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Advent Convertible and Income Fund (AVK) Institutional Ownership

Advent Convertible and Income Fund logo
$11.16 -0.34 (-2.91%)
Closing price 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)
41
Total
Institutional Inflows
(last 12 months)
$99.06M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$50.85M
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AVK Institutional Buying and Selling by Quarter

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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
2/24/2025Ameriflex Group Inc.5,445$66K0.0%N/A0.000%
2/19/2025Formidable Asset Management LLC115,632$1.36M0.2%-4.2%0.000%
2/18/2025Alpine Global Management LLC75,900$893K0.2%-87.8%0.000%
2/18/2025Vanguard Capital Wealth Advisors20,705$244K0.3%-49.9%0.000%
2/17/2025Waverly Advisors LLC59,395$699K0.0%N/A0.000%
2/17/2025CoreCap Advisors LLC28,050$330K0.0%+113.3%0.000%
2/17/2025CF Capital LLC85,900$1.01M1.1%N/A0.000%
2/17/2025Baird Financial Group Inc.295,570$3.48M0.0%+2.2%0.000%
2/17/2025Bank of America Corp DE65,087$766K0.0%-36.8%0.000%
2/14/2025Comerica Bank18,274$215K0.0%-17.9%0.000%
2/14/2025Beacon Pointe Advisors LLC22,014$259K0.0%-52.3%0.000%
2/14/2025Quarry LP290,621$3.42M0.5%+5.4%0.000%
2/14/2025Alpine Global Management LLC75,900$893K0.2%-87.8%0.000%
2/14/2025Stifel Financial Corp26,223$309K0.0%+14.9%0.000%
2/14/2025OneDigital Investment Advisors LLC16,493$194K0.0%N/A0.000%
2/13/2025NewEdge Advisors LLC62,865$740K0.0%-42.0%0.000%
2/13/2025Guggenheim Capital LLC682,010$8.03M0.1%+1.7%0.000%
2/13/2025XTX Topco Ltd17,444$205K0.0%N/A0.000%
2/13/2025Mariner LLC12,537$148K0.0%-27.4%0.000%
2/13/2025Rockefeller Capital Management L.P.39,047$460K0.0%N/A0.000%
2/13/2025Jaffetilchin Investment Partners LLC16,342$192K0.0%+21.3%0.000%
2/13/2025Invesco Ltd.139,988$1.65M0.0%-7.9%0.000%
2/13/2025Yakira Capital Management Inc.53,462$629K0.2%-68.2%0.000%
2/13/2025Sit Investment Associates Inc.4,355,074$51.26M1.2%+3,605.3%0.000%
2/13/2025Wells Fargo & Company MN756,278$8.90M0.0%-48.7%0.000%
2/12/2025Landscape Capital Management L.L.C.12,520$147K0.0%N/A0.000%
2/12/2025Arete Wealth Advisors LLC322,546$3.78M0.3%-46.2%0.000%
2/11/2025Modern Wealth Management LLC73,401$901K0.0%-34.8%0.000%
2/11/2025FCA Corp TX190,847$2.25M0.7%+34.8%0.000%
2/11/2025LPL Financial LLC498,517$5.87M0.0%-42.7%0.000%
2/11/2025Heron Bay Capital Management42,823$504K0.1%-39.0%0.000%
2/10/2025Advisors Asset Management Inc.602,548$7.09M0.1%+22.3%0.000%
2/10/2025Centurion Wealth Management LLC32,273$380K0.1%-49.3%0.000%
2/10/2025Commonwealth Equity Services LLC175,582$2.07M0.0%-50.5%0.000%
2/7/2025Larson Financial Group LLC3,795$45K0.0%-50.0%0.000%
2/7/2025PNC Financial Services Group Inc.18,605$219K0.0%-49.6%0.000%
2/6/2025Raymond James Financial Inc.1,165,088$13.71M0.0%N/A0.000%
2/6/2025Steward Partners Investment Advisory LLC22,729$268K0.0%-52.8%0.000%
2/5/2025Oppenheimer & Co. Inc.10,697$126K0.0%-59.8%0.000%
2/3/2025Oxbow Advisors LLC24,111$284K0.0%-48.2%0.000%
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2/3/2025Wolverine Asset Management LLC8,556$101K0.0%N/A0.000%
2/3/2025Concurrent Investment Advisors LLC26,337$310K0.0%+6.0%0.000%
1/31/2025Truist Financial Corp20,615$243K0.0%-53.4%0.000%
1/24/2025Calamos Advisors LLC32,762$386K0.0%N/A0.000%
1/24/2025Absolute Investment Advisers LLC797,246$9.38M1.2%N/A0.000%
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%
1/21/2025Encompass More Asset Management14,660$173K0.1%+23.1%0.000%
1/17/2025Melfa Wealth Management Inc.13,802$162K0.1%-50.0%0.000%
1/17/2025Atomi Financial Group Inc.22,212$261K0.0%-45.1%0.000%
1/16/2025Koshinski Asset Management Inc.404,996$4.77M0.0%-38.4%0.000%
1/15/2025Ameritas Advisory Services LLC33,303$392K0.0%-3.7%0.000%
1/14/2025Stolper Co54,928$647K0.2%-51.1%0.000%
1/8/2025International 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%
11/14/2024Encompass 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%
10/18/2024Capital Investment Advisors LLC10,134$119K0.0%N/A0.000%
10/3/2024Park 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%
7/30/2024International Assets Investment Management LLC34,736$414K0.0%+8.0%0.000%
7/29/2024Ameritas Advisory Services LLC24,892$297K0.0%-7.9%0.000%
7/26/2024Atomi Financial Group Inc.20,271$242K0.0%+20.8%0.000%
7/19/2024Raymond James & Associates414,082$4.94M0.0%-0.7%0.000%
7/16/2024Wealth 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%
5/9/2024Koshinski 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%
5/7/2024Atomi 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%
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%
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4/16/2024Wealth Enhancement Advisory Services LLC129,619$1.55M0.0%+0.9%0.000%
4/10/2024Park Avenue Securities LLC13,064$156K0.0%+11.5%0.000%
4/9/2024Stolper 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%
(Data available from 1/1/2016 forward)

