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Advent Convertible and Income Fund (AVK) Institutional Ownership

Advent Convertible and Income Fund logo
$12.61 -0.10 (-0.79%)
Closing price 09/15/2025 03:58 PM Eastern
Extended Trading
$12.66 +0.05 (+0.39%)
As of 09/15/2025 04:42 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Advent Convertible and Income Fund (NYSE:AVK)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$107.39M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$54.38M
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AVK Institutional Buying and Selling by Quarter

Advent Convertible and Income Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.127,526$1.54M0.0%+5.5%0.000%
8/19/2025 Newbridge Financial Services Group Inc.24,448$296K0.0%N/A0.000%
8/18/2025 Tactive Advisors LLC15,162$184K0.1%N/A0.000%
8/15/2025 Bank of America Corp DE66,704$808K0.0%-2.9%0.000%
8/14/2025 Raymond James Financial Inc.1,342,294$16.26M0.0%+7.7%0.000%
8/14/2025 NewEdge Advisors LLC59,708$723K0.0%-3.0%0.000%
8/13/2025 Baird Financial Group Inc.303,787$3.68M0.0%-0.4%0.000%
8/13/2025 Guggenheim Capital LLC689,582$8.35M0.1%+4.8%0.000%
8/13/2025 Invesco Ltd.80,395$974K0.0%-27.4%0.000%
8/13/2025 WCG Wealth Advisors LLC36,752$445K0.0%+91.4%0.000%
8/13/2025 Level Four Advisory Services LLC13,441$163K0.0%N/A0.000%
8/12/2025 Advisors Asset Management Inc.805,578$9.76M0.2%+21.9%0.000%
8/12/2025 Steward Partners Investment Advisory LLC133,661$1.62M0.0%+52.7%0.000%
8/8/2025 Calamos Advisors LLC28,982$351K0.0%-8.0%0.000%
8/6/2025 Penserra Capital Management LLC1,210,914$14.66M0.2%+3.0%0.000%
8/6/2025 Moors & Cabot Inc.29,500$357K0.0%+28.3%0.000%
8/4/2025 L.M. Kohn & Company13,165$159K0.0%N/A0.000%
7/29/2025 Koshinski Asset Management Inc.432,898$5.24M0.4%+2.0%0.000%
7/25/2025 Concurrent Investment Advisors LLC29,124$353K0.0%+3.1%0.000%
7/21/2025 Ameritas Advisory Services LLC38,109$462K0.0%+14.4%0.000%
7/15/2025 Absolute Investment Advisers LLC616,686$7.47M0.9%-21.9%0.000%
7/10/2025 Stolper Co60,997$739K0.2%+9.7%0.000%
7/10/2025 Wealth Enhancement Advisory Services LLC50,049$612K0.0%+6.8%0.000%
5/21/2025Geneos Wealth Management Inc.3,975$46K0.0%+301.1%0.000%
5/16/2025Arete Wealth Advisors LLC323,401$3.73M0.3%+0.3%0.000%
5/16/2025NewEdge Advisors LLC61,556$710K0.0%-2.1%0.000%
5/16/2025Integrated Wealth Concepts LLC19,997$231K0.0%N/A0.000%
5/16/2025Advisors Asset Management Inc.660,623$7.62M0.1%+9.6%0.000%
5/15/2025Calton & Associates Inc.11,765$136K0.0%N/A0.000%
5/15/2025Baird Financial Group Inc.304,857$3.52M0.0%+3.1%0.000%
5/14/2025WCG Wealth Advisors LLC19,198$221K0.0%N/A0.000%
5/14/2025Northwestern Mutual Wealth Management Co.3,950$46K0.0%-23.9%0.000%
5/13/2025Raymond James Financial Inc.1,246,782$14.38M0.0%+7.0%0.000%
5/13/2025FCA Corp TX194,952$2.25M0.7%+2.2%0.000%
5/13/2025Sit Investment Associates Inc.4,069,977$46.93M1.1%-6.5%0.000%
5/12/2025Invesco Ltd.110,673$1.28M0.0%-20.9%0.000%
5/9/2025Shaker Financial Services LLC20,421$235K0.1%N/A0.000%
5/8/2025Moors & Cabot Inc.23,000$265K0.0%+9.5%0.000%
5/7/2025LPL Financial LLC474,550$5.47M0.0%-4.8%0.000%
5/5/2025Kestra Private Wealth Services LLC16,988$196K0.0%+40.7%0.000%
5/5/2025Formidable Asset Management LLC98,831$1.14M0.2%-14.5%0.000%
5/2/2025Trust Investment Advisors12,059$139K0.1%N/A0.000%
5/1/2025Oxbow Advisors LLC13,626$157K0.0%-43.5%0.000%
4/29/2025Penserra Capital Management LLC1,175,128$13.55M0.2%+10.0%0.000%
4/29/2025Concurrent Investment Advisors LLC28,238$326K0.0%+7.2%0.000%
