Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Ares Dynamic Credit Allocation Fund, Inc. meliputi Polar Asset Management Partners Inc., NWF Advisory Services Inc., Wiley Bros.-aintree Capital, Llc, GoalVest Advisory LLC, SRS Capital Advisors, Inc., dan ACEFX - Absolute Strategies Fund Institutional Shares .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 | ||||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 39,250 | 554 | ||||||
| 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 |
