Recent Quarter Total Invested
$93.84 M
Recent Quarter Institutional Ownership Percentage
27.51%
Total Invested of Last Quarter
$86.43 M
Ownership Percentage of Last Quarter
26.51%
Ares Dynamic Credit Allocation Fund, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 1.33 M | $19.76 M | 17.16% | 5.79% |
| COHEN & STEERS, INC. | 08/13/2024 | 593,693 | $8.84 M | -1.00% | 2.59% |
| GUGGENHEIM CAPITAL LLC | 08/14/2024 | 499,726 | $7.44 M | 34.18% | 2.18% |
| MORGAN STANLEY | 08/14/2024 | 400,559 | $5.96 M | -7.05% | 1.75% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 330,829 | $4.93 M | 12.91% | 1.44% |
| UNITED ADVISOR GROUP, LLC | 08/08/2024 | 307,434 | $4.58 M | 7.25% | 1.34% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 300,991 | $4.48 M | -8.80% | 1.31% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 08/02/2024 | 288,199 | $4.29 M | 7.35% | 1.26% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/19/2024 | 251,851 | $3.75 M | -11.33% | 1.10% |
| CAPITAL INVESTMENT ADVISORS, LLC | 07/12/2024 | 241,683 | $3.60 M | -2.55% | 1.05% |
| INVESCO LTD. | 08/13/2024 | 216,221 | $3.22 M | 35.44% | 0.94% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 211,195 | $3.14 M | 4.67% | 0.92% |
| FIRST TRUST ADVISORS LP | 08/13/2024 | 208,198 | $3.10 M | 2.05% | 0.91% |
| SECURE ASSET MANAGEMENT, LLC | 07/24/2024 | 145,886 | $2.17 M | 100.00% | 0.64% |
| NEWEDGE WEALTH, LLC | 08/02/2024 | 90,322 | $1.34 M | 0.00% | 0.39% |
| CURATED WEALTH PARTNERS LLC | 07/12/2024 | 86,324 | $1.29 M | 100.00% | 0.38% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/29/2024 | 76,176 | $1.13 M | 0.72% | 0.33% |
| OPPENHEIMER & CO INC | 08/08/2024 | 63,767 | $949,491 | -24.98% | 0.28% |
| UBS GROUP AG | 08/14/2024 | 62,776 | $934,735 | -17.17% | 0.27% |
| VIRTUS ETF ADVISERS LLC | 08/14/2024 | 58,733 | $874,534 | 29.72% | 0.26% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 57,563 | $857,125 | 123.62% | 0.25% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 53,002 | $789,205 | 131.31% | 0.23% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 42,962 | $639,704 | -72.44% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 42,063 | $626,316 | -57.76% | 0.18% |
| ROYAL BANK OF CANADA | 08/14/2024 | 39,000 | $581,000 | 1.39% | 0.17% |
| MIRACLE MILE ADVISORS, LLC | 07/18/2024 | 35,000 | $521,150 | 0.00% | 0.15% |
| WESTCHESTER CAPITAL MANAGEMENT, LLC | 08/14/2024 | 28,713 | $427,536 | -11.17% | 0.13% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 26,294 | $391,518 | -4.80% | 0.11% |
| 09/05/2024 | 25,784 | $357,366 | 100.00% | 0.11% | |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 24,039 | $357,945 | -1.51% | 0.10% |
| TYCHE WEALTH PARTNERS LLC | 07/18/2024 | 23,109 | $344,099 | 100.00% | 0.10% |
| INTEGRATED WEALTH CONCEPTS LLC | 08/14/2024 | 22,299 | $332,032 | -17.02% | 0.10% |
| LPL FINANCIAL LLC | 08/07/2024 | 19,944 | $296,965 | -15.22% | 0.09% |
| E&G ADVISORS, LP | 07/18/2024 | 16,746 | $249,348 | 0.00% | 0.07% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 08/05/2024 | 15,435 | $229,822 | 0.00% | 0.07% |
| 9258 WEALTH MANAGEMENT, LLC | 08/02/2024 | 12,490 | $185,983 | 0.78% | 0.05% |
| CAMELOT PORTFOLIOS, LLC | 08/12/2024 | 10,400 | $154,856 | 0.00% | 0.05% |
| B. RILEY WEALTH ADVISORS, INC. | 08/19/2024 | 10,072 | $149,972 | 100.00% | 0.04% |
| JEFFERIES FINANCIAL GROUP INC. | 08/13/2024 | 10,000 | $148,900 | -45.48% | 0.04% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2024 | 10,000 | $148,900 | -66.67% | 0.04% |
| SPIRE WEALTH MANAGEMENT | 07/31/2024 | 6,500 | $96,785 | 0.00% | 0.03% |
| ANFIELD CAPITAL MANAGEMENT, LLC | 07/31/2024 | 4,344 | $64,682 | 4.12% | 0.02% |
| CORECAP ADVISORS, LLC | 08/08/2024 | 3,000 | $44,670 | 100.00% | 0.01% |
| WEBSTER BANK, N. A. | 07/12/2024 | 2,531 | $37,687 | 0.00% | 0.01% |
| KIELY WEALTH ADVISORY GROUP, INC. | 08/13/2024 | 519 | $7,588 | 100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 309 | $4,601 | 0.00% | 0.00% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 08/14/2024 | 275 | $4,095 | 100.00% | 0.00% |
| ASSETMARK, INC | 08/13/2024 | 7 | $104 | 0.00% | 0.00% |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | 07/05/2024 | 0 | $0 | -100.00% | 0.00% |
| SIT INVESTMENT ASSOCIATES INC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
Ares Dynamic Credit Allocation Fund, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of ARDC shares?
During the previous two years, 73 institutional investors and hedge funds held shares of Ares Dynamic Credit Allocation Fund, Inc.. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 1.33 M
COHEN & STEERS, INC.: 593,693
GUGGENHEIM CAPITAL LLC: 499,726
MORGAN STANLEY: 400,559
Advisors Asset Management, Inc.: 330,829
United Advisor Group, LLC: 307,434
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What percentage of Ares Dynamic Credit Allocation Fund, Inc. stock is owned by institutional investors?
27.51% of Ares Dynamic Credit Allocation Fund, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at ARDC ?
Institutional investors have bought a total of 8.53 M shares in the last 24 months. This purchase volume represents approximately $130.24 M in transactions.