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Ares Dynamic Credit Allocation Fund (ARDC) Institutional Ownership

Ares Dynamic Credit Allocation Fund logo
$15.30 +0.01 (+0.07%)
As of 04:00 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)
26
Total
Institutional Inflows
(last 12 months)
$18.45M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$6.18M
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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
2/17/2025 Waverly Advisors LLC12,454$188K0.0%N/A0.000%
2/17/2025 CoreCap Advisors LLC3,749$57K0.0%+25.0%0.000%
2/17/2025 Cetera Investment Advisers16,733$253K0.0%+21.7%0.000%
2/17/2025 Bank of America Corp DE235,732$3.56M0.0%+15.9%0.000%
2/14/2025 Virtus ETF Advisers LLC47,060$711K0.3%+16.8%0.000%
2/14/2025 Stifel Financial Corp257,516$3.89M0.0%+26.6%0.000%
2/13/2025 NewEdge Advisors LLC22,139$335K0.0%-4.7%0.000%
2/13/2025 Guggenheim Capital LLC514,583$7.78M0.1%+0.6%0.000%
2/13/2025 Cohen & Steers Inc.336,693$5.09M0.0%-26.9%0.000%
2/13/2025 Raymond James Financial Inc.70,522$1.07M0.0%N/A0.000%
2/13/2025 Invesco Ltd.287,872$4.35M0.0%+5.4%0.000%
2/13/2025 Wells Fargo & Company MN1,664,519$25.15M0.0%+5.8%0.000%
2/11/2025 LPL Financial LLC23,441$354K0.0%+19.1%0.000%
2/10/2025 Advisors 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%
2/6/2025 Raymond James Financial Inc.70,522$1.07M0.0%N/A0.000%
2/5/2025 NewEdge Wealth LLC106,308$1.61M0.0%+19.5%0.000%
1/22/2025 Foundations 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%
11/25/2024 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%
10/30/2024United 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%
10/21/2024 Foundations 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%
9/5/2024 Sanctuary Advisors LLC25,784$357K0.0%N/A0.000%
8/19/2024B. 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%
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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%
5/14/2024 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%
5/4/20249258 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%
1/25/2024 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%
11/15/2023 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%
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%
10/16/2023 Capital 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%
8/8/20239258 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%
7/11/2023 Capital 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%
5/3/20239258 Wealth Management LLC14,128$169K0.0%-13.0%0.000%
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4/27/2023 Matisse 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%
2/13/2023 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%
(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 ($25.15M), Guggenheim Capital LLC ($7.78M), Advisors Asset Management Inc. ($6.19M), Sit Investment Associates Inc. ($6.01M), Foundations Investment Advisors LLC ($5.96M), Raymond James Financial Services Advisors Inc. ($5.25M), and Cohen & Steers Inc. ($5.09M).Learn more on ARDC's institutional investors.

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

Of the 38 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: Foundations Investment Advisors LLC ($386.27K), Raymond James Financial Services Advisors Inc. ($352.93K), Wells Fargo & Company MN ($249.63K), Secure Asset Management LLC ($205.59K), Curated Wealth Partners LLC ($175.67K), Raymond James Financial Inc. ($141.04K), and Advisors Asset Management Inc. ($122.40K).

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

Institutional investors have bought a total of 2,465,224 shares in the last 24 months. This purchase volume represents approximately $34.21M in transactions.

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

Of the 20 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 ($183.71K), Cohen & Steers Inc. ($154.58K), Hennion & Walsh Asset Management Inc. ($119.55K), Stifel Financial Corp ($100.21K), Sit Investment Associates Inc. ($98.20K), 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 1,555,518 shares in the last 24 months. This volume of shares sold represents approximately $20.14M in transactions.


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This page (NYSE:ARDC) was last updated on 2/21/2025 by MarketBeat.com Staff
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