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Ares Dynamic Credit Allocation Fund (ARDC) Institutional Ownership

Ares Dynamic Credit Allocation Fund logo
$14.46 +0.10 (+0.66%)
Closing price 08/8/2025 03:59 PM Eastern
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$14.46 0.00 (0.00%)
As of 08/8/2025 04:15 PM Eastern
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Institutional Ownership Changes (13F Filings) for Ares Dynamic Credit Allocation Fund (NYSE:ARDC)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$23.28M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$6.67M
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ARDC Institutional Buying and Selling by Quarter

Ares Dynamic Credit Allocation Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/8/2025Cetera Investment Advisers17,859$254K0.0%-22.1%0.000%
8/8/2025Cedar Wealth Management LLC20,166$287K0.1%-19.7%0.000%
8/8/2025Foundations Investment Advisors LLC352,598$5.01M0.1%-13.7%0.000%
8/6/2025 Axim Planning & Wealth11,755$167K0.2%N/A0.000%
8/5/2025 Shaker Financial Services LLC106,790$1.52M0.5%+100.4%0.000%
8/4/2025 Wolverine Asset Management LLC67,150$955K0.0%+247.3%0.000%
8/1/2025 GoalVest Advisory LLC7,000$100K0.0%N/A0.000%
7/29/2025 Huntleigh Advisors Inc.200,898$2.86M0.6%+0.6%0.000%
7/17/2025 Capital Investment Advisors LLC203,521$2.89M0.1%-2.2%0.000%
7/17/2025 Janney Montgomery Scott LLC25,786$367K0.0%+13.3%0.000%
7/14/2025 AdvisorNet Financial Inc235,120$3.34M0.2%+38.9%0.000%
7/11/2025 Farther Finance Advisors LLC137,190$1.95M0.0%+10.1%0.000%
7/10/2025 Secure Asset Management LLC177,373$2.52M0.5%-8.6%0.000%
5/16/2025NewEdge Advisors LLC20,339$287K0.0%-8.1%0.000%
5/16/2025Advisors Asset Management Inc.406,418$5.74M0.1%-0.9%0.000%
5/15/2025Royal Bank of Canada47,405$669K0.0%-3.4%0.000%
5/15/2025Landscape Capital Management L.L.C.153,322$2.17M0.2%N/A0.000%
5/13/2025Elequin Capital LP3,384$48K0.0%+1,130.5%0.000%
5/13/2025Nations Financial Group Inc. IA ADV72,882$1.03M0.1%-2.2%0.000%
5/13/2025Anfield Capital Management LLC7,772$110K0.0%+35.8%0.000%
5/12/2025Invesco Ltd.274,317$3.87M0.0%-4.7%0.000%
5/12/2025 Wolverine Asset Management LLC19,337$273K0.0%N/A0.000%
5/9/2025 Shaker Financial Services LLC53,298$753K0.3%N/A0.000%
5/9/2025Cedar Wealth Management LLC25,127$355K0.1%N/A0.000%
5/7/2025Foundations Investment Advisors LLC408,667$5.72M0.1%+3.6%0.000%
5/6/2025Cetera Investment Advisers22,921$324K0.0%+37.0%0.000%
5/6/2025 Readystate Asset Management LP72,422$1.02M0.0%N/A0.000%
4/29/2025 Huntleigh Advisors Inc.199,613$2.82M0.5%+2.6%0.000%
4/21/2025United Advisor Group LLC330,844$4.67M1.0%+2.9%0.000%
4/17/2025 Janney Montgomery Scott LLC22,767$321K0.0%+6.6%0.000%
4/14/2025 Farther Finance Advisors LLC124,634$1.76M0.0%+4.8%0.000%
4/14/2025 Capital Investment Advisors LLC208,174$2.94M0.1%-4.5%0.000%
4/10/2025 Secure Asset Management LLC194,093$2.74M0.5%+3.3%0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.204,909$2.89M0.1%-7.6%0.000%
4/7/2025 AdvisorNet Financial Inc169,280$2.39M0.2%N/A0.000%
2/24/2025United Advisor Group LLC321,483$4.86M1.0%+3.7%0.000%
2/17/2025Waverly Advisors LLC12,454$188K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC3,749$57K0.0%+25.0%0.000%
2/17/2025Cetera Investment Advisers16,733$253K0.0%+21.7%0.000%
2/17/2025Bank of America Corp DE235,732$3.56M0.0%+15.9%0.000%
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2/14/2025Virtus ETF Advisers LLC47,060$711K0.3%+16.8%0.000%
2/14/2025Stifel Financial Corp257,516$3.89M0.0%+26.6%0.000%
2/13/2025NewEdge Advisors LLC22,139$335K0.0%-4.7%0.000%
2/13/2025Guggenheim Capital LLC514,583$7.78M0.1%+0.6%0.000%
2/13/2025Cohen & Steers Inc.336,693$5.09M0.0%-26.9%0.000%
