Who owns Ares Dynamic Cr Allocation?
- Ticker: ARDC
- CUSIP Number: 04014F102
Tip: Access positions for across all investors
Analyze quarterly positions in Ares Dynamic Cr Allocation with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Ares Dynamic Cr Allocation stock
Who bought or sold Ares Dynamic Cr Allocation this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Wells Fargo & Company | 892k | $12M | 22% | Dec 2023 |
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| Raymond James Financial Services Advisors | 382k | $5.3M | -2% | Dec 2023 |
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| Stifel Financial | 318k | $4.4M | 4% | Dec 2023 |
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| Hennion & Walsh Asset Management | 284k | $4.0M | -13% | Mar 2024 |
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| Advisors Asset Management | 268k | $3.7M | -9% | Dec 2023 |
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| Foundations Investment Advisors | 260k | $3.5M | 10% | Dec 2023 |
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| Capital Investment Advisors | 248k | $3.5M | -4% | Mar 2024 |
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| Guggenheim Capital, LLC Managers | 226k | $3.1M | 9% | Dec 2023 |
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| Bank of America Corporation | 191k | $2.6M | 34% | Dec 2023 |
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| UBS Group | 157k | $2.2M | -22% | Dec 2023 |
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| Raymond James & Associates | 129k | $1.8M | 53% | Dec 2023 |
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| Advisor Group Holdings | 101k | $1.4M | -33% | Dec 2023 |
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| Curated Wealth Partners | 86k | $1.2M | -5% | Mar 2024 |
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| NewEdge Wealth | 84k | $1.2M | 100% | Dec 2023 |
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| Nations Financial Group | 75k | $1.0M | -1% | Dec 2023 |
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| Virtus ETF Advisers | 37k | $513k | -27% | Dec 2023 |
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| Royal Bank of Canada | 37k | $512k | -4% | Dec 2023 |
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| Miracle Mile Advisors | 35k | $498k | 0% | Mar 2024 |
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| Westchester Capital Management | 32k | $445k | 0% | Dec 2023 |
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| Neuberger Berman Group | 30k | $413k | 0% | Dec 2023 |
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| Advisor Resource Council | 26k | $360k | 100% | Dec 2023 |
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| Jpmorgan Chase & Co | 25k | $343k | 100% | Dec 2023 |
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| CI Private Wealth | 18k | $250k | -13% | Dec 2023 |
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| E&G Advisors | 17k | $230k | -17% | Dec 2023 |
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| Darren Munn | 10k | $143k | 0% | Dec 2023 |
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| Spire Wealth Management | 6.5k | $89k | 86% | Dec 2023 |
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| Webster Bank, N. A. | 2.5k | $36k | 0% | Mar 2024 |
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| Future Financial Wealth Managment | 1.3k | $19k | 100% | Mar 2024 |
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| Advisory Services Network | 1.0k | $14k | 100% | Dec 2023 |
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| Benjamin F. Edwards & Company | 727.00 | $10k | 100% | Dec 2023 |
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| Cambridge Trust Company | 710.00 | $9.8k | 100% | Dec 2023 |
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| Pnc Financial Services | 309.00 | $4.2k | 0% | Dec 2023 |
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Who sold out of Ares Dynamic Cr Allocation?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Vivaldi Capital Management | Sep 2023 | 315k | $4.1M |
| Lazard Asset Management | Sep 2023 | 53k | $689k |
| CNH Partners | Sep 2023 | 31k | $400k |
| First Foundation Advisors | Sep 2023 | 17k | $217k |
| 9258 Wealth Management | Sep 2023 | 13k | $169k |
| Princeton Global Asset Management | Sep 2023 | 800.00 | $10k |