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Advent Convertible and Income Fund (AVK) Institutional Ownership

Advent Convertible and Income Fund logo
$12.95 +0.01 (+0.08%)
Closing price 07/2/2026 03:58 PM Eastern
Extended Trading
$12.94 0.00 (-0.04%)
As of 07/2/2026 04:10 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.
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Institutional Ownership Changes (13F Filings) for Advent Convertible and Income Fund (NYSE:AVK)

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$18.61M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$27.47M
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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
6/3/2026NewEdge Advisors LLC66,754$745K0.0%-4.3%0.000%
5/20/2026Arete 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%
5/19/2026Arete 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%
5/14/2026FCA Corp TX239,080$2.67M0.8%+3.4%0.000%
5/14/2026Modern Wealth Management LLC54,235$617K0.0%-12.3%0.000%
5/13/2026Cetera Investment Advisers39,120$437K0.0%-3.9%0.000%
5/5/2026Sanctuary Advisors LLC66,265$740K0.0%-1.5%0.000%
5/4/2026Calamos Advisors LLC12,422$139K0.0%N/A0.000%
5/4/2026NWF Advisory Services Inc.69,087$771K0.1%-2.5%0.000%
5/1/2026Fifth Third Bancorp18,942$211K0.0%N/A0.000%
4/30/2026Kestra Advisory Services LLC26,431$295K0.0%+178.5%0.000%
4/28/2026Koshinski Asset Management Inc.472,817$5.28M0.3%+1.6%0.000%
4/23/2026Formidable Asset Management LLC75,204$839K0.1%-15.8%0.000%
4/22/2026Absolute Investment Advisers LLC68,391$763K0.1%+15.9%0.000%
4/22/2026Patriot Financial Group Insurance Agency LLC10,198$114K0.0%N/A0.000%
4/22/2026MeadowBrook Investment Advisors LLC4,705$53K0.0%N/A0.000%
4/17/2026PMG Family Office LLC33,149$370K0.4%+10.8%0.000%
4/17/2026High Net Worth Advisory Group LLC13,795$154K0.0%N/A0.000%
3/3/2026NWF Advisory Services Inc.70,893$889K0.1%-1.5%0.000%
2/19/2026Invesco Ltd.28,922$363K0.0%-43.6%0.000%
2/18/2026NewEdge Advisors LLC69,775$875K0.0%-1.3%0.000%
2/17/2026Guggenheim Capital LLC785,038$9.84M0.1%+15.2%0.000%
2/17/2026Cetera 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%
2/13/2026Arete Wealth Advisors LLC308,048$3.86M0.2%+3.9%0.000%
2/13/2026Kestra Advisory Services LLC9,491$119K0.0%N/A0.000%
2/13/2026Stifel Financial Corp50,624$635K0.0%+393.6%0.000%
2/13/2026Quarry LP38,423$482K0.1%-60.0%0.000%
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%
2/12/2026Commonwealth Equity Services LLC163,357$2.05M0.0%-4.2%0.000%
2/12/2026Steward Partners Investment Advisory LLC217,859$2.73M0.0%+12.9%0.000%
2/12/2026Sit Investment Associates Inc.2,437,672$30.57M0.6%-26.8%0.000%
2/11/2026FCA Corp TX231,225$2.90M0.8%+6.0%0.000%
2/11/2026LPL Financial LLC567,005$7.11M0.0%+1.6%0.000%
2/10/2026Calton & Associates Inc.10,856$136K0.0%-7.6%0.000%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
2/4/2026Ameritas Advisory Services LLC33,246$417K0.0%-12.8%0.000%
2/3/2026Koshinski Asset Management Inc.465,158$5.83M0.4%+4.3%0.000%
2/3/2026International Assets Investment Management LLC47,636$597K0.0%+3.5%0.000%
2/2/2026Benjamin Edwards Inc.19,093$239K0.0%+17.5%0.000%
1/29/2026LFA Lugano Financial Advisors SA2,759$34K0.0%N/A0.000%
1/29/2026Sanctuary Advisors LLC67,293$844K0.0%+16.2%0.000%
1/28/2026Absolute Investment Advisers LLC59,002$752K0.1%-77.0%0.000%
1/26/2026Shaker Financial Services LLC20,934$263K0.1%-56.5%0.000%
1/26/2026Merit Financial Group LLC14,325$180K0.0%N/A0.000%
1/26/2026PFG Investments LLC56,300$706K0.0%+8.1%0.000%
1/22/2026Greenberg Financial Group47,510$596K0.2%N/A0.000%
1/16/2026Formidable Asset Management LLC89,316$1.14M0.2%-4.3%0.000%
1/14/2026Ballew Advisors Inc10,077$129K0.1%N/A0.000%
1/13/2026CoreCap Advisors LLC23,265$292K0.0%+25.4%0.000%
1/12/2026Stolper Co61,919$776K0.2%+1.4%0.000%
1/9/2026Tactive Advisors LLC14,455$181K0.1%-5.7%0.000%
1/8/2026Wealth Enhancement Advisory Services LLC55,820$716K0.0%+10.3%0.000%
1/7/2026Cyndeo Wealth Partners LLC138,145$1.73M0.1%+17.2%0.000%
12/22/2025PMG Family Office LLC30,489$390K0.4%N/A0.000%
11/17/2025NewEdge Advisors LLC70,662$904K0.0%+18.3%0.000%
11/17/2025Quarry LP95,975$1.23M0.3%-61.6%0.000%
11/17/2025Integrated Wealth Concepts LLC34,337$439K0.0%+10.7%0.000%
11/17/2025Elevation Point Wealth Partners LLC12,181$156K0.0%N/A0.000%
11/17/2025Bank of America Corp DE69,815$893K0.0%+4.7%0.000%
11/14/2025Creative 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%
11/13/2025UBS Group AG109,001$1.39M0.0%-9.6%0.000%
11/12/2025Arete Wealth Advisors LLC296,531$3.79M0.2%-4.6%0.000%
11/10/2025Compound Planning Inc.21,156$271K0.0%-6.9%0.000%
11/10/2025Koshinski 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%
11/4/2025Penserra Capital Management LLC1,214,315$15.53M0.2%+0.3%0.000%
11/4/2025Atlantic Union Bankshares Corp4,700$60K0.0%N/A0.000%
10/31/2025NWF Advisory Services Inc.71,993$921K0.1%-1.2%0.000%
10/29/2025Formidable Asset Management LLC93,331$1.13M0.2%-5.6%0.000%
10/27/2025Concurrent Investment Advisors LLC38,039$487K0.0%+30.6%0.000%
10/23/2025Benjamin Edwards Inc.16,243$208K0.0%N/A0.000%
10/22/2025Shaker Financial Services LLC48,110$615K0.2%N/A0.000%
10/22/2025CoreCap Advisors LLC18,555$237K0.0%+43.8%0.000%
10/20/2025Calamos Advisors LLC35,282$451K0.0%+21.7%0.000%
10/20/2025Absolute Investment Advisers LLC256,986$3.29M0.4%-58.3%0.000%
10/15/2025Private Trust Co. NA20,000$256K0.0%N/A0.000%
10/10/2025Cyndeo 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%
8/18/2025Tactive 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%
8/14/2025NewEdge Advisors LLC59,708$723K0.0%-3.0%0.000%
8/13/2025Baird Financial Group Inc.303,787$3.68M0.0%-0.4%0.000%
Trump's New Dollar (Ad)

