Go Pro
→ Porter flew 3,300 miles to investigate this system (From Porter & Company) (Ad)tc pixel Free AVK Stock Alerts

Advent Convertible and Income Fund (AVK) Institutional Ownership

Advent Convertible and Income Fund logo
$12.96 -0.11 (-0.84%)
Closing price 08/14/2026 03:58 PM Eastern
Extended Trading
$12.94 -0.02 (-0.15%)
As of 08/14/2026 07:34 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 Massive. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for Advent Convertible and Income Fund (NYSE:AVK)

Number of
Institutional Buyers
(last 12 months)
48
Total
Institutional Inflows
(last 12 months)
$15.92M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$24.97M
Get AVK Insider Trade Alerts

Want to know when executives and insiders are buying or selling Advent Convertible and Income Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

AVK Institutional Buying and Selling by Quarter

Advent Convertible and Income Fund Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/13/2026 Sanctuary Advisors LLC67,558$885K0.0%N/A0.000%
8/12/2026 Elevation Point Wealth Partners LLC12,181$160K0.0%N/A0.000%
8/12/2026 Landscape Capital Management L.L.C.22,185$291K0.0%N/A0.000%
8/12/2026 Heron Bay Capital Management42,823$561K0.1%N/A0.000%
8/8/2026 Oxbow Advisors LLC15,540$204K0.0%N/A0.000%
8/6/2026 IMC Chicago LLC10,715$140K0.0%N/A0.000%
7/9/2026 Windsor Capital Management LLC14,712$193K0.1%-21.6%0.000%
7/7/2026 CoreCap Advisors LLC21,193$278K0.0%+1,312.9%0.000%
6/3/2026 NewEdge Advisors LLC66,754$745K0.0%-4.3%0.000%
5/20/2026 Arete Wealth Advisors LLC317,688$3.55M0.2%+3.1%0.000%
5/19/2026Bank of America Corp DE60,458$675K0.0%-13.6%0.000%
5/19/2026 Arete Wealth Advisors LLC317,688$3.55M0.2%+3.1%0.000%
5/18/2026Readystate Asset Management LP106,373$1.19M0.1%N/A0.000%
5/15/2026Waverly Advisors LLC49,779$556K0.0%-8.3%0.000%
5/14/2026 FCA Corp TX239,080$2.67M0.8%+3.4%0.000%
5/14/2026Modern Wealth Management LLC54,235$617K0.0%-12.3%0.000%
5/13/2026 Cetera Investment Advisers39,120$437K0.0%-3.9%0.000%
5/5/2026 Sanctuary Advisors LLC66,265$740K0.0%-1.5%0.000%
5/4/2026 Calamos Advisors LLC12,422$139K0.0%N/A0.000%
5/4/2026 NWF Advisory Services Inc.69,087$771K0.1%-2.5%0.000%
5/1/2026 Fifth Third Bancorp18,942$211K0.0%N/A0.000%
4/30/2026 Kestra Advisory Services LLC26,431$295K0.0%+178.5%0.000%
4/28/2026 Koshinski Asset Management Inc.472,817$5.28M0.3%+1.6%0.000%
4/23/2026 Formidable Asset Management LLC75,204$839K0.1%-15.8%0.000%
4/22/2026 Absolute Investment Advisers LLC68,391$763K0.1%+15.9%0.000%
4/22/2026 Patriot Financial Group Insurance Agency LLC10,198$114K0.0%N/A0.000%
4/22/2026 MeadowBrook Investment Advisors LLC4,705$53K0.0%N/A0.000%
4/17/2026 PMG Family Office LLC33,149$370K0.4%+10.8%0.000%
4/17/2026 High Net Worth Advisory Group LLC13,795$154K0.0%N/A0.000%
3/3/2026 NWF Advisory Services Inc.70,893$889K0.1%-1.5%0.000%
2/19/2026Invesco Ltd.28,922$363K0.0%-43.6%0.000%
2/18/2026 NewEdge Advisors LLC69,775$875K0.0%-1.3%0.000%
2/17/2026 Guggenheim Capital LLC785,038$9.84M0.1%+15.2%0.000%
2/17/2026 Cetera Investment Advisers40,701$510K0.0%+77.5%0.000%
2/17/2026Osaic Holdings Inc.117,678$1.48M0.0%-8.4%0.000%
2/17/2026&PARTNERS81,621$1.02M0.0%N/A0.000%
2/13/2026 Arete Wealth Advisors LLC308,048$3.86M0.2%+3.9%0.000%
2/13/2026 Kestra Advisory Services LLC9,491$119K0.0%N/A0.000%
2/13/2026 Stifel Financial Corp50,624$635K0.0%+393.6%0.000%
2/13/2026Quarry LP38,423$482K0.1%-60.0%0.000%
Porter flew 3,300 miles to investigate this system (Ad)

