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 66 institutions that hold shares in the stock, with a total of 7.31 Million shares, which have been reported (via 13F filing form) to have a value of $108 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,685,931
shares
|
$25 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
439,362
shares
|
$6.5 Million
0.0% of portfolio
|
Q2 2025
Added 8.51%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
383,564
shares
|
$5.68 Million
0.04% of portfolio
|
Q2 2025
Reduced 11.77%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
374,456
shares
|
$5.54 Million
0.1% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
352,598
shares
|
$5.22 Million
0.09% of portfolio
|
Q2 2025
Reduced 13.72%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
336,279
shares
|
$4.98 Million
0.89% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
303,274
shares
|
$4.49 Million
0.0% of portfolio
|
Q2 2025
Added 5.35%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
297,857
shares
|
$4.41 Million
0.0% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
247,969
shares
|
$3.67 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
239,104
shares
|
$3.54 Million
0.14% of portfolio
|
Q2 2025
Added 16.69%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
235,120
shares
|
$3.48 Million
0.23% of portfolio
|
Q2 2025
Added 38.89%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
203,521
shares
|
$3.01 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
200,898
shares
|
$2.97 Million
0.55% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
180,212
shares
|
$2.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 46.48%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
177,373
shares
|
$2.63 Million
0.49% of portfolio
|
Q2 2025
Reduced 8.61%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
137,190
shares
|
$2.03 Million
0.04% of portfolio
|
Q2 2025
Added 10.07%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
132,825
shares
|
$1.97 Million
0.03% of portfolio
|
Q2 2025
Added 9.4%
|
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2025 Q2 2025 |
121,683
shares
|
$1.8 Million
0.15% of portfolio
|
Q2 2025
Reduced 20.64%
|
|
|
Shaker Financial Services, LLC
|
Aug 05, 2025 Q2 2025 |
106,790
shares
|
$1.58 Million
0.57% of portfolio
|
Q2 2025
Added 100.36%
|
|
|
Readystate Asset Management LP
Chicago, IL |
Aug 07, 2025 Q2 2025 |
90,357
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2025
Added 24.76%
|
|
|
Curated Wealth Partners LLC
|
Jul 28, 2025 Q2 2025 |
85,639
shares
|
$1.27 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
69,700
shares
|
$1.03 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
67,150
shares
|
$993,820
0.02% of portfolio
|
Q2 2025
Added 247.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
61,122
shares
|
$904,605
0.0% of portfolio
|
Q2 2025
Added 58.84%
|
|
|
Polar Asset Management Partners Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
53,370
shares
|
$789,876
0.02% of portfolio
|
Q2 2025
New holding
|