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 | 02/13/2026 | 1.66 M | $22.08 M | -7.37% | 6.96% |
| MORGAN STANLEY | 02/13/2026 | 494.36 K | $6.58 M | 2.24% | 2.07% |
| ADVISORNET FINANCIAL, INC | 01/20/2026 | 485.02 K | $6.45 M | 51.98% | 2.03% |
| GUGGENHEIM CAPITAL LLC | 02/17/2026 | 446.46 K | $5.94 M | 20.30% | 1.87% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 02/10/2026 | 429.43 K | $5.71 M | 15.96% | 1.80% |
| UNITED ADVISOR GROUP, LLC | 01/26/2026 | 350.00 K | $4.65 M | -0.53% | 1.47% |
| INVESCO LTD. | 02/19/2026 | 340.06 K | $4.52 M | 4.25% | 1.42% |
| ADVISORS ASSET MANAGEMENT, INC. | 02/12/2026 | 339.58 K | $4.52 M | -19.30% | 1.42% |
| SIT INVESTMENT ASSOCIATES INC | 02/12/2026 | 298.91 K | $3.98 M | 100.00% | 1.25% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 01/14/2026 | 255.12 K | $3.39 M | -3.65% | 1.07% |
| SHAKER FINANCIAL SERVICES, LLC | 01/26/2026 | 244.50 K | $3.25 M | 100.00% | 1.02% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 243.98 K | $3.24 M | 12.58% | 1.02% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 232.23 K | $3.09 M | -0.97% | 0.97% |
| HUNTLEIGH ADVISORS, INC. | 01/29/2026 | 216.63 K | $2.88 M | 0.85% | 0.91% |
| CAPITAL INVESTMENT ADVISORS, LLC | 01/13/2026 | 190.58 K | $2.53 M | -5.23% | 0.80% |
| STIFEL FINANCIAL CORP | 02/13/2026 | 182.20 K | $2.42 M | -3.71% | 0.76% |
| READYSTATE ASSET MANAGEMENT LP | 02/17/2026 | 169.59 K | $2.26 M | 353.28% | 0.71% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 132.19 K | $1.76 M | -28.39% | 0.55% |
| BALYASNY ASSET MANAGEMENT L.P. | 02/17/2026 | 109.82 K | $1.46 M | 722.78% | 0.46% |
| LOGAN STONE CAPITAL, LLC | 02/17/2026 | 108.65 K | $1.44 M | 100.00% | 0.46% |
| FARTHER FINANCE ADVISORS, LLC | 01/23/2026 | 105.50 K | $1.40 M | -1.62% | 0.44% |
| WOLVERINE ASSET MANAGEMENT LLC | 02/02/2026 | 101.91 K | $1.36 M | 720.30% | 0.43% |
| CURATED WEALTH PARTNERS LLC | 01/12/2026 | 87.91 K | $1.17 M | 2.65% | 0.37% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 68.76 K | $914.46 K | 36.06% | 0.29% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 02/17/2026 | 67.61 K | $899.19 K | 0.34% | 0.28% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 01/26/2026 | 64.28 K | $854.94 K | -7.51% | 0.27% |
| UBS GROUP AG | 01/29/2026 | 53.83 K | $715.97 K | 21.34% | 0.23% |
| ROYAL BANK OF CANADA | 02/17/2026 | 52.24 K | $695.00 K | 19.29% | 0.22% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 51.03 K | $678.72 K | -10.47% | 0.21% |
| JANE STREET GROUP, LLC | 02/12/2026 | 45.95 K | $611.15 K | 64.85% | 0.19% |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 02/13/2026 | 45.48 K | $604.91 K | -39.40% | 0.19% |
| LPL FINANCIAL LLC | 02/11/2026 | 40.74 K | $541.83 K | 5.97% | 0.17% |
| VIRTUS INVESTMENT ADVISERS, INC. | 02/17/2026 | 38.90 K | $517.34 K | -23.05% | 0.16% |
| NWF ADVISORY SERVICES INC. | 03/03/2026 | 30.95 K | $411.64 K | -9.37% | 0.13% |
| XTX TOPCO LTD | 02/17/2026 | 26.95 K | $358.42 K | 100.00% | 0.11% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 25.66 K | $341.28 K | -10.88% | 0.11% |
| 02/11/2026 | 24.81 K | $329.99 K | 100.00% | 0.10% | |
| MAREX GROUP PLC | 02/12/2026 | 22.90 K | $304.58 K | 100.00% | 0.10% |
| NEWEDGE ADVISORS, LLC | 02/18/2026 | 19.64 K | $261.20 K | -3.44% | 0.08% |
| SECURE ASSET MANAGEMENT, LLC | 01/20/2026 | 19.05 K | $253.36 K | -86.49% | 0.08% |
| PENSIONMARK FINANCIAL GROUP, LLC | 03/13/2026 | 18.90 K | $251.34 K | 100.00% | 0.08% |
| E&G ADVISORS, LP | 01/23/2026 | 15.80 K | $210.09 K | -5.11% | 0.07% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 02/13/2026 | 15.44 K | $205.28 K | 0.00% | 0.06% |
| MIRACLE MILE ADVISORS, LLC | 02/02/2026 | 15.00 K | $199.50 K | 0.00% | 0.06% |
| WAVERLY ADVISORS, LLC | 02/17/2026 | 12.88 K | $171.31 K | 0.89% | 0.05% |
| ANFIELD CAPITAL MANAGEMENT, LLC | 02/03/2026 | 12.61 K | $167.70 K | 54.77% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/17/2026 | 10.96 K | $145.70 K | 100.00% | 0.05% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 02/12/2026 | 10.54 K | $140.19 K | 100.00% | 0.04% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 10.00 K | $133.00 K | 0.00% | 0.04% |
| CAMELOT PORTFOLIOS, LLC | 01/29/2026 | 8.40 K | $111.72 K | 100.00% | 0.04% |
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Ares Dynamic Credit Allocation Fund Inc institutional Ownership - FAQ's
During the previous two years, 101 institutional investors and hedge funds held shares of Ares Dynamic Credit Allocation Fund Inc. The most heavily invested institutionals were:
AdvisorNet Financial, Inc: 502,990
United Advisor Group, LLC: 358,857
Huntleigh Advisors, Inc.: 227,058
Janney Montgomery Scott LLC: 223,790
Capital Investment Advisors, LLC: 189,473
Farther Finance Advisors, LLC: 146,491
33.92% of Ares Dynamic Credit Allocation Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 10.49 M shares in the last 24 months. This purchase volume represents approximately $128.05 M in transactions.