Advent Convertible and Income Fund (AVK) Institutional Ownership

$12.45

0.00 (0.00%)

(As of 07/26/2024 ET)

Number of Institutional Buyers (last 12 months): 39
Total Institutional Inflows (last 12 months): $20.71M

Number of Institutional Sellers (last 12 months): 23
Total Institutional Outflows (last 12 months): $4.62M

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AVK Institutional Buying and Selling by Quarter

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Advent Convertible and Income Fund Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Atomi Financial Group Inc.	20,271	$242K	0.0%	+20.8%	0.000%
7/19/2024	Raymond James & Associates	414,082	$4.94M	0.0%	-0.7%	0.000%
7/16/2024	Wealth Enhancement Advisory Services LLC	140,335	$1.67M	0.0%	+8.3%	0.000%
5/17/2024	Jaffetilchin Investment Partners LLC	10,858	$130K	0.0%	N/A	0.000%
5/14/2024	Advisors Asset Management Inc.	278,285	$3.32M	0.1%	-13.1%	0.000%
5/11/2024	Capital Wealth Alliance LLC	10,730	$128K	0.1%	N/A	0.000%
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5/9/2024	Koshinski Asset Management Inc.	297,383	$3.55M	0.4%	-34.9%	0.000%
5/8/2024	Avantax Advisory Services Inc.	19,707	$235K	0.0%	-23.1%	0.000%
5/7/2024	Concurrent Investment Advisors LLC	15,483	$185K	0.0%	+12.6%	0.000%
5/7/2024	Atomi Financial Group Inc.	16,782	$200K	0.0%	+7.4%	0.000%
5/4/2024	9258 Wealth Management LLC	59,423	$710K	0.1%	+1.6%	0.000%
4/29/2024	Commonwealth Equity Services LLC	242,960	$2.90M	0.0%	-15.2%	0.000%
4/23/2024	Raymond James Financial Services Advisors Inc.	438,437	$5.24M	0.0%	+2.0%	0.000%
4/22/2024	PFG Investments LLC	37,383	$446K	0.0%	N/A	0.000%
4/22/2024	Raymond James & Associates	417,171	$4.98M	0.0%	-4.8%	0.000%
4/18/2024	Edmonds Duncan Registered Investment Advisors LLC	150,338	$1.80M	0.4%	+1.2%	0.000%
4/16/2024	Vanguard Capital Wealth Advisors	20,621	$246K	0.2%	-4.5%	0.000%
4/16/2024	Wealth Enhancement Advisory Services LLC	129,619	$1.55M	0.0%	+0.9%	0.000%
4/10/2024	Park Avenue Securities LLC	13,064	$156K	0.0%	+11.5%	0.000%
4/9/2024	Stolper Co	56,658	$676K	0.2%	+2.3%	0.000%
2/15/2024	Flow State Investments L.P.	67,380	$767K	0.2%	+375.6%	0.000%
2/12/2024	Steward Partners Investment Advisory LLC	34,709	$395K	0.0%	-10.7%	0.000%
2/9/2024	Nations Financial Group Inc. IA ADV	10,990	$125K	0.0%	-14.3%	0.000%
2/9/2024	Wells Fargo & Company MN	738,762	$8.41M	0.0%	+4.9%	0.000%
2/8/2024	FCA Corp TX	96,531	$1.10M	0.4%	-9.6%	0.000%
2/8/2024	Beacon Pointe Advisors LLC	31,558	$359K	0.0%	-4.4%	0.000%
2/8/2024	Pinnacle Wealth Planning Services Inc.	17,017	$194K	0.0%	-16.1%	0.000%
2/7/2024	Avantax Advisory Services Inc.	25,633	$292K	0.0%	-5.1%	0.000%
2/7/2024	Formidable Asset Management LLC	133,961	$1.52M	0.3%	+1.2%	0.000%
2/7/2024	Shaker Financial Services LLC	227,821	$2.59M	1.1%	+8.1%	0.000%
2/6/2024	MeadowBrook Investment Advisors LLC	4,803	$55K	0.1%	N/A	0.000%
2/6/2024	FourThought Financial Partners LLC	54,047	$615K	0.1%	-2.2%	0.000%
2/6/2024	9258 Wealth Management LLC	58,515	$666K	0.1%	-6.1%	0.000%
2/5/2024	Vanguard Capital Wealth Advisors	21,597	$246K	0.2%	+9.8%	0.000%
2/1/2024	Wolverine Asset Management LLC	253,604	$2.89M	0.0%	+579.6%	0.000%
1/29/2024	Koshinski Asset Management Inc.	457,085	$5.20M	0.8%	+62.4%	0.000%
1/25/2024	International Assets Investment Management LLC	32,161	$366K	0.0%	-6.2%	0.000%
