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 | 02/13/2025 | 1.66 M | $25.15 M | 5.81% | 7.26% |
| GUGGENHEIM CAPITAL LLC | 02/13/2025 | 514.58 K | $7.78 M | 0.65% | 2.25% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 409.95 K | $6.19 M | 2.90% | 1.79% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 01/22/2025 | 394.53 K | $5.96 M | 23.17% | 1.72% |
| MORGAN STANLEY | 02/14/2025 | 389.43 K | $5.88 M | -5.29% | 1.70% |
| COHEN & STEERS, INC. | 02/13/2025 | 336.69 K | $5.09 M | -26.92% | 1.47% |
| UNITED ADVISOR GROUP, LLC | 02/24/2025 | 321.48 K | $4.86 M | 3.67% | 1.40% |
| INVESCO LTD. | 02/13/2025 | 287.87 K | $4.35 M | 5.39% | 1.26% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 257.52 K | $3.89 M | 26.62% | 1.12% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 235.73 K | $3.56 M | 15.91% | 1.03% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/15/2025 | 221.75 K | $3.35 M | -8.67% | 0.97% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2025 | 218.00 K | $3.29 M | -8.19% | 0.95% |
| 04/29/2025 | 194.48 K | $2.94 M | 100.00% | 0.85% | |
| SECURE ASSET MANAGEMENT, LLC | 01/17/2025 | 187.94 K | $2.84 M | 46.56% | 0.82% |
| FARTHER FINANCE ADVISORS, LLC | 02/10/2025 | 118.90 K | $1.80 M | -1.13% | 0.52% |
| NEWEDGE WEALTH, LLC | 02/05/2025 | 106.31 K | $1.61 M | 19.50% | 0.46% |
| CURATED WEALTH PARTNERS LLC | 01/21/2025 | 86.32 K | $1.30 M | 0.00% | 0.38% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/30/2025 | 74.52 K | $1.13 M | -0.27% | 0.33% |
| RAYMOND JAMES FINANCIAL INC | 04/23/2025 | 70.52 K | $1.07 M | 100.00% | 0.31% |
| UBS GROUP AG | 02/14/2025 | 57.62 K | $870.68 K | -7.46% | 0.25% |
| ROYAL BANK OF CANADA | 02/14/2025 | 49.08 K | $742.00 K | 2.94% | 0.21% |
| VIRTUS ETF ADVISERS LLC | 02/14/2025 | 47.06 K | $711.08 K | 16.80% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 42.04 K | $642.31 K | -0.60% | 0.18% |
| MIRACLE MILE ADVISORS, LLC | 01/13/2025 | 35.00 K | $528.85 K | 0.00% | 0.15% |
| LPL FINANCIAL LLC | 02/11/2025 | 23.44 K | $354.20 K | 19.09% | 0.10% |
| TYCHE WEALTH PARTNERS LLC | 01/27/2025 | 23.11 K | $349.18 K | 0.00% | 0.10% |
| NEWEDGE ADVISORS, LLC | 02/13/2025 | 22.14 K | $334.53 K | -4.73% | 0.10% |
| JANNEY MONTGOMERY SCOTT LLC | 01/17/2025 | 21.37 K | $323.00 K | 98.25% | 0.09% |
| CORNERSTONE ADVISORS, LLC | 02/07/2025 | 17.10 K | $258.38 K | 0.00% | 0.07% |
| E&G ADVISORS, LP | 01/24/2025 | 16.75 K | $253.03 K | 0.00% | 0.07% |
| CETERA INVESTMENT ADVISERS | 02/14/2025 | 16.73 K | $252.84 K | 21.69% | 0.07% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 02/14/2025 | 15.44 K | $233.22 K | 0.00% | 0.07% |
| WORTH ASSET MANAGEMENT, LLC | 01/08/2025 | 14.94 K | $225.77 K | 32.70% | 0.07% |
| WAVERLY ADVISORS, LLC | 02/14/2025 | 12.45 K | $188.18 K | 100.00% | 0.05% |
| AXIM PLANNING & WEALTH | 02/11/2025 | 10.22 K | $154.44 K | 100.00% | 0.04% |
| B. RILEY WEALTH ADVISORS, INC. | 02/25/2025 | 10.07 K | $152.19 K | 0.00% | 0.04% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 10.00 K | $151.10 K | 0.00% | 0.04% |
| SPIRE WEALTH MANAGEMENT | 01/24/2025 | 6.50 K | $98.22 K | 0.00% | 0.03% |
| ANFIELD CAPITAL MANAGEMENT, LLC | 02/05/2025 | 5.73 K | $86.51 K | 0.00% | 0.03% |
| CORECAP ADVISORS, LLC | 02/14/2025 | 3.75 K | $56.65 K | 24.97% | 0.02% |
| WEBSTER BANK, N. A. | 01/22/2025 | 2.53 K | $38.24 K | 0.00% | 0.01% |
| FUTURE FINANCIAL WEALTH MANAGMENT LLC | 01/13/2025 | 1.30 K | $19.64 K | 0.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 02/14/2025 | 572 | $8.64 K | 100.00% | 0.00% |
| KIELY WEALTH ADVISORY GROUP, INC. | 02/12/2025 | 543 | $8.43 K | 2.26% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 309 | $4.67 K | 0.00% | 0.00% |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 02/03/2025 | 275 | $4.16 K | 0.00% | 0.00% |
| ELEQUIN SECURITIES, LLC | 02/18/2025 | 275 | $4.16 K | 100.00% | 0.00% |
| ASSETMARK, INC | 02/06/2025 | 7 | $106 | 0.00% | 0.00% |
| FIRST TRUST ADVISORS LP | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
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Ares Dynamic Credit Allocation Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 62 institutional investors and hedge funds held shares of Ares Dynamic Credit Allocation Fund, Inc.. The most heavily invested institutionals were:
Worth Asset Management, LLC: 0
Tyche Wealth Partners LLC: 0
WELLS FARGO & COMPANY/MN: 1.66 M
GUGGENHEIM CAPITAL LLC: 514,583
Advisors Asset Management, Inc.: 409,946
Foundations Investment Advisors, LLC: 394,525
28.62% of Ares Dynamic Credit Allocation Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 7.42 M shares in the last 24 months. This purchase volume represents approximately $102.36 M in transactions.