Latest Institutional Purchases of Ares Dynamic Credit Allocation Fund, Inc. (ARDC)
This list provides information on the latest institutional transactions involving Ares Dynamic Credit Allocation Fund, Inc. (ARDC) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
91.4K+ 5.81% |
$1.36M - $1.42M
|
1.66M
$24.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
74.2K+ 23.17% |
$1.1M - $1.16M
|
395K
$5.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
70.5KNew |
$1.05M - $1.1M
|
70.5K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
59.7K+ 46.56% |
$888K - $930K
|
188K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
54.1K+ 26.62% |
$806K - $843K
|
258K
$3.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.4K+ 15.91% |
$481K - $504K
|
236K
$3.41M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.4K+ 19.5% |
$258K - $270K
|
106K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
14.7K+ 5.39% |
$219K - $230K
|
288K
$4.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
12.5KNew |
$185K - $194K
|
12.5K
$180K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
11.6K+ 2.9% |
$172K - $180K
|
410K
$5.94M
|
|
|
Feb 24, 2025
Q4 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
11.4K+ 3.67% |
$169K - $177K
|
321K
$4.66M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.6K+ 98.25% |
$158K - $165K
|
21.4K
$309K
|
|
|
Feb 11, 2025
Q4 2024
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
10.2KNew |
$152K - $159K
|
10.2K
$148K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
6.77K+ 16.8% |
$101K - $105K
|
47.1K
$681K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.76K+ 19.09% |
$55.9K - $58.5K
|
23.4K
$339K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.68K+ 32.7% |
$54.8K - $57.4K
|
14.9K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
3.31K+ 0.65% |
$49.2K - $51.5K
|
515K
$7.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.98K+ 21.69% |
$44.4K - $46.5K
|
16.7K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.4K+ 2.94% |
$20.9K - $21.9K
|
49.1K
$711K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
749+ 24.97% |
$11.1K - $11.7K
|
3.75K
$54.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
572New |
$8.51K - $8.91K
|
572
$8.28K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
275New |
$4.09K - $4.28K
|
275
$3.98K
|
|
|
Feb 12, 2025
Q4 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
12+ 2.26% |
$179 - $187
|
543
$7.86K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
17.1KNew |
$251K - $264K
|
17.1K
$248K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.8KNew |
$159K - $167K
|
10.8K
$157K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.71K+ 3.97% |
$25.1K - $26.3K
|
44.7K
$647K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.38K+ 31.79% |
$20.3K - $21.3K
|
5.73K
$82.9K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.3KNew |
$19.1K - $20K
|
1.3K
$18.8K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
943+ 3.59% |
$13.9K - $14.5K
|
27.2K
$394K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
327New |
$4.8K - $5.04K
|
327
$4.73K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
94+ 0.75% |
$1.38K - $1.45K
|
12.6K
$182K
|
|
| Q2 2024 | |||||||
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
86.3KNew |
$1.19M - $1.29M
|
86.3K
$1.25M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.1K+ 131.31% |
$415K - $448K
|
53K
$767K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
23.1KNew |
$319K - $344K
|
23.1K
$335K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.1KNew |
$139K - $150K
|
10.1K
$146K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
275New |
$3.79K - $4.09K
|
275
$3.98K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
85.6KNew |
$1.15M - $1.22M
|
85.6K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
6.58KNew |
$88.2K - $94K
|
6.58K
$95.2K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
375+ 1.63% |
$5.03K - $5.36K
|
23.4K
$339K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
7New |
$93.9 - $100
|
7
$101
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
26.2KNew |
$311K - $363K
|
26.2K
$379K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25KNew |
$297K - $346K
|
25K
$362K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12.4KNew |
$147K - $172K
|
12.4K
$180K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3K+ 85.71% |
$35.6K - $41.6K
|
6.5K
$94.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2KNew |
$23.8K - $27.7K
|
2K
$29K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.05KNew |
$12.5K - $14.5K
|
1.05K
$15.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
727New |
$8.64K - $10.1K
|
727
$10.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
710New |
$8.43K - $9.84K
|
710
$10.3K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
86New |
$1.02K - $1.19K
|
86
$1.25K
|
|