Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Ares Dynamic Credit Allocation Fund, Inc. inkluderer Polar Asset Management Partners Inc., Wiley Bros.-aintree Capital, Llc, GoalVest Advisory LLC, SRS Capital Advisors, Inc., og ACEFX - Absolute Strategies Fund Institutional Shares .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
