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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
287KNew |
$3.84M - $4.1M
|
287K
$4.27M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
241K+ 26.96% |
$3.23M - $3.44M
|
1.13M
$16.9M
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
147K+ 65.07% |
$1.97M - $2.1M
|
372K
$5.55M
|
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
85.6KNew |
$1.15M - $1.22M
|
85.6K
$1.28M
|
|
May 14, 2024
Q1 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
51.4K+ 47.43% |
$689K - $734K
|
160K
$2.38M
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
30KNew |
$402K - $429K
|
30K
$447K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.2K+ 21.15% |
$365K - $389K
|
156K
$2.32M
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.7KNew |
$345K - $368K
|
25.7K
$383K
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
24.8K+ 9.23% |
$332K - $354K
|
293K
$4.36M
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
12.4KNew |
$166K - $177K
|
12.4K
$185K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
12.3K+ 3.86% |
$165K - $175K
|
330K
$4.91M
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
11.2K+ 5.89% |
$151K - $160K
|
202K
$3M
|
|
May 13, 2024
Q1 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
10.9K+ 5.63% |
$146K - $155K
|
204K
$3.04M
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.26K+ 3.17% |
$111K - $118K
|
268K
$4M
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
7.94K+ 21.26% |
$106K - $113K
|
45.3K
$674K
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.58KNew |
$88.2K - $94K
|
6.58K
$97.9K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.26K+ 7.44% |
$83.9K - $89.4K
|
90.3K
$1.34M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.41K+ 30.91% |
$72.6K - $77.3K
|
22.9K
$341K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
4.17KNew |
$55.9K - $59.6K
|
4.17K
$62.1K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.7K+ 17.87% |
$49.6K - $52.9K
|
24.4K
$363K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.44K+ 17.12% |
$46.1K - $49.1K
|
23.5K
$350K
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.3KNew |
$17.4K - $18.6K
|
1.3K
$19.4K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.21K+ 3.25% |
$16.2K - $17.3K
|
38.5K
$573K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
794+ 1.06% |
$10.6K - $11.3K
|
75.6K
$1.13M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
375+ 1.63% |
$5.03K - $5.36K
|
23.4K
$349K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
7New |
$93.9 - $100
|
7
$104
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q4 2023 | |||||||
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
26.2KNew |
$311K - $363K
|
26.2K
$390K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25KNew |
$297K - $346K
|
25K
$372K
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12.4KNew |
$147K - $172K
|
12.4K
$185K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3K+ 85.71% |
$35.6K - $41.6K
|
6.5K
$96.8K
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2KNew |
$23.8K - $27.7K
|
2K
$29.8K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.05KNew |
$12.5K - $14.5K
|
1.05K
$15.6K
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
727New |
$8.64K - $10.1K
|
727
$10.8K
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
710New |
$8.43K - $9.84K
|
710
$10.6K
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
415+ 0.46% |
$4.93K - $5.75K
|
89.8K
$1.34M
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
86New |
$1.02K - $1.19K
|
86
$1.28K
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
18.3KNew |
$222K - $237K
|
18.3K
$273K
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15.4KNew |
$187K - $200K
|
15.4K
$230K
|
|
Nov 08, 2023
Q3 2023
|
Westchester Capital Management, LLC
Valhalla, NY |
BUY
|
- |
14.7K+ 83.39% |
$178K - $190K
|
32.3K
$481K
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9.66K+ 22.05% |
$117K - $125K
|
53.4K
$796K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
70.8KNew |
$822K - $873K
|
70.8K
$1.05M
|
|
Aug 07, 2023
Q2 2023
|
Shaker Financial Services, LLC
|
BUY
|
- |
32.5K+ 94.66% |
$377K - $400K
|
66.7K
$994K
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.6KNew |
$135K - $143K
|
11.6K
$173K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.23K+ 14.1% |
$49.1K - $52.2K
|
34.2K
$510K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
86New |
$998 - $1.06K
|
86
$1.28K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60.7KNew |
$693K - $780K
|
60.7K
$904K
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
45.7KNew |
$522K - $588K
|
45.7K
$681K
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2KNew |
$22.8K - $25.7K
|
2K
$29.8K
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.67KNew |
$19.1K - $21.5K
|
1.67K
$24.9K
|