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Ares Capital

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$315M +$12.5M +668,630 +4%
UBS Group
2
UBS Group
Switzerland
$255M -$10M -537,740 -4%
VanEck Associates
3
VanEck Associates
New York
$247M +$45.2M +2,418,984 +22%
SO
4
STRS Ohio
Ohio
$197M +$2.93M +157,085 +1%
Bank of America
5
Bank of America
North Carolina
$166M -$3.74M -200,263 -2%
JP Morgan Chase
6
JP Morgan Chase
New York
$145M +$2.91M +156,109 +2%
GAM
7
Generali Asset Management
Italy
$140M
Legal & General Group
8
Legal & General Group
United Kingdom
$121M +$9.99M +535,294 +9%
Two Sigma Investments
9
Two Sigma Investments
New York
$109M -$26.5M -1,420,322 -19%
Wells Fargo
10
Wells Fargo
California
$82.2M -$924K -49,497 -1%
Ameriprise
11
Ameriprise
Minnesota
$76.4M +$6.46M +346,230 +9%
LPL Financial
12
LPL Financial
California
$74.7M -$169K -9,036 -0.2%
HighTower Advisors
13
HighTower Advisors
Illinois
$71.7M +$6.26M +335,197 +9%
Raymond James Financial
14
Raymond James Financial
Florida
$65.7M +$1.86M +99,572 +3%
ACM
15
Advisors Capital Management
New Jersey
$63.1M -$9.84M -526,943 -13%
CIM
16
Confluence Investment Management
Missouri
$62.4M -$1.26M -67,709 -2%
EWM
17
Evercore Wealth Management
New York
$55.7M -$2.12M -113,705 -4%
OAC
18
OMERS Administration Corp
Ontario, Canada
$53.9M +$1.35M +72,543 +3%
AM
19
Ares Management
California
$51.6M +$3.19M +170,690 +7%
SIS
20
Sound Income Strategies
Florida
$51.3M +$1.92M +102,797 +4%
Rockefeller Capital Management
21
Rockefeller Capital Management
New York
$49.9M +$7.5M +401,771 +18%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$49.6M +$151K +8,090 +0.3%
Stifel Financial
23
Stifel Financial
Missouri
$48.9M +$39.9K +2,138 +0.1%
BlackRock
24
BlackRock
New York
$45.3M +$938K +50,225 +2%
AIM
25
Allen Investment Management
New York
$45.2M -$2.93M -156,897 -6%