Purchases and Sales Made in Q3 2025 in Ares Dynamic Credit Allocation Fund, Inc. (ARDC)
This table provides information about the institutional ownership of Ares Dynamic Credit Allocation Fund, Inc. (ARDC) during Q3 2025. The information is specifically focused on institutions that hold shares of Ares Dynamic Credit Allocation Fund, Inc..
| 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
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.98K+ 7.3% |
$41.7K - $44.3K
|
43.8K
$608K
|
|
|
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
|
|
|
Oct 20, 2025
Q3 2025
|
E&G Advisors, LP
|
SELL
|
- |
-100- 0.6% |
$1.4K - $1.49K
|
16.6K
$231K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-197- 0.28% |
$2.76K - $2.93K
|
69.5K
$965K
|
|
|
Nov 13, 2025
Q3 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-713- 1.39% |
$9.97K - $10.6K
|
50.5K
$702K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.53K- 5.01% |
$21.4K - $22.8K
|
29K
$403K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.93K- 4.16% |
$26.9K - $28.7K
|
44.4K
$616K
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.42K- 1.19% |
$33.9K - $36K
|
201K
$2.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.13K- 6.75% |
$57.8K - $61.4K
|
57K
$791K
|
|
|
Oct 31, 2025
Q3 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-5.1K- 12.99% |
$71.3K - $75.9K
|
34.2K
$474K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-12.4K- 3.24% |
$174K - $185K
|
371K
$5.15M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-20K- 57.14% |
$280K - $298K
|
15K
$208K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30K- 21.84% |
$419K - $446K
|
107K
$1.49M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-36.4K- 20.5% |
$509K - $541K
|
141K
$1.96M
|
|
|
Nov 13, 2025
Q3 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-46.6K- 38.32% |
$652K - $694K
|
75.1K
$1.04M
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
SELL
|
- |
-52.9K- 58.59% |
$741K - $788K
|
37.4K
$519K
|
|