Ares Dynamic Credit Allocation Fund (ARDC) Institutional Ownership

$14.85

-0.03 (-0.20%)

(As of 07/26/2024 ET)

Number of Institutional Buyers (last 12 months): 21
Total Institutional Inflows (last 12 months): $13.96M

Number of Institutional Sellers (last 12 months): 12
Total Institutional Outflows (last 12 months): $7.10M

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ARDC Institutional Buying and Selling by Quarter

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Ares Dynamic Credit Allocation Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/24/2024	Secure Asset Management LLC	145,886	$2.17M	0.4%	N/A	0.000%
7/20/2024	Hennion & Walsh Asset Management Inc.	251,851	$3.75M	0.2%	-11.3%	0.000%
7/19/2024	Tyche Wealth Partners LLC	23,109	$344K	0.1%	N/A	0.000%
7/12/2024	Curated Wealth Partners LLC	86,324	$1.29M	0.2%	-200.8%	0.000%
7/12/2024	Capital Investment Advisors LLC	241,683	$3.60M	0.1%	-2.5%	0.000%
5/14/2024	Advisors Asset Management Inc.	293,009	$4.17M	0.1%	+9.2%	0.000%
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5/7/2024	Oppenheimer & Co. Inc.	85,004	$1.21M	0.0%	-18.2%	0.000%
5/4/2024	9258 Wealth Management LLC	12,393	$176K	0.0%	N/A	0.000%
4/23/2024	Nations Financial Group Inc. IA ADV	75,635	$1.08M	0.1%	+1.1%	0.000%
4/17/2024	Hennion & Walsh Asset Management Inc.	284,026	$4.04M	0.2%	-12.9%	0.000%
2/15/2024	Cohen & Steers Inc.	642,693	$8.84M	0.0%	-0.8%	0.000%
2/13/2024	Oppenheimer & Co. Inc.	103,879	$1.43M	0.0%	-1.6%	0.000%
2/9/2024	Wells Fargo & Company MN	891,976	$12.27M	0.0%	+21.6%	0.000%
2/8/2024	Foundations Investment Advisors LLC	260,207	$3.49M	0.1%	+10.1%	0.000%
2/6/2024	Spire Wealth Management	6,500	$89K	0.0%	+85.7%	0.000%
1/29/2024	NewEdge Wealth LLC	84,067	$1.16M	0.0%	N/A	0.000%
1/25/2024	E&G Advisors LP	16,746	$230K	0.1%	-17.3%	0.000%
1/16/2024	Raymond James Financial Services Advisors Inc.	381,886	$5.25M	0.0%	-1.9%	0.000%
1/16/2024	Raymond James & Associates	128,660	$1.77M	0.0%	+53.5%	0.000%
1/12/2024	Advisor Resource Council	26,163	$360K	0.0%	N/A	0.000%
1/5/2024	Capital Investment Advisors LLC	259,453	$3.57M	0.1%	+0.8%	0.000%
11/15/2023	Advisors Asset Management Inc.	293,508	$3.79M	0.1%	+6.7%	0.000%
11/14/2023	Lazard Asset Management LLC	53,449	$689K	0.0%	+22.1%	0.000%
11/14/2023	AQR Arbitrage LLC	31,022	$400K	0.0%	-68.8%	0.000%
11/13/2023	Stifel Financial Corp	304,558	$3.93M	0.0%	-0.8%	0.000%
11/9/2023	UBS Group AG	201,595	$2.60M	0.0%	+0.5%	0.000%
11/8/2023	Westchester Capital Management LLC	32,325	$417K	0.0%	+83.4%	0.000%
11/8/2023	Oppenheimer & Co. Inc.	105,578	$1.36M	0.0%	-5.9%	0.000%
11/7/2023	Virtus ETF Advisers LLC	50,839	$656K	0.4%	N/A	0.000%
10/27/2023	Hennion & Walsh Asset Management Inc.	338,558	$4.37M	0.3%	-4.3%	0.000%
10/24/2023	Raymond James Financial Services Advisors Inc.	389,253	$5.02M	0.0%	+10.0%	0.000%
10/24/2023	Raymond James & Associates	83,840	$1.08M	0.0%	+301.8%	0.000%
10/24/2023	Curated Wealth Partners LLC	89,349	$1.15M	0.2%	+1.3%	0.000%
10/16/2023	Capital Investment Advisors LLC	257,324	$3.32M	0.1%	+3.3%	0.000%
