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 | 08/14/2026 | 1.91 M | $24.16 M | 20.42% | 7.98% |
| MORGAN STANLEY | 08/13/2026 | 645.87 K | $8.16 M | 26.92% | 2.69% |
| ADVISORNET FINANCIAL, INC | 07/23/2026 | 601.29 K | $7.59 M | 19.54% | 2.51% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 432.31 K | $5.46 M | 3.82% | 1.80% |
| PENSERRA CAPITAL MANAGEMENT LLC | 08/13/2026 | 426.20 K | $5.38 M | 3.97% | 1.78% |
| UNITED ADVISOR GROUP, LLC | 07/29/2026 | 354.02 K | $4.47 M | -1.35% | 1.48% |
| INVESCO LTD. | 08/14/2026 | 345.65 K | $4.37 M | 2.97% | 1.44% |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 08/14/2026 | 338.48 K | $4.27 M | -10.83% | 1.41% |
| NEWEDGE WEALTH, LLC | 08/10/2026 | 249.72 K | $3.15 M | -2.92% | 1.04% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 228.39 K | $2.88 M | -29.66% | 0.95% |
| JANNEY MONTGOMERY SCOTT LLC | 08/05/2026 | 224.56 K | $2.84 M | 0.34% | 0.94% |
| HENNION & WALSH ASSET MANAGEMENT, INC. | 07/08/2026 | 219.11 K | $2.77 M | -11.88% | 0.91% |
| CAPITAL INVESTMENT ADVISORS, LLC | 08/06/2026 | 187.57 K | $2.37 M | -1.00% | 0.78% |
| ENVESTNET ASSET MANAGEMENT INC | 08/03/2026 | 186.59 K | $2.36 M | 100.00% | 0.78% |
| HUNTLEIGH ADVISORS, INC. | 08/04/2026 | 175.10 K | $2.21 M | -22.88% | 0.73% |
| FARTHER FINANCE ADVISORS, LLC | 07/17/2026 | 157.25 K | $1.99 M | 7.35% | 0.66% |
| THOMAS J. HERZFELD ADVISORS, INC. | 08/10/2026 | 150.62 K | $1.90 M | 100.00% | 0.63% |
| SHAKER FINANCIAL SERVICES, LLC | 07/15/2026 | 103.54 K | $1.31 M | -68.74% | 0.43% |
| ICON ADVISERS INC/CO | 08/13/2026 | 97.24 K | $1.23 M | 0.00% | 0.41% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 95.45 K | $1.21 M | -26.95% | 0.40% |
| SIT INVESTMENT ASSOCIATES INC | 08/12/2026 | 92.48 K | $1.17 M | -69.06% | 0.39% |
| CURATED WEALTH PARTNERS LLC | 08/14/2026 | 88.85 K | $1.12 M | 0.91% | 0.37% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 80.41 K | $1.02 M | -0.88% | 0.34% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 61.65 K | $778.58 K | 1.50% | 0.26% |
| ROYAL BANK OF CANADA | 08/14/2026 | 49.66 K | $627.00 K | 0.66% | 0.21% |
| LPL FINANCIAL LLC | 08/07/2026 | 45.63 K | $576.30 K | -6.48% | 0.19% |
| WILEY BROS.-AINTREE CAPITAL, LLC | 08/14/2026 | 41.15 K | $519.66 K | 3.08% | 0.17% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 40.53 K | $511.90 K | 29.26% | 0.17% |
| CLOSED-END FUND ADVISORS, INC. | 07/27/2026 | 39.75 K | $502.02 K | 5.56% | 0.17% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 36.11 K | $456.09 K | -10.40% | 0.15% |
| OPPENHEIMER & CO INC | 08/03/2026 | 36.11 K | $456.07 K | 97.31% | 0.15% |
| VIRTUS INVESTMENT ADVISERS, INC. | 08/11/2026 | 27.12 K | $342.49 K | -21.02% | 0.11% |
| JANE STREET GROUP, LLC | 08/14/2026 | 25.34 K | $320.04 K | 100.00% | 0.11% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 23.11 K | $291.92 K | 11.06% | 0.10% |
| UBS GROUP AG | 08/13/2026 | 21.87 K | $276.24 K | 1.46% | 0.09% |
| CHOREO, LLC | 08/04/2026 | 20.33 K | $256.73 K | 100.00% | 0.08% |
| NWF ADVISORY SERVICES INC. | 07/29/2026 | 20.05 K | $253.23 K | -13.39% | 0.08% |
| NEWEDGE ADVISORS, LLC | 08/12/2026 | 19.64 K | $248.05 K | 0.00% | 0.08% |
| XTX TOPCO LTD | 08/14/2026 | 18.80 K | $237.47 K | 100.00% | 0.08% |
| PENSIONMARK FINANCIAL GROUP, LLC | 08/14/2026 | 16.94 K | $211.79 K | -4.12% | 0.07% |
| WILLIAMS JONES WEALTH MANAGEMENT, LLC. | 08/05/2026 | 15.44 K | $194.94 K | 0.00% | 0.06% |
| E&G ADVISORS, LP | 07/23/2026 | 15.39 K | $194.33 K | -1.35% | 0.06% |
| MIRACLE MILE ADVISORS, LLC | 07/22/2026 | 15.00 K | $189.45 K | 0.00% | 0.06% |
| WAVERLY ADVISORS, LLC | 08/14/2026 | 14.40 K | $181.84 K | -15.59% | 0.06% |
| INTEGRITY ADVISORY SOLUTIONS, LLC | 07/31/2026 | 14.22 K | $179.61 K | 100.00% | 0.06% |
| COLONY GROUP, LLC | 08/12/2026 | 13.00 K | $164.19 K | 0.00% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2026 | 11.06 K | $139.68 K | 100.00% | 0.05% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/04/2026 | 11.05 K | $139.52 K | 0.21% | 0.05% |
| WOLVERINE ASSET MANAGEMENT LLC | 08/10/2026 | 10.58 K | $133.59 K | -92.49% | 0.04% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 10.00 K | $126.30 K | 0.00% | 0.04% |
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Ares Dynamic Credit Allocation Fund Inc institutional Ownership - FAQ's
During the previous two years, 102 institutional investors and hedge funds held shares of Ares Dynamic Credit Allocation Fund Inc. The most heavily invested institutionals were:
WELLS FARGO & COMPANY/MN: 1.91 M
MORGAN STANLEY: 645,869
AdvisorNet Financial, Inc: 601,286
GUGGENHEIM CAPITAL LLC: 432,308
Penserra Capital Management LLC: 426,195
United Advisor Group, LLC: 354,015
33.79% of Ares Dynamic Credit Allocation Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 10.45 M shares in the last 24 months. This purchase volume represents approximately $127.58 M in transactions.