Purchases and Sales Made in Q4 2023 in Ares Management Corp (ARES)
This table provides information about the institutional ownership of Ares Management Corp (ARES) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
184+ 3.73% |
$18.1K - $22.1K
|
5.12K
$783K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
183+ 18.3% |
$18K - $21.9K
|
1.18K
$181K
|
|
|
Feb 12, 2024
Q4 2023
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
169+ 0.16% |
$16.7K - $20.3K
|
109K
$16.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
162+ 13.12% |
$16K - $19.4K
|
1.4K
$214K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
145New |
$14.3K - $17.4K
|
145
$22.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
145New |
$14.3K - $17.4K
|
145
$22.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
138+ 7.31% |
$13.6K - $16.5K
|
2.03K
$310K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
138+ 76.67% |
$13.6K - $16.5K
|
318
$48.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
136+ 5.32% |
$13.4K - $16.3K
|
2.69K
$412K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
115+ 31.59% |
$11.3K - $13.8K
|
479
$73.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
104+ 3.81% |
$10.3K - $12.5K
|
2.83K
$433K
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
102+ 73.91% |
$10.1K - $12.2K
|
240
$36.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
100New |
$9.86K - $12K
|
100
$15.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
100+ 250.0% |
$9.86K - $12K
|
140
$21.4K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
90+ 47.37% |
$8.87K - $10.8K
|
280
$42.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
82+ 0.94% |
$8.08K - $9.83K
|
8.78K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
77+ 3.7% |
$7.59K - $9.23K
|
2.16K
$330K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
77New |
$7.59K - $9.23K
|
77
$11.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
73New |
$7.2K - $8.75K
|
73
$11.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
73New |
$7.2K - $8.75K
|
73
$11.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
59+ 14.71% |
$5.82K - $7.07K
|
460
$70.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
57+ 1.2% |
$5.62K - $6.83K
|
4.81K
$736K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
56+ 0.65% |
$5.52K - $6.71K
|
8.71K
$1.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
55New |
$5.42K - $6.59K
|
55
$8.41K
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
54New |
$5.32K - $6.47K
|
54
$8.26K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
52New |
$5.13K - $6.23K
|
52
$7.95K
|
|
|
Feb 14, 2024
Q4 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
52+ 0.53% |
$5.13K - $6.23K
|
9.9K
$1.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
38+ 1900.0% |
$3.75K - $4.56K
|
40
$6.12K
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
34New |
$3.35K - $4.08K
|
34
$5.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
33+ 2.14% |
$3.25K - $3.96K
|
1.58K
$241K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
31+ 0.24% |
$3.06K - $3.72K
|
13.2K
$2.01M
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
31New |
$3.06K - $3.72K
|
31
$4.74K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
27New |
$2.66K - $3.24K
|
27
$4.13K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
26New |
$2.56K - $3.12K
|
26
$3.98K
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
24+ 0.78% |
$2.37K - $2.88K
|
3.1K
$474K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
24+ 66.67% |
$2.37K - $2.88K
|
60
$9.18K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
15+ 187.5% |
$1.48K - $1.8K
|
23
$3.52K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
15+ 50.0% |
$1.48K - $1.8K
|
45
$6.88K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
13+ 650.0% |
$1.28K - $1.56K
|
15
$2.29K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
12+ 1.16% |
$1.18K - $1.44K
|
1.05K
$160K
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
11New |
$1.08K - $1.32K
|
11
$1.68K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
10New |
$986 - $1.2K
|
10
$1.53K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
9+ 0.25% |
$887 - $1.08K
|
3.62K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
8New |
$789 - $959
|
8
$1.22K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
8New |
$789 - $959
|
8
$1.22K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
7New |
$690 - $839
|
7
$1.07K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
7New |
$690 - $839
|
7
$1.07K
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
6+ 0.44% |
$592 - $719
|
1.36K
$208K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
6New |
$592 - $719
|
6
$918
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5+ 100.0% |
$493 - $599
|
10
$1.53K
|