10/5/2023	Foundations Investment Advisors LLC	236,388	$3.05M	0.1%	+14.4%	0.000%
8/15/2023	Cohen & Steers Inc.	647,693	$7.99M	0.0%	-3.8%	0.000%
8/14/2023	Vivaldi Capital Management LP	340,417	$4.20M	1.3%	-0.7%	0.000%
8/11/2023	Guggenheim Capital LLC	209,667	$2.59M	0.0%	-50.6%	0.000%
8/10/2023	Sit Investment Associates Inc.	487,785	$6.01M	0.2%	-16.8%	0.000%
8/8/2023	9258 Wealth Management LLC	13,015	$160K	0.0%	-7.9%	0.000%
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8/7/2023	Shaker Financial Services LLC	66,749	$823K	0.4%	+94.7%	0.000%
8/3/2023	Oppenheimer & Co. Inc.	112,194	$1.38M	0.0%	+7.4%	0.000%
7/27/2023	Virtu Financial LLC	11,618	$143K	0.0%	N/A	0.000%
7/25/2023	Raymond James Financial Services Advisors Inc.	353,854	$4.36M	0.0%	-14.1%	0.000%
7/25/2023	Raymond James & Associates	20,866	$257K	0.0%	-4.5%	0.000%
7/19/2023	Foundations Investment Advisors LLC	206,695	$2.55M	0.1%	N/A	0.000%
7/11/2023	Capital Investment Advisors LLC	249,082	$3.07M	0.1%	+8.6%	0.000%
7/11/2023	Curated Wealth Partners LLC	88,164	$1.09M	0.2%	+2.9%	0.000%
5/11/2023	Guggenheim Capital LLC	424,492	$5.08M	0.0%	-50.2%	0.000%
5/10/2023	Oppenheimer & Co. Inc.	104,439	$1.25M	0.0%	+5.1%	0.000%
5/8/2023	Shaker Financial Services LLC	34,290	$410K	0.2%	-84.3%	0.000%
5/3/2023	9258 Wealth Management LLC	14,128	$169K	0.0%	-13.0%	0.000%
4/27/2023	Matisse Capital	41,071	$492K	0.3%	-31.7%	0.000%
4/20/2023	Hennion & Walsh Asset Management Inc.	385,431	$4.61M	0.3%	+11.4%	0.000%
4/14/2023	Raymond James Financial Services Advisors Inc.	411,803	$4.93M	0.0%	+336.8%	0.000%
4/14/2023	Raymond James & Associates	21,860	$262K	0.0%	+69.3%	0.000%
4/10/2023	Capital Investment Advisors LLC	229,346	$2.75M	0.1%	+5.9%	0.000%
2/13/2023	Advisors Asset Management Inc.	322,221	$3.74M	0.1%	-20.5%	0.000%
2/10/2023	Sit Investment Associates Inc.	683,716	$7.92M	0.2%	-6.7%	0.000%
2/9/2023	Landscape Capital Management L.L.C.	17,467	$202K	0.0%	+27.5%	0.000%
2/9/2023	Elequin Securities LLC	10,904	$126K	0.0%	N/A	0.000%
2/9/2023	First Trust Advisors LP	270,037	$3.13M	0.0%	-1.2%	0.000%
2/9/2023	HighTower Advisors LLC	56,894	$661K	0.0%	+89.6%	0.000%
2/8/2023	Raymond James Financial Services Advisors Inc.	94,274	$1.09M	0.0%	+119.1%	0.000%
2/8/2023	UBS Group AG	274,646	$3.18M	0.0%	-10.7%	0.000%
2/8/2023	Oppenheimer & Co. Inc.	99,369	$1.15M	0.0%	+9.1%	0.000%
2/7/2023	Nations Financial Group Inc. IA ADV	72,378	$839K	0.1%	N/A	0.000%
2/7/2023	Envestnet Asset Management Inc.	12,802	$148K	0.0%	+19.4%	0.000%
2/3/2023	Shaker Financial Services LLC	217,995	$2.53M	1.2%	-10.3%	0.000%
2/3/2023	9258 Wealth Management LLC	16,248	$188K	0.0%	-23.2%	0.000%
2/1/2023	Wolverine Asset Management LLC	21,714	$252K	0.0%	N/A	0.000%
1/30/2023	International Assets Investment Management LLC	15,169	$176K	0.0%	N/A	0.000%
1/26/2023	GraniteShares Advisors LLC	191,512	$2.22M	1.8%	+5.2%	0.000%
1/12/2023	Hennion & Walsh Asset Management Inc.	345,989	$4.01M	0.2%	+9.4%	0.000%
1/5/2023	Capital Investment Advisors LLC	216,479	$2.51M	0.1%	+3.2%	0.000%
11/16/2022	Saba Capital Management L.P.	133,355	$1.57M	0.0%	+3.7%	0.000%
