Free Trial
→ Musk's shopping list: batteries ✓ solar ✓ data ✓ power ___ (From Behind the Markets) (Ad)tc pixel Free AVK Stock Alerts

Advent Convertible and Income Fund (AVK) Institutional Ownership

Advent Convertible and Income Fund logo
$12.86 +0.16 (+1.26%)
As of 03:54 PM Eastern
Compare

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)
$27.44M
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
5/20/2026 Arete Wealth Advisors LLC317,688$3.55M0.2%+3.1%0.000%
5/19/2026 Bank 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%
5/18/2026 Readystate Asset Management LP106,373$1.19M0.1%N/A0.000%
5/15/2026 Waverly Advisors LLC49,779$556K0.0%-8.3%0.000%
5/14/2026 FCA Corp TX239,080$2.67M0.8%+3.4%0.000%
5/14/2026 Modern 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%
2/19/2026 Invesco 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%
2/17/2026 Osaic 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%
2/13/2026 Quarry LP38,423$482K0.1%-60.0%0.000%
2/13/2026 Wells Fargo & Company MN799,373$10.02M0.0%-8.8%0.000%
2/12/2026 Advisors 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%
2/4/2026 Ameritas Advisory Services LLC33,246$417K0.0%-12.8%0.000%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
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%
11/17/2025 Quarry 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%
11/17/2025 Bank of America Corp DE69,815$893K0.0%+4.7%0.000%
11/14/2025 Creative Planning141,599$1.81M0.0%-11.1%0.000%
11/14/2025 Raymond 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%
11/6/2025 Advisors 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%
10/10/2025 Cyndeo Wealth Partners LLC117,865$1.51M0.1%+8.8%0.000%
9/4/2025 Osaic 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%
8/15/2025 Bank of America Corp DE66,704$808K0.0%-2.9%0.000%
8/14/2025 Raymond 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%
The chokepoint supplier behind SpaceX's $1.75 trillion empire (Ad)

When Musk laughed and said 'you need transformers to run transformers,' it wasn't a joke - it was a confession. The world's largest supercomputer requires power equipment that takes 120 weeks to build, and Musk built Colossus in just 122 days. One small American company is positioned to close that gap faster than anyone else, yet Wall Street still prices it like an afterthought. Dylan Jovine has the full story and the ticker.tc pixel

See the stock Musk's own words pointed to right here
8/13/2025 Invesco Ltd.80,395$974K0.0%-27.4%0.000%
8/13/2025 WCG Wealth Advisors LLC36,752$445K0.0%+91.4%0.000%
8/13/2025 Level Four Advisory Services LLC13,441$163K0.0%N/A0.000%
8/12/2025 Advisors Asset Management Inc.805,578$9.76M0.2%+21.9%0.000%
8/12/2025 Steward 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%
8/6/2025 Penserra Capital Management LLC1,210,914$14.66M0.2%+3.0%0.000%
8/6/2025 Moors & 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%


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 2,188,485 shares in the last 24 months. This volume of shares sold represents approximately $27.44M in transactions.


Related Companies

This page (NYSE:AVK) was last updated on 5/26/2026 by MarketBeat.com Staff.
From Our Partners
Hey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...
After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...
Banyan Hill Publishing | Sponsoredtc pixel
PH: Do THESE 4 things to your bank account now …
In a few short months, the US government could gain unprecedented powers over personal bank accounts - includi...
Weiss Ratings | Sponsoredtc pixel
A letter from Shannon Stansberry
Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down ye...
Porter & Company | Sponsoredtc pixel
SpaceX eyes a 1.75 trillion valuation - here's what to know
Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...
Brownstone Research | Sponsoredtc pixel
The digital asset institutions are buying before headlines hit
JPMorgan is processing $2 billion a day through new digital rails. BlackRock's tokenized fund crossed $2.8 bil...
Awesomely, LLC | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
June 12: 4,566X Bigger Than Amazon IPO?
Elon Musk has confirmed the SpaceX IPO for June 12, 2026, at a valuation of up to $2 trillion - potentially 4,...
Paradigm Press | Sponsoredtc pixel
I was right about SpaceX. Now here's the part that matters
Goldman Sachs and JP Morgan have already been tied to allocations surrounding the SpaceX deal. When the bigges...
The Oxford Club | Sponsoredtc pixel