Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Ares Dynamic Credit Allocation Fund, Inc. comprennent Polar Asset Management Partners Inc., Wiley Bros.-aintree Capital, Llc, GoalVest Advisory LLC, SRS Capital Advisors, Inc., et ACEFX - Absolute Strategies Fund Institutional Shares .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
