Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Ares Dynamic Credit Allocation Fund, Inc. inkluderar Polar Asset Management Partners Inc., Wiley Bros.-aintree Capital, Llc, GoalVest Advisory LLC, SRS Capital Advisors, Inc., och ACEFX - Absolute Strategies Fund Institutional Shares .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