Porter Stansberry flew the Porter and Co. team 3,300 miles to Dublin to investigate a 17-year investing experiment called Project Prophet - and documented everything on film. Rooted in the laws of physics, this quantitative approach challenges conventional wealth-building wisdom. With 17 years of verified data behind it, Porter calls it unlike anything he has seen in nearly 30 years in the business.tc pixel

Watch the full investigation and decide for yourself
2/13/2026Wells Fargo & Company MN799,373$10.02M0.0%-8.8%0.000%
2/12/2026Advisors Asset Management Inc.788,747$9.89M0.2%+6.7%0.000%
2/12/2026 Commonwealth Equity Services LLC163,357$2.05M0.0%-4.2%0.000%
2/12/2026 Steward Partners Investment Advisory LLC217,859$2.73M0.0%+12.9%0.000%
2/12/2026 Sit Investment Associates Inc.2,437,672$30.57M0.6%-26.8%0.000%
2/11/2026 FCA Corp TX231,225$2.90M0.8%+6.0%0.000%
2/11/2026 LPL Financial LLC567,005$7.11M0.0%+1.6%0.000%
2/10/2026 Calton & Associates Inc.10,856$136K0.0%-7.6%0.000%
2/4/2026Ameritas Advisory Services LLC33,246$417K0.0%-12.8%0.000%
2/3/2026 Koshinski Asset Management Inc.465,158$5.83M0.4%+4.3%0.000%
2/3/2026 International Assets Investment Management LLC47,636$597K0.0%+3.5%0.000%
2/2/2026 Benjamin Edwards Inc.19,093$239K0.0%+17.5%0.000%
1/29/2026 LFA Lugano Financial Advisors SA2,759$34K0.0%N/A0.000%
1/29/2026 Sanctuary Advisors LLC67,293$844K0.0%+16.2%0.000%
1/28/2026 Absolute Investment Advisers LLC59,002$752K0.1%-77.0%0.000%
1/26/2026 Shaker Financial Services LLC20,934$263K0.1%-56.5%0.000%
1/26/2026 Merit Financial Group LLC14,325$180K0.0%N/A0.000%
1/26/2026 PFG Investments LLC56,300$706K0.0%+8.1%0.000%
1/22/2026Greenberg Financial Group47,510$596K0.2%N/A0.000%
1/16/2026 Formidable Asset Management LLC89,316$1.14M0.2%-4.3%0.000%
1/14/2026 Ballew Advisors Inc10,077$129K0.1%N/A0.000%
1/13/2026 CoreCap Advisors LLC23,265$292K0.0%+25.4%0.000%
1/12/2026 Stolper Co61,919$776K0.2%+1.4%0.000%
1/9/2026 Tactive Advisors LLC14,455$181K0.1%-5.7%0.000%
1/8/2026 Wealth Enhancement Advisory Services LLC55,820$716K0.0%+10.3%0.000%
1/7/2026 Cyndeo Wealth Partners LLC138,145$1.73M0.1%+17.2%0.000%
12/22/2025 PMG Family Office LLC30,489$390K0.4%N/A0.000%
11/17/2025 NewEdge Advisors LLC70,662$904K0.0%+18.3%0.000%
11/17/2025Quarry LP95,975$1.23M0.3%-61.6%0.000%
11/17/2025 Integrated Wealth Concepts LLC34,337$439K0.0%+10.7%0.000%
11/17/2025 Elevation Point Wealth Partners LLC12,181$156K0.0%N/A0.000%
11/17/2025Bank of America Corp DE69,815$893K0.0%+4.7%0.000%
11/14/2025 Creative Planning141,599$1.81M0.0%-11.1%0.000%
11/14/2025Raymond James Financial Inc.1,456,665$18.63M0.0%+8.5%0.000%
11/13/2025 UBS Group AG109,001$1.39M0.0%-9.6%0.000%
11/12/2025 Arete Wealth Advisors LLC296,531$3.79M0.2%-4.6%0.000%
11/10/2025 Compound Planning Inc.21,156$271K0.0%-6.9%0.000%
11/10/2025 Koshinski Asset Management Inc.445,813$5.70M0.4%+3.0%0.000%
11/6/2025Advisors Asset Management Inc.739,152$9.45M0.2%-8.2%0.000%
11/4/2025 Penserra Capital Management LLC1,214,315$15.53M0.2%+0.3%0.000%
11/4/2025 Atlantic Union Bankshares Corp4,700$60K0.0%N/A0.000%
10/31/2025 NWF Advisory Services Inc.71,993$921K0.1%-1.2%0.000%
10/29/2025 Formidable Asset Management LLC93,331$1.13M0.2%-5.6%0.000%
10/27/2025 Concurrent Investment Advisors LLC38,039$487K0.0%+30.6%0.000%
10/23/2025 Benjamin Edwards Inc.16,243$208K0.0%N/A0.000%
10/22/2025 Shaker Financial Services LLC48,110$615K0.2%N/A0.000%
10/22/2025 CoreCap Advisors LLC18,555$237K0.0%+43.8%0.000%
10/20/2025 Calamos Advisors LLC35,282$451K0.0%+21.7%0.000%
10/20/2025 Absolute Investment Advisers LLC256,986$3.29M0.4%-58.3%0.000%
10/15/2025 Private Trust Co. NA20,000$256K0.0%N/A0.000%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
10/10/2025 Cyndeo Wealth Partners LLC117,865$1.51M0.1%+8.8%0.000%
9/4/2025Osaic Holdings Inc.127,526$1.54M0.0%+5.5%0.000%
8/19/2025Newbridge Financial Services Group Inc.24,448$296K0.0%N/A0.000%
8/18/2025 Tactive Advisors LLC15,162$184K0.1%N/A0.000%
8/15/2025Bank of America Corp DE66,704$808K0.0%-2.9%0.000%
8/14/2025Raymond 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%
8/13/2025Invesco Ltd.80,395$974K0.0%-27.4%0.000%


