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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
107K+ 10.01% |
$1.22M - $1.32M
|
1.18M
$13.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
81.7K+ 7.01% |
$935K - $1.01M
|
1.25M
$14.5M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64.8K+ 285.09% |
$741K - $800K
|
87.5K
$1.01M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
58.1K+ 9.64% |
$664K - $717K
|
661K
$7.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
44.9K+ 70.83% |
$514K - $554K
|
108K
$1.26M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
34.7K+ 4.59% |
$397K - $428K
|
791K
$9.17M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
20.4KNew |
$234K - $252K
|
20.4K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
20KNew |
$229K - $247K
|
20K
$232K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
19.5K+ 4.8% |
$223K - $240K
|
424K
$4.92M
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
19.2KNew |
$220K - $237K
|
19.2K
$223K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
19.1KNew |
$219K - $236K
|
19.1K
$222K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
17K+ 16.35% |
$194K - $210K
|
121K
$1.4M
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
12.1KNew |
$138K - $149K
|
12.1K
$140K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11.2KNew |
$128K - $138K
|
11.2K
$129K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.7K+ 30.8% |
$122K - $132K
|
45.4K
$527K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
10.2KNew |
$116K - $125K
|
10.2K
$118K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.29K+ 3.14% |
$106K - $115K
|
305K
$3.53M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.71K+ 4.96% |
$99.7K - $107K
|
184K
$2.14M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.91K+ 40.65% |
$56.2K - $60.6K
|
17K
$197K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.66K+ 65.59% |
$53.3K - $57.5K
|
11.8K
$136K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
4.11K+ 2.15% |
$47K - $50.7K
|
195K
$2.26M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.78K+ 1907.58% |
$43.2K - $46.6K
|
3.98K
$46.1K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.59K+ 5.51% |
$41K - $44.2K
|
68.7K
$796K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2K+ 9.52% |
$22.9K - $24.7K
|
23K
$267K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.9K+ 7.22% |
$21.7K - $23.5K
|
28.2K
$327K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.37K+ 3.02% |
$15.7K - $17K
|
46.9K
$543K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.34K+ 12.5% |
$15.3K - $16.5K
|
12K
$139K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
1.21KNew |
$13.8K - $14.9K
|
1.21K
$14K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1KNew |
$11.4K - $12.3K
|
1K
$11.6K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
855+ 0.27% |
$9.78K - $10.6K
|
323K
$3.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
825+ 1.63% |
$9.44K - $10.2K
|
51.6K
$598K
|
|
|
Apr 08, 2025
Q1 2025
|
Stolper CO
|
BUY
|
- |
664+ 1.21% |
$7.6K - $8.19K
|
55.6K
$644K
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
519+ 2.34% |
$5.94K - $6.4K
|
22.7K
$263K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
500+ 1.53% |
$5.72K - $6.17K
|
33.2K
$385K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
191New |
$2.19K - $2.36K
|
191
$2.21K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20+ 1.01% |
$229 - $247
|
2K
$23.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
13+ 0.06% |
$149 - $160
|
20.6K
$239K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9+ 2.25% |
$103 - $111
|
409
$4.74K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
279K+ 2460.31% |
$3.11M - $3.49M
|
291K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
105KNew |
$1.16M - $1.31M
|
105K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
85.9KNew |
$956K - $1.07M
|
85.9K
$996K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39KNew |
$435K - $488K
|
39K
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.4KNew |
$194K - $218K
|
17.4K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.5KNew |
$184K - $206K
|
16.5K
$191K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.5KNew |
$139K - $157K
|
12.5K
$145K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.56KNew |
$95.2K - $107K
|
8.56K
$99.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
7.71K+ 21.95% |
$85.8K - $96.4K
|
42.8K
$496K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.45KNew |
$60.6K - $68.1K
|
5.45K
$63.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.87K+ 21.28% |
$31.9K - $35.8K
|
16.3K
$189K
|
|