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Advent Convertible and Income Fund (AVK) Institutional Ownership

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$11.91
+0.12 (+1.02%)
(As of 05/31/2024 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)
40
Total
Institutional Inflows
(last 12 months)
$21.05M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$4.85M
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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
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%
4/23/2024 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%
2/15/2024 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%
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%
1/16/2024 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%
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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%
11/15/2023 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%
10/24/2023 Raymond 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%
10/16/2023 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%
8/11/2023 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%
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%
7/28/2023 Koshinski Asset Management Inc.280,088$3.28M0.4%N/A0.000%
7/28/2023 Private 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%
7/25/2023 Ameritas 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%
7/13/2023 Cambridge Investment Research Advisors Inc.66,955$785K0.0%+11.1%0.000%
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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%
6/7/2023 Atomi Financial Group Inc.16,500$191K0.1%N/A0.000%
5/22/2023 Arete Wealth Advisors LLC265,907$3.07M0.2%N/A0.000%
5/12/2023 Advisors Asset Management Inc.717,421$8.29M0.2%-1.8%0.000%
5/12/2023 FCA Corp TX78,157$903K0.3%+3.8%0.000%
5/11/2023 Elequin Securities LLC8,005$93K0.1%-67.5%0.000%
5/11/2023Commonwealth Equity Services LLC355,407$4.11M0.0%+13.1%0.000%
5/11/2023 Guggenheim Capital LLC465,812$5.39M0.0%-10.6%0.000%
5/10/2023 Landscape Capital Management L.L.C.14,994$173K0.0%-57.0%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, 72 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), Raymond James & Associates ($4.98M), Koshinski Asset Management Inc. ($3.55M), Advisors Asset Management Inc. ($3.32M), and LPL Financial LLC ($3.32M).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: Arete Wealth Advisors LLC ($546.72K), Koshinski Asset Management Inc. ($484.38K), Wolverine Asset Management LLC ($422.45K), International Assets Investment Management LLC ($368.35K), Commonwealth Equity Services LLC ($242.87K), 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 3,958,527 shares in the last 24 months. This purchase volume represents approximately $44.81M in transactions.

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

Of the 42 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), Koshinski Asset Management Inc. ($159.70K), Wolverine Asset Management LLC ($149.29K), Advisors Asset Management Inc. ($149.09K), 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 1,687,551 shares in the last 24 months. This volume of shares sold represents approximately $18.84M in transactions.


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This page (NYSE:AVK) was last updated on 6/2/2024 by MarketBeat.com Staff

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