AVK Institutional Ownership - Frequently Asked Questions

During the previous two years, 99 institutional investors and hedge funds held shares of Advent Convertible and Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($30.57M), Raymond James Financial Inc. ($18.63M), Penserra Capital Management LLC ($15.53M), Wells Fargo & Company MN ($10.02M), Advisors Asset Management Inc. ($9.89M), Guggenheim Capital LLC ($9.84M), and LPL Financial LLC ($7.11M).Learn more on Advent Convertible and Income Fund's institutional investors.

Of the 72 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. ($1.46M), Penserra Capital Management LLC ($1.14M), Absolute Investment Advisers LLC ($806.64K), Advisors Asset Management Inc. ($471.73K), Arete Wealth Advisors LLC ($339.91K), and Guggenheim Capital LLC ($146.95K).

Institutional investors have bought a total of 1,281,885 shares in the last 24 months. This purchase volume represents approximately $15.92M in transactions.

Of the 25 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: Sit Investment Associates Inc. ($893.76K), Absolute Investment Advisers LLC ($557.68K), Quarry LP ($211.25K), Wells Fargo & Company MN ($76.66K), Advisors Asset Management Inc. ($66.43K), Shaker Financial Services LLC ($27.18K), and Formidable Asset Management LLC ($23.63K).

Institutional investors have sold a total of 1,984,618 shares in the last 24 months. This volume of shares sold represents approximately $24.97M in transactions.


Related Companies

Institutional ownership data for NYSE:AVK is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/13/2026. New 13F filings are added each quarter as they're published.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Louis Navellier: My #1 AI stock for 2026 (name & ticker inside)
Louis Navellier's Stock Grader system helped him flag Nvidia before its 82,000% run and has identified the top...
InvestorPlace | Sponsoredtc pixel
Ready to give options a try? Your first trade (Ticker included) -INSIDE
Tired of trying tactic after tactic when it comes to options trades... only to be met with market noise and st...
Base Camp Trading | Sponsoredtc pixel
Buy this stock today
Marc Chaikin, founder of Chaikin Analytics, is sharing a strategy he calls 'Sell This, Buy That' - a way to mo...
Chaikin Analytics | Sponsoredtc pixel
My top 3 AI picks for the next decade
Alexander Green bought Apple in 1996, recommended Nvidia at a split-adjusted 66 cents in 2004, and picked up A...
The Oxford Club | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
Small Colorado Company (Backed by Sam Altman) Could Save U.S. Power Grid
A small Colorado company has secured rights to technology that could prevent the U.S. public power grid from c...
Altimetry | Sponsoredtc pixel
Your book is inside
The "Sucker's Bet" Most New Options Traders Fall For Most people who try options lose money the same way. ...
Profits Run | Sponsoredtc pixel