1/24/2024	International Assets Investment Management LLC	365,992	$4.17M	0.0%	+967.4%	0.000%
1/16/2024	Raymond James Financial Services Advisors Inc.	429,650	$4.89M	0.0%	+1.3%	0.000%
1/16/2024	Raymond James & Associates	438,201	$4.99M	0.0%	+16.4%	0.000%
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1/16/2024	CoreCap Advisors LLC	17,370	$198K	0.0%	+64.6%	0.000%
1/12/2024	Stolper Co	55,372	$630K	0.3%	+1.9%	0.000%
1/12/2024	Twelve Points Wealth Management LLC	35,881	$408K	0.2%	-7.7%	0.000%
1/12/2024	Advisor Resource Council	55,105	$627K	0.1%	N/A	0.000%
1/11/2024	Edmonds Duncan Registered Investment Advisors LLC	148,511	$1.69M	0.4%	+2.7%	0.000%
1/5/2024	Capital Investment Advisors LLC	12,419	$141K	0.0%	+8.8%	0.000%
11/15/2023	Advisors Asset Management Inc.	444,885	$4.67M	0.1%	-9.6%	0.000%
11/14/2023	AQR Arbitrage LLC	73,208	$768K	0.0%	N/A	0.000%
11/13/2023	Wolverine Asset Management LLC	37,319	$391K	0.0%	N/A	0.000%
11/13/2023	FCA Corp TX	106,807	$1.12M	0.4%	+15.3%	0.000%
11/9/2023	Formidable Asset Management LLC	132,436	$1.39M	0.3%	+7.8%	0.000%
11/8/2023	9258 Wealth Management LLC	62,339	$654K	0.1%	-1.6%	0.000%
11/8/2023	Landscape Capital Management L.L.C.	29,909	$314K	0.0%	+45.8%	0.000%
11/8/2023	Spire Wealth Management	21,729	$228K	0.0%	+87.1%	0.000%
11/8/2023	Avantax Advisory Services Inc.	27,005	$283K	0.0%	-23.8%	0.000%
11/8/2023	Oppenheimer & Co. Inc.	16,997	$178K	0.0%	+20.6%	0.000%
11/8/2023	Kestra Private Wealth Services LLC	13,993	$147K	0.0%	+7.7%	0.000%
11/6/2023	Ieq Capital LLC	10,570	$111K	0.0%	-23.5%	0.000%
11/2/2023	Shaker Financial Services LLC	210,683	$2.21M	1.0%	+49.7%	0.000%
11/1/2023	Calton & Associates Inc.	11,580	$121K	0.2%	N/A	0.000%
11/1/2023	Centurion Wealth Management LLC	21,729	$228K	0.1%	+87.1%	0.000%
10/30/2023	Arete Wealth Advisors LLC	293,603	$3.08M	0.5%	+5.3%	0.000%
10/26/2023	Park Avenue Securities LLC	15,003	$157K	0.0%	-12.8%	0.000%
10/24/2023	Raymond James Financial Services Advisors Inc.	424,329	$4.45M	0.0%	+4.5%	0.000%
10/24/2023	Cambridge Investment Research Advisors Inc.	65,790	$690K	0.0%	-1.7%	0.000%
10/23/2023	Commonwealth Equity Services LLC	361,484	$3.79M	0.0%	-4.0%	0.000%
10/18/2023	Koshinski Asset Management Inc.	281,401	$2.95M	0.3%	+0.5%	0.000%
10/16/2023	Capital Investment Advisors LLC	11,419	$120K	0.0%	N/A	0.000%
10/16/2023	Edmonds Duncan Registered Investment Advisors LLC	144,627	$1.52M	0.2%	+6.6%	0.000%
8/11/2023	Landscape Capital Management L.L.C.	20,509	$240K	0.0%	+36.8%	0.000%
8/11/2023	Guggenheim Capital LLC	472,415	$5.54M	0.0%	+1.4%	0.000%
8/10/2023	Commonwealth Equity Services LLC	376,424	$4.41M	0.0%	+5.9%	0.000%
8/10/2023	Cetera Investment Advisers	16,032	$188K	0.0%	+23.2%	0.000%
8/8/2023	Geneos Wealth Management Inc.	10,099	$118K	0.0%	+10,101.0%	0.000%
8/8/2023	9258 Wealth Management LLC	63,344	$742K	0.1%	-3.0%	0.000%
8/8/2023	Kestra Private Wealth Services LLC	12,998	$152K	0.0%	+18.0%	0.000%
8/8/2023	Ieq Capital LLC	13,820	$162K	0.0%	N/A	0.000%
8/7/2023	Shaker Financial Services LLC	140,760	$1.65M	0.7%	+68.7%	0.000%
8/3/2023	Atria Wealth Solutions Inc.	17,538	$206K	0.0%	-8.1%	0.000%
8/3/2023	Wealth Management Solutions LLC	60,025	$703K	0.5%	-5.7%	0.000%
8/1/2023	Truist Financial Corp	22,923	$269K	0.0%	-7.2%	0.000%
7/31/2023	LPL Financial LLC	283,056	$3.32M	0.0%	+26.4%	0.000%
