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Advent Convertible and Income Fund (AVK) Institutional Ownership

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

Number of
Institutional Buyers
(last 12 months)
39
Total
Institutional Inflows
(last 12 months)
$28.00M
Number of
Institutional Sellers
(last 12 months)
30
Total
Institutional Outflows
(last 12 months)
$5.43M
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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
4/23/2024 Raymond James Financial Services Advisors Inc.438,437$5.24M0.0%+2.0%0.000%
4/22/2024 PFG Investments LLC37,383$446K0.0%N/A0.000%
4/22/2024 Raymond James & Associates417,171$4.98M0.0%-4.8%0.000%
4/18/2024 Edmonds Duncan Registered Investment Advisors LLC150,338$1.80M0.4%+1.2%0.000%
4/16/2024 Vanguard Capital Wealth Advisors20,621$246K0.2%-4.5%0.000%
4/16/2024 Wealth Enhancement Advisory Services LLC129,619$1.55M0.0%+0.9%0.000%
4/10/2024 Park Avenue Securities LLC13,064$156K0.0%+11.5%0.000%
4/9/2024 Stolper Co56,658$676K0.2%+2.3%0.000%
2/15/2024Flow State Investments L.P.67,380$767K0.2%+375.6%0.000%
2/12/2024Steward Partners Investment Advisory LLC34,709$395K0.0%-10.7%0.000%
2/9/2024 Nations Financial Group Inc. IA ADV10,990$125K0.0%-14.3%0.000%
2/9/2024Wells Fargo & Company MN738,762$8.41M0.0%+4.9%0.000%
2/8/2024FCA Corp TX96,531$1.10M0.4%-9.6%0.000%
2/8/2024Beacon Pointe Advisors LLC31,558$359K0.0%-4.4%0.000%
2/8/2024Pinnacle Wealth Planning Services Inc.17,017$194K0.0%-16.1%0.000%
2/7/2024Avantax Advisory Services Inc.25,633$292K0.0%-5.1%0.000%
2/7/2024Formidable Asset Management LLC133,961$1.52M0.3%+1.2%0.000%
2/7/2024Shaker Financial Services LLC227,821$2.59M1.1%+8.1%0.000%
2/6/2024MeadowBrook Investment Advisors LLC4,803$55K0.1%N/A0.000%
2/6/2024FourThought Financial Partners LLC54,047$615K0.1%-2.2%0.000%
2/6/20249258 Wealth Management LLC58,515$666K0.1%-6.1%0.000%
2/5/2024 Vanguard Capital Wealth Advisors21,597$246K0.2%+9.8%0.000%
2/1/2024Wolverine Asset Management LLC253,604$2.89M0.0%+579.6%0.000%
1/29/2024Koshinski Asset Management Inc.457,085$5.20M0.8%+62.4%0.000%
1/25/2024 International Assets Investment Management LLC32,161$366K0.0%-6.2%0.000%
1/24/2024 International Assets Investment Management LLC365,992$4.17M0.0%+967.4%0.000%
1/16/2024 Raymond James Financial Services Advisors Inc.429,650$4.89M0.0%+1.3%0.000%
1/16/2024 Raymond James & Associates438,201$4.99M0.0%+16.4%0.000%
1/16/2024CoreCap Advisors LLC17,370$198K0.0%+64.6%0.000%
1/12/2024 Stolper Co55,372$630K0.3%+1.9%0.000%
1/12/2024 Twelve Points Wealth Management LLC35,881$408K0.2%-7.7%0.000%
1/12/2024 Advisor Resource Council55,105$627K0.1%N/A0.000%
1/11/2024 Edmonds Duncan Registered Investment Advisors LLC148,511$1.69M0.4%+2.7%0.000%
1/5/2024 Capital Investment Advisors LLC12,419$141K0.0%+8.8%0.000%
11/15/2023Advisors Asset Management Inc.444,885$4.67M0.1%-9.6%0.000%
11/14/2023AQR Arbitrage LLC73,208$768K0.0%N/A0.000%
11/13/2023Wolverine Asset Management LLC37,319$391K0.0%N/A0.000%
11/13/2023FCA Corp TX106,807$1.12M0.4%+15.3%0.000%
11/9/2023Formidable Asset Management LLC132,436$1.39M0.3%+7.8%0.000%
11/8/20239258 Wealth Management LLC62,339$654K0.1%-1.6%0.000%
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11/8/2023Landscape Capital Management L.L.C.29,909$314K0.0%+45.8%0.000%
11/8/2023Spire Wealth Management21,729$228K0.0%+87.1%0.000%
11/8/2023Avantax Advisory Services Inc.27,005$283K0.0%-23.8%0.000%
11/8/2023Oppenheimer & Co. Inc.16,997$178K0.0%+20.6%0.000%
11/8/2023Kestra Private Wealth Services LLC13,993$147K0.0%+7.7%0.000%
11/6/2023Ieq Capital LLC10,570$111K0.0%-23.5%0.000%
