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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
209K+ 809.41% |
$2.92M - $3.11M
|
235K
$3.25M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
107K+ 6.32% |
$1.49M - $1.59M
|
1.79M
$24.9M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
84K+ 35.73% |
$1.18M - $1.25M
|
319K
$4.43M
|
|
|
Nov 07, 2025
Q3 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
83.9K+ 63.16% |
$1.17M - $1.25M
|
217K
$3.01M
|
|
|
Nov 14, 2025
Q3 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
55.9KNew |
$782K - $832K
|
55.9K
$776K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
46.3K+ 12.37% |
$648K - $689K
|
421K
$5.84M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
44.2K+ 10.05% |
$618K - $657K
|
484K
$6.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
31.6K+ 88.25% |
$442K - $470K
|
67.4K
$935K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
28.5KNew |
$399K - $424K
|
28.5K
$396K
|
|
|
Nov 13, 2025
Q3 2025
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
28.3K+ 9.51% |
$396K - $422K
|
326K
$4.53M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.9KNew |
$390K - $415K
|
27.9K
$387K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
25.7K+ 10.74% |
$359K - $382K
|
265K
$3.68M
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
17.7K+ 5.03% |
$248K - $264K
|
370K
$5.14M
|
|
|
Nov 12, 2025
Q3 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
15.6K+ 4.63% |
$218K - $232K
|
352K
$4.88M
|
|
|
Oct 29, 2025
Q3 2025
|
Qtr Family Wealth, LLC
Lake Mary, FL |
BUY
|
- |
14.5KNew |
$203K - $216K
|
14.5K
$201K
|
|
|
Oct 29, 2025
Q3 2025
|
Huntleigh Advisors, Inc.
St. Louis, MO |
BUY
|
- |
13.9K+ 6.92% |
$194K - $207K
|
215K
$2.98M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
13.3KNew |
$187K - $199K
|
13.3K
$185K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.9K+ 61.23% |
$153K - $163K
|
28.8K
$400K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.27K+ 12.5% |
$59.8K - $63.6K
|
38.4K
$534K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.78K+ 5.82% |
$38.9K - $41.4K
|
50.5K
$701K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.8KNew |
$25.2K - $26.8K
|
1.8K
$25K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.6KNew |
$22.4K - $23.8K
|
1.6K
$22.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
1.41K+ 13.51% |
$19.7K - $20.9K
|
11.8K
$164K
|
|
|
Nov 14, 2025
Q3 2025
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.4KNew |
$19.6K - $20.9K
|
1.4K
$19.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
1.36K+ 2.55% |
$19K - $20.3K
|
54.7K
$760K
|
|
|
Oct 27, 2025
Q3 2025
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.21KNew |
$16.9K - $18K
|
1.21K
$16.8K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.14K+ 33.6% |
$15.9K - $16.9K
|
4.52K
$62.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
761+ 3.77% |
$10.6K - $11.3K
|
20.9K
$290K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
600+ 3.04% |
$8.39K - $8.93K
|
20.3K
$282K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
538+ 50.9% |
$7.53K - $8.01K
|
1.6K
$22.1K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
412New |
$5.76K - $6.13K
|
412
$5.72K
|
|
|
Nov 14, 2025
Q3 2025
|
Turning Point Benefit Group, Inc.
Frederick, MD |
BUY
|
- |
383New |
$5.36K - $5.7K
|
383
$5.32K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
250New |
$3.5K - $3.72K
|
250
$3.47K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
106+ 0.84% |
$1.48K - $1.58K
|
12.8K
$177K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
33New |
$462 - $491
|
33
$458
|
|
| Q2 2025 | |||||||
|
Aug 05, 2025
Q2 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
53.5K+ 100.36% |
$660K - $765K
|
107K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
43.7KNew |
$539K - $625K
|
43.7K
$606K
|
|
|
Aug 05, 2025
Q2 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
11.8KNew |
$145K - $168K
|
11.8K
$163K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
7KNew |
$86.4K - $100K
|
7K
$97.2K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
2.18K+ 64.54% |
$27K - $31.2K
|
5.57K
$77.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
600New |
$7.4K - $8.58K
|
600
$8.33K
|
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
375+ 4.83% |
$4.63K - $5.36K
|
8.15K
$113K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.7KNew |
$193K - $214K
|
13.7K
$190K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.5KNew |
$148K - $164K
|
10.5K
$146K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
7.6KNew |
$107K - $119K
|
7.6K
$105K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
642New |
$9.05K - $10K
|
642
$8.91K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
6.77K+ 16.8% |
$101K - $105K
|
47.1K
$653K
|
|
|
Jan 08, 2025
Q4 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
3.68K+ 32.7% |
$54.8K - $57.4K
|
14.9K
$207K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
572New |
$8.51K - $8.91K
|
572
$7.94K
|
|