LPL Financial’s Ares Management ARES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.2M | Buy |
151,347
+14,850
| +11% | +$2.57M | 0.01% | 1081 |
|
|
2025
Q1 | $20M | Buy |
136,497
+21,321
| +19% | +$3.13M | 0.01% | 1150 |
|
|
2024
Q4 | $20.4M | Buy |
115,176
+16,001
| +16% | +$2.83M | 0.01% | 1071 |
|
|
2024
Q3 | $15.5M | Buy |
99,175
+35,683
| +56% | +$5.56M | 0.01% | 1181 |
|
|
2024
Q2 | $8.46M | Buy |
63,492
+8,808
| +16% | +$1.17M | ﹤0.01% | 1479 |
|
|
2024
Q1 | $7.27M | Buy |
54,684
+1,326
| +2% | +$176K | ﹤0.01% | 1529 |
|
|
2023
Q4 | $6.35M | Buy |
53,358
+4,644
| +10% | +$552K | ﹤0.01% | 1530 |
|
|
2023
Q3 | $5.01M | Buy |
48,714
+5,263
| +12% | +$541K | ﹤0.01% | 1590 |
|
|
2023
Q2 | $4.19M | Buy |
43,451
+2,884
| +7% | +$278K | ﹤0.01% | 1677 |
|
|
2023
Q1 | $3.38M | Buy |
40,567
+2,403
| +6% | +$201K | ﹤0.01% | 1762 |
|
|
2022
Q4 | $2.61M | Buy |
38,164
+2,460
| +7% | +$168K | ﹤0.01% | 1879 |
|
|
2022
Q3 | $2.21M | Sell |
35,704
-835
| -2% | -$51.7K | ﹤0.01% | 1902 |
|
|
2022
Q2 | $2.08M | Buy |
36,539
+20
| +0.1% | +$1.14K | ﹤0.01% | 1997 |
|
|
2022
Q1 | $2.97M | Buy |
36,519
+3,143
| +9% | +$255K | ﹤0.01% | 1761 |
|
|
2021
Q4 | $2.71M | Buy |
33,376
+12,103
| +57% | +$983K | ﹤0.01% | 1860 |
|
|
2021
Q3 | $1.57M | Buy |
21,273
+4,937
| +30% | +$365K | ﹤0.01% | 2232 |
|
|
2021
Q2 | $1.04M | Buy |
16,336
+2,254
| +16% | +$143K | ﹤0.01% | 2527 |
|
|
2021
Q1 | $789K | Sell |
14,082
-4,954
| -26% | -$278K | ﹤0.01% | 2603 |
|
|
2020
Q4 | $896K | Buy |
19,036
+2,498
| +15% | +$118K | ﹤0.01% | 2268 |
|
|
2020
Q3 | $668K | Buy |
16,538
+10,945
| +196% | +$442K | ﹤0.01% | 2222 |
|
|
2020
Q2 | $222K | Buy |
+5,593
| New | +$222K | ﹤0.01% | 3031 |
|