Ares Dynamic Credit Allocation Fund, Inc.
ARDC- Exchange
- NYSE
- SEC CIK
- 0001515324
In the last 90 days, Ares Dynamic Credit Allocation Fund, Inc. insiders filed 2 open-market purchases and 0 sales; 63 institutions reported holding it in 13F filings for Q2 2026, worth $102.3M in total; no superinvestor holds it.
Q1 2024 vs. Q4 2023
How the institutions holding Ares Dynamic Credit Allocation Fund, Inc. changed between Q4 2023 and Q1 2024.
All holders in Q1 2024All holders in Q4 2023
| Measure | Q4 2023 | Q1 2024 | Change |
|---|---|---|---|
| Holders | 51 | 47 | −4 |
| Shares | 6.42M | 6.10M | −316.7K (−4.9%) |
| Value | $88.2M | $86.8M | −$1.35M (−1.5%) |
New holders (7)
Institutions that held Ares Dynamic Credit Allocation Fund, Inc. at the end of Q1 2024 but not at the end of Q4 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| United Advisor Group, LLC | 286,658 | $4.08M | 1.53% |
| Cetera Investment Advisers | 25,741 | $366.3K | 0.00% |
| 9258 Wealth Management, LLC | 12,393 | $176.3K | 0.03% |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,578 | $93.6K | 0.04% |
| Anfield Capital Management, LLC | 4,172 | $59.4K | 0.03% |
| Future Financial Wealth Managment LLC | 1,300 | $18.5K | 0.01% |
| Assetmark, Inc | 7 | $100 | 0.00% |
Sold out (11)
Institutions that held Ares Dynamic Credit Allocation Fund, Inc. at the end of Q4 2023 and filed for Q1 2024 without it.
| Institution | Shares, Q4 2023 | Value, Q4 2023 |
|---|---|---|
| Curated Wealth Partners LLC | 89,764 | $1.23M |
| Advisor Resource Council | 26,163 | $359.7K |
| JPMorgan Chase & Co | 24,972 | $343.4K |
| Cetera Advisor Networks LLC | 23,064 | $317.1K |
| Qube Research & Technologies Ltd | 21,211 | $291.7K |
| Truvestments Capital LLC | 2,000 | $27.5K |
| Advisory Services Network, LLC | 1,049 | $14.4K |
| Benjamin F. Edwards & Company, Inc. | 727 | $10.0K |
| Cambridge Trust Co | 710 | $9.76K |
| Comerica Bank | 116 | $1.59K |
| American National Bank | 86 | $1.18K |