Latest Institutional Purchases of Advent Convertible & Income Fund (AVK)
This list provides information on the latest institutional transactions involving Advent Convertible & Income Fund (AVK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
145K+ 21.94% |
$1.45M - $1.76M
|
806K
$9.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
95.5K+ 7.66% |
$956K - $1.16M
|
1.34M
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
58.8K+ 7.44% |
$589K - $712K
|
850K
$10.4M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
46.1K+ 52.71% |
$462K - $559K
|
134K
$1.64M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
35.8K+ 3.05% |
$358K - $433K
|
1.21M
$14.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.6K+ 7.29% |
$346K - $419K
|
509K
$6.25M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
31.9K+ 4.85% |
$319K - $386K
|
690K
$8.47M
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.6K+ 91.44% |
$176K - $213K
|
36.8K
$451K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.3K+ 163.09% |
$173K - $209K
|
27.9K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
15.4KNew |
$154K - $187K
|
15.4K
$189K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.4KNew |
$135K - $163K
|
13.4K
$165K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
13.2KNew |
$132K - $159K
|
13.2K
$162K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
11K+ 55.13% |
$110K - $134K
|
31K
$381K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
8.45K+ 1.99% |
$84.6K - $102K
|
433K
$5.32M
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
6.5K+ 28.26% |
$65.1K - $78.7K
|
29.5K
$362K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
5.41K+ 9.72% |
$54.1K - $65.5K
|
61K
$749K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.81K+ 14.43% |
$48.1K - $58.2K
|
38.1K
$468K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.17K+ 6.75% |
$31.7K - $38.3K
|
50K
$615K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.59K+ 15.24% |
$25.9K - $31.4K
|
19.6K
$240K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.7K+ 15.18% |
$17K - $20.6K
|
12.9K
$158K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.4KNew |
$14K - $17K
|
1.4K
$17.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.3KNew |
$13K - $15.7K
|
1.3K
$16K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.25K+ 10.38% |
$12.5K - $15.1K
|
13.3K
$163K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
886+ 3.14% |
$8.87K - $10.7K
|
29.1K
$358K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
600+ 1.32% |
$6.01K - $7.27K
|
46K
$565K
|
|
|
Jul 29, 2025
Q2 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
409+ 3.0% |
$4.09K - $4.95K
|
14K
$172K
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
321+ 0.44% |
$3.21K - $3.89K
|
73.7K
$905K
|
|
|
Aug 05, 2025
Q2 2025
|
Ellevest, Inc.
|
BUY
|
- |
311+ 3.06% |
$3.11K - $3.77K
|
10.5K
$129K
|
|
|
Aug 01, 2025
Q2 2025
|
Trust Investment Advisors
|
BUY
|
- |
302+ 2.5% |
$3.02K - $3.66K
|
12.4K
$152K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
240+ 0.47% |
$2.4K - $2.91K
|
51.8K
$636K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
111+ 2.81% |
$1.11K - $1.34K
|
4.06K
$49.9K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
90+ 0.63% |
$901 - $1.09K
|
14.3K
$175K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
29+ 0.14% |
$290 - $351
|
20.3K
$249K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6+ 0.05% |
$60.1 - $72.7
|
12K
$148K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Aug 12, 2025
Q1 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
73KNew |
$835K - $900K
|
73K
$896K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
44.9K+ 70.83% |
$514K - $554K
|
108K
$1.33M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
20.4KNew |
$234K - $252K
|
20.4K
$251K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.1KNew |
$219K - $236K
|
19.1K
$235K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
4.11K+ 2.15% |
$47K - $50.7K
|
195K
$2.39M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.78K+ 1907.58% |
$43.2K - $46.6K
|
3.98K
$48.8K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.21KNew |
$13.8K - $14.9K
|
1.21K
$14.9K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1KNew |
$11.4K - $12.3K
|
1K
$12.3K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
519+ 2.34% |
$5.94K - $6.4K
|
22.7K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
500+ 1.53% |
$5.72K - $6.17K
|
33.2K
$408K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
191New |
$2.19K - $2.36K
|
191
$2.35K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20+ 1.01% |
$229 - $247
|
2K
$24.5K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9+ 2.25% |
$103 - $111
|
409
$5.02K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
105KNew |
$1.16M - $1.31M
|
105K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
85.9KNew |
$956K - $1.07M
|
85.9K
$1.05M
|
|