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Advent Convertible and Income Fund (AVK) Institutional Ownership

Advent Convertible and Income Fund logo
$11.88 +0.02 (+0.17%)
(As of 11/22/2024 ET)
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Institutional Ownership Changes (13F Filings) for Advent Convertible and Income Fund (NYSE:AVK)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$31.32M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$4.77M
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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
11/18/2024 Arete Wealth Advisors LLC600,039$7.04M0.6%+105.6%0.000%
11/14/2024 Encompass More Asset Management11,905$140K0.1%N/A0.000%
11/14/2024 Walleye Capital LLC31,814$373K0.0%N/A0.000%
11/12/2024 Penserra Capital Management LLC996,194$11.70M0.3%N/A0.000%
11/8/2024 Advisors Asset Management Inc.492,836$5.79M0.1%+28.5%0.000%
10/31/2024 Shaker Financial Services LLC41,596$488K0.2%N/A0.000%
10/21/2024 Calton & Associates Inc.12,971$152K0.1%N/A0.000%
10/18/2024Raymond James & Associates367,906$4.32M0.0%-11.2%0.000%
10/18/2024Capital 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%
8/13/2024 Trust Investment Advisors11,190$133K0.1%N/A0.000%
8/7/2024 Choreo LLC17,278$206K0.0%N/A0.000%
8/7/2024 PFG Investments LLC62,034$739K0.1%+65.9%0.000%
7/31/2024Commonwealth Equity Services LLC199,318$2.38M0.0%-18.0%0.000%
7/30/2024 Jaffetilchin 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%
5/17/2024 Jaffetilchin Investment Partners LLC10,858$130K0.0%N/A0.000%
5/14/2024 Advisors Asset Management Inc.278,285$3.32M0.1%-13.1%0.000%
5/11/2024 Capital 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%
5/8/2024 Avantax Advisory Services Inc.19,707$235K0.0%-23.1%0.000%
5/7/2024 Concurrent 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%
5/4/2024 9258 Wealth Management LLC59,423$710K0.1%+1.6%0.000%
4/29/2024Commonwealth Equity Services LLC242,960$2.90M0.0%-15.2%0.000%
4/23/2024Raymond 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%
4/22/2024Raymond 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%
2/15/2024 Flow State Investments L.P.67,380$767K0.2%+375.6%0.000%
2/12/2024 Steward Partners Investment Advisory LLC34,709$395K0.0%-10.7%0.000%
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2/9/2024 Nations Financial Group Inc. IA ADV10,990$125K0.0%-14.3%0.000%
2/9/2024 Wells Fargo & Company MN738,762$8.41M0.0%+4.9%0.000%
2/8/2024 FCA Corp TX96,531$1.10M0.4%-9.6%0.000%
2/8/2024 Beacon Pointe Advisors LLC31,558$359K0.0%-4.4%0.000%
2/8/2024 Pinnacle Wealth Planning Services Inc.17,017$194K0.0%-16.1%0.000%
2/7/2024 Avantax Advisory Services Inc.25,633$292K0.0%-5.1%0.000%
2/7/2024 Formidable Asset Management LLC133,961$1.52M0.3%+1.2%0.000%
2/7/2024 Shaker Financial Services LLC227,821$2.59M1.1%+8.1%0.000%
2/6/2024 MeadowBrook Investment Advisors LLC4,803$55K0.1%N/A0.000%
2/6/2024 FourThought Financial Partners LLC54,047$615K0.1%-2.2%0.000%
2/6/2024 9258 Wealth Management LLC58,515$666K0.1%-6.1%0.000%
2/5/2024 Vanguard Capital Wealth Advisors21,597$246K0.2%+9.8%0.000%
2/1/2024 Wolverine 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%
1/16/2024 CoreCap 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%
1/5/2024Capital Investment Advisors LLC12,419$141K0.0%+8.8%0.000%
11/15/2023 Advisors Asset Management Inc.444,885$4.67M0.1%-9.6%0.000%
11/14/2023 AQR Arbitrage LLC73,208$768K0.0%N/A0.000%
11/13/2023 Wolverine Asset Management LLC37,319$391K0.0%N/A0.000%
11/13/2023 FCA Corp TX106,807$1.12M0.4%+15.3%0.000%
11/9/2023 Formidable Asset Management LLC132,436$1.39M0.3%+7.8%0.000%
11/8/2023 9258 Wealth Management LLC62,339$654K0.1%-1.6%0.000%
11/8/2023 Landscape Capital Management L.L.C.29,909$314K0.0%+45.8%0.000%
11/8/2023 Spire Wealth Management21,729$228K0.0%+87.1%0.000%
11/8/2023 Avantax Advisory Services Inc.27,005$283K0.0%-23.8%0.000%
11/8/2023 Oppenheimer & Co. Inc.16,997$178K0.0%+20.6%0.000%
11/8/2023 Kestra Private Wealth Services LLC13,993$147K0.0%+7.7%0.000%
11/6/2023 Ieq Capital LLC10,570$111K0.0%-23.5%0.000%
11/2/2023 Shaker Financial Services LLC210,683$2.21M1.0%+49.7%0.000%
11/1/2023 Calton & Associates Inc.11,580$121K0.2%N/A0.000%
11/1/2023 Centurion Wealth Management LLC21,729$228K0.1%+87.1%0.000%
10/30/2023 Arete 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%
10/24/2023 Cambridge 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%
10/16/2023Capital 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%
8/11/2023 Landscape Capital Management L.L.C.20,509$240K0.0%+36.8%0.000%
8/11/2023 Guggenheim Capital LLC472,415$5.54M0.0%+1.4%0.000%
8/10/2023Commonwealth Equity Services LLC376,424$4.41M0.0%+5.9%0.000%
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8/10/2023 Cetera Investment Advisers16,032$188K0.0%+23.2%0.000%
8/8/2023 Geneos Wealth Management Inc.10,099$118K0.0%+10,101.0%0.000%
8/8/2023 9258 Wealth Management LLC63,344$742K0.1%-3.0%0.000%
8/8/2023 Kestra Private Wealth Services LLC12,998$152K0.0%+18.0%0.000%
8/8/2023 Ieq Capital LLC13,820$162K0.0%N/A0.000%
8/7/2023 Shaker Financial Services LLC140,760$1.65M0.7%+68.7%0.000%
8/3/2023 Atria Wealth Solutions Inc.17,538$206K0.0%-8.1%0.000%
8/3/2023Wealth Management Solutions LLC60,025$703K0.5%-5.7%0.000%
8/1/2023 Truist Financial Corp22,923$269K0.0%-7.2%0.000%
7/31/2023 LPL Financial LLC283,056$3.32M0.0%+26.4%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, 70 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 Raymond James & Associates ($4.32M).Learn more on AVK's institutional investors.

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

Of the 56 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 4,823,707 shares in the last 24 months. This purchase volume represents approximately $55.30M in transactions.

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

Of the 37 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 ($312.62K), Koshinski Asset Management Inc. ($159.70K), Wolverine Asset Management LLC ($149.29K), Advisors Asset Management Inc. ($149.09K), Commonwealth Equity Services LLC ($102.00K), 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 1,308,845 shares in the last 24 months. This volume of shares sold represents approximately $14.89M in transactions.


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This page (NYSE:AVK) was last updated on 11/23/2024 by MarketBeat.com Staff
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