Purchases and Sales Made in Q4 2024 in Ares Capital Corp (ARCC)
This table provides information about the institutional ownership of Ares Capital Corp (ARCC) during Q4 2024. 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 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.02% |
$41.5 - $44.5
|
10.8K
$253K
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1New |
$20.7 - $22.3
|
1
$23.4
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1+ 0.01% |
$20.7 - $22.3
|
15.1K
$353K
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 10.0% |
$20.7 - $22.3
|
11
$257
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.1% |
$20.7 - $22.3
|
1K
$23.4K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-2- 2.2% |
$41.5 - $44.5
|
89
$2.08K
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
SELL
|
- |
-2- 2.2% |
$41.5 - $44.5
|
89
$2.08K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 0.97% |
$62.2 - $66.8
|
305
$7.12K
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-4- -0.0% |
$83 - $89.1
|
236K
$5.52M
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-5- 0.04% |
$104 - $111
|
12.2K
$284K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-8- 2.03% |
$166 - $178
|
387
$9.04K
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-9- 7.14% |
$187 - $200
|
117
$2.73K
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-11- 0.99% |
$228 - $245
|
1.1K
$25.7K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-32- 0.21% |
$664 - $713
|
15.2K
$354K
|
|
Feb 18, 2025
Q4 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-36- 0.21% |
$747 - $802
|
17.3K
$403K
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-40- 0.19% |
$830 - $891
|
20.5K
$479K
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-42- 0.12% |
$871 - $935
|
35.6K
$831K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-47- 5.1% |
$975 - $1.05K
|
875
$20.4K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-56- 0.28% |
$1.16K - $1.25K
|
19.8K
$463K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-66- 0.58% |
$1.37K - $1.47K
|
11.4K
$266K
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-80- 0.18% |
$1.66K - $1.78K
|
45.3K
$1.06M
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-100- 0.89% |
$2.07K - $2.23K
|
11.2K
$260K
|
|
Feb 13, 2025
Q4 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-126- 1.22% |
$2.61K - $2.81K
|
10.2K
$238K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 7.6% |
$4.15K - $4.45K
|
2.43K
$56.8K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-205- 1.89% |
$4.25K - $4.57K
|
10.7K
$249K
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-207- 0.41% |
$4.29K - $4.61K
|
50K
$1.17M
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-221- 0.92% |
$4.58K - $4.92K
|
23.9K
$557K
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-221- 0.84% |
$4.58K - $4.92K
|
26.2K
$611K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-232- 0.6% |
$4.81K - $5.17K
|
38.6K
$900K
|
|
Feb 14, 2025
Q4 2024
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-240- 1.07% |
$4.98K - $5.34K
|
22.1K
$517K
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-263- 1.38% |
$5.45K - $5.86K
|
18.8K
$439K
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-280- 0.96% |
$5.81K - $6.24K
|
29K
$676K
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-283- 0.45% |
$5.87K - $6.3K
|
62.8K
$1.47M
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-290- 1.37% |
$6.01K - $6.46K
|
20.9K
$487K
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-296- 2.73% |
$6.14K - $6.59K
|
10.5K
$246K
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-300- 27.27% |
$6.22K - $6.68K
|
800
$18.7K
|
|
Feb 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-308- 1.69% |
$6.39K - $6.86K
|
18K
$419K
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-369- 2.28% |
$7.65K - $8.22K
|
15.8K
$369K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-374- 2.72% |
$7.76K - $8.33K
|
13.4K
$313K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-383- 3.16% |
$7.94K - $8.53K
|
11.7K
$274K
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-403- 0.56% |
$8.36K - $8.97K
|
70.9K
$1.66M
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-425- 3.58% |
$8.81K - $9.46K
|
11.5K
$267K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-451- 1.6% |
$9.35K - $10K
|
27.7K
$646K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 2.73% |
$10.4K - $11.1K
|
17.8K
$416K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-500- 22.91% |
$10.4K - $11.1K
|
1.68K
$39.3K
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-580- 3.21% |
$12K - $12.9K
|
17.5K
$409K
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-609- 1.94% |
$12.6K - $13.6K
|
30.8K
$720K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-627- 6.14% |
$13K - $14K
|
9.59K
$224K
|
|
Jan 30, 2025
Q4 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-635- 2.73% |
$13.2K - $14.1K
|
22.6K
$528K
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-649- 1.91% |
$13.5K - $14.5K
|
33.4K
$779K
|