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
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
12+ 2.26% |
$179 - $187
|
543
$7.54K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
17.1KNew |
$251K - $264K
|
17.1K
$237K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
10.8KNew |
$159K - $167K
|
10.8K
$150K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.71K+ 3.97% |
$25.1K - $26.3K
|
44.7K
$620K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
1.3KNew |
$19.1K - $20K
|
1.3K
$18K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
943+ 3.59% |
$13.9K - $14.5K
|
27.2K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
94+ 0.75% |
$1.38K - $1.45K
|
12.6K
$175K
|
|
| Q2 2024 | |||||||
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
30.1K+ 131.31% |
$415K - $448K
|
53K
$736K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
23.1KNew |
$319K - $344K
|
23.1K
$321K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.1KNew |
$139K - $150K
|
10.1K
$140K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
275New |
$3.79K - $4.09K
|
275
$3.82K
|
|
| Q1 2024 | |||||||
|
Apr 12, 2024
Q1 2024
|
Curated Wealth Partners LLC
|
BUY
|
PUT |
85.6KNew |
$1.15M - $1.22M
|
85.6K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
375+ 1.63% |
$5.03K - $5.36K
|
23.4K
$325K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
7New |
$93.9 - $100
|
7
$97.2
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
26.2KNew |
$311K - $363K
|
26.2K
$363K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
25KNew |
$297K - $346K
|
25K
$347K
|
|
|
Apr 30, 2024
Q4 2023
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
12.4KNew |
$147K - $172K
|
12.4K
$172K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
3K+ 85.71% |
$35.6K - $41.6K
|
6.5K
$90.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2KNew |
$23.8K - $27.7K
|
2K
$27.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.05KNew |
$12.5K - $14.5K
|
1.05K
$14.6K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
727New |
$8.64K - $10.1K
|
727
$10.1K
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
710New |
$8.43K - $9.84K
|
710
$9.85K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
86New |
$1.02K - $1.19K
|
86
$1.19K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
15.4KNew |
$187K - $200K
|
15.4K
$214K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9.66K+ 22.05% |
$117K - $125K
|
53.4K
$742K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
70.8KNew |
$822K - $873K
|
70.8K
$982K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.23K+ 14.1% |
$49.1K - $52.2K
|
34.2K
$475K
|
|
| Q1 2023 | |||||||
|
Dec 08, 2025
Q1 2023
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
18.3K+ 53.59% |
$209K - $235K
|
52.5K
$728K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2KNew |
$22.8K - $25.7K
|
2K
$27.8K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.67KNew |
$19.1K - $21.5K
|
1.67K
$23.2K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
463New |
$5.29K - $5.95K
|
463
$6.43K
|
|
| Q4 2022 | |||||||
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
15.2KNew |
$171K - $187K
|
15.2K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11KNew |
$124K - $135K
|
11K
$152K
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Shares Advisors LLC
|
BUY
|
- |
9.41K+ 5.17% |
$106K - $116K
|
192K
$2.66M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.33K+ 6.31% |
$14.9K - $16.3K
|
22.3K
$310K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
541New |
$6.1K - $6.66K
|
541
$7.51K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Camelot Portfolios, LLC
|
BUY
|
- |
10.4KNew |
$121K - $140K
|
10.4K
$144K
|
|
|
Oct 19, 2022
Q3 2022
|
Roosevelt Investment Group LLC
|
BUY
|
- |
2.15K+ 7.2% |
$25.1K - $29K
|
32.1K
$445K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
287+ 541.51% |
$3.34K - $3.86K
|
340
$4.72K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
200+ 61.16% |
$2.33K - $2.69K
|
527
$7.31K
|
|
| Q2 2022 | |||||||
|
Jul 15, 2022
Q2 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
37KNew |
$440K - $548K
|
37K
$513K
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
25KNew |
$297K - $371K
|
25K
$347K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.47KNew |
$53.1K - $66.2K
|
4.47K
$62K
|
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
2.99K+ 20.27% |
$35.6K - $44.4K
|
17.8K
$247K
|
|
|
Aug 04, 2022
Q2 2022
|
Robinson Capital Management, LLC
|
BUY
|
- |
75New |
$892 - $1.11K
|
75
$1.04K
|
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
51+ 0.3% |
$606 - $756
|
16.8K
$233K
|
|
| Q1 2022 | |||||||
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
182New |
$2.48K - $2.98K
|
182
$2.53K
|
|
| Q4 2021 | |||||||
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
21.2KNew |
$323K - $350K
|
21.2K
$294K
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
15KNew |
$229K - $248K
|
15K
$208K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
800+ 5.63% |
$12.2K - $13.2K
|
15K
$208K
|
|