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DOW   37,798.97
QQQ   431.10
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S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
ASML’s Earnings Could Bring The Stock to New Highs
Stock market today: Asian benchmarks trade mixed amid expectations for US rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
Undervalued UnitedHealth Group Won’t Be For Long
Silicon Motion Proves That AI in Motion Stays in Motion
DocuSign and The Case for 66% Upside 
3 Computer Vision Stocks for Long-Term Gains From AI
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
ASML’s Earnings Could Bring The Stock to New Highs
Stock market today: Asian benchmarks trade mixed amid expectations for US rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
Undervalued UnitedHealth Group Won’t Be For Long
Silicon Motion Proves That AI in Motion Stays in Motion
DocuSign and The Case for 66% Upside 
3 Computer Vision Stocks for Long-Term Gains From AI
S&P 500   5,051.41
DOW   37,798.97
QQQ   431.10
ASML’s Earnings Could Bring The Stock to New Highs
Stock market today: Asian benchmarks trade mixed amid expectations for US rates to stay high
Kinder Morgan Stock Bid Up In An Oil Breakout
Undervalued UnitedHealth Group Won’t Be For Long
Silicon Motion Proves That AI in Motion Stays in Motion
DocuSign and The Case for 66% Upside 
3 Computer Vision Stocks for Long-Term Gains From AI

Advent Convertible and Income Fund (AVK) Institutional Ownership

$11.23
-0.06 (-0.53%)
(As of 04/16/2024 ET)

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)
$30.05M
Number of
Institutional Sellers
(last 12 months)
41
Total
Institutional Outflows
(last 12 months)
$10.38M
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AVK Institutional Buying and Selling by Quarter

Advent Convertible and Income Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2024Vanguard Capital Wealth Advisors20,621$246K0.2%-4.5%0.000%
4/16/2024Wealth 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%
2/16/2024Harbour Investments Inc.9,396$107K0.0%+20.4%0.000%
2/15/2024Flow State Investments L.P.67,380$767K0.2%+375.6%0.000%
2/15/2024Baird Financial Group Inc.158,723$1.81M0.0%+9.3%0.000%
2/15/2024Comerica Bank43,033$490K0.0%+22.2%0.000%
2/13/2024Oppenheimer & Co. Inc.13,997$159K0.0%-17.7%0.000%
2/12/2024Steward Partners Investment Advisory LLC34,709$395K0.0%-10.7%0.000%
2/9/2024Nations Financial Group Inc. IA ADV10,990$125K0.0%-14.3%0.000%
2/9/2024Cambridge Investment Research Advisors Inc.68,857$784K0.0%+4.7%0.000%
2/9/2024Wells Fargo & Company MN738,762$8.41M0.0%+4.9%0.000%
2/9/2024UBS Group AG231,128$2.63M0.0%-4.8%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%
2/5/2024Vanguard 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%
1/16/2024Raymond James Financial Services Advisors Inc.429,650$4.89M0.0%+1.3%0.000%
1/16/2024Raymond 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%
1/12/2024Twelve Points Wealth Management LLC35,881$408K0.2%-7.7%0.000%
1/12/2024Advisor Resource Council55,105$627K0.1%N/A0.000%
1/11/2024Edmonds Duncan Registered Investment Advisors LLC148,511$1.69M0.4%+2.7%0.000%
1/5/2024Capital Investment Advisors LLC12,419$141K0.0%+8.8%0.000%
11/21/2023Comerica Bank35,210$369K0.0%N/A0.000%
11/16/2023Morgan Stanley2,268,989$23.80M0.0%-13.6%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%
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11/13/2023Mariner LLC22,673$238K0.0%-9.2%0.000%
11/13/2023LPL Financial LLC308,858$3.24M0.0%+9.1%0.000%
11/13/2023Invesco Ltd.160,190$1.68M0.0%-3.8%0.000%
11/13/2023Wolverine Asset Management LLC37,319$391K0.0%N/A0.000%
11/13/2023Envestnet Asset Management Inc.23,938$251K0.0%-13.7%0.000%
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%
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%
11/1/2023Calton & 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%
10/24/2023Raymond 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%
10/16/2023Capital Investment Advisors LLC11,419$120K0.0%N/A0.000%
10/16/2023Edmonds Duncan Registered Investment Advisors LLC144,627$1.52M0.2%+6.6%0.000%
8/21/2023Osaic Holdings Inc.153,237$1.80M0.0%-17.1%0.000%
8/15/2023Wells Fargo & Company MN642,670$7.53M0.0%+5.9%0.000%
8/15/2023Jaffetilchin Investment Partners LLC10,184$119K0.0%N/A0.000%
8/15/2023Formidable Asset Management LLC122,825$1.44M0.3%+1.2%0.000%
8/15/2023Centaurus Financial Inc.16,334$191K0.0%-21.6%0.000%
8/15/2023Rockefeller Capital Management L.P.28,556$335K0.0%+6.4%0.000%
8/15/2023Stifel Financial Corp15,110$177K0.0%-10.4%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%
8/11/2023JPMorgan Chase & Co.7,151$84K0.0%+28.9%0.000%
8/11/2023PNC Financial Services Group Inc.18,605$218K0.0%-4.8%0.000%
8/10/2023Osaic Holdings Inc.153,237$1.80M0.0%-17.1%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%
8/4/2023Envestnet Asset Management Inc.27,745$325K0.0%-9.9%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%
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One of the single most unique and powerful events in the markets is coming in the next two months. It’s scheduled for April 22, 2024. But investors are moving now to get ahead of what’s coming… driving up prices of one asset dramatically. And you should do the same.

We explain how this event works in full right here.
7/28/2023Private Trust Co. NA36,608$429K0.1%-2.7%0.000%
7/27/2023Cyndeo Wealth Partners LLC63,409$743K0.1%-2.6%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.406,223$4.76M0.0%+3.1%0.000%
7/25/2023Raymond 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%
7/17/2023Vanguard Capital Wealth Advisors20,247$237K0.2%-4.6%0.000%
7/14/2023 Park Avenue Securities LLC17,214$202K0.0%-6.2%0.000%
7/13/2023Windsor 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%
(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, 90 institutional investors and hedge funds held shares of Advent Convertible and Income Fund. The most heavily invested institutionals were Morgan Stanley ($23.80M), Wells Fargo & Company MN ($8.41M), Guggenheim Capital LLC ($5.54M), Koshinski Asset Management Inc. ($5.20M), Raymond James & Associates ($4.99M), Raymond James Financial Services Advisors Inc. ($4.89M), and Advisors Asset Management Inc. ($4.67M).Learn more on AVK's institutional investors.

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

Of the 75 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), Advisors Asset Management Inc. ($316.97K), Commonwealth Equity Services LLC ($274.59K), and Shaker Financial Services LLC ($241.46K).

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

Institutional investors have bought a total of 4,694,622 shares in the last 24 months. This purchase volume represents approximately $54.90M in transactions.

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

Of the 58 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: Morgan Stanley ($836.91K), Raymond James & Associates ($410.47K), Guggenheim Capital LLC ($359.78K), UBS Group AG ($234.37K), Wolverine Asset Management LLC ($149.29K), Bank of America Corp DE ($133.99K), and Advisors Asset Management Inc. ($107.27K).

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

Institutional investors have sold a total of 3,041,946 shares in the last 24 months. This volume of shares sold represents approximately $34.96M in transactions.


This page (NYSE:AVK) was last updated on 4/17/2024 by MarketBeat.com Staff

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