Purchases and Sales Made in Q3 2023 in Ares Management Corp (ARES)
This table provides information about the institutional ownership of Ares Management Corp (ARES) during Q3 2023. The information is specifically focused on institutions that hold shares of Ares Management Corp.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
304+ 8.48% |
$28.5K - $32.3K
|
3.89K
$744K
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
293+ 1.09% |
$27.5K - $31.1K
|
27.1K
$5.18M
|
|
Nov 14, 2023
Q3 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
269+ 12.86% |
$25.2K - $28.6K
|
2.36K
$452K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
264New |
$24.7K - $28.1K
|
264
$50.5K
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
BUY
|
- |
262New |
$24.6K - $27.8K
|
262
$50.1K
|
|
Nov 08, 2023
Q3 2023
|
State Board Of Administration Of Florida Retirement System
|
BUY
|
- |
240+ 0.22% |
$22.5K - $25.5K
|
111K
$21.3M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
233+ 3.02% |
$21.8K - $24.8K
|
7.96K
$1.52M
|
|
Oct 25, 2023
Q3 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
233+ 9.14% |
$21.8K - $24.8K
|
2.78K
$532K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
220+ 5.01% |
$20.6K - $23.4K
|
4.61K
$882K
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
209+ 475.0% |
$19.6K - $22.2K
|
253
$48.4K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
203+ 3.04% |
$19K - $21.6K
|
6.87K
$1.31M
|
|
Nov 13, 2023
Q3 2023
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
202+ 1.96% |
$18.9K - $21.5K
|
10.5K
$2.01M
|
|
Nov 01, 2023
Q3 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
200+ 0.89% |
$18.7K - $21.3K
|
22.6K
$4.32M
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
196+ 0.87% |
$18.4K - $20.8K
|
22.8K
$4.37M
|
|
Oct 24, 2023
Q3 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
190New |
$17.8K - $20.2K
|
190
$36.4K
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
188+ 8.25% |
$17.6K - $20K
|
2.47K
$472K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
166+ 6.94% |
$15.6K - $17.6K
|
2.56K
$489K
|
|
Nov 06, 2023
Q3 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
129+ 4300.0% |
$12.1K - $13.7K
|
132
$25.3K
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
124+ 885.71% |
$11.6K - $13.2K
|
138
$26.4K
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
107+ 33.23% |
$10K - $11.4K
|
429
$82.1K
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
97+ 17.64% |
$9.09K - $10.3K
|
647
$124K
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
92+ 0.1% |
$8.62K - $9.78K
|
91.8K
$17.6M
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
91+ 0.4% |
$8.53K - $9.67K
|
22.8K
$4.36M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
86+ 5.45% |
$8.06K - $9.14K
|
1.67K
$319K
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
76+ 1.13% |
$7.12K - $8.08K
|
6.79K
$1.3M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
74+ 6.37% |
$6.94K - $7.86K
|
1.24K
$236K
|
|
Oct 12, 2023
Q3 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
68+ 2.21% |
$6.37K - $7.23K
|
3.15K
$602K
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
60+ 4.61% |
$5.62K - $6.38K
|
1.36K
$261K
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
60New |
$5.62K - $6.38K
|
60
$11.5K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
53+ 2.07% |
$4.97K - $5.63K
|
2.61K
$500K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
53+ 47.32% |
$4.97K - $5.63K
|
165
$31.6K
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
52+ 5.66% |
$4.87K - $5.53K
|
970
$186K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
49+ 1.0% |
$4.59K - $5.21K
|
4.94K
$945K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
41New |
$3.84K - $4.36K
|
41
$7.84K
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
40+ 1.87% |
$3.75K - $4.25K
|
2.18K
$418K
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
40New |
$3.75K - $4.25K
|
40
$7.65K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
36New |
$3.37K - $3.83K
|
36
$6.89K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
35New |
$3.28K - $3.72K
|
35
$6.7K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
31+ 8.49% |
$2.91K - $3.29K
|
396
$75.8K
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
31+ 0.36% |
$2.91K - $3.29K
|
8.7K
$1.66M
|
|
Nov 14, 2023
Q3 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
30New |
$2.81K - $3.19K
|
30
$5.74K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
30New |
$2.81K - $3.19K
|
30
$5.74K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
29New |
$2.72K - $3.08K
|
29
$5.55K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
28+ 0.46% |
$2.62K - $2.98K
|
6.09K
$1.17M
|
|
Nov 09, 2023
Q3 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
26+ 3.26% |
$2.44K - $2.76K
|
823
$157K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
23+ 0.46% |
$2.16K - $2.44K
|
5.03K
$963K
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22New |
$2.06K - $2.34K
|
22
$4.21K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20+ 16.81% |
$1.87K - $2.13K
|
139
$26.6K
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
18+ 11.11% |
$1.69K - $1.91K
|
180
$34.4K
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
18+ 4.47% |
$1.69K - $1.91K
|
421
$80.5K
|