2/13/2025Raymond James Financial Inc.70,522$1.07M0.0%N/A0.000%
2/13/2025Invesco Ltd.287,872$4.35M0.0%+5.4%0.000%
2/13/2025Wells Fargo & Company MN1,664,519$25.15M0.0%+5.8%0.000%
2/11/2025LPL Financial LLC23,441$354K0.0%+19.1%0.000%
2/10/2025Advisors Asset Management Inc.409,946$6.19M0.1%+2.9%0.000%
2/10/2025 Farther Finance Advisors LLC118,904$1.80M0.1%-1.1%0.000%
2/6/2025Raymond James Financial Inc.70,522$1.07M0.0%N/A0.000%
2/5/2025NewEdge Wealth LLC106,308$1.61M0.0%+19.5%0.000%
1/22/2025Foundations Investment Advisors LLC394,525$5.96M0.1%+23.2%0.000%
1/17/2025 Secure Asset Management LLC187,935$2.84M0.4%+46.6%0.000%
1/17/2025 Janney Montgomery Scott LLC21,367$323K0.0%+98.2%0.000%
1/15/2025 Hennion & Walsh Asset Management Inc.221,751$3.35M0.2%-8.7%0.000%
1/13/2025 Capital Investment Advisors LLC217,998$3.29M0.1%-8.2%0.000%
1/8/2025 Worth Asset Management LLC14,942$226K0.1%+32.7%0.000%
11/25/2024Sanctuary Advisors LLC10,818$165K0.0%-58.0%0.000%
11/15/2024Stifel Financial Corp203,381$3.11M0.0%-32.4%0.000%
11/8/2024Cornerstone Advisors LLC17,100$261K0.0%N/A0.000%
11/8/2024Advisors Asset Management Inc.398,379$6.09M0.1%+20.4%0.000%
11/5/2024Nations Financial Group Inc. IA ADV74,718$1.14M0.1%-1.9%0.000%
10/30/2024United Advisor Group LLC310,099$4.74M1.1%+0.9%0.000%
10/29/2024 Farther Finance Advisors LLC120,260$1.84M0.1%N/A0.000%
10/23/2024 Hennion & Walsh Asset Management Inc.242,797$3.71M0.2%-3.6%0.000%
10/21/2024Foundations Investment Advisors LLC320,299$4.89M0.1%+11.1%0.000%
10/18/2024 Capital Investment Advisors LLC237,441$3.63M0.1%-1.8%0.000%
10/16/2024 Secure Asset Management LLC128,233$1.96M0.3%-12.1%0.000%
10/9/2024 Worth Asset Management LLC11,260$172K0.1%N/A0.000%
9/5/2024Sanctuary Advisors LLC25,784$357K0.0%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.10,072$150K0.0%N/A0.000%
8/2/2024Foundations Investment Advisors LLC288,199$4.29M0.1%+7.4%0.000%
7/24/2024 Secure Asset Management LLC145,886$2.17M0.4%N/A0.000%
7/20/2024 Hennion & Walsh Asset Management Inc.251,851$3.75M0.2%-11.3%0.000%
7/19/2024 Tyche Wealth Partners LLC23,109$344K0.1%N/A0.000%
7/12/2024 Curated Wealth Partners LLC86,324$1.29M0.2%-200.8%0.000%
7/12/2024 Capital Investment Advisors LLC241,683$3.60M0.1%-2.5%0.000%
5/14/2024Advisors Asset Management Inc.293,009$4.17M0.1%+9.2%0.000%
5/7/2024 Oppenheimer & Co. Inc.85,004$1.21M0.0%-18.2%0.000%
5/4/20249258 Wealth Management LLC12,393$176K0.0%N/A0.000%
4/23/2024Nations Financial Group Inc. IA ADV75,635$1.08M0.1%+1.1%0.000%
4/17/2024 Hennion & Walsh Asset Management Inc.284,026$4.04M0.2%-12.9%0.000%
2/15/2024Cohen & Steers Inc.642,693$8.84M0.0%-0.8%0.000%
2/13/2024 Oppenheimer & Co. Inc.103,879$1.43M0.0%-1.6%0.000%
2/9/2024Wells Fargo & Company MN891,976$12.27M0.0%+21.6%0.000%
2/8/2024Foundations Investment Advisors LLC260,207$3.49M0.1%+10.1%0.000%
2/6/2024 Spire Wealth Management6,500$89K0.0%+85.7%0.000%
1/29/2024NewEdge Wealth LLC84,067$1.16M0.0%N/A0.000%
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1/25/2024 E&G Advisors LP16,746$230K0.1%-17.3%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.381,886$5.25M0.0%-1.9%0.000%
1/16/2024Raymond James & Associates128,660$1.77M0.0%+53.5%0.000%
1/12/2024Advisor Resource Council26,163$360K0.0%N/A0.000%
1/5/2024 Capital Investment Advisors LLC259,453$3.57M0.1%+0.8%0.000%
11/15/2023Advisors Asset Management Inc.293,508$3.79M0.1%+6.7%0.000%
11/14/2023Lazard Asset Management LLC53,449$689K0.0%+22.1%0.000%
11/14/2023AQR Arbitrage LLC31,022$400K0.0%-68.8%0.000%
11/13/2023Stifel Financial Corp304,558$3.93M0.0%-0.8%0.000%
11/9/2023UBS Group AG201,595$2.60M0.0%+0.5%0.000%
(Data available from 1/1/2016 forward)