7/28/2023	Koshinski Asset Management Inc.	280,088	$3.28M	0.4%	N/A	0.000%
7/28/2023	Private Trust Co. NA	36,608	$429K	0.1%	-2.7%	0.000%
7/27/2023	Cyndeo Wealth Partners LLC	63,409	$743K	0.1%	-2.6%	0.000%
7/25/2023	Raymond James Financial Services Advisors Inc.	406,223	$4.76M	0.0%	+3.1%	0.000%
7/25/2023	Raymond James & Associates	376,053	$4.41M	0.0%	-3.4%	0.000%
7/25/2023	Ameritas Advisory Services LLC	26,084	$297K	0.0%	-8.9%	0.000%
7/20/2023	International Assets Investment Management LLC	34,288	$402K	0.1%	+16.4%	0.000%
7/17/2023	Vanguard Capital Wealth Advisors	20,247	$237K	0.2%	-4.6%	0.000%
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7/14/2023	Park Avenue Securities LLC	17,214	$202K	0.0%	-6.2%	0.000%
7/13/2023	Windsor Capital Management LLC	21,663	$254K	0.1%	-14.3%	0.000%
7/13/2023	Cambridge Investment Research Advisors Inc.	66,955	$785K	0.0%	+11.1%	0.000%
7/10/2023	Stolper Co	55,197	$647K	0.3%	-2.2%	0.000%
7/6/2023	Edmonds Duncan Registered Investment Advisors LLC	135,651	$1.59M	0.5%	+2.4%	0.000%
6/7/2023	Atomi Financial Group Inc.	16,500	$191K	0.1%	N/A	0.000%
5/22/2023	Arete Wealth Advisors LLC	265,907	$3.07M	0.2%	N/A	0.000%
5/12/2023	Advisors Asset Management Inc.	717,421	$8.29M	0.2%	-1.8%	0.000%
5/12/2023	FCA Corp TX	78,157	$903K	0.3%	+3.8%	0.000%
5/11/2023	Elequin Securities LLC	8,005	$93K	0.1%	-67.5%	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, 72 institutional investors and hedge funds held shares of Advent Convertible and Income Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($8.41M), Guggenheim Capital LLC ($5.54M), Raymond James Financial Services Advisors Inc. ($5.24M), Raymond James & Associates ($4.94M), Koshinski Asset Management Inc. ($3.55M), Advisors Asset Management Inc. ($3.32M), and LPL Financial LLC ($3.32M).Learn more on AVK's institutional investors.
Which institutional investors have been buying Advent Convertible and Income Fund stock?: Of the 63 institutional investors that purchased Advent Convertible and Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arete Wealth Advisors LLC ($546.72K), Koshinski Asset Management Inc. ($475.37K), Wolverine Asset Management LLC ($422.45K), International Assets Investment Management LLC ($368.35K), Shaker Financial Services LLC ($241.46K), Advisors Asset Management Inc. ($201.65K), and Commonwealth Equity Services LLC ($191.51K).
How much institutional buying is happening at Advent Convertible and Income Fund?: Institutional investors have bought a total of 3,880,904 shares in the last 24 months. This purchase volume represents approximately $43.87M in transactions.

Which Advent Convertible and Income Fund major shareholders have been selling company stock?: Of the 41 institutional investors that sold Advent Convertible and Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($434.59K), Guggenheim Capital LLC ($261.48K), Koshinski Asset Management Inc. ($159.70K), Wolverine Asset Management LLC ($149.29K), Advisors Asset Management Inc. ($149.09K), Oxbow Advisors LLC ($63.59K), and UBS Group AG ($58.63K).
How much institutional selling is happening at Advent Convertible and Income Fund?: Institutional investors have sold a total of 1,677,182 shares in the last 24 months. This volume of shares sold represents approximately $18.72M in transactions.