4/29/2025Absolute Investment Advisers LLC789,946$9.11M1.3%-0.9%0.000%
4/29/2025Calamos Advisors LLC31,502$363K0.0%-3.8%0.000%
4/25/2025Koshinski Asset Management Inc.424,446$4.89M0.4%+4.8%0.000%
4/23/2025International Assets Investment Management LLC45,436$524K0.0%+30.8%0.000%
4/23/2025Oppenheimer & Co. Inc.12,034$139K0.0%+12.5%0.000%
4/22/2025Cambridge Investment Research Advisors Inc.71,025$819K0.0%-2.1%0.000%
4/17/2025Cyndeo Wealth Partners LLC108,322$1.25M0.1%+70.8%0.000%
4/16/2025Wealth Enhancement Advisory Services LLC46,883$541K0.0%-45.7%0.000%
2/24/2025Ameriflex Group Inc.5,445$66K0.0%N/A0.000%
2/19/2025Formidable Asset Management LLC115,632$1.36M0.2%-4.2%0.000%
2/18/2025Alpine Global Management LLC75,900$893K0.2%-87.8%0.000%
2/18/2025Vanguard Capital Wealth Advisors20,705$244K0.3%-49.9%0.000%
2/17/2025Waverly Advisors LLC59,395$699K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC28,050$330K0.0%+113.3%0.000%
2/17/2025CF Capital LLC85,900$1.01M1.1%N/A0.000%
2/17/2025Baird Financial Group Inc.295,570$3.48M0.0%+2.2%0.000%
2/17/2025Bank of America Corp DE65,087$766K0.0%-36.8%0.000%
2/14/2025Comerica Bank18,274$215K0.0%-17.9%0.000%
2/14/2025Beacon Pointe Advisors LLC22,014$259K0.0%-52.3%0.000%
2/14/2025Quarry LP290,621$3.42M0.5%+5.4%0.000%
2/14/2025Alpine Global Management LLC75,900$893K0.2%-87.8%0.000%
2/14/2025Stifel Financial Corp26,223$309K0.0%+14.9%0.000%
2/14/2025OneDigital Investment Advisors LLC16,493$194K0.0%N/A0.000%
2/13/2025NewEdge Advisors LLC62,865$740K0.0%-42.0%0.000%
2/13/2025Guggenheim Capital LLC682,010$8.03M0.1%+1.7%0.000%
2/13/2025XTX Topco Ltd17,444$205K0.0%N/A0.000%
2/13/2025Mariner LLC12,537$148K0.0%-27.4%0.000%
2/13/2025Rockefeller Capital Management L.P.39,047$460K0.0%N/A0.000%
2/13/2025Jaffetilchin Investment Partners LLC16,342$192K0.0%+21.3%0.000%
2/13/2025Invesco Ltd.139,988$1.65M0.0%-7.9%0.000%
2/13/2025Yakira Capital Management Inc.53,462$629K0.2%-68.2%0.000%
2/13/2025Sit Investment Associates Inc.4,355,074$51.26M1.2%+3,605.3%0.000%
2/13/2025Wells Fargo & Company MN756,278$8.90M0.0%-48.7%0.000%
2/12/2025Landscape Capital Management L.L.C.12,520$147K0.0%N/A0.000%
2/12/2025Arete Wealth Advisors LLC322,546$3.78M0.3%-46.2%0.000%
2/11/2025Modern Wealth Management LLC73,401$901K0.0%-34.8%0.000%
2/11/2025FCA Corp TX190,847$2.25M0.7%+34.8%0.000%
2/11/2025LPL Financial LLC498,517$5.87M0.0%-42.7%0.000%
2/11/2025Heron Bay Capital Management42,823$504K0.1%-39.0%0.000%
2/10/2025Advisors Asset Management Inc.602,548$7.09M0.1%+22.3%0.000%
2/10/2025Centurion Wealth Management LLC32,273$380K0.1%-49.3%0.000%
2/10/2025Commonwealth Equity Services LLC175,582$2.07M0.0%-50.5%0.000%
2/7/2025Larson Financial Group LLC3,795$45K0.0%-50.0%0.000%
2/7/2025PNC Financial Services Group Inc.18,605$219K0.0%-49.6%0.000%
2/6/2025Raymond James Financial Inc.1,165,088$13.71M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC22,729$268K0.0%-52.8%0.000%
2/5/2025Oppenheimer & Co. Inc.10,697$126K0.0%-59.8%0.000%
2/3/2025Oxbow Advisors LLC24,111$284K0.0%-48.2%0.000%
2/3/2025Wolverine Asset Management LLC8,556$101K0.0%N/A0.000%
2/3/2025Concurrent Investment Advisors LLC26,337$310K0.0%+6.0%0.000%
1/31/2025Truist Financial Corp20,615$243K0.0%-53.4%0.000%
1/24/2025Calamos Advisors LLC32,762$386K0.0%N/A0.000%
1/24/2025Absolute Investment Advisers LLC797,246$9.38M1.2%N/A0.000%
1/23/2025Twelve Points Wealth Management LLC35,016$412K0.1%-51.2%0.000%
1/22/2025PFG Investments LLC50,760$597K0.0%-46.4%0.000%
(Data available from 1/1/2016 forward)

