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Ares Dynamic Credit Allocation Fund (ARDC) Institutional Ownership

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$13.86
+0.07 (+0.51%)
(As of 04/26/2024 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)
18
Total
Institutional Inflows
(last 12 months)
$11.24M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$14.33M
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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
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%
2/15/2024Cohen & 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%
2/6/2024 Spire Wealth Management6,500$89K0.0%+85.7%0.000%
1/29/2024NewEdge Wealth LLC84,067$1.16M0.0%N/A0.000%
1/25/2024 E&G Advisors LP16,746$230K0.1%-17.3%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.381,886$5.25M0.0%-1.9%0.000%
1/16/2024 Raymond James & Associates128,660$1.77M0.0%+53.5%0.000%
1/12/2024 Advisor 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%
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%
10/24/2023 Raymond James Financial Services Advisors Inc.389,253$5.02M0.0%+10.0%0.000%
10/24/2023 Raymond 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%
10/5/2023Foundations 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%
7/25/2023 Raymond James Financial Services Advisors Inc.353,854$4.36M0.0%-14.1%0.000%
7/25/2023 Raymond 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%
7/11/2023 Curated Wealth Partners LLC88,164$1.09M0.2%+2.9%0.000%
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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%
4/14/2023 Raymond James Financial Services Advisors Inc.411,803$4.93M0.0%+336.8%0.000%
4/14/2023 Raymond 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%
2/8/2023 Raymond 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%
2/7/2023 Nations 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%
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%
1/26/2023 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%
1/5/2023 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%
11/14/2022 Hennion & Walsh Asset Management Inc.316,282$3.72M0.2%+14.4%0.000%
11/10/2022UBS Group AG307,440$3.61M0.0%-6.2%0.000%
11/9/2022Shaker Financial Services LLC243,011$2.86M1.4%+10.9%0.000%
11/8/2022Advisors Asset Management Inc.405,249$4.76M0.1%-1.7%0.000%
11/8/20229258 Wealth Management LLC21,169$249K0.1%-5.8%0.000%
11/8/2022Matisse Capital60,105$706K0.9%N/A0.000%
11/2/2022Landscape Capital Management L.L.C.13,696$161K0.0%-51.8%0.000%
10/31/2022Camelot Portfolios LLC10,400$122K0.1%N/A0.000%
10/25/2022 Raymond James & Associates33,604$395K0.0%+215.6%0.000%
10/25/2022 Raymond James Financial Services Advisors Inc.43,023$506K0.0%+61.6%0.000%
10/19/2022Roosevelt Investment Group LLC32,068$377K0.0%+7.2%0.000%
10/14/2022 GraniteShares Advisors LLC182,105$2.14M1.7%-1.2%0.000%
10/5/2022 Capital Investment Advisors LLC209,754$2.47M0.1%+10.3%0.000%
9/23/2022Capital Wealth Alliance LLC25,000$31K0.0%N/A0.000%
8/15/2022Bluefin Capital Management LLC17,763$217K0.0%+20.3%0.000%
8/11/2022UBS Group AG327,631$4.00M0.0%-2.7%0.000%
8/11/2022Sit Investment Associates Inc.694,808$8.48M0.3%-1.0%0.000%
8/8/2022Advisors Asset Management Inc.412,374$5.03M0.1%+1.9%0.000%
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8/8/2022Walleye Capital LLC10,671$130K0.0%-66.2%0.000%
8/8/2022Oppenheimer & Co. Inc.85,073$1.04M0.0%+3.6%0.000%
8/8/2022Integrated Wealth Concepts LLC26,541$324K0.0%N/A0.000%
8/5/2022Landscape Capital Management L.L.C.28,411$347K0.0%+25.4%0.000%
8/4/2022Steward Partners Investment Advisory LLC4,470$55K0.0%N/A0.000%
8/4/2022Northwestern Mutual Wealth Management Co.28,032$342K0.0%-87.1%0.000%
8/3/2022Wolverine Asset Management LLC22,333$272K0.0%-43.6%0.000%
8/2/2022Capital Wealth Alliance LLC25,000$31K0.0%N/A0.000%
8/1/2022Shaker Financial Services LLC219,169$2.67M1.3%+6.1%0.000%
7/27/2022 Advisor Resource Council30,940$378K0.0%N/A0.000%
(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, 48 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), Sit Investment Associates Inc. ($6.01M), Raymond James Financial Services Advisors Inc. ($5.25M), Vivaldi Capital Management LP ($4.20M), Hennion & Walsh Asset Management Inc. ($4.04M), and Stifel Financial Corp ($3.93M).Learn more on ARDC's institutional investors.

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

Of the 39 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. ($420.58K), Foundations Investment Advisors LLC ($260.21K), Northwestern Mutual Wealth Management Co. ($187.82K), Wells Fargo & Company MN ($158.26K), Hennion & Walsh Asset Management Inc. ($149.01K), Raymond James & Associates ($139.70K), and Shaker Financial Services LLC ($86.69K).

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

Institutional investors have bought a total of 2,307,533 shares in the last 24 months. This purchase volume represents approximately $29.35M in transactions.

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

Of the 23 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 ($703.37K), Shaker Financial Services LLC ($208.72K), Sit Investment Associates Inc. ($191.75K), Northwestern Mutual Wealth Management Co. ($189.65K), Cohen & Steers Inc. ($129.67K), Advisors Asset Management Inc. ($90.15K), 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 1,881,788 shares in the last 24 months. This volume of shares sold represents approximately $23.18M in transactions.


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This page (NYSE:ARDC) was last updated on 4/28/2024 by MarketBeat.com Staff

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