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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12.4KNew |
$147K - $172K
|
12.4K
$180K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3K+ 85.71% |
$35.6K - $41.6K
|
6.5K
$94.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2KNew |
$23.8K - $27.7K
|
2K
$29.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.05KNew |
$12.5K - $14.5K
|
1.05K
$15.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
727New |
$8.64K - $10.1K
|
727
$10.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
710New |
$8.43K - $9.84K
|
710
$10.3K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
86New |
$1.02K - $1.19K
|
86
$1.25K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15.4KNew |
$187K - $200K
|
15.4K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9.66K+ 22.05% |
$117K - $125K
|
53.4K
$777K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
70.8KNew |
$822K - $873K
|
70.8K
$1.03M
|
|
|
Jul 27, 2023
Q2 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11.6KNew |
$135K - $143K
|
11.6K
$169K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.23K+ 14.1% |
$49.1K - $52.2K
|
34.2K
$498K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
86New |
$998 - $1.06K
|
86
$1.25K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
60.7KNew |
$693K - $780K
|
60.7K
$883K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
45.7KNew |
$522K - $588K
|
45.7K
$665K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2KNew |
$22.8K - $25.7K
|
2K
$29.1K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.67KNew |
$19.1K - $21.5K
|
1.67K
$24.3K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
463New |
$5.29K - $5.95K
|
463
$6.73K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.2KNew |
$171K - $187K
|
15.2K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11KNew |
$124K - $135K
|
11K
$160K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
9.41K+ 5.17% |
$106K - $116K
|
192K
$2.78M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.33K+ 6.31% |
$14.9K - $16.3K
|
22.3K
$325K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
541New |
$6.1K - $6.66K
|
541
$7.87K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
10.4KNew |
$121K - $140K
|
10.4K
$151K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2.15K+ 7.2% |
$25.1K - $29K
|
32.1K
$466K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
287+ 541.51% |
$3.34K - $3.86K
|
340
$4.94K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
200+ 61.16% |
$2.33K - $2.69K
|
527
$7.66K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
91New |
$1.06K - $1.22K
|
91
$1.32K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
37KNew |
$440K - $548K
|
37K
$538K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
25KNew |
$297K - $371K
|
25K
$364K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.47KNew |
$53.1K - $66.2K
|
4.47K
$65K
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.99K+ 20.27% |
$35.6K - $44.4K
|
17.8K
$258K
|
|
|
Aug 04, 2022
Q2 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
75New |
$892 - $1.11K
|
75
$1.09K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
51+ 0.3% |
$606 - $756
|
16.8K
$244K
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
10K+ 40.0% |
$136K - $164K
|
35K
$509K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
182New |
$2.48K - $2.98K
|
182
$2.65K
|
|
| Q4 2021 | |||||||
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21.2KNew |
$323K - $350K
|
21.2K
$308K
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
15KNew |
$229K - $248K
|
15K
$218K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
800+ 5.63% |
$12.2K - $13.2K
|
15K
$218K
|
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
800New |
$12.2K - $13.2K
|
800
$11.6K
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
309New |
$4.84K - $5.14K
|
309
$4.49K
|
|
| Q2 2021 | |||||||
|
Jul 20, 2021
Q2 2021
|
Webster Bank, N. A.
|
BUY
|
- |
1.34K+ 112.15% |
$20.2K - $21.7K
|
2.53K
$36.8K
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
10.6KNew |
$165K - $171K
|
10.6K
$154K
|
|
| Q2 2017 | |||||||
|
Aug 07, 2017
Q2 2017
|
Mufg Americas Holdings Corp
|
BUY
|
- |
195New |
N/A
|
195
$2.84K
|
|