AVK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVK shares?

During the previous two years, 91 institutional investors and hedge funds held shares of Advent Convertible and Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($46.93M), Raymond James Financial Inc. ($16.26M), Penserra Capital Management LLC ($14.66M), Advisors Asset Management Inc. ($9.76M), Wells Fargo & Company MN ($8.90M), Guggenheim Capital LLC ($8.35M), and Absolute Investment Advisers LLC ($7.47M).Learn more on Advent Convertible and Income Fund's institutional investors.

Which institutional investors have been buying Advent Convertible and Income Fund's stock?

Of the 66 institutional investors that purchased Advent Convertible and Income Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sit Investment Associates Inc. ($4.24M), Raymond James Financial Inc. ($1.34M), Penserra Capital Management LLC ($1.14M), Absolute Investment Advisers LLC ($797.25K), Advisors Asset Management Inc. ($422.14K), International Assets Investment Management LLC ($344.98K), and Arete Wealth Advisors LLC ($324.01K).

How much institutional buying is happening at Advent Convertible and Income Fund?

Institutional investors have bought a total of 9,123,163 shares in the last 24 months. This purchase volume represents approximately $107.39M in transactions.

Which of Advent Convertible and Income Fund's major shareholders have been selling company stock?

Of the 41 institutional investors that sold Advent Convertible and Income Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Alpine Global Management LLC ($1.09M), Wells Fargo & Company MN ($718.24K), LPL Financial LLC ($395.31K), International Assets Investment Management LLC ($373.76K), Sit Investment Associates Inc. ($285.10K), Arete Wealth Advisors LLC ($277.49K), and Koshinski Asset Management Inc. ($252.59K).

How much institutional selling is happening at Advent Convertible and Income Fund?

Institutional investors have sold a total of 4,622,918 shares in the last 24 months. This volume of shares sold represents approximately $54.38M in transactions.


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This page (NYSE:AVK) was last updated on 9/16/2025 by MarketBeat.com Staff
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