Purchases and Sales Made in Q4 2022 in Ares Management Corp (ARES)
This table provides information about the institutional ownership of Ares Management Corp (ARES) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
297+ 3.88% |
$18.1K - $25.3K
|
7.95K
$1.33M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
279+ 0.69% |
$17K - $23.7K
|
40.6K
$6.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
265+ 1.57% |
$16.1K - $22.5K
|
17.1K
$2.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
250+ 6.79% |
$15.2K - $21.3K
|
3.93K
$658K
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
223+ 0.77% |
$13.6K - $19K
|
29.1K
$4.86M
|
|
|
Feb 02, 2023
Q4 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
210+ 16.03% |
$12.8K - $17.9K
|
1.52K
$254K
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
208+ 0.92% |
$12.7K - $17.7K
|
22.7K
$3.8M
|
|
|
Feb 15, 2023
Q4 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
200+ 0.74% |
$12.2K - $17K
|
27.3K
$4.56M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
191New |
$11.6K - $16.2K
|
191
$31.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
141+ 1.21% |
$8.58K - $12K
|
11.8K
$1.97M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Impact Advisors, LLC
Boston, MA |
BUY
|
- |
139+ 4.14% |
$8.45K - $11.8K
|
3.5K
$585K
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
BUY
|
- |
117+ 3.5% |
$7.12K - $9.95K
|
3.46K
$578K
|
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
109New |
$6.63K - $9.27K
|
109
$18.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Quarry LP
New York, NY |
BUY
|
- |
107New |
$6.51K - $9.1K
|
107
$17.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
103New |
$6.26K - $8.76K
|
103
$17.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Prudent Man Advisors, LLC
|
BUY
|
- |
93+ 0.94% |
$5.66K - $7.91K
|
9.98K
$1.67M
|
|
|
Feb 21, 2023
Q4 2022
|
Cva Family Office, LLC
|
BUY
|
- |
85+ 77.27% |
$5.17K - $7.23K
|
195
$32.6K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
62+ 442.86% |
$3.77K - $5.27K
|
76
$12.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
58+ 19.33% |
$3.53K - $4.93K
|
358
$59.9K
|
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
50+ 0.26% |
$3.04K - $4.25K
|
19.2K
$3.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
47New |
$2.86K - $4K
|
47
$7.86K
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
47New |
$2.86K - $4K
|
47
$7.86K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
35New |
$2.13K - $2.98K
|
35
$5.85K
|
|
|
Feb 08, 2023
Q4 2022
|
Van Eck Associates Corp
|
BUY
|
- |
35+ 0.61% |
$2.13K - $2.98K
|
5.73K
$958K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34New |
$2.07K - $2.89K
|
34
$5.69K
|
|
|
Feb 13, 2023
Q4 2022
|
Jones Financial Companies Lllp
|
BUY
|
- |
27New |
$1.64K - $2.3K
|
27
$4.51K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
25New |
$1.52K - $2.13K
|
25
$4.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
22New |
$1.34K - $1.87K
|
22
$3.68K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
21New |
$1.28K - $1.79K
|
21
$3.51K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
18New |
$1.09K - $1.53K
|
18
$3.01K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 66.67% |
$973 - $1.36K
|
40
$6.69K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
13New |
$791 - $1.11K
|
13
$2.17K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13New |
$791 - $1.11K
|
13
$2.17K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
10+ 0.98% |
$608 - $851
|
1.03K
$172K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
6New |
$365 - $510
|
6
$1K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
6New |
$365 - $510
|
6
$1K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
5+ 100.0% |
$304 - $425
|
10
$1.67K
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
4+ 0.39% |
$243 - $340
|
1.02K
$171K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
2New |
$122 - $170
|
2
$334
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
2+ 7.69% |
$122 - $170
|
28
$4.68K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
2+ 1.02% |
$122 - $170
|
199
$33.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
2+ 2.82% |
$122 - $170
|
73
$12.2K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 11.11% |
$60.8 - $85.1
|
8
$1.34K
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-3- 5.26% |
$182 - $255
|
54
$9.03K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6- 12.24% |
$365 - $510
|
43
$7.19K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-6- 9.68% |
$365 - $510
|
56
$9.36K
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
SELL
|
- |
-7- 31.82% |
$426 - $595
|
15
$2.51K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-13Closed |
$791 - $1.11K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-18- 0.52% |
$1.09K - $1.53K
|
3.44K
$575K
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-21- 0.23% |
$1.28K - $1.79K
|
9.27K
$1.55M
|