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Advent Convertible and Income Fund (AVK) Institutional Ownership

Advent Convertible and Income Fund logo
$12.85 +0.19 (+1.49%)
Closing price 03:58 PM Eastern
Extended Trading
$12.75 -0.10 (-0.80%)
As of 04:32 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)
51
Total
Institutional Inflows
(last 12 months)
$19.77M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$31.11M
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Skip Chart & View Institutional Buying and Selling Data

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
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%
2/18/2026NewEdge 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%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth 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%
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%
2/2/2026Benjamin 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%
1/26/2026Shaker 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%
11/17/2025 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%
11/14/2025Creative 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%
11/13/2025 UBS 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%
11/10/2025 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%
11/4/2025Penserra Capital Management LLC1,214,315$15.53M0.2%+0.3%0.000%
11/4/2025Atlantic Union Bankshares Corp4,700$60K0.0%N/A0.000%
10/31/2025 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%
10/23/2025Benjamin Edwards Inc.16,243$208K0.0%N/A0.000%
10/22/2025Shaker 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%
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%
8/19/2025 Newbridge Financial Services Group Inc.24,448$296K0.0%N/A0.000%
8/18/2025 Tactive Advisors LLC15,162$184K0.1%N/A0.000%
8/15/2025Bank 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%
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%
8/8/2025 Calamos 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%
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%
7/21/2025Ameritas 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%


AVK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVK shares?

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.

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

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 ($320.63K), and Guggenheim Capital LLC ($146.95K).

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

Institutional investors have bought a total of 1,615,717 shares in the last 24 months. This purchase volume represents approximately $19.77M in transactions.

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

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. ($1.18M), Absolute Investment Advisers LLC ($730.94K), Quarry LP ($211.25K), Invesco Ltd. ($81.95K), Wells Fargo & Company MN ($76.66K), Advisors Asset Management Inc. ($66.43K), and Shaker Financial Services LLC ($27.18K).

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

Institutional investors have sold a total of 2,506,261 shares in the last 24 months. This volume of shares sold represents approximately $31.11M in transactions.


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This page (NYSE:AVK) was last updated on 5/6/2026 by MarketBeat.com Staff.
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