ARDC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ARDC shares?

During the previous two years, 54 institutional investors and hedge funds held shares of Ares Dynamic Credit Allocation Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($25.15M), Guggenheim Capital LLC ($7.78M), Sit Investment Associates Inc. ($6.01M), Advisors Asset Management Inc. ($5.74M), Raymond James Financial Services Advisors Inc. ($5.25M), Cohen & Steers Inc. ($5.09M), and Foundations Investment Advisors LLC ($5.01M).Learn more on Ares Dynamic Credit Allocation Fund's institutional investors.

Which institutional investors have been buying Ares Dynamic Credit Allocation Fund's stock?

Of the 45 institutional investors that purchased Ares Dynamic Credit Allocation Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Wells Fargo & Company MN ($249.63K), AdvisorNet Financial Inc ($235.12K), Secure Asset Management LLC ($211.75K), Foundations Investment Advisors LLC ($193.72K), Curated Wealth Partners LLC ($173.15K), Landscape Capital Management L.L.C. ($153.32K), and Raymond James Financial Inc. ($141.04K).

How much institutional buying is happening at Ares Dynamic Credit Allocation Fund?

Institutional investors have bought a total of 1,587,751 shares in the last 24 months. This purchase volume represents approximately $23.28M in transactions.

Which of Ares Dynamic Credit Allocation Fund's major shareholders have been selling company stock?

Of the 15 institutional investors that sold Ares Dynamic Credit Allocation Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cohen & Steers Inc. ($124K), Stifel Financial Corp ($97.61K), Foundations Investment Advisors LLC ($56.07K), Hennion & Walsh Asset Management Inc. ($46.94K), Capital Investment Advisors LLC ($38.16K), Secure Asset Management LLC ($34.37K), and Sanctuary Advisors LLC ($14.97K).

How much institutional selling is happening at Ares Dynamic Credit Allocation Fund?

Institutional investors have sold a total of 448,249 shares in the last 24 months. This volume of shares sold represents approximately $6.67M in transactions.


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This page (NYSE:ARDC) was last updated on 8/9/2025 by MarketBeat.com Staff
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