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Ares Dynamic Credit Allocation Fund (ARDC) Institutional Ownership

$14.94 +0.06 (+0.40%)
(As of 12/20/2024 04:32 PM ET)
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Institutional Ownership Changes (13F Filings) for Ares Dynamic Credit Allocation Fund (NYSE:ARDC)

Number of
Institutional Buyers
(last 12 months)
19
Total
Institutional Inflows
(last 12 months)
$14.98M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$3.90M
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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
11/25/2024 Sanctuary Advisors LLC10,818$165K0.0%-58.0%0.000%
11/15/2024 Stifel Financial Corp203,381$3.11M0.0%-32.4%0.000%
11/8/2024 Cornerstone Advisors LLC17,100$261K0.0%N/A0.000%
11/8/2024 Advisors Asset Management Inc.398,379$6.09M0.1%+20.4%0.000%
11/5/2024 Nations Financial Group Inc. IA ADV74,718$1.14M0.1%-1.9%0.000%
10/30/2024 United 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%
10/21/2024 Foundations Investment Advisors LLC320,299$4.89M0.1%+11.1%0.000%
10/18/2024Capital 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%
9/5/2024 Sanctuary Advisors LLC25,784$357K0.0%N/A0.000%
8/19/2024 B. Riley Wealth Advisors Inc.10,072$150K0.0%N/A0.000%
8/2/2024 Foundations 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%
7/12/2024Capital Investment Advisors LLC241,683$3.60M0.1%-2.5%0.000%
5/14/2024 Advisors 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%
5/4/2024 9258 Wealth Management LLC12,393$176K0.0%N/A0.000%
4/23/2024 Nations 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%
2/15/2024 Cohen & 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%
2/9/2024 Wells Fargo & Company MN891,976$12.27M0.0%+21.6%0.000%
2/8/2024 Foundations Investment Advisors LLC260,207$3.49M0.1%+10.1%0.000%
2/6/2024 Spire Wealth Management6,500$89K0.0%+85.7%0.000%
1/29/2024 NewEdge Wealth LLC84,067$1.16M0.0%N/A0.000%
1/25/2024E&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%
1/12/2024 Advisor Resource Council26,163$360K0.0%N/A0.000%
1/5/2024Capital Investment Advisors LLC259,453$3.57M0.1%+0.8%0.000%
11/15/2023 Advisors Asset Management Inc.293,508$3.79M0.1%+6.7%0.000%
11/14/2023 Lazard Asset Management LLC53,449$689K0.0%+22.1%0.000%
11/14/2023 AQR Arbitrage LLC31,022$400K0.0%-68.8%0.000%
11/13/2023 Stifel Financial Corp304,558$3.93M0.0%-0.8%0.000%
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11/9/2023 UBS Group AG201,595$2.60M0.0%+0.5%0.000%
11/8/2023 Westchester Capital Management LLC32,325$417K0.0%+83.4%0.000%
11/8/2023 Oppenheimer & Co. Inc.105,578$1.36M0.0%-5.9%0.000%
11/7/2023 Virtus ETF Advisers LLC50,839$656K0.4%N/A0.000%
10/27/2023 Hennion & Walsh Asset Management Inc.338,558$4.37M0.3%-4.3%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.389,253$5.02M0.0%+10.0%0.000%
10/24/2023Raymond James & Associates83,840$1.08M0.0%+301.8%0.000%
10/24/2023 Curated Wealth Partners LLC89,349$1.15M0.2%+1.3%0.000%
10/16/2023Capital Investment Advisors LLC257,324$3.32M0.1%+3.3%0.000%
10/5/2023 Foundations Investment Advisors LLC236,388$3.05M0.1%+14.4%0.000%
8/15/2023 Cohen & Steers Inc.647,693$7.99M0.0%-3.8%0.000%
8/14/2023 Vivaldi Capital Management LP340,417$4.20M1.3%-0.7%0.000%
8/11/2023 Guggenheim Capital LLC209,667$2.59M0.0%-50.6%0.000%
8/10/2023 Sit Investment Associates Inc.487,785$6.01M0.2%-16.8%0.000%
8/8/2023 9258 Wealth Management LLC13,015$160K0.0%-7.9%0.000%
8/7/2023 Shaker Financial Services LLC66,749$823K0.4%+94.7%0.000%
8/3/2023 Oppenheimer & Co. Inc.112,194$1.38M0.0%+7.4%0.000%
7/27/2023 Virtu Financial LLC11,618$143K0.0%N/A0.000%
7/25/2023Raymond James Financial Services Advisors Inc.353,854$4.36M0.0%-14.1%0.000%
7/25/2023Raymond James & Associates20,866$257K0.0%-4.5%0.000%
7/19/2023 Foundations Investment Advisors LLC206,695$2.55M0.1%N/A0.000%
7/11/2023Capital Investment Advisors LLC249,082$3.07M0.1%+8.6%0.000%
7/11/2023 Curated Wealth Partners LLC88,164$1.09M0.2%+2.9%0.000%
5/11/2023 Guggenheim Capital LLC424,492$5.08M0.0%-50.2%0.000%
5/10/2023 Oppenheimer & Co. Inc.104,439$1.25M0.0%+5.1%0.000%
5/8/2023 Shaker Financial Services LLC34,290$410K0.2%-84.3%0.000%
5/3/2023 9258 Wealth Management LLC14,128$169K0.0%-13.0%0.000%
4/27/2023Matisse Capital41,071$492K0.3%-31.7%0.000%