11/2/2023Shaker Financial Services LLC210,683$2.21M1.0%+49.7%0.000%
11/1/2023 Calton & Associates Inc.11,580$121K0.2%N/A0.000%
11/1/2023Centurion Wealth Management LLC21,729$228K0.1%+87.1%0.000%
10/30/2023Arete Wealth Advisors LLC293,603$3.08M0.5%+5.3%0.000%
10/26/2023 Park Avenue Securities LLC15,003$157K0.0%-12.8%0.000%
10/24/2023 Raymond James Financial Services Advisors Inc.424,329$4.45M0.0%+4.5%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.65,790$690K0.0%-1.7%0.000%
10/23/2023Commonwealth Equity Services LLC361,484$3.79M0.0%-4.0%0.000%
10/18/2023Koshinski Asset Management Inc.281,401$2.95M0.3%+0.5%0.000%
10/16/2023 Capital Investment Advisors LLC11,419$120K0.0%N/A0.000%
10/16/2023 Edmonds Duncan Registered Investment Advisors LLC144,627$1.52M0.2%+6.6%0.000%
8/11/2023Landscape Capital Management L.L.C.20,509$240K0.0%+36.8%0.000%
8/11/2023Guggenheim Capital LLC472,415$5.54M0.0%+1.4%0.000%
8/10/2023Commonwealth Equity Services LLC376,424$4.41M0.0%+5.9%0.000%
8/10/2023Cetera Investment Advisers16,032$188K0.0%+23.2%0.000%
8/8/2023Geneos Wealth Management Inc.10,099$118K0.0%+10,101.0%0.000%
8/8/20239258 Wealth Management LLC63,344$742K0.1%-3.0%0.000%
8/8/2023Kestra Private Wealth Services LLC12,998$152K0.0%+18.0%0.000%
8/8/2023Ieq Capital LLC13,820$162K0.0%N/A0.000%
8/7/2023Shaker Financial Services LLC140,760$1.65M0.7%+68.7%0.000%
8/3/2023Atria Wealth Solutions Inc.17,538$206K0.0%-8.1%0.000%
8/3/2023Wealth Management Solutions LLC60,025$703K0.5%-5.7%0.000%
8/1/2023Truist Financial Corp22,923$269K0.0%-7.2%0.000%
7/31/2023LPL Financial LLC283,056$3.32M0.0%+26.4%0.000%
7/28/2023Koshinski Asset Management Inc.280,088$3.28M0.4%N/A0.000%
7/28/2023Private Trust Co. NA36,608$429K0.1%-2.7%0.000%
7/27/2023 Cyndeo Wealth Partners LLC63,409$743K0.1%-2.6%0.000%
7/25/2023 Raymond James Financial Services Advisors Inc.406,223$4.76M0.0%+3.1%0.000%
7/25/2023 Raymond James & Associates376,053$4.41M0.0%-3.4%0.000%
7/25/2023Ameritas Advisory Services LLC26,084$297K0.0%-8.9%0.000%
7/20/2023 International Assets Investment Management LLC34,288$402K0.1%+16.4%0.000%
7/17/2023 Vanguard Capital Wealth Advisors20,247$237K0.2%-4.6%0.000%
7/14/2023 Park Avenue Securities LLC17,214$202K0.0%-6.2%0.000%
7/13/2023 Windsor Capital Management LLC21,663$254K0.1%-14.3%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.66,955$785K0.0%+11.1%0.000%
7/10/2023 Stolper Co55,197$647K0.3%-2.2%0.000%
7/6/2023 Edmonds Duncan Registered Investment Advisors LLC135,651$1.59M0.5%+2.4%0.000%
6/7/2023Atomi Financial Group Inc.16,500$191K0.1%N/A0.000%
5/22/2023Arete Wealth Advisors LLC265,907$3.07M0.2%N/A0.000%
5/12/2023Advisors Asset Management Inc.717,421$8.29M0.2%-1.8%0.000%
5/12/2023FCA Corp TX78,157$903K0.3%+3.8%0.000%
5/11/2023Elequin Securities LLC8,005$93K0.1%-67.5%0.000%
5/11/2023Commonwealth Equity Services LLC355,407$4.11M0.0%+13.1%0.000%
5/11/2023Guggenheim Capital LLC465,812$5.39M0.0%-10.6%0.000%
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5/10/2023Landscape Capital Management L.L.C.14,994$173K0.0%-57.0%0.000%
5/9/2023Spire Wealth Management11,616$134K0.0%+663.7%0.000%
5/9/2023Formidable Asset Management LLC121,359$1.41M0.3%+1.1%0.000%
5/8/2023Shaker Financial Services LLC83,420$964K0.4%-14.1%0.000%
5/8/2023Wolverine Asset Management LLC19,557$226K0.0%-88.4%0.000%
5/5/2023Wealth Management Solutions LLC63,655$736K0.4%+28.0%0.000%
5/4/2023FourThought Financial Partners LLC45,711$528K0.1%+6.7%0.000%
5/3/2023Pinnacle Wealth Planning Services Inc.21,968$254K0.0%-4.3%0.000%
5/3/20239258 Wealth Management LLC65,296$755K0.2%-10.7%0.000%
5/1/2023Arete Wealth Advisors LLC265,907$3.07T0.3%N/A0.000%
(Data available from 1/1/2016 forward)

