Bdo Wealth Advisors, LLC Ares Dynamic Credit Allocation Fund, Inc. Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 09, 2023	BUY	$11.42 - $12.85 $5,287 - $5,949	463 New	463 $5,000
Q4 2017 Feb 14, 2018	SELL	$15.97 - $16.55 $1,038 - $1,075	-65 Closed	0 $0
Q3 2017 Nov 08, 2017	BUY	$16.07 - $16.47 $1,044 - $1,070	65	65 $1,000

Others Institutions Holding ARDC

# of Institutions

49

Shares Held

6.08M

Call Options Held

0

Put Options Held

85.6K

Wells Fargo & Company San Francisco, CA

1.13M
Shares

$17.3 Million
0.0% of portfolio
Cohen & Steers, Inc. New York, NY

600K
Shares

$9.15 Million
0.02% of portfolio
Morgan Stanley New York, NY

431K
Shares

$6.58 Million
0.0% of portfolio
Guggenheim Capital LLC Chicago, IL

372K
Shares

$5.68 Million
0.04% of portfolio
Stifel Financial Corp St. Louis, MO

330K
Shares

$5.04 Million
0.01% of portfolio

About Ares Dynamic Credit Allocation Fund, Inc.

Ticker ARDC
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Ares Dynamic Credit Allocation Fund, Inc. is a closed-ended fixed income mutual fund launched by Ares Management LLC. The fund is managed by Ares Capital Management II LLC. It invests in the fixed income markets of Europe. The fund primarily invests in debt instruments such as senior loans made primarily to companies whose debt is rated below in...

More about ARDC

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