Purchases and Sales Made in Q3 2024 in Ares Management Corp (ARES)
This table provides information about the institutional ownership of Ares Management Corp (ARES) during Q3 2024. 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 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
7+ 0.15% |
$936 - $1.11K
|
4.71K
$859K
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
6New |
$802 - $948
|
6
$1.09K
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
6+ 2.75% |
$802 - $948
|
224
$40.8K
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
6New |
$802 - $948
|
6
$1.09K
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
6+ 0.64% |
$802 - $948
|
942
$172K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
5New |
$669 - $790
|
5
$912
|
|
Nov 14, 2024
Q3 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
4+ 100.0% |
$535 - $632
|
8
$1.46K
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
4New |
$535 - $632
|
4
$729
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4New |
$535 - $632
|
4
$729
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4New |
$535 - $632
|
4
$729
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 1.38% |
$535 - $632
|
294
$53.6K
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
4New |
$535 - $632
|
4
$729
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
BUY
|
- |
4+ 1.66% |
$535 - $632
|
245
$44.7K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3New |
$401 - $474
|
3
$547
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
3+ 9.68% |
$401 - $474
|
34
$6.2K
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
3New |
$401 - $474
|
3
$547
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
3New |
$401 - $474
|
3
$547
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
3+ 0.23% |
$401 - $474
|
1.28K
$233K
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
2+ 18.18% |
$267 - $316
|
13
$2.37K
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 1.01% |
$267 - $316
|
201
$36.7K
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.68% |
$267 - $316
|
298
$54.3K
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.67% |
$267 - $316
|
300
$54.7K
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
1+ 4.0% |
$134 - $158
|
26
$4.74K
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1+ 50.0% |
$134 - $158
|
3
$547
|
|
Oct 28, 2024
Q3 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
1+ 0.63% |
$134 - $158
|
161
$29.4K
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 2.0% |
$134 - $158
|
51
$9.3K
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
1New |
$134 - $158
|
1
$182
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-1- 2.5% |
$134 - $158
|
39
$7.11K
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2- 2.17% |
$267 - $316
|
90
$16.4K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5- 0.1% |
$669 - $790
|
5.04K
$919K
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-5- 25.0% |
$669 - $790
|
15
$2.74K
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-12- 0.65% |
$1.6K - $1.9K
|
1.83K
$334K
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-17- 0.74% |
$2.27K - $2.69K
|
2.28K
$416K
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-20- 13.07% |
$2.67K - $3.16K
|
133
$24.3K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-25- 0.49% |
$3.34K - $3.95K
|
5.03K
$918K
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-25- 1.5% |
$3.34K - $3.95K
|
1.65K
$300K
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-36- 1.02% |
$4.81K - $5.69K
|
3.5K
$639K
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-37- 1.74% |
$4.95K - $5.85K
|
2.09K
$381K
|
|
Oct 23, 2024
Q3 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
SELL
|
- |
-37- 1.33% |
$4.95K - $5.85K
|
2.74K
$500K
|
|
Nov 12, 2024
Q3 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-37- 2.07% |
$4.95K - $5.85K
|
1.75K
$319K
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-37- 17.54% |
$4.95K - $5.85K
|
174
$31.7K
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-38- 0.33% |
$5.08K - $6.01K
|
11.6K
$2.11M
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-40- 54.05% |
$5.35K - $6.32K
|
34
$6.2K
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-45- 9.78% |
$6.02K - $7.11K
|
415
$75.7K
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-50- 1.58% |
$6.69K - $7.9K
|
3.11K
$566K
|
|
Nov 20, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-50- 0.35% |
$6.69K - $7.9K
|
14K
$2.56M
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-52- 14.86% |
$6.95K - $8.22K
|
298
$54.3K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-57- 3.5% |
$7.62K - $9.01K
|
1.57K
$287K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-58- 0.05% |
$7.76K - $9.17K
|
108K
$19.7M
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-59- 0.53% |
$7.89K - $9.32K
|
11.1K
$2.02M
|