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MSFT   402.53 (-0.43%)
META   489.57 (-2.44%)
GOOGL   155.31 (-0.45%)
AMZN   176.52 (-1.51%)
TSLA   149.91 (-0.01%)
NVDA   825.35 (-2.52%)
AMD   150.64 (-2.86%)
NIO   3.87 (-3.25%)
BABA   68.81 (-0.10%)
T   16.31 (-0.12%)
F   12.13 (+0.58%)
MU   108.96 (-2.65%)
GE   150.68 (-1.48%)
CGC   7.75 (-1.02%)
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QQQ   418.91 (-1.06%)
AAPL   165.60 (-0.86%)
MSFT   402.53 (-0.43%)
META   489.57 (-2.44%)
GOOGL   155.31 (-0.45%)
AMZN   176.52 (-1.51%)
TSLA   149.91 (-0.01%)
NVDA   825.35 (-2.52%)
AMD   150.64 (-2.86%)
NIO   3.87 (-3.25%)
BABA   68.81 (-0.10%)
T   16.31 (-0.12%)
F   12.13 (+0.58%)
MU   108.96 (-2.65%)
GE   150.68 (-1.48%)
CGC   7.75 (-1.02%)
DIS   111.76 (-0.60%)
AMC   3.14 (+7.53%)
PFE   25.64 (+0.98%)
PYPL   62.01 (-0.14%)
XOM   120.40 (+1.59%)
QQQ   418.91 (-1.06%)
AAPL   165.60 (-0.86%)
MSFT   402.53 (-0.43%)
META   489.57 (-2.44%)
GOOGL   155.31 (-0.45%)
AMZN   176.52 (-1.51%)
TSLA   149.91 (-0.01%)
NVDA   825.35 (-2.52%)
AMD   150.64 (-2.86%)
NIO   3.87 (-3.25%)
BABA   68.81 (-0.10%)
T   16.31 (-0.12%)
F   12.13 (+0.58%)
MU   108.96 (-2.65%)
GE   150.68 (-1.48%)
CGC   7.75 (-1.02%)
DIS   111.76 (-0.60%)
AMC   3.14 (+7.53%)
PFE   25.64 (+0.98%)
PYPL   62.01 (-0.14%)
XOM   120.40 (+1.59%)
QQQ   418.91 (-1.06%)
AAPL   165.60 (-0.86%)
MSFT   402.53 (-0.43%)
META   489.57 (-2.44%)
GOOGL   155.31 (-0.45%)
AMZN   176.52 (-1.51%)
TSLA   149.91 (-0.01%)
NVDA   825.35 (-2.52%)
AMD   150.64 (-2.86%)
NIO   3.87 (-3.25%)
BABA   68.81 (-0.10%)
T   16.31 (-0.12%)
F   12.13 (+0.58%)
MU   108.96 (-2.65%)
GE   150.68 (-1.48%)
CGC   7.75 (-1.02%)
DIS   111.76 (-0.60%)
AMC   3.14 (+7.53%)
PFE   25.64 (+0.98%)
PYPL   62.01 (-0.14%)
XOM   120.40 (+1.59%)

Ares Dynamic Credit Allocation Fund (ARDC) Institutional Ownership

$13.83
0.00 (0.00%)
(As of 10:51 AM ET)

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)
$14.04M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$18.73M
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Skip Chart & View Institutional Buying and Selling Data

