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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Who bought or sold Ares Dynamic Cr Allocation this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Wells Fargo & Company | 1.6M | $24M | 19% | Sep 2024 |
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Cohen & Steers Capital Management | 594k | $8.8M | -1% | Jun 2024 |
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Guggenheim Capital, LLC Managers | 511k | $7.8M | 2% | Sep 2024 |
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Morgan Stanley | 401k | $6.0M | -7% | Jun 2024 |
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Advisors Asset Management | 398k | $6.1M | 20% | Sep 2024 |
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Foundations Investment Advisors | 320k | $4.9M | 11% | Sep 2024 |
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United Advisor Group | 310k | $4.7M | 1% | Sep 2024 |
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Stifel Financial | 301k | $4.5M | -9% | Jun 2024 |
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Invesco | 273k | $4.2M | 26% | Sep 2024 |
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Hennion & Walsh Asset Management | 243k | $3.7M | -4% | Sep 2024 |
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Capital Investment Advisors | 237k | $3.6M | -2% | Sep 2024 |
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Bank of America Corporation | 203k | $3.1M | -4% | Sep 2024 |
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Secure Asset Management | 128k | $2.0M | -12% | Sep 2024 |
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Farther Finance Advisors | 120k | $1.8M | 100% | Sep 2024 |
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NewEdge Wealth | 89k | $1.4M | -2% | Sep 2024 |
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Curated Wealth Partners | 86k | $1.3M | 0% | Sep 2024 |
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Nations Financial Group | 75k | $1.1M | -2% | Sep 2024 |
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First Trust Advisors | 70k | $1.1M | -66% | Sep 2024 |
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Cetera Investment Advisers | 58k | $857k | 124% | Jun 2024 |
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Royal Bank of Canada | 48k | $728k | 22% | Sep 2024 |
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Raymond James & Associates | 45k | $683k | 4% | Sep 2024 |
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Advisor Group Holdings | 42k | $646k | -58% | Sep 2024 |
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Miracle Mile Advisors | 35k | $535k | 0% | Sep 2024 |
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Raymond James Financial Services Advisors | 27k | $416k | 4% | Sep 2024 |
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Goss Wealth Management | 24k | $358k | -2% | Jun 2024 |
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Tyche Wealth Partners | 23k | $353k | 0% | Sep 2024 |
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LPL Financial | 20k | $301k | -1% | Sep 2024 |
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Cornerstone Advisors | 17k | $261k | 100% | Sep 2024 |
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E&G Advisors | 17k | $256k | 0% | Sep 2024 |
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Williams Jones Wealth Management | 15k | $236k | 0% | Sep 2024 |
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9258 Wealth Management | 13k | $192k | 1% | Sep 2024 |
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Worth Asset Management | 11k | $172k | 100% | Sep 2024 |
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Sanctuary Advisors | 11k | $165k | -58% | Sep 2024 |
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Janney Montgomery Scott | 11k | $165k | 100% | Sep 2024 |
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Darren Munn | 10k | $159k | 0% | Sep 2024 |
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National Asset Management | 10k | $154k | 0% | Sep 2024 |
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Leucadia National Corporation | 10k | $149k | -45% | Jun 2024 |
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Neuberger Berman Group | 10k | $149k | -67% | Jun 2024 |
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Spire Wealth Management | 6.5k | $99k | 0% | Sep 2024 |
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Anfield Capital Management | 5.7k | $88k | 32% | Sep 2024 |
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CoreCap Advisors | 3.0k | $46k | 0% | Sep 2024 |
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Webster Bank, N. A. | 2.5k | $39k | 0% | Sep 2024 |
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Future Financial Wealth Managment | 1.3k | $20k | 100% | Sep 2024 |
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Kiely Wealth Advisory Group | 531.00 | $7.9k | 2% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 327.00 | $5.0k | 100% | Sep 2024 |
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Pnc Financial Services | 309.00 | $4.7k | 0% | Sep 2024 |
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Boyd Watterson Asset Management | 275.00 | $4.2k | 0% | Sep 2024 |
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Assetmark | 7.00 | $106.999900 | 0% | Sep 2024 |
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Who sold out of Ares Dynamic Cr Allocation?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Oppenheimer & Co | Mar 2024 | 85k | $1.2M |
Envestnet Asset Management | Jun 2024 | 53k | $789k |
Westchester Capital Management | Jun 2024 | 29k | $428k |
Integrated Wealth Concepts | Jun 2024 | 22k | $332k |