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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
996KNew |
$11.4M - $12.8M
|
996K
$11.8M
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
373K+ 1074.0% |
$4.27M - $4.79M
|
408K
$4.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
308K+ 105.64% |
$3.53M - $3.96M
|
600K
$7.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
299KNew |
$3.42M - $3.84M
|
299K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
289KNew |
$3.31M - $3.72M
|
289K
$3.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
118KNew |
$1.34M - $1.51M
|
118K
$1.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
109K+ 28.53% |
$1.25M - $1.41M
|
493K
$5.85M
|
|
|
Nov 14, 2024
Q3 2024
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
100KNew |
$1.14M - $1.29M
|
100K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Yakira Capital Management, Inc.
Westport, CT |
BUY
|
- |
84.2KNew |
$963K - $1.08M
|
84.2K
$998K
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
41.6KNew |
$476K - $535K
|
41.6K
$493K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
31.8KNew |
$364K - $409K
|
31.8K
$377K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13K+ 3.97% |
$149K - $168K
|
341K
$4.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
11.9KNew |
$136K - $153K
|
11.9K
$141K
|
|
|
Nov 14, 2024
Q3 2024
|
Quarry LP
New York, NY |
BUY
|
- |
11.4KNew |
$130K - $146K
|
11.4K
$135K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.3KNew |
$130K - $146K
|
11.3K
$134K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10.6K+ 440.01% |
$121K - $136K
|
13K
$154K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 6.95% |
$120K - $135K
|
161K
$1.91M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$116K - $130K
|
10.1K
$120K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
10.1K+ 46.55% |
$116K - $130K
|
31.8K
$378K
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
9.69K+ 38.92% |
$111K - $124K
|
34.6K
$410K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.14K+ 1.91% |
$93.1K - $105K
|
435K
$5.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
7.99K+ 5.98% |
$91.4K - $103K
|
142K
$1.68M
|
|
|
Oct 30, 2024
Q3 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
7.5K+ 30.99% |
$85.8K - $96.4K
|
31.7K
$376K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.31K+ 2.59% |
$83.7K - $94K
|
289K
$3.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.26K+ 13.8% |
$83K - $93.3K
|
59.8K
$710K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.19K+ 1.58% |
$82.3K - $92.4K
|
463K
$5.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.12K+ 0.83% |
$70K - $78.6K
|
745K
$8.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.7K+ 245.0% |
$30.8K - $34.6K
|
3.8K
$45K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.5K+ 22.12% |
$28.6K - $32.1K
|
13.8K
$164K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.95K+ 8.81% |
$22.3K - $25.1K
|
24.1K
$286K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.27K+ 1283.84% |
$14.5K - $16.3K
|
1.37K
$16.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
895+ 1.94% |
$10.2K - $11.5K
|
47.1K
$558K
|
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
645+ 2.83% |
$7.38K - $8.29K
|
23.4K
$278K
|
|
|
Oct 25, 2024
Q3 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
524+ 2.6% |
$5.99K - $6.73K
|
20.7K
$245K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
400+ 55.25% |
$4.58K - $5.14K
|
1.12K
$13.3K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
383+ 957.5% |
$4.38K - $4.92K
|
423
$5.02K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
362+ 1.66% |
$4.14K - $4.65K
|
22.1K
$263K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
338+ 7.06% |
$3.87K - $4.34K
|
5.13K
$60.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
252+ 5.25% |
$2.88K - $3.24K
|
5.06K
$60K
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
194+ 0.88% |
$2.22K - $2.49K
|
22.3K
$264K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
168+ 1.49% |
$1.92K - $2.16K
|
11.4K
$135K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
109+ 2.19% |
$1.25K - $1.4K
|
5.09K
$60.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
46+ 0.38% |
$526 - $591
|
12K
$143K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
18+ 0.93% |
$206 - $231
|
1.96K
$23.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7+ 0.01% |
$80.1 - $90
|
77.6K
$921K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1+ 0.0% |
$11.4 - $12.9
|
35.9K
$426K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
11.2KNew |
$126K - $136K
|
11.2K
$133K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3.55KNew |
$39.9K - $43.2K
|
3.55K
$42.1K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$11.2K - $12.2K
|
1K
$11.9K
|
|