Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
204KNew |
$2.51M - $2.91M
|
204K
$2.76M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
65.8K+ 38.89% |
$812K - $942K
|
235K
$3.18M
|
|
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
53.5K+ 100.36% |
$660K - $765K
|
107K
$1.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
53.4KNew |
$659K - $763K
|
53.4K
$723K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
47.8K+ 247.26% |
$590K - $684K
|
67.2K
$909K
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
43.7KNew |
$539K - $625K
|
43.7K
$592K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.8KNew |
$442K - $512K
|
35.8K
$485K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
34.4K+ 8.51% |
$425K - $493K
|
439K
$5.95M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
34.2K+ 16.69% |
$422K - $489K
|
239K
$3.24M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
30.5KNew |
$377K - $437K
|
30.5K
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
23.5K+ 8.58% |
$290K - $337K
|
298K
$4.03M
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.6K+ 58.84% |
$279K - $324K
|
61.1K
$828K
|
|
|
Aug 07, 2025
Q2 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
17.9K+ 24.76% |
$221K - $256K
|
90.4K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
15.4K+ 5.35% |
$190K - $220K
|
303K
$4.11M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
12.6K+ 10.07% |
$155K - $180K
|
137K
$1.86M
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
11.8KNew |
$145K - $168K
|
11.8K
$159K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.4K+ 9.4% |
$141K - $163K
|
133K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.4KNew |
$128K - $149K
|
10.4K
$141K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
7KNew |
$86.4K - $100K
|
7K
$94.8K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
5.44K+ 1.64% |
$67.1K - $77.7K
|
336K
$4.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.02K+ 13.26% |
$37.3K - $43.2K
|
25.8K
$349K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.18K+ 64.54% |
$27K - $31.2K
|
5.57K
$75.4K
|
|
|
Jul 29, 2025
Q2 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
1.29K+ 0.64% |
$15.9K - $18.4K
|
201K
$2.72M
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.06KNew |
$13K - $15.1K
|
1.06K
$14.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
600New |
$7.4K - $8.58K
|
600
$8.12K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
386+ 1.14% |
$4.76K - $5.52K
|
34.2K
$463K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
375+ 4.83% |
$4.63K - $5.36K
|
8.15K
$110K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
106+ 0.84% |
$1.31K - $1.52K
|
12.7K
$171K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-600- 2.95% |
$7.4K - $8.58K
|
19.7K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-975- 22.38% |
$12K - $13.9K
|
3.38K
$45.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-3.18K- 4.37% |
$39.3K - $45.5K
|
69.7K
$944K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.74K- 1.88% |
$58.5K - $67.8K
|
248K
$3.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-4.96K- 19.74% |
$61.2K - $70.9K
|
20.2K
$273K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.06K- 22.08% |
$62.5K - $72.4K
|
17.9K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.59K- 13.9% |
$81.3K - $94.2K
|
40.8K
$553K
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-7.31K- 12.49% |
$90.2K - $105K
|
51.3K
$694K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-8.06K- 14.82% |
$99.4K - $115K
|
46.3K
$627K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.2K- 25.61% |
$163K - $189K
|
38.5K
$521K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-15.9K- 0.93% |
$196K - $227K
|
1.69M
$22.8M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-16.7K- 8.61% |
$206K - $239K
|
177K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-22K- 31.54% |
$272K - $315K
|
47.8K
$647K
|
|
|
Aug 12, 2025
Q2 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-31.6K- 20.64% |
$390K - $452K
|
122K
$1.65M
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-32K- 7.86% |
$394K - $457K
|
374K
$5.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-51.2K- 11.77% |
$631K - $732K
|
384K
$5.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-56.1K- 13.72% |
$692K - $802K
|
353K
$4.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-208KClosed |
$2.57M - $2.98M
|
0
$0
|