% |
$31.7K - $34.4K
|
152K
$3.28M
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-1.73K- 1.13% |
$32.2K - $34.9K
|
150K
$3.24M
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-1.73K- 60.28% |
$32.2K - $34.9K
|
1.14K
$24.5K
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-1.74K- 12.7% |
$32.4K - $35.1K
|
11.9K
$257K
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.79K- 6.93% |
$33.3K - $36.1K
|
24K
$518K
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-1.83K- 13.66% |
$34.1K - $37K
|
11.6K
$249K
|
|
Jan 26, 2024
Q4 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-1.92K- 8.53% |
$35.7K - $38.7K
|
20.5K
$443K
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-1.93K- 3.48% |
$36K - $39K
|
53.5K
$1.15M
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.95K- 4.84% |
$36.4K - $39.4K
|
38.3K
$827K
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.96K- 1.35% |
$36.6K - $39.6K
|
143K
$3.08M
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.99K- 5.39% |
$37.2K - $40.3K
|
35K
$755K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-2.03K- 3.95% |
$37.8K - $41K
|
49.3K
$1.06M
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-2.04K- 10.37% |
$38K - $41.1K
|
17.6K
$380K
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-2.04K- 76.63% |
$38.1K - $41.2K
|
622
$13.4K
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-2.16K- 13.71% |
$40.4K - $43.7K
|
13.6K
$294K
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.2K- 2.13% |
$41.1K - $44.5K
|
101K
$2.18M
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.2K- 0.26% |
$41.1K - $44.5K
|
849K
$18.3M
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.23K- 2.58% |
$41.7K - $45.1K
|
84.4K
$1.82M
|
|
Feb 14, 2024
Q4 2023
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-2.27K- 0.28% |
$42.4K - $45.9K
|
811K
$17.5M
|