AVK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVK shares?

During the previous two years, 71 institutional investors and hedge funds held shares of Advent Convertible and Income Fund. The most heavily invested institutionals were Wells Fargo & Company MN ($8.41M), Guggenheim Capital LLC ($5.54M), Raymond James Financial Services Advisors Inc. ($5.24M), Koshinski Asset Management Inc. ($5.20M), Raymond James & Associates ($4.98M), Advisors Asset Management Inc. ($4.67M), and Advisor Group Holdings Inc. ($4.38M).Learn more on AVK's institutional investors.

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

Of the 61 institutional investors that purchased Advent Convertible and Income Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arete Wealth Advisors LLC ($556.53K), Koshinski Asset Management Inc. ($484.38K), Wolverine Asset Management LLC ($422.45K), International Assets Investment Management LLC ($368.35K), Commonwealth Equity Services LLC ($274.59K), Shaker Financial Services LLC ($241.46K), and Advisors Asset Management Inc. ($201.65K).

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

Institutional investors have bought a total of 4,113,305 shares in the last 24 months. This purchase volume represents approximately $47.33M in transactions.

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

Of the 44 institutional investors that sold Advent Convertible and Income Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($431.50K), Guggenheim Capital LLC ($261.48K), Wolverine Asset Management LLC ($149.29K), Advisors Asset Management Inc. ($107.27K), Avantax Advisory Services Inc. ($72.61K), Oxbow Advisors LLC ($63.59K), and UBS Group AG ($58.63K).

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

Institutional investors have sold a total of 1,484,318 shares in the last 24 months. This volume of shares sold represents approximately $16.59M in transactions.


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This page (NYSE:AVK) was last updated on 4/25/2024 by MarketBeat.com Staff

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