Who owns Ares Dynamic Cr Allocation?

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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 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