ARDC Institutional Buying and Selling by Quarter

Ares Dynamic Credit Allocation Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2024Hennion & Walsh Asset Management Inc.284,026$4.04M0.2%-12.9%0.000%
2/15/2024Virtus ETF Advisers LLC37,339$513K0.3%-26.6%0.000%
2/15/2024Cohen & Steers Inc.642,693$8.84M0.0%-0.8%0.000%
2/14/2024Royal Bank of Canada37,255$512K0.0%-4.0%0.000%
2/13/2024Envestnet Asset Management Inc.17,503$241K0.0%+20.6%0.000%
2/13/2024Cetera Advisor Networks LLC23,064$317K0.0%+39.2%0.000%
2/13/2024Oppenheimer & Co. Inc.103,879$1.43M0.0%-1.6%0.000%
2/13/2024First Trust Advisors LP193,130$2.66M0.0%-7.4%0.000%
2/12/2024Stifel Financial Corp317,775$4.37M0.0%+4.3%0.000%
2/9/2024Corient Private Wealth LLC18,214$250K0.0%-12.9%0.000%
2/9/2024Wells Fargo & Company MN891,976$12.27M0.0%+21.6%0.000%
2/9/2024UBS Group AG157,353$2.16M0.0%-21.9%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%
1/5/2024Capital Investment Advisors LLC259,453$3.57M0.1%+0.8%0.000%
11/15/2023Integrated Wealth Concepts LLC30,175$389K0.0%-5.9%0.000%
11/15/2023Royal Bank of Canada38,813$501K0.0%-14.3%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%
11/13/2023Invesco Ltd.103,456$1.34M0.0%-4.8%0.000%
11/13/2023Envestnet Asset Management Inc.14,513$187K0.0%+10.0%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%
10/27/2023Hennion & 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%
10/5/2023Foundations Investment Advisors LLC236,388$3.05M0.1%+14.4%0.000%
8/21/2023Osaic Holdings Inc.102,196$1.26M0.0%-2.9%0.000%
8/15/2023Wells Fargo & Company MN566,820$6.99M0.0%-12.5%0.000%
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8/15/2023Goldman Sachs Group Inc.14,699$181K0.0%-68.3%0.000%
8/15/2023Lazard Asset Management LLC43,791$539K0.0%+217.5%0.000%
8/15/2023Stifel Financial Corp307,160$3.79M0.0%+1.1%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%
8/11/2023JPMorgan Chase & Co.3,905$48K0.0%-76.6%0.000%
8/10/2023Osaic Holdings Inc.102,196$1.26M0.0%-2.9%0.000%
8/10/2023Cetera Advisor Networks LLC19,021$235K0.0%+17.7%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%
7/11/2023Capital 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%
5/18/2023JPMorgan Chase & Co.16,720$200K0.0%N/A0.000%
5/16/2023Jane Street Group LLC60,706$727K0.0%N/A0.000%
5/16/2023First Trust Advisors LP225,751$2.70M0.0%-16.4%0.000%
5/15/2023Nations Financial Group Inc. IA ADV77,381$926K0.1%+6.9%0.000%
5/12/2023Stifel Financial Corp303,812$3.64M0.0%+0.6%0.000%
5/12/2023Advisors Asset Management Inc.303,569$3.63M0.1%-5.8%0.000%
5/12/2023Bank of America Corp DE118,458$1.42M0.0%-4.9%0.000%
5/12/2023HRT Financial LP45,743$547K0.0%N/A0.000%
5/12/2023UBS Group AG261,413$3.13M0.0%-4.8%0.000%
5/12/2023NewEdge Advisors LLC29,594$355K0.0%+3.2%0.000%
5/12/2023HighTower Advisors LLC30,002$359K0.0%-47.3%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%
4/20/2023Hennion & 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%
2/21/2023Northwestern Mutual Wealth Management Co.3,411$40K0.0%-91.4%0.000%
2/15/2023CI Private Wealth LLC22,178$257K0.0%N/A0.000%
2/15/2023Captrust Financial Advisors22,333$259K0.0%+6.3%0.000%
2/15/2023Lazard Asset Management LLC22,291$258K0.0%+61.6%0.000%
2/15/2023Virtu Financial LLC15,530$180K0.0%N/A0.000%
2/15/2023Logan Stone Capital LLC169,280$1.96M0.7%+462.1%0.000%
2/15/2023Money Concepts Capital Corp4,494$52K0.0%N/A0.000%
2/15/2023Morgan Stanley1,021,799$11.84M0.0%-16.3%0.000%
2/15/2023Mariner LLC10,984$127K0.0%N/A0.000%
2/14/2023Cetera Advisor Networks LLC16,349$189K0.0%N/A0.000%
2/13/2023Advisors Asset Management Inc.322,221$3.74M0.1%-20.5%0.000%
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2/13/2023Wells Fargo & Company MN415,890$4.82M0.0%-27.9%0.000%
2/10/2023Bank of America Corp DE124,521$1.44M0.0%-1.0%0.000%
2/10/2023Advisor Group Holdings Inc.103,900$1.20M0.0%-2.1%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%
2/8/2023Raymond James & Associates12,915$150K0.0%-61.6%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, 69 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), Morgan Stanley ($11.84M), Cohen & Steers Inc. ($8.84M), Sit Investment Associates Inc. ($6.01M), Raymond James Financial Services Advisors Inc. ($5.25M), Stifel Financial Corp ($4.37M), and Vivaldi Capital Management LP ($4.20M).Learn more on ARDC's institutional investors.

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

Of the 57 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 ($172.07K), Hennion & Walsh Asset Management Inc. ($166.50K), Raymond James & Associates ($139.70K), and Logan Stone Capital LLC ($139.17K).

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

Institutional investors have bought a total of 2,958,347 shares in the last 24 months. This purchase volume represents approximately $37.55M in transactions.

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

Of the 38 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 ($820.50K), Wells Fargo & Company MN ($241.94K), Northwestern Mutual Wealth Management Co. ($225.96K), Shaker Financial Services LLC ($208.72K), Morgan Stanley ($199.49K), Sit Investment Associates Inc. ($191.75K), and UBS Group AG ($162.83K).

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

Institutional investors have sold a total of 2,914,801 shares in the last 24 months. This volume of shares sold represents approximately $36.14M in transactions.


This page (NYSE:ARDC) was last updated on 4/19/2024 by MarketBeat.com Staff

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