4/20/2023 Hennion & Walsh Asset Management Inc.385,431$4.61M0.3%+11.4%0.000%
4/14/2023Raymond James Financial Services Advisors Inc.411,803$4.93M0.0%+336.8%0.000%
4/14/2023Raymond James & Associates21,860$262K0.0%+69.3%0.000%
4/10/2023Capital Investment Advisors LLC229,346$2.75M0.1%+5.9%0.000%
2/13/2023 Advisors Asset Management Inc.322,221$3.74M0.1%-20.5%0.000%
2/10/2023 Sit Investment Associates Inc.683,716$7.92M0.2%-6.7%0.000%
2/9/2023 Landscape Capital Management L.L.C.17,467$202K0.0%+27.5%0.000%
2/9/2023 Elequin Securities LLC10,904$126K0.0%N/A0.000%
2/9/2023 First Trust Advisors LP270,037$3.13M0.0%-1.2%0.000%
2/9/2023 HighTower Advisors LLC56,894$661K0.0%+89.6%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.94,274$1.09M0.0%+119.1%0.000%
2/8/2023 UBS Group AG274,646$3.18M0.0%-10.7%0.000%
2/8/2023 Oppenheimer & Co. Inc.99,369$1.15M0.0%+9.1%0.000%
2/7/2023 Nations Financial Group Inc. IA ADV72,378$839K0.1%N/A0.000%
2/7/2023 Envestnet Asset Management Inc.12,802$148K0.0%+19.4%0.000%
2/3/2023 Shaker Financial Services LLC217,995$2.53M1.2%-10.3%0.000%
2/3/2023 9258 Wealth Management LLC16,248$188K0.0%-23.2%0.000%
2/1/2023 Wolverine Asset Management LLC21,714$252K0.0%N/A0.000%
1/30/2023 International Assets Investment Management LLC15,169$176K0.0%N/A0.000%
1/26/2023 GraniteShares Advisors LLC191,512$2.22M1.8%+5.2%0.000%
1/12/2023 Hennion & Walsh Asset Management Inc.345,989$4.01M0.2%+9.4%0.000%
1/5/2023Capital Investment Advisors LLC216,479$2.51M0.1%+3.2%0.000%
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11/16/2022 Saba Capital Management L.P.133,355$1.57M0.0%+3.7%0.000%
11/15/2022 Logan Stone Capital LLC30,113$354K0.2%-26.3%0.000%
11/15/2022 Cohen & Steers Inc.673,274$7.91M0.0%+1.3%0.000%
11/14/2022 Guggenheim Capital LLC1,140,873$13.41M0.1%-5.1%0.000%
11/14/2022 Oppenheimer & Co. Inc.91,083$1.07M0.0%+7.1%0.000%
11/14/2022 Hennion & Walsh Asset Management Inc.316,282$3.72M0.2%+14.4%0.000%
11/10/2022 UBS Group AG307,440$3.61M0.0%-6.2%0.000%
11/9/2022 Shaker Financial Services LLC243,011$2.86M1.4%+10.9%0.000%
11/8/2022 Advisors Asset Management Inc.405,249$4.76M0.1%-1.7%0.000%
11/8/2022 9258 Wealth Management LLC21,169$249K0.1%-5.8%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, 44 institutional investors and hedge funds held shares of Ares Dynamic Credit Allocation Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($12.27M), Cohen & Steers Inc. ($8.84M), Advisors Asset Management Inc. ($6.09M), Sit Investment Associates Inc. ($6.01M), Raymond James Financial Services Advisors Inc. ($5.25M), Foundations Investment Advisors LLC ($4.89M), and United Advisor Group LLC ($4.74M).Learn more on ARDC's institutional investors.

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

Of the 35 institutional investors that purchased Ares Dynamic Credit Allocation Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($404.18K), Foundations Investment Advisors LLC ($312.04K), Curated Wealth Partners LLC ($175.67K), Wells Fargo & Company MN ($158.26K), Secure Asset Management LLC ($145.89K), Farther Finance Advisors LLC ($120.26K), and Raymond James & Associates ($116.74K).

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

Institutional investors have bought a total of 2,182,745 shares in the last 24 months. This purchase volume represents approximately $29.03M in transactions.

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

Of the 21 institutional investors that sold Ares Dynamic Credit Allocation Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Guggenheim Capital LLC ($642.66K), Shaker Financial Services LLC ($208.72K), Sit Investment Associates Inc. ($146.95K), Stifel Financial Corp ($100.21K), Hennion & Walsh Asset Management Inc. ($98.50K), Advisors Asset Management Inc. ($83.03K), and AQR Arbitrage LLC ($68.48K).

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

Institutional investors have sold a total of 1,586,338 shares in the last 24 months. This volume of shares sold represents approximately $19.91M in transactions.


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This page (NYSE:ARDC) was last updated on 12/21/2024 by MarketBeat.com Staff
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