Latest Institutional Purchases of Ares Dynamic Credit Allocation Fund, Inc. (ARDC)
This list provides information on the latest institutional transactions involving Ares Dynamic Credit Allocation Fund, Inc. (ARDC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
204KNew |
$2.51M - $2.91M
|
204K
$2.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
65.8K+ 38.89% |
$812K - $942K
|
235K
$3.42M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 10.07% |
$155K - $180K
|
137K
$1.99M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.02K+ 13.26% |
$37.3K - $43.2K
|
25.8K
$375K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
153KNew |
$2.16M - $2.39M
|
153K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
72.4KNew |
$1.02M - $1.13M
|
72.4K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
58.6KNew |
$826K - $915K
|
58.6K
$852K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
53.3KNew |
$752K - $833K
|
53.3K
$775K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.3K+ 2.24% |
$526K - $583K
|
1.7M
$24.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.4K+ 11.79% |
$428K - $474K
|
288K
$4.19M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
25.1KNew |
$354K - $392K
|
25.1K
$365K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
19.3KNew |
$273K - $302K
|
19.3K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17K+ 7.2% |
$239K - $265K
|
253K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.5K+ 3.98% |
$218K - $242K
|
405K
$5.89M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.1K+ 14.2% |
$213K - $236K
|
121K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.1K+ 3.58% |
$199K - $221K
|
409K
$5.94M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$193K - $214K
|
13.7K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.5KNew |
$148K - $164K
|
10.5K
$153K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3K+ 44.14% |
$146K - $162K
|
33.8K
$491K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.36K+ 2.91% |
$132K - $146K
|
331K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.6KNew |
$107K - $119K
|
7.6K
$111K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.19K+ 36.98% |
$87.3K - $96.7K
|
22.9K
$333K
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
5.13K+ 2.64% |
$72.3K - $80.1K
|
200K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.11K+ 1130.55% |
$43.8K - $48.6K
|
3.38K
$49.2K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.05K+ 35.76% |
$28.9K - $32K
|
7.77K
$113K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
642New |
$9.05K - $10K
|
642
$9.33K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
607+ 16.19% |
$8.56K - $9.48K
|
4.36K
$63.3K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
100+ 0.8% |
$1.41K - $1.56K
|
12.6K
$183K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
10.2KNew |
$152K - $159K
|
10.2K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
6.77K+ 16.8% |
$101K - $105K
|
47.1K
$684K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.68K+ 32.7% |
$54.8K - $57.4K
|
14.9K
$217K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
572New |
$8.51K - $8.91K
|
572
$8.32K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
12+ 2.26% |
$179 - $187
|
543
$7.9K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
17.1KNew |
$251K - $264K
|
17.1K
$249K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.8KNew |
$159K - $167K
|
10.8K
$157K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.71K+ 3.97% |
$25.1K - $26.3K
|
44.7K
$649K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.3KNew |
$19.1K - $20K
|
1.3K
$18.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
943+ 3.59% |
$13.9K - $14.5K
|
27.2K
$396K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
327New |
$4.8K - $5.04K
|
327
$4.75K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
94+ 0.75% |
$1.38K - $1.45K
|
12.6K
$183K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.1K+ 131.31% |
$415K - $448K
|
53K
$771K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
23.1KNew |
$319K - $344K
|
23.1K
$336K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.1KNew |
$139K - $150K
|
10.1K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
275New |
$3.79K - $4.09K
|
275
$4K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
85.6KNew |
$1.15M - $1.22M
|
85.6K
$1.25M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
375+ 1.63% |
$5.03K - $5.36K
|
23.4K
$341K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
7New |
$93.9 - $100
|
7
$102
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
26.2KNew |
$311K - $363K
|
26.2K
$380K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25KNew |
$297K - $346K
|
25K
$363K
|
|