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 | 11/13/2025 | 1.79 M | $25.22 M | 6.32% | 7.51% |
| MORGAN STANLEY | 11/14/2025 | 483.52 K | $6.80 M | 10.05% | 2.03% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/06/2025 | 420.78 K | $5.92 M | 12.37% | 1.76% |
| GUGGENHEIM CAPITAL LLC | 11/13/2025 | 371.12 K | $5.22 M | -3.24% | 1.55% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 11/03/2025 | 370.33 K | $5.21 M | 5.03% | 1.55% |
| UNITED ADVISOR GROUP, LLC | 11/12/2025 | 351.86 K | $4.95 M | 4.63% | 1.47% |
| INVESCO LTD. | 11/13/2025 | 326.19 K | $4.59 M | 9.51% | 1.37% |
| ADVISORNET FINANCIAL, INC | 10/09/2025 | 319.13 K | $4.49 M | 35.73% | 1.34% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2025 | 264.79 K | $3.73 M | 10.74% | 1.11% |
| JANNEY MONTGOMERY SCOTT LLC | 10/27/2025 | 234.50 K | $3.30 M | 809.41% | 0.98% |
| NEWEDGE WEALTH, LLC | 11/07/2025 | 216.71 K | $3.02 M | 63.16% | 0.91% |
| HUNTLEIGH ADVISORS, INC. | 10/30/2025 | 214.79 K | $3.02 M | 6.92% | 0.90% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/23/2025 | 201.10 K | $2.83 M | -1.19% | 0.84% |
| STIFEL FINANCIAL CORP | 11/12/2025 | 189.23 K | $2.66 M | -37.60% | 0.79% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 184.60 K | $2.60 M | -25.56% | 0.77% |
| SECURE ASSET MANAGEMENT, LLC | 10/09/2025 | 141.02 K | $1.98 M | -20.50% | 0.59% |
| FARTHER FINANCE ADVISORS, LLC | 10/14/2025 | 107.23 K | $1.51 M | -21.84% | 0.45% |
| CURATED WEALTH PARTNERS LLC | 10/09/2025 | 85.64 K | $1.20 M | 0.00% | 0.36% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 11/13/2025 | 75.05 K | $1.06 M | -38.32% | 0.31% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10/28/2025 | 69.50 K | $977.91 K | -0.28% | 0.29% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 11/14/2025 | 67.38 K | $948.03 K | 88.25% | 0.28% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 56.99 K | $823.75 K | -6.75% | 0.24% |
| VIRTU FINANCIAL LLC | 11/14/2025 | 55.89 K | $786.00 K | 100.00% | 0.23% |
| POLAR ASSET MANAGEMENT PARTNERS INC. | 12/01/2025 | 54.73 K | $770.07 K | 2.55% | 0.23% |
| VIRTUS INVESTMENT ADVISERS, INC. | 11/14/2025 | 50.55 K | $711.20 K | -1.39% | 0.21% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 50.54 K | $711.03 K | 5.82% | 0.21% |
| UBS GROUP AG | 11/13/2025 | 44.37 K | $624.22 K | -4.16% | 0.19% |
| ROYAL BANK OF CANADA | 11/14/2025 | 43.80 K | $616.00 K | 7.30% | 0.18% |
| LPL FINANCIAL LLC | 11/12/2025 | 38.45 K | $540.91 K | 12.50% | 0.16% |
| READYSTATE ASSET MANAGEMENT LP | 11/07/2025 | 37.41 K | $526.42 K | -58.59% | 0.16% |
| NWF ADVISORY SERVICES INC. | 10/31/2025 | 34.15 K | $480.49 K | -12.99% | 0.14% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 11/13/2025 | 29.01 K | $408.21 K | -5.01% | 0.12% |
| CETERA INVESTMENT ADVISERS | 11/14/2025 | 28.79 K | $405.13 K | 61.23% | 0.12% |
| OPPENHEIMER & CO INC | 11/06/2025 | 28.52 K | $401.21 K | 100.00% | 0.12% |
| JANE STREET GROUP, LLC | 11/14/2025 | 27.87 K | $392.19 K | 100.00% | 0.12% |
| CEDAR WEALTH MANAGEMENT, LLC | 11/12/2025 | 20.93 K | $294.44 K | 3.77% | 0.09% |
| NEWEDGE ADVISORS, LLC | 11/17/2025 | 20.34 K | $286.17 K | 3.04% | 0.09% |
| E&G ADVISORS, LP | 10/21/2025 | 16.65 K | $234.21 K | -0.60% | 0.07% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 11/14/2025 | 15.44 K | $217.17 K | 0.00% | 0.06% |
| MIRACLE MILE ADVISORS, LLC | 10/20/2025 | 15.00 K | $211.05 K | -57.14% | 0.06% |
| QTR FAMILY WEALTH, LLC | 10/29/2025 | 14.50 K | $204.02 K | 100.00% | 0.06% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2025 | 13.35 K | $187.79 K | 100.00% | 0.06% |
| WAVERLY ADVISORS, LLC | 11/14/2025 | 12.77 K | $179.61 K | 0.84% | 0.05% |
| WOLVERINE ASSET MANAGEMENT LLC | 10/28/2025 | 12.42 K | $174.81 K | -81.50% | 0.05% |
| HRT FINANCIAL LP | 11/14/2025 | 11.81 K | $166.00 K | 13.51% | 0.05% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 10.00 K | $140.70 K | 0.00% | 0.04% |
| ANFIELD CAPITAL MANAGEMENT, LLC | 11/12/2025 | 8.15 K | $114.63 K | 0.00% | 0.03% |
| FEDERATION DES CAISSES DESJARDINS DU QUEBEC | 11/14/2025 | 7.60 K | $106.70 K | 0.00% | 0.03% |
| GOALVEST ADVISORY LLC | 10/22/2025 | 7.00 K | $98.49 K | 0.00% | 0.03% |
| SPIRE WEALTH MANAGEMENT | 10/23/2025 | 6.50 K | $91.46 K | 0.00% | 0.03% |
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Ares Dynamic Credit Allocation Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 99 institutional investors and hedge funds held shares of Ares Dynamic Credit Allocation Fund, Inc.. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 1.79 M
MORGAN STANLEY: 483,519
Advisors Asset Management, Inc.: 420,778
GUGGENHEIM CAPITAL LLC: 371,118
Foundations Investment Advisors, LLC: 370,332
United Advisor Group, LLC: 351,855
30.49% of Ares Dynamic Credit Allocation Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 9.62 M shares in the last 24 months. This purchase volume represents approximately $129.04 M in transactions.