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 53 institutions that hold shares in the stock, with a total of 6.48 Million shares, which have been reported (via 13F filing form) to have a value of $96.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,664,519
shares
|
$24.2 Million
0.01% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
514,583
shares
|
$7.48 Million
0.06% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Feb 10, 2025 Q4 2024 |
409,946
shares
|
$5.96 Million
0.12% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
394,525
shares
|
$5.73 Million
0.12% of portfolio
|
Q4 2024
Added 23.17%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
389,432
shares
|
$5.66 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.29%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
336,693
shares
|
$4.89 Million
0.01% of portfolio
|
Q4 2024
Reduced 26.92%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Feb 24, 2025 Q4 2024 |
321,483
shares
|
$4.67 Million
1.02% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Invesco Ltd.
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
287,872
shares
|
$4.18 Million
0.0% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
257,516
shares
|
$3.74 Million
0.0% of portfolio
|
Q4 2024
Added 26.62%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
235,732
shares
|
$3.43 Million
0.0% of portfolio
|
Q4 2024
Added 15.91%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
221,751
shares
|
$3.22 Million
0.16% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
217,998
shares
|
$3.17 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
187,935
shares
|
$2.73 Million
0.45% of portfolio
|
Q4 2024
Added 46.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
118,904
shares
|
$1.73 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
106,308
shares
|
$1.54 Million
0.03% of portfolio
|
Q4 2024
Added 19.5%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
86,324
shares
|
$1.25 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
74,518
shares
|
$1.08 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
70,522
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
57,623
shares
|
$837,262
0.0% of portfolio
|
Q4 2024
Reduced 7.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
49,076
shares
|
$713,074
0.0% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
47,060
shares
|
$683,781
0.3% of portfolio
|
Q4 2024
Added 16.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
44,669
shares
|
$649,040
0.0% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
42,036
shares
|
$610,783
0.0% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
35,000
shares
|
$508,550
0.01% of portfolio
|
Q1 2022
Added 40.0%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
32,068
shares
|
$465,948
0.03% of portfolio
|
Q3 2022
Added 7.2%
|