11/15/2022	Logan Stone Capital LLC	30,113	$354K	0.2%	-26.3%	0.000%
11/15/2022	Cohen & Steers Inc.	673,274	$7.91M	0.0%	+1.3%	0.000%
11/14/2022	Guggenheim Capital LLC	1,140,873	$13.41M	0.1%	-5.1%	0.000%
11/14/2022	Oppenheimer & Co. Inc.	91,083	$1.07M	0.0%	+7.1%	0.000%
11/14/2022	Hennion & Walsh Asset Management Inc.	316,282	$3.72M	0.2%	+14.4%	0.000%
11/10/2022	UBS Group AG	307,440	$3.61M	0.0%	-6.2%	0.000%
11/9/2022	Shaker Financial Services LLC	243,011	$2.86M	1.4%	+10.9%	0.000%
11/8/2022	Advisors Asset Management Inc.	405,249	$4.76M	0.1%	-1.7%	0.000%
11/8/2022	9258 Wealth Management LLC	21,169	$249K	0.1%	-5.8%	0.000%
11/8/2022	Matisse Capital	60,105	$706K	0.9%	N/A	0.000%
11/2/2022	Landscape Capital Management L.L.C.	13,696	$161K	0.0%	-51.8%	0.000%
10/31/2022	Camelot Portfolios LLC	10,400	$122K	0.1%	N/A	0.000%
10/25/2022	Raymond James & Associates	33,604	$395K	0.0%	+215.6%	0.000%
10/25/2022	Raymond James Financial Services Advisors Inc.	43,023	$506K	0.0%	+61.6%	0.000%
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10/19/2022	Roosevelt Investment Group LLC	32,068	$377K	0.0%	+7.2%	0.000%
10/14/2022	GraniteShares Advisors LLC	182,105	$2.14M	1.7%	-1.2%	0.000%
10/5/2022	Capital Investment Advisors LLC	209,754	$2.47M	0.1%	+10.3%	0.000%
9/23/2022	Capital Wealth Alliance LLC	25,000	$31K	0.0%	N/A	0.000%
8/15/2022	Bluefin Capital Management LLC	17,763	$217K	0.0%	+20.3%	0.000%
8/11/2022	UBS Group AG	327,631	$4.00M	0.0%	-2.7%	0.000%
8/11/2022	Sit Investment Associates Inc.	694,808	$8.48M	0.3%	-1.0%	0.000%
8/8/2022	Advisors Asset Management Inc.	412,374	$5.03M	0.1%	+1.9%	0.000%
8/8/2022	Walleye Capital LLC	10,671	$130K	0.0%	-66.2%	0.000%
8/8/2022	Oppenheimer & Co. Inc.	85,073	$1.04M	0.0%	+3.6%	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, 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), Advisors Asset Management Inc. ($4.17M), 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 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: Raymond James Financial Services Advisors Inc. ($420.58K), Foundations Investment Advisors LLC ($260.21K), Curated Wealth Partners LLC ($175.67K), Wells Fargo & Company MN ($158.26K), Secure Asset Management LLC ($145.89K), Raymond James & Associates ($139.70K), and Hennion & Walsh Asset Management Inc. ($108.94K).
How much institutional buying is happening at Ares Dynamic Credit Allocation Fund?: Institutional investors have bought a total of 2,235,138 shares in the last 24 months. This purchase volume represents approximately $28.65M in transactions.

Which Ares Dynamic Credit Allocation Fund major shareholders have been selling company stock?: Of the 24 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), Northwestern Mutual Wealth Management Co. ($189.65K), Sit Investment Associates Inc. ($153.77K), Advisors Asset Management Inc. ($90.15K), Hennion & Walsh Asset Management Inc. ($89.45K), 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 1,802,085 shares in the last 24 months. This volume of shares sold represents approximately $22.04M in transactions.