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Advent Convertible and Income Fund (AVK) Institutional Ownership

Advent Convertible and Income Fund logo
$12.19 +0.03 (+0.25%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Advent Convertible and Income Fund (NYSE:AVK)

Number of
Institutional Buyers
(last 12 months)
30
Total
Institutional Inflows
(last 12 months)
$29.82M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$14.58M
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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
1/23/2025Twelve Points Wealth Management LLC35,016$412K0.1%-51.2%0.000%
1/22/2025PFG Investments LLC50,760$597K0.0%-46.4%0.000%
1/21/2025 Encompass More Asset Management14,660$173K0.1%+23.1%0.000%
1/17/2025 Melfa Wealth Management Inc.13,802$162K0.1%-50.0%0.000%
1/17/2025 Atomi Financial Group Inc.22,212$261K0.0%-45.1%0.000%
1/16/2025 Koshinski Asset Management Inc.404,996$4.77M0.0%-38.4%0.000%
1/15/2025 Ameritas Advisory Services LLC33,303$392K0.0%-3.7%0.000%
1/14/2025 Stolper Co54,928$647K0.2%-51.1%0.000%
1/8/2025 International Assets Investment Management LLC34,736$408K0.0%-91.5%0.000%
11/25/2024Sanctuary Advisors LLC11,339$135K0.0%-77.4%0.000%
11/18/2024Arete Wealth Advisors LLC600,039$7.04M0.6%+105.6%0.000%
11/14/2024 Encompass More Asset Management11,905$140K0.1%N/A0.000%
11/14/2024Walleye Capital LLC31,814$373K0.0%N/A0.000%
11/12/2024Penserra Capital Management LLC996,194$11.70M0.3%N/A0.000%
11/8/2024Advisors Asset Management Inc.492,836$5.79M0.1%+28.5%0.000%
10/31/2024Shaker Financial Services LLC41,596$488K0.2%N/A0.000%
10/21/2024Calton & Associates Inc.12,971$152K0.1%N/A0.000%
10/18/2024Raymond James & Associates367,906$4.32M0.0%-11.2%0.000%
10/18/2024 Capital Investment Advisors LLC10,134$119K0.0%N/A0.000%
10/3/2024 Park Avenue Securities LLC10,575$124K0.0%-9.6%0.000%
9/5/2024Sanctuary Advisors LLC50,175$581K0.0%N/A0.000%
8/13/2024Trust Investment Advisors11,190$133K0.1%N/A0.000%
8/7/2024Choreo LLC17,278$206K0.0%N/A0.000%
8/7/2024PFG Investments LLC62,034$739K0.1%+65.9%0.000%
7/31/2024Commonwealth Equity Services LLC199,318$2.38M0.0%-18.0%0.000%
7/30/2024Jaffetilchin Investment Partners LLC14,080$168K0.0%+29.7%0.000%
7/30/2024 International Assets Investment Management LLC34,736$414K0.0%+8.0%0.000%
7/29/2024 Ameritas Advisory Services LLC24,892$297K0.0%-7.9%0.000%
7/26/2024 Atomi Financial Group Inc.20,271$242K0.0%+20.8%0.000%
7/19/2024Raymond James & Associates414,082$4.94M0.0%-0.7%0.000%
7/16/2024 Wealth Enhancement Advisory Services LLC140,335$1.67M0.0%+8.3%0.000%
5/17/2024Jaffetilchin Investment Partners LLC10,858$130K0.0%N/A0.000%
5/14/2024Advisors Asset Management Inc.278,285$3.32M0.1%-13.1%0.000%
5/11/2024Capital Wealth Alliance LLC10,730$128K0.1%N/A0.000%
5/9/2024 Koshinski Asset Management Inc.297,383$3.55M0.4%-34.9%0.000%
5/8/2024Avantax Advisory Services Inc.19,707$235K0.0%-23.1%0.000%
5/7/2024Concurrent Investment Advisors LLC15,483$185K0.0%+12.6%0.000%
5/7/2024 Atomi Financial Group Inc.16,782$200K0.0%+7.4%0.000%
5/4/20249258 Wealth Management LLC59,423$710K0.1%+1.6%0.000%
4/29/2024Commonwealth Equity Services LLC242,960$2.90M0.0%-15.2%0.000%
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4/23/2024Raymond James Financial Services Advisors Inc.438,437$5.24M0.0%+2.0%0.000%
4/22/2024PFG Investments LLC37,383$446K0.0%N/A0.000%
4/22/2024Raymond James & Associates417,171$4.98M0.0%-4.8%0.000%
4/18/2024Edmonds Duncan Registered Investment Advisors LLC150,338$1.80M0.4%+1.2%0.000%
4/16/2024Vanguard 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%
2/9/2024Nations 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%
2/5/2024Vanguard Capital Wealth Advisors21,597$246K0.2%+9.8%0.000%
2/1/2024Wolverine Asset Management LLC253,604$2.89M0.0%+579.6%0.000%
1/29/2024 Koshinski 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%
1/5/2024 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%
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%
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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%
10/18/2023 Koshinski 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%
10/16/2023Edmonds 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%
(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, 68 institutional investors and hedge funds held shares of Advent Convertible and Income Fund. The most heavily invested institutionals were Penserra Capital Management LLC ($11.70M), Wells Fargo & Company MN ($8.41M), Arete Wealth Advisors LLC ($7.04M), Advisors Asset Management Inc. ($5.79M), Guggenheim Capital LLC ($5.54M), Raymond James Financial Services Advisors Inc. ($5.24M), and Koshinski Asset Management Inc. ($4.77M).Learn more on AVK's institutional investors.

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

Of the 54 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: Penserra Capital Management LLC ($996.19K), Arete Wealth Advisors LLC ($854.97K), Koshinski Asset Management Inc. ($469.35K), International Assets Investment Management LLC ($359.63K), Wolverine Asset Management LLC ($333.01K), Shaker Financial Services LLC ($283.06K), and Raymond James Financial Services Advisors Inc. ($139.52K).

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

Institutional investors have bought a total of 4,749,817 shares in the last 24 months. This purchase volume represents approximately $54.50M in transactions.

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

Of the 40 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: Koshinski Asset Management Inc. ($412.30K), International Assets Investment Management LLC ($384.76K), Raymond James & Associates ($312.62K), Wolverine Asset Management LLC ($149.29K), Advisors Asset Management Inc. ($149.09K), Commonwealth Equity Services LLC ($102.00K), and Oxbow Advisors LLC ($63.59K).

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

Institutional investors have sold a total of 2,126,253 shares in the last 24 months. This volume of shares sold represents approximately $24.53M in transactions.


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This page (NYSE:AVK) was last updated on 1/23/2025 by MarketBeat.com Staff
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