Ares Dynamic Credit Allocation Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 1.59 M | $19.32 M | -4.33% | 6.63% |
| MORGAN STANLEY | 05/15/2026 | 508.88 K | $6.19 M | 2.94% | 2.12% |
| ADVISORNET FINANCIAL, INC | 04/17/2026 | 502.99 K | $6.12 M | 3.70% | 2.10% |
| GUGGENHEIM CAPITAL LLC | 05/15/2026 | 416.40 K | $5.06 M | -6.73% | 1.74% |
| PENSERRA CAPITAL MANAGEMENT LLC | 05/11/2026 | 409.93 K | $4.98 M | 100.00% | 1.71% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 05/11/2026 | 379.60 K | $4.62 M | -11.61% | 1.58% |
| UNITED ADVISOR GROUP, LLC | 04/17/2026 | 358.86 K | $4.36 M | 2.53% | 1.50% |
| INVESCO LTD. | 05/12/2026 | 335.67 K | $4.08 M | -1.29% | 1.40% |
| SHAKER FINANCIAL SERVICES, LLC | 05/12/2026 | 331.24 K | $4.03 M | 35.48% | 1.38% |
| ADVISORS ASSET MANAGEMENT, INC. | 05/15/2026 | 324.67 K | $3.95 M | -4.39% | 1.35% |
| SIT INVESTMENT ASSOCIATES INC | 05/13/2026 | 298.91 K | $3.64 M | 0.00% | 1.25% |
| NEWEDGE WEALTH, LLC | 05/13/2026 | 257.24 K | $3.13 M | 5.43% | 1.07% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 05/13/2026 | 248.65 K | $3.02 M | -2.54% | 1.04% |
| HUNTLEIGH ADVISORS, INC. | 04/21/2026 | 227.06 K | $2.76 M | 4.82% | 0.95% |
| JANNEY MONTGOMERY SCOTT LLC | 04/22/2026 | 223.79 K | $2.72 M | -3.63% | 0.93% |
| LOGAN STONE CAPITAL, LLC | 05/15/2026 | 197.69 K | $2.40 M | 81.96% | 0.82% |
| CAPITAL INVESTMENT ADVISORS, LLC | 04/17/2026 | 189.47 K | $2.30 M | -0.58% | 0.79% |
| FARTHER FINANCE ADVISORS, LLC | 04/07/2026 | 146.49 K | $1.78 M | 38.86% | 0.61% |
| READYSTATE ASSET MANAGEMENT LP | 05/15/2026 | 146.46 K | $1.78 M | -13.64% | 0.61% |
| WOLVERINE ASSET MANAGEMENT LLC | 05/04/2026 | 140.77 K | $1.71 M | 38.13% | 0.59% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 130.66 K | $1.59 M | 90.03% | 0.55% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2026 | 115.08 K | $1.40 M | 4.79% | 0.48% |
| ICON ADVISERS INC/CO | 05/13/2026 | 97.24 K | $1.18 M | 100.00% | 0.41% |
| CURATED WEALTH PARTNERS LLC | 04/09/2026 | 88.05 K | $1.07 M | 0.16% | 0.37% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 81.13 K | $986.48 K | -38.63% | 0.34% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 04/15/2026 | 60.73 K | $738.50 K | -5.52% | 0.25% |
| ROYAL BANK OF CANADA | 05/15/2026 | 49.33 K | $600.00 K | -5.57% | 0.21% |
| LPL FINANCIAL LLC | 05/06/2026 | 48.79 K | $593.28 K | 19.76% | 0.20% |
| STIFEL FINANCIAL CORP | 05/12/2026 | 40.30 K | $490.09 K | -77.88% | 0.17% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 05/15/2026 | 39.92 K | $485.40 K | -40.96% | 0.17% |
| 05/11/2026 | 37.65 K | $457.87 K | 51.76% | 0.16% | |
| VIRTUS INVESTMENT ADVISERS, INC. | 05/14/2026 | 34.34 K | $417.51 K | -11.73% | 0.14% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 31.35 K | $381.25 K | -38.56% | 0.13% |
| NWF ADVISORY SERVICES INC. | 05/04/2026 | 23.15 K | $281.50 K | -25.20% | 0.10% |
| UBS GROUP AG | 05/05/2026 | 21.56 K | $262.13 K | -59.96% | 0.09% |
| CETERA INVESTMENT ADVISERS | 05/13/2026 | 20.81 K | $253.08 K | -18.89% | 0.09% |
| NEWEDGE ADVISORS, LLC | 06/03/2026 | 19.64 K | $238.81 K | 0.00% | 0.08% |
| OPPENHEIMER & CO INC | 04/24/2026 | 18.30 K | $222.54 K | 100.00% | 0.08% |
| PENSIONMARK FINANCIAL GROUP, LLC | 04/27/2026 | 17.67 K | $214.84 K | -6.51% | 0.07% |
| WAVERLY ADVISORS, LLC | 05/15/2026 | 17.06 K | $207.42 K | 32.44% | 0.07% |
| E&G ADVISORS, LP | 04/21/2026 | 15.60 K | $189.65 K | -1.27% | 0.07% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 05/05/2026 | 15.44 K | $187.69 K | 0.00% | 0.06% |
| MIRACLE MILE ADVISORS, LLC | 04/08/2026 | 15.00 K | $182.40 K | 0.00% | 0.06% |
| ANFIELD CAPITAL MANAGEMENT, LLC | 05/12/2026 | 13.74 K | $167.13 K | 9.00% | 0.06% |
| COLONY GROUP, LLC | 05/15/2026 | 13.00 K | $158.08 K | 100.00% | 0.05% |
| STONEX GROUP INC. | 05/14/2026 | 12.61 K | $153.37 K | 100.00% | 0.05% |
| HRT FINANCIAL LP | 05/14/2026 | 11.86 K | $144.00 K | 100.00% | 0.05% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 05/12/2026 | 11.50 K | $139.89 K | -74.71% | 0.05% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 05/11/2026 | 11.02 K | $134.04 K | 4.57% | 0.05% |
| NOMURA HOLDINGS INC | 05/15/2026 | 10.00 K | $121.60 K | 100.00% | 0.04% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
Ares Dynamic Credit Allocation Fund Inc institutional Ownership - FAQ's
During the previous two years, 103 institutional investors and hedge funds held shares of Ares Dynamic Credit Allocation Fund Inc. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 1.59 M
MORGAN STANLEY: 508,884
AdvisorNet Financial, Inc: 502,990
GUGGENHEIM CAPITAL LLC: 416,398
Penserra Capital Management LLC: 409,927
Foundations Investment Advisors, LLC: 379,595
35.06% of Ares Dynamic Credit Allocation Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 10.70 M shares in the last 24 months. This purchase volume represents approximately $130.66 M in transactions.