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AVK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AVK shares?

During the previous two years, 88 institutional investors and hedge funds held shares of Advent Convertible and Income Fund. The most heavily invested institutionals were Sit Investment Associates Inc. ($51.26M), Raymond James Financial Inc. ($13.71M), Penserra Capital Management LLC ($11.70M), Absolute Investment Advisers LLC ($9.38M), Wells Fargo & Company MN ($8.90M), Guggenheim Capital LLC ($8.03M), and Advisors Asset Management Inc. ($7.09M).Learn more on AVK's institutional investors.

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

Of the 63 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: Sit Investment Associates Inc. ($4.24M), Raymond James Financial Inc. ($1.17M), Penserra Capital Management LLC ($996.19K), Arete Wealth Advisors LLC ($854.97K), Absolute Investment Advisers LLC ($797.25K), Koshinski Asset Management Inc. ($457.09K), and International Assets Investment Management LLC ($339.12K).

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

Institutional investors have bought a total of 10,930,779 shares in the last 24 months. This purchase volume represents approximately $127.69M in transactions.

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

Of the 54 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: Alpine Global Management LLC ($1.09M), Wells Fargo & Company MN ($718.24K), Koshinski Asset Management Inc. ($412.30K), International Assets Investment Management LLC ($378.24K), LPL Financial LLC ($371.34K), Commonwealth Equity Services LLC ($280.98K), and Arete Wealth Advisors LLC ($277.49K).

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

Institutional investors have sold a total of 4,824,085 shares in the last 24 months. This volume of shares sold represents approximately $56.64M in transactions.


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This page (NYSE:AVK) was last updated on 4/3/2025 by MarketBeat.com Staff
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