Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-200- 0.27% |
$2.98K - $3.12K
|
74.5K
$1.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-252- 0.6% |
$3.75K - $3.93K
|
42K
$609K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.1K- 4.73% |
$16.4K - $17.1K
|
22.1K
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.36K- 1.13% |
$20.2K - $21.1K
|
119K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.64K- 7.46% |
$69.1K - $72.3K
|
57.6K
$834K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-19.4K- 8.19% |
$289K - $303K
|
218K
$3.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-21K- 8.67% |
$313K - $328K
|
222K
$3.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.7K- 5.29% |
$323K - $339K
|
389K
$5.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-124K- 26.92% |
$1.85M - $1.93M
|
337K
$4.88M
|