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 | 11/13/2024 | 1.57 M | $24.04 M | 18.56% | 6.87% |
| GUGGENHEIM CAPITAL LLC | 11/13/2024 | 511,278 | $7.81 M | 2.31% | 2.23% |
| COHEN & STEERS, INC. | 11/14/2024 | 460,693 | $7.04 M | -22.40% | 2.01% |
| MORGAN STANLEY | 11/14/2024 | 411,164 | $6.28 M | 2.65% | 1.79% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 398,379 | $6.09 M | 20.42% | 1.74% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 10/21/2024 | 320,299 | $4.89 M | 11.14% | 1.40% |
| UNITED ADVISOR GROUP, LLC | 10/30/2024 | 310,099 | $4.74 M | 0.87% | 1.35% |
| INVESCO LTD. | 11/12/2024 | 273,140 | $4.17 M | 26.32% | 1.19% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 10/22/2024 | 242,797 | $3.71 M | -3.60% | 1.06% |
| CAPITAL INVESTMENT ADVISORS, LLC | 10/17/2024 | 237,441 | $3.63 M | -1.76% | 1.04% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 203,381 | $3.11 M | -32.43% | 0.89% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 203,376 | $3.11 M | -3.70% | 0.89% |
| SECURE ASSET MANAGEMENT, LLC | 10/16/2024 | 128,233 | $1.96 M | -12.10% | 0.56% |
| FARTHER FINANCE ADVISORS, LLC | 10/29/2024 | 120,260 | $1.84 M | 100.00% | 0.52% |
| NEWEDGE WEALTH, LLC | 11/12/2024 | 88,958 | $1.36 M | -1.51% | 0.39% |
| CURATED WEALTH PARTNERS LLC | 10/04/2024 | 86,324 | $1.32 M | 0.00% | 0.38% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11/04/2024 | 74,718 | $1.14 M | -1.91% | 0.33% |
| FIRST TRUST ADVISORS LP | 11/13/2024 | 70,374 | $1.08 M | -66.20% | 0.31% |
| UBS GROUP AG | 11/14/2024 | 62,266 | $951,424 | -0.81% | 0.27% |
| ROYAL BANK OF CANADA | 11/14/2024 | 47,673 | $728,000 | 22.24% | 0.21% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 44,669 | $682,542 | 3.97% | 0.19% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 42,288 | $646,159 | 0.53% | 0.18% |
| VIRTUS ETF ADVISERS LLC | 11/14/2024 | 40,291 | $615,646 | -31.40% | 0.18% |
| MIRACLE MILE ADVISORS, LLC | 10/07/2024 | 35,000 | $534,800 | 0.00% | 0.15% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 27,237 | $416,181 | 3.59% | 0.12% |
| NEWEDGE ADVISORS, LLC | 11/14/2024 | 23,239 | $355,097 | -3.33% | 0.10% |
| TYCHE WEALTH PARTNERS LLC | 10/25/2024 | 23,109 | $353,112 | 0.00% | 0.10% |
| LPL FINANCIAL LLC | 11/08/2024 | 19,683 | $300,759 | -1.31% | 0.09% |
| CORNERSTONE ADVISORS, LLC | 11/08/2024 | 17,100 | $261,288 | 100.00% | 0.07% |
| E&G ADVISORS, LP | 10/18/2024 | 16,746 | $255,879 | 0.00% | 0.07% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 11/14/2024 | 15,435 | $235,842 | 0.00% | 0.07% |
| CETERA INVESTMENT ADVISERS | 11/13/2024 | 13,751 | $210,121 | -76.11% | 0.06% |
| 9258 WEALTH MANAGEMENT, LLC | 11/12/2024 | 12,584 | $192,289 | 0.75% | 0.05% |
| WORTH ASSET MANAGEMENT, LLC | 10/09/2024 | 11,260 | $172,053 | 100.00% | 0.05% |
| 11/25/2024 | 10,818 | $165,191 | -58.04% | 0.05% | |
| JANNEY MONTGOMERY SCOTT LLC | 10/29/2024 | 10,778 | $165,000 | 100.00% | 0.05% |
| CAMELOT PORTFOLIOS, LLC | 11/12/2024 | 10,400 | $158.91 M | 0.00% | 0.05% |
| B. RILEY WEALTH ADVISORS, INC. | 12/13/2024 | 10,072 | $153,900 | 0.00% | 0.04% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 10,000 | $152,800 | 0.00% | 0.04% |
| SPIRE WEALTH MANAGEMENT | 10/15/2024 | 6,500 | $99,320 | 0.00% | 0.03% |
| ANFIELD CAPITAL MANAGEMENT, LLC | 11/08/2024 | 5,725 | $87,478 | 31.79% | 0.03% |
| CORECAP ADVISORS, LLC | 11/08/2024 | 3,000 | $45,840 | 0.00% | 0.01% |
| WEBSTER BANK, N. A. | 10/10/2024 | 2,531 | $38,674 | 0.00% | 0.01% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 10/08/2024 | 1,300 | $19,864 | 100.00% | 0.01% |
| KIELY WEALTH ADVISORY GROUP, INC. | 11/14/2024 | 531 | $7,940 | 2.31% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/12/2024 | 327 | $4,997 | 100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 11/08/2024 | 309 | $4,722 | 0.00% | 0.00% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 10/22/2024 | 275 | $4,202 | 0.00% | 0.00% |
| ASSETMARK, INC | 11/01/2024 | 7 | $107 | 0.00% | 0.00% |
| JEFFERIES FINANCIAL GROUP INC. | 11/14/2024 | 0 | $0 | -100.00% | 0.00% |
Ares Dynamic Credit Allocation Fund, Inc.institutional Ownership - FAQ's
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: 1.57 M
GUGGENHEIM CAPITAL LLC: 511,278
COHEN & STEERS, INC.: 460,693
MORGAN STANLEY: 411,164
Advisors Asset Management, Inc.: 398,379
Foundations Investment Advisors, LLC: 320,299
27.23% of Ares Dynamic Credit Allocation Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 8.48 M shares in the last 24 months. This purchase volume represents approximately $127.11 M in transactions.