Free Trial
→ Musk Warns. Trump Acts. Your Retirement May Depend on It (From American Alternative) (Ad)tc pixel Free ARDC Stock Alerts

Ares Dynamic Credit Allocation Fund (ARDC) Institutional Ownership

Ares Dynamic Credit Allocation Fund logo
$14.70 -0.01 (-0.03%)
Closing price 09/3/2025 03:58 PM Eastern
Extended Trading
$14.63 -0.06 (-0.44%)
As of 09/3/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

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)
$23.98M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$8.34M
Get ARDC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Ares Dynamic Credit Allocation Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

ARDC Institutional Buying and Selling by Quarter

Ares Dynamic Credit Allocation Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/19/2025 Newbridge Financial Services Group Inc.30,544$434K0.1%N/A0.000%
8/15/2025 Bank of America Corp DE247,969$3.53M0.0%-1.9%0.000%
8/14/2025 Raymond James Financial Inc.47,754$679K0.0%-31.5%0.000%
8/13/2025 Guggenheim Capital LLC383,564$5.45M0.0%-11.8%0.000%
8/13/2025 Invesco Ltd.297,857$4.24M0.0%+8.6%0.000%
8/13/2025 Virtus Investment Advisers LLC51,260$729K0.2%-12.5%0.000%
8/12/2025 Advisors Asset Management Inc.374,456$5.33M0.1%-7.9%0.000%
8/11/2025 United Advisor Group LLC336,279$4.78M0.8%+1.6%0.000%
8/8/2025 Cetera Investment Advisers17,859$254K0.0%-22.1%0.000%
8/8/2025 Cedar Wealth Management LLC20,166$287K0.1%-19.7%0.000%
8/8/2025 Foundations 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%
5/16/2025 NewEdge Advisors LLC20,339$287K0.0%-8.1%0.000%
5/16/2025 Advisors Asset Management Inc.406,418$5.74M0.1%-0.9%0.000%
5/15/2025 Royal Bank of Canada47,405$669K0.0%-3.4%0.000%
5/15/2025 Landscape Capital Management L.L.C.153,322$2.17M0.2%N/A0.000%
5/13/2025 Elequin Capital LP3,384$48K0.0%+1,130.5%0.000%
5/13/2025 Nations Financial Group Inc. IA ADV72,882$1.03M0.1%-2.2%0.000%
5/13/2025 Anfield Capital Management LLC7,772$110K0.0%+35.8%0.000%
5/12/2025 Invesco 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%
5/9/2025 Cedar Wealth Management LLC25,127$355K0.1%N/A0.000%
5/7/2025 Foundations Investment Advisors LLC408,667$5.72M0.1%+3.6%0.000%
5/6/2025 Cetera 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%
4/21/2025 United 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%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
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%
2/24/2025 United Advisor Group LLC321,483$4.86M1.0%+3.7%0.000%
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%
11/25/2024Sanctuary 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%
10/18/2024 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%
8/19/2024 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%
7/12/2024 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%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.tc pixel

Watch the National Emergency broadcast here
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%
(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 ($5.45M), Advisors Asset Management Inc. ($5.33M), Raymond James Financial Services Advisors Inc. ($5.25M), Cohen & Steers Inc. ($5.09M), Foundations Investment Advisors LLC ($5.01M), and United Advisor Group LLC ($4.78M).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 46 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 1,637,198 shares in the last 24 months. This purchase volume represents approximately $23.98M in transactions.

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

Of the 19 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), Guggenheim Capital LLC ($51.16K), Hennion & Walsh Asset Management Inc. ($46.94K), Capital Investment Advisors LLC ($38.16K), and Advisors Asset Management Inc. ($35.49K).

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

Institutional investors have sold a total of 565,424 shares in the last 24 months. This volume of shares sold represents approximately $8.34M in transactions.


Related Companies

This page (NYSE:ARDC) was last updated on 9/4/2025 by MarketBeat.com Staff
From Our Partners
Retire Comfortably with These New Monthly Income ETFs?
Too many retirees lie awake at night, worried their savings won’t last. Traditional advice and tiny returns ju...
Investors Alley | Sponsoredtc pixel
What's the Best Way to Lower RMD Taxes?
Turning 73 triggers a key IRS rule: you must begin taking required minimum distributions (RMDs) from certain r...
SmartAsset | Sponsoredtc pixel
Crypto Income (almost instantly)
How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...
Awesomely, LLC | Sponsoredtc pixel
Trump set to Boost Social Security Checks by 400%?
If you're collecting or planning to collect social security... You should see this presentation about Presi...
InvestorPlace | Sponsoredtc pixel
The End of Elon Musk…?
The End of Elon Musk? Don't make him laugh. Jeff Brown has been hearing this same tired story for years, an...
Brownstone Research | Sponsoredtc pixel
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsoredtc pixel
Free: The Crypto Summit That Could Change Your Life
27 industry leaders share urgent market intel (free access)... For a very limited time, you can claim your ...
Crypto 101 Media | Sponsoredtc pixel
This Massive Market is Ripe for Disruption by this Nasdaq
Fanatics Hit $31B. This Nasdaq Company Is Building the Next Wave Fanatics built a merch empire by owning th...
i2i Marketing Group, LLC | Sponsoredtc pixel