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 |
|---|---|---|---|---|---|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 13, 2025 Q2 2025 |
51,260
shares
|
$758,648
0.25% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
47,754
shares
|
$706,759
0.0% of portfolio
|
Q2 2025
Reduced 31.54%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
46,291
shares
|
$685,106
0.0% of portfolio
|
Q2 2025
Reduced 14.82%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
44,669
shares
|
$661,101
0.0% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
43,687
shares
|
$646,567
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
40,817
shares
|
$604,091
0.0% of portfolio
|
Q2 2025
Reduced 13.9%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
39,250
shares
|
$580,900
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
35,792
shares
|
$529,721
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
35,000
shares
|
$518,000
0.01% of portfolio
|
Q1 2022
Added 40.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
34,173
shares
|
$505,760
0.0% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
32,068
shares
|
$474,606
0.03% of portfolio
|
Q3 2022
Added 7.2%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
30,544
shares
|
$452,051
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,237
shares
|
$403,107
0.0% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
25,786
shares
|
$381,632
0.0% of portfolio
|
Q2 2025
Added 13.26%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 08, 2025 Q2 2025 |
20,166
shares
|
$298,456
0.1% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
19,739
shares
|
$292,137
0.0% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
17,859
shares
|
$264,313
0.0% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
16,746
shares
|
$247,840
0.06% of portfolio
|
Q4 2023
Reduced 17.29%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
15,435
shares
|
$228,438
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
12,660
shares
|
$187,368
0.0% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,584
shares
|
$186,243
0.03% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
11,755
shares
|
$173,974
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
10,407
shares
|
$154,023
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
10,000
shares
|
$148,000
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
8,147
shares
|
$120,575
0.04% of portfolio
|
Q2 2025
Added 4.83%
|