Go Pro
→ This tiny piece of glass could be bigger than GPUs (From Brownstone Research) (Ad)tc pixel Free AVK Stock Alerts

Advent Convertible and Income Fund (AVK) Institutional Ownership

Advent Convertible and Income Fund logo
$12.32 -0.17 (-1.36%)
Closing price 07/24/2026 03:58 PM Eastern
Extended Trading
$12.33 +0.01 (+0.08%)
As of 07/24/2026 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)
$18.69M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$25.43M
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
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%
6/3/2026NewEdge 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%
4/23/2026 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%
4/17/2026High 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%
BofA: Digital Dollar Coming 2025-2030 (Ad)

A little-known meeting in 1910 cost the average American family their entire financial freedom. They met in secret, used fake names, and told absolutely no one where they were going. On November 22nd, 1910, seven of America's most powerful bankers gathered on Jekyll Island to design the Federal Reserve. Their goal? To create a system where they control the money supply and you foot the bill. That system has created $38 trillion in debt, destroyed 98% of the dollar's purchasing power, and now they're preparing the final move: Central bank digital currencies (CBDCs). But if you have at least $100,000 saved and you're concerned about what's coming, you need to hear this.tc pixel

Watch now before this presentation is taken down.
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%
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%
2/3/2026 International 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%
1/28/2026 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%
11/17/2025NewEdge 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%
10/29/2025 Formidable 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%
10/22/2025 Shaker Financial Services LLC48,110$615K0.2%N/A0.000%
10/22/2025 CoreCap Advisors LLC18,555$237K0.0%+43.8%0.000%
10/20/2025Calamos Advisors LLC35,282$451K0.0%+21.7%0.000%
10/20/2025 Absolute Investment Advisers LLC256,986$3.29M0.4%-58.3%0.000%
10/15/2025Private Trust Co. NA20,000$256K0.0%N/A0.000%
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%
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
8/14/2025NewEdge Advisors LLC59,708$723K0.0%-3.0%0.000%
8/13/2025Baird Financial Group Inc.303,787$3.68M0.0%-0.4%0.000%
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%


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 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 1,524,275 shares in the last 24 months. This purchase volume represents approximately $18.69M in transactions.

Of the 27 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), Invesco Ltd. ($52.64K), and Shaker Financial Services LLC ($27.18K).

Institutional investors have sold a total of 2,022,302 shares in the last 24 months. This volume of shares sold represents approximately $25.43M in transactions.


Related Companies

This page (NYSE:AVK) was last updated on 7/26/2026 by MarketBeat.com Staff.
From Our Partners
The REAL Reason Trump is Invading Iran
For a moment… Forget about Trump’s ties to Israel. Forget about reports of Iran’s nuclear program. Be...
Banyan Hill Publishing | Sponsoredtc pixel
Universal basic income is not impossible. It exist (kind of)
Robert Kiyosaki, author of Rich Dad Poor Dad, is highlighting an income strategy he calls the Patriot Income P...
Freedom Financial | Sponsoredtc pixel
Oxford Club Analyst’s Urgent AI Warning
Alexander Green, Chief Investment Strategist at The Oxford Club, is sharing a private presentation with a warn...
The Oxford Club | Sponsoredtc pixel
BofA: Digital Dollar Coming 2025-2030
Bank of America just revealed your expiration date. In their Bloomberg interview, they didn't just predict the...
Decentralized Masters | 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
Once you see it, you can't unsee it
Central banks are hoarding gold at the strongest pace since 1967, even as stocks sit near record highs. Bank C...
Behind the Markets | Sponsoredtc pixel
The 90%-off options that empty accounts
A call that cost $3.00 last month now trades for $0.30 - a 90% discount that looks tempting. It's not a bar...
Profits Run | Sponsoredtc pixel
Have you seen Elon’s new “supercurrency”? (It affects you)
Elon Musk just became the world's first trillionaire following the biggest IPO in history, giving him access t...
StocksToTrade | Sponsoredtc pixel