Institutional Ownership Ares Dynamic Credit Allocation Fund, Inc. (ARDC)
This table provides information about the institutional ownership of Ares Dynamic Credit Allocation Fund, Inc. (ARDC). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 6.91 Million shares, which have been reported (via 13F filing form) to have a value of $100 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,701,821
shares
|
$24.7 Million
0.01% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
434,722
shares
|
$6.32 Million
0.06% of portfolio
|
Q1 2025
Reduced 15.52%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
408,667
shares
|
$5.94 Million
0.11% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
406,418
shares
|
$5.91 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
404,913
shares
|
$5.89 Million
0.0% of portfolio
|
Q1 2025
Added 3.98%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
330,844
shares
|
$4.81 Million
1.03% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
287,866
shares
|
$4.19 Million
0.0% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
274,317
shares
|
$3.99 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
252,708
shares
|
$3.67 Million
0.0% of portfolio
|
Q1 2025
Added 7.2%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
235,120
shares
|
$3.42 Million
0.23% of portfolio
|
Q2 2025
Added 38.89%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
204,909
shares
|
$2.98 Million
0.13% of portfolio
|
Q1 2025
Reduced 7.6%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
203,521
shares
|
$2.96 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2025 Q1 2025 |
180,212
shares
|
$2.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.48%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
177,373
shares
|
$2.58 Million
0.49% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Landscape Capital Management, L.L.C.
|
May 14, 2025 Q1 2025 |
153,322
shares
|
$2.23 Million
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
137,190
shares
|
$1.99 Million
0.04% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
121,408
shares
|
$1.77 Million
0.03% of portfolio
|
Q1 2025
Added 14.2%
|
|
|
Curated Wealth Partners LLC
|
Apr 15, 2025 Q1 2025 |
85,639
shares
|
$1.25 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
72,882
shares
|
$1.06 Million
0.08% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Readystate Asset Management LP
Chicago, IL |
May 06, 2025 Q1 2025 |
72,422
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
69,757
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 14, 2025 Q1 2025 |
58,573
shares
|
$851,651
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
54,346
shares
|
$790,190
0.0% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Shaker Financial Services, LLC
|
May 09, 2025 Q1 2025 |
53,298
shares
|
$774,952
0.3% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
51,728
shares
|
$752,125
0.0% of portfolio
|
Q4 2024
Reduced 26.35%
|