Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Ares Dynamic Credit Allocation Fund, Inc. include Polar Asset Management Partners Inc., Wiley Bros.-aintree Capital, Llc, GoalVest Advisory LLC, SRS Capital Advisors, Inc., and ACEFX - Absolute Strategies Fund Institutional Shares .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,057 | 15 | ||||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 239,104 | 16.69 | 3,400 | 17.53 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 106,790 | 100.36 | 1,519 | 101.86 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 30,544 | 434 | ||||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 53,502 | 2.73 | 730 | -8.30 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 8,147 | 4.83 | 116 | 5.50 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 7,000 | 100 | ||||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 11,755 | 167 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 600 | 9 | ||||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 53,370 | 759 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 34,173 | 1.14 | 486 | 1.68 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 235,120 | 38.89 | 3,343 | 39.87 | ||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 132,825 | 9.40 | 1,907 | 11.26 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 5,568 | 64.54 | 79 | 68.09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 439,362 | 8.51 | 6,248 | 9.27 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 137,190 | 10.07 | 1,951 | 11.17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 61,122 | 18.16 | 869 | 19.04 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 35,792 | 509 | ||||||
| 2025-04-01 | NP | CVY - Invesco Zacks Multi-Asset Income ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 18,676 | 25.67 | 285 | 27.23 | ||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 90,357 | 24.76 | 1,285 | 25.64 | ||||
| 2025-05-29 | NP | ACEFX - Absolute Strategies Fund Institutional Shares | Short | -809 | -11 | |||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 200,898 | 0.64 | 2,857 | 1.35 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 336,279 | 1.64 | 4,782 | 2.35 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 67,150 | 247.26 | 955 | 249.45 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 10,407 | 0 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 12,660 | 0.84 | 180 | 1.69 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 297,857 | 8.58 | 4,236 | 9.35 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 25,786 | 13.26 | 0 | |||||
| 2025-08-14 | 13F | Sit Investment Associates Inc | 43,687 | 1 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 303,274 | 5.35 | 4,313 | 6.10 |
