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 52 institutions that hold shares in the stock, with a total of 6.49 Million shares, which have been reported (via 13F filing form) to have a value of $98.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
27,237
shares
|
$412,912
0.0% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
23,441
shares
|
$355,365
0.0% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
23,109
shares
|
$350,332
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
22,139
shares
|
$335,627
0.0% of portfolio
|
Q4 2024
Reduced 4.73%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
21,367
shares
|
$323,923
0.0% of portfolio
|
Q4 2024
Added 98.25%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
17,100
shares
|
$259,236
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
16,746
shares
|
$253,869
0.07% of portfolio
|
Q4 2023
Reduced 17.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
16,733
shares
|
$253,672
0.0% of portfolio
|
Q4 2024
Added 21.69%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
15,435
shares
|
$233,994
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
14,942
shares
|
$226,520
0.13% of portfolio
|
Q4 2024
Added 32.7%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
12,584
shares
|
$190,773
0.03% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
12,454
shares
|
$188,802
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Axim Planning & Wealth
Dayton, OH |
Feb 11, 2025 Q4 2024 |
10,221
shares
|
$154,950
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
10,072
shares
|
$152,691
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$151,600
0.0% of portfolio
|
Q2 2024
Reduced 66.67%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
6,500
shares
|
$98,540
0.0% of portfolio
|
Q4 2023
Added 85.71%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Feb 05, 2025 Q4 2024 |
5,725
shares
|
$86,791
0.03% of portfolio
|
Q3 2024
Added 31.79%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
3,749
shares
|
$56,834
0.0% of portfolio
|
Q4 2024
Added 24.97%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
2,531
shares
|
$38,369
0.0% of portfolio
|
Q2 2021
Added 112.15%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,300
shares
|
$19,708
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
572
shares
|
$8,671
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
543
shares
|
$8,231
0.01% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
340
shares
|
$5,154
0.0% of portfolio
|
Q3 2022
Added 541.51%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
309
shares
|
$4,684
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
275
shares
|
$4,169
0.0% of portfolio
|
Q2 2024
New holding
|