Purchases and Sales Made in Q1 2025 in Ares Dynamic Credit Allocation Fund, Inc. (ARDC)
This table provides information about the institutional ownership of Ares Dynamic Credit Allocation Fund, Inc. (ARDC) during Q1 2025. The information is specifically focused on institutions that hold shares of Ares Dynamic Credit Allocation Fund, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
169KNew |
$2.39M - $2.64M
|
169K
$2.46M
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
153KNew |
$2.16M - $2.39M
|
153K
$2.23M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
72.4KNew |
$1.02M - $1.13M
|
72.4K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
58.6KNew |
$826K - $915K
|
58.6K
$852K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
53.3KNew |
$752K - $833K
|
53.3K
$775K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
37.3K+ 2.24% |
$526K - $583K
|
1.7M
$24.7M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
30.4K+ 11.79% |
$428K - $474K
|
288K
$4.19M
|
|
|
May 08, 2025
Q1 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
25.1KNew |
$354K - $392K
|
25.1K
$365K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
19.3KNew |
$273K - $302K
|
19.3K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17K+ 7.2% |
$239K - $265K
|
253K
$3.67M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
15.5K+ 3.98% |
$218K - $242K
|
405K
$5.89M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
15.1K+ 14.2% |
$213K - $236K
|
121K
$1.77M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.1K+ 3.58% |
$199K - $221K
|
409K
$5.94M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$193K - $214K
|
13.7K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.5KNew |
$148K - $164K
|
10.5K
$153K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.3K+ 44.14% |
$146K - $162K
|
33.8K
$491K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.69K+ 23.06% |
$137K - $151K
|
51.7K
$752K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
9.36K+ 2.91% |
$132K - $146K
|
331K
$4.81M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.6KNew |
$107K - $119K
|
7.6K
$111K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.19K+ 36.98% |
$87.3K - $96.7K
|
22.9K
$333K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
6.16K+ 3.28% |
$86.8K - $96.2K
|
194K
$2.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.73K+ 4.82% |
$80.8K - $89.5K
|
125K
$1.81M
|
|
|
Apr 29, 2025
Q1 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
5.13K+ 2.64% |
$72.3K - $80.1K
|
200K
$2.9M
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.11K+ 1130.55% |
$43.8K - $48.6K
|
3.38K
$49.2K
|
|
|
May 12, 2025
Q1 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
2.05K+ 35.76% |
$28.9K - $32K
|
7.77K
$113K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.4K+ 6.55% |
$19.7K - $21.9K
|
22.8K
$331K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
642New |
$9.05K - $10K
|
642
$9.33K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
607+ 16.19% |
$8.56K - $9.48K
|
4.36K
$63.3K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
100+ 0.8% |
$1.41K - $1.56K
|
12.6K
$183K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-211Closed |
$2.98K - $3.3K
|
0
$0
|
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-685- 0.79% |
$9.66K - $10.7K
|
85.6K
$1.25M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-765- 1.08% |
$10.8K - $11.9K
|
69.8K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.64K- 2.2% |
$23.1K - $25.6K
|
72.9K
$1.06M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.67K- 3.4% |
$23.6K - $26.1K
|
47.4K
$689K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.8K- 8.13% |
$25.4K - $28.1K
|
20.3K
$296K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.28K- 5.69% |
$46.2K - $51.2K
|
54.3K
$790K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.53K- 0.86% |
$49.7K - $55.1K
|
406K
$5.91M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-9.82K- 4.51% |
$139K - $153K
|
208K
$3.03M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-13.6K- 4.71% |
$191K - $212K
|
274K
$3.99M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-16.8K- 7.6% |
$237K - $263K
|
205K
$2.98M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-79.9K- 15.52% |
$1.13M - $1.25M
|
435K
$6.32M
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-156K- 46.48% |
$2.21M - $2.44M
|
180K
$2.62M
|