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 | 1.1M | $16M | 27% | Mar 2024 |
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Cohen & Steers Capital Management | 600k | $8.5M | -7% | Mar 2024 |
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Morgan Stanley | 431k | $6.1M | -37% | Mar 2024 |
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Stifel Financial | 330k | $4.7M | 4% | Mar 2024 |
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United Advisor Group | 287k | $4.1M | 100% | Mar 2024 |
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Hennion & Walsh Asset Management | 284k | $4.0M | -13% | Mar 2024 |
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Foundations Investment Advisors | 269k | $3.8M | 3% | Mar 2024 |
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Advisors Asset Management | 268k | $3.7M | -9% | 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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Sit Investment Associates | 205k | $2.9M | -58% | Mar 2024 |
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First Trust Advisors | 204k | $2.9M | -2% | Mar 2024 |
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Bank of America Corporation | 202k | $2.9M | 6% | Mar 2024 |
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Raymond James & Associates | 156k | $2.2M | 21% | Mar 2024 |
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Advisor Group Holdings | 100k | $1.4M | -2% | Mar 2024 |
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NewEdge Wealth | 90k | $1.3M | 7% | Mar 2024 |
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Curated Wealth Partners | 86k | $1.2M | -5% | Mar 2024 |
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Oppenheimer & Co | 85k | $1.2M | -19% | Mar 2024 |
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UBS Group | 76k | $1.1M | -52% | Mar 2024 |
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Nations Financial Group | 76k | $1.1M | 1% | Mar 2024 |
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Virtus ETF Advisers | 45k | $644k | 21% | Mar 2024 |
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Royal Bank of Canada | 39k | $547k | 3% | Mar 2024 |
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Miracle Mile Advisors | 35k | $498k | 0% | Mar 2024 |
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Westchester Capital Management | 32k | $460k | 0% | Mar 2024 |
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Neuberger Berman Group | 30k | $427k | 0% | Mar 2024 |
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Raymond James Financial Services Advisors | 28k | $393k | -93% | Mar 2024 |
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Integrated Wealth Concepts | 27k | $382k | -11% | Mar 2024 |
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Goss Wealth Management | 24k | $347k | 53% | Mar 2024 |
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LPL Financial | 24k | $335k | 21% | Mar 2024 |
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Envestnet Asset Management | 23k | $326k | 58% | Mar 2024 |
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Leucadia National Corporation | 18k | $261k | 0% | Mar 2024 |
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E&G Advisors | 17k | $238k | 0% | Mar 2024 |
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Williams Jones Wealth Management | 15k | $220k | 0% | Mar 2024 |
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CI Private Wealth | 13k | $185k | -29% | Mar 2024 |
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Catalina Capital Group | 12k | $177k | 0% | Mar 2024 |
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9258 Wealth Management | 12k | $176k | 100% | Mar 2024 |
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Darren Munn | 10k | $148k | 0% | Mar 2024 |
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Spire Wealth Management | 6.5k | $93k | 0% | Mar 2024 |
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Anfield Capital Management | 4.2k | $59k | 100% | Mar 2024 |
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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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Cambridge Trust Company | 710.00 | $9.8k | 100% | Dec 2023 |
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Pnc Financial Services | 309.00 | $4.4k | 0% | Mar 2024 |
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Assetmark | 7.00 | $99.999900 | 100% | Mar 2024 |
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Who sold out of Ares Dynamic Cr Allocation?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Lazard Asset Management | Sep 2023 | 53k | $689k |
Advisor Resource Council | Dec 2023 | 26k | $360k |
Jpmorgan Chase & Co | Dec 2023 | 25k | $343k |
Qube Research & Technologies | Sep 2023 | 21k | $274k |
Advisory Services Network | Dec 2023 | 1.0k | $14k |
Benjamin F. Edwards & Company | Dec 2023 | 727.00 | $10k |
Brian McDonald | Sep 2023 | 192.00 | $2.5k |
American National Bank | Dec 2023 | 86.00 | $1.2k |