Porter Stansberry says President Trump has signed an executive order initiating what he calls a full U.S. dollar reset - and most Americans don't know it's happening. The last time America underwent a monetary shift like this, under Nixon in the 1970s, it minted an average of 1,300 new millionaires a day for over half a century. Stansberry has released a new documentary naming the assets he believes are positioned to surge as a result.tc pixel

Watch the free briefing and see the three steps to prepare today
8/13/2025Guggenheim Capital LLC689,582$8.35M0.1%+4.8%0.000%
8/13/2025Invesco Ltd.80,395$974K0.0%-27.4%0.000%
8/13/2025WCG Wealth Advisors LLC36,752$445K0.0%+91.4%0.000%
8/13/2025Level Four Advisory Services LLC13,441$163K0.0%N/A0.000%
8/12/2025Advisors Asset Management Inc.805,578$9.76M0.2%+21.9%0.000%
8/12/2025Steward Partners Investment Advisory LLC133,661$1.62M0.0%+52.7%0.000%
8/8/2025Calamos Advisors LLC28,982$351K0.0%-8.0%0.000%
8/6/2025Penserra Capital Management LLC1,210,914$14.66M0.2%+3.0%0.000%
8/6/2025Moors & Cabot Inc.29,500$357K0.0%+28.3%0.000%
8/4/2025L.M. Kohn & Company13,165$159K0.0%N/A0.000%


AVK Institutional Ownership - Frequently Asked Questions

During the previous two years, 98 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 71 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 1,518,845 shares in the last 24 months. This purchase volume represents approximately $18.61M in transactions.

Of the 26 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 ($730.94K), Quarry LP ($211.25K), Wells Fargo & Company MN ($76.66K), Advisors Asset Management Inc. ($66.43K), Invesco Ltd. ($52.64K), and Shaker Financial Services LLC ($27.18K).

Institutional investors have sold a total of 2,191,506 shares in the last 24 months. This volume of shares sold represents approximately $27.47M in transactions.


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This page (NYSE:AVK) was last updated on 7/6/2026 by MarketBeat.com Staff.
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