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Ares Dynamic Credit Allocation Fund (ARDC) Institutional Ownership

$15.21 +0.07 (+0.46%)
As of 01/17/2025 03:59 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)
17
Total
Institutional Inflows
(last 12 months)
$15.10M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$4.41M
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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
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%
10/29/2024Farther 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%
7/19/2024Tyche Wealth Partners LLC23,109$344K0.1%N/A0.000%
7/12/2024Curated 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%
5/7/2024Oppenheimer & 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%
2/13/2024Oppenheimer & 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%
2/6/2024Spire Wealth Management6,500$89K0.0%+85.7%0.000%
1/29/2024NewEdge 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%
1/12/2024Advisor Resource Council26,163$360K0.0%N/A0.000%
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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%
11/8/2023Westchester Capital Management LLC32,325$417K0.0%+83.4%0.000%
11/8/2023Oppenheimer & Co. Inc.105,578$1.36M0.0%-5.9%0.000%
11/7/2023Virtus 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%
10/24/2023Curated Wealth Partners LLC89,349$1.15M0.2%+1.3%0.000%
10/16/2023 Capital Investment Advisors LLC257,324$3.32M0.1%+3.3%0.000%
10/5/2023Foundations Investment Advisors LLC236,388$3.05M0.1%+14.4%0.000%
8/15/2023Cohen & Steers Inc.647,693$7.99M0.0%-3.8%0.000%
8/14/2023Vivaldi Capital Management LP340,417$4.20M1.3%-0.7%0.000%
8/11/2023Guggenheim Capital LLC209,667$2.59M0.0%-50.6%0.000%
8/10/2023Sit Investment Associates Inc.487,785$6.01M0.2%-16.8%0.000%
8/8/20239258 Wealth Management LLC13,015$160K0.0%-7.9%0.000%
8/7/2023Shaker Financial Services LLC66,749$823K0.4%+94.7%0.000%
8/3/2023Oppenheimer & Co. Inc.112,194$1.38M0.0%+7.4%0.000%
7/27/2023Virtu 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%
7/19/2023Foundations Investment Advisors LLC206,695$2.55M0.1%N/A0.000%
7/11/2023 Capital Investment Advisors LLC249,082$3.07M0.1%+8.6%0.000%
7/11/2023Curated Wealth Partners LLC88,164$1.09M0.2%+2.9%0.000%
5/11/2023Guggenheim Capital LLC424,492$5.08M0.0%-50.2%0.000%
5/10/2023Oppenheimer & Co. Inc.104,439$1.25M0.0%+5.1%0.000%
5/8/2023Shaker Financial Services LLC34,290$410K0.2%-84.3%0.000%
5/3/20239258 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%
4/10/2023 Capital Investment Advisors LLC229,346$2.75M0.1%+5.9%0.000%
2/13/2023Advisors Asset Management Inc.322,221$3.74M0.1%-20.5%0.000%
2/10/2023Sit Investment Associates Inc.683,716$7.92M0.2%-6.7%0.000%
2/9/2023Landscape Capital Management L.L.C.17,467$202K0.0%+27.5%0.000%
2/9/2023Elequin Securities LLC10,904$126K0.0%N/A0.000%
2/9/2023First Trust Advisors LP270,037$3.13M0.0%-1.2%0.000%
2/9/2023HighTower 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%
2/8/2023UBS Group AG274,646$3.18M0.0%-10.7%0.000%
2/8/2023Oppenheimer & Co. Inc.99,369$1.15M0.0%+9.1%0.000%
2/7/2023Nations Financial Group Inc. IA ADV72,378$839K0.1%N/A0.000%
2/7/2023Envestnet Asset Management Inc.12,802$148K0.0%+19.4%0.000%
2/3/2023Shaker Financial Services LLC217,995$2.53M1.2%-10.3%0.000%
2/3/20239258 Wealth Management LLC16,248$188K0.0%-23.2%0.000%
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2/1/2023Wolverine Asset Management LLC21,714$252K0.0%N/A0.000%
1/30/2023 International Assets Investment Management LLC15,169$176K0.0%N/A0.000%
1/26/2023GraniteShares 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%
1/5/2023 Capital Investment Advisors LLC216,479$2.51M0.1%+3.2%0.000%
11/16/2022Saba Capital Management L.P.133,355$1.57M0.0%+3.7%0.000%
11/15/2022Logan Stone Capital LLC30,113$354K0.2%-26.3%0.000%
11/15/2022Cohen & Steers Inc.673,274$7.91M0.0%+1.3%0.000%
11/14/2022Guggenheim Capital LLC1,140,873$13.41M0.1%-5.1%0.000%
11/14/2022Oppenheimer & Co. Inc.91,083$1.07M0.0%+7.1%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, 45 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 36 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), Secure Asset Management LLC ($205.59K), Curated Wealth Partners LLC ($175.67K), Wells Fargo & Company MN ($158.26K), 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 2,220,286 shares in the last 24 months. This purchase volume represents approximately $29.73M 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), Hennion & Walsh Asset Management Inc. ($119.55K), Stifel Financial Corp ($100.21K), 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 1,626,827 shares in the last 24 months. This volume of shares sold represents approximately $20.52M in transactions.


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This page (NYSE:ARDC) was last updated on 1/20/2025 by MarketBeat.com Staff
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