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 |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
70+ 5.82% |
$1.45K - $1.56K
|
1.27K
$28.9K
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
56+ 4.53% |
$1.16K - $1.25K
|
1.29K
$29.4K
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
54+ 0.99% |
$1.12K - $1.2K
|
5.53K
$125K
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
50+ 3.8% |
$1.04K - $1.11K
|
1.37K
$31K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
45New |
$933 - $1K
|
45
$1.02K
|
|
Jan 31, 2025
Q4 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
44+ 0.15% |
$913 - $980
|
29.7K
$674K
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
38+ 1.51% |
$788 - $846
|
2.55K
$57.9K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
28+ 0.25% |
$581 - $624
|
11.2K
$254K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
28+ 2.23% |
$581 - $624
|
1.28K
$29.1K
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
28+ 2.16% |
$581 - $624
|
1.33K
$30.1K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
28+ 2.17% |
$581 - $624
|
1.32K
$30K
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
27New |
$560 - $601
|
27
$613
|
|
Jan 29, 2025
Q4 2024
|
Evolution Advisers, Inc.
|
BUY
|
- |
14+ 4.61% |
$290 - $312
|
318
$7.22K
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
14+ 2.17% |
$290 - $312
|
660
$15K
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
13+ 2.27% |
$270 - $290
|
586
$13.3K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
12+ 0.34% |
$249 - $267
|
3.51K
$79.7K
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
5+ 0.0% |
$104 - $111
|
156K
$3.55M
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
5+ 0.37% |
$104 - $111
|
1.36K
$30.8K
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2+ 0.02% |
$41.5 - $44.5
|
10.8K
$246K
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.1% |
$20.7 - $22.3
|
1K
$22.8K
|
|
Jan 30, 2025
Q4 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1New |
$20.7 - $22.3
|
1
$22.7
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
1+ 10.0% |
$20.7 - $22.3
|
11
$250
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
1+ 0.01% |
$20.7 - $22.3
|
15.1K
$343K
|
|
Feb 12, 2025
Q4 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-3- 0.97% |
$62.2 - $66.8
|
305
$6.93K
|
|
Jan 16, 2025
Q4 2024
|
Baugh & Associates, LLC
|
SELL
|
- |
-4- -0.0% |
$83 - $89.1
|
236K
$5.37M
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-5- 0.04% |
$104 - $111
|
12.2K
$276K
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-11- 0.99% |
$228 - $245
|
1.1K
$25K
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-32- 0.21% |
$664 - $713
|
15.2K
$345K
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-40- 0.19% |
$830 - $891
|
20.5K
$466K
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-42- 0.12% |
$871 - $935
|
35.6K
$808K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-56- 0.28% |
$1.16K - $1.25K
|
19.8K
$451K
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-66- 0.58% |
$1.37K - $1.47K
|
11.4K
$259K
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
SELL
|
- |
-80- 0.18% |
$1.66K - $1.78K
|
45.3K
$1.03M
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-100- 0.89% |
$2.07K - $2.23K
|
11.2K
$253K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-200- 7.6% |
$4.15K - $4.45K
|
2.43K
$55.2K
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-205- 1.89% |
$4.25K - $4.57K
|
10.7K
$242K
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
SELL
|
- |
-207- 0.41% |
$4.29K - $4.61K
|
50K
$1.14M
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-221- 0.84% |
$4.58K - $4.92K
|
26.2K
$595K
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-232- 0.6% |
$4.81K - $5.17K
|
38.6K
$876K
|
|
Jan 24, 2025
Q4 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-283- 0.45% |
$5.87K - $6.3K
|
62.8K
$1.43M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-296- 2.73% |
$6.14K - $6.59K
|
10.5K
$239K
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-374- 2.72% |
$7.76K - $8.33K
|
13.4K
$304K
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-383- 3.16% |
$7.94K - $8.53K
|
11.7K
$266K
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-425- 3.58% |
$8.81K - $9.46K
|
11.5K
$260K
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-451- 1.6% |
$9.35K - $10K
|
27.7K
$628K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-500- 22.91% |
$10.4K - $11.1K
|
1.68K
$38.2K
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-500- 2.73% |
$10.4K - $11.1K
|
17.8K
$404K
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-580- 3.21% |
$12K - $12.9K
|
17.5K
$398K
|
|
Feb 06, 2025
Q4 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-609- 1.94% |
$12.6K - $13.6K
|
30.8K
$700K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-627- 6.14% |
$13K - $14K
|
9.59K
$218K
|