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 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
300New |
$3.37K - $3.65K
|
300
$3.57K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
21New |
$236 - $256
|
21
$250
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 4.17% |
$44.9 - $48.7
|
100
$1.19K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
21KNew |
$233K - $254K
|
21K
$250K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
10.7KNew |
$119K - $130K
|
10.7K
$128K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.34K+ 47.41% |
$59.2K - $64.7K
|
16.6K
$198K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$11.1K - $12.1K
|
1K
$11.9K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
495New |
$5.48K - $5.99K
|
495
$5.9K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
262New |
$2.9K - $3.17K
|
262
$3.12K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
28New |
$310 - $339
|
28
$333
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
55.1KNew |
$511K - $634K
|
55.1K
$656K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
53.2K+ 375.65% |
$493K - $612K
|
67.4K
$802K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
14.6K+ 273.23% |
$135K - $168K
|
19.9K
$237K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.53KNew |
$14.2K - $17.6K
|
1.53K
$18.2K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
565New |
$5.24K - $6.5K
|
565
$6.73K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
62+ 3.51% |
$575 - $713
|
1.83K
$21.8K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
10.1K+ 87.06% |
$105K - $121K
|
21.7K
$259K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
500+ 62.5% |
$5.2K - $5.98K
|
1.3K
$15.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
500+ 62.5% |
$5.2K - $5.98K
|
1.3K
$15.5K
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.4KNew |
$137K - $147K
|
12.4K
$148K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
844New |
$9.29K - $10K
|
844
$10.1K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
169+ 3.11% |
$1.86K - $2.01K
|
5.6K
$66.7K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
105New |
$1.16K - $1.25K
|
105
$1.25K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.8KNew |
$131K - $155K
|
11.8K
$141K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.8KNew |
$19.9K - $23.7K
|
1.8K
$21.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.79KNew |
$19.8K - $23.5K
|
1.79K
$21.3K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
210New |
$2.32K - $2.76K
|
210
$2.5K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.2KNew |
$127K - $150K
|
12.2K
$145K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.55K+ 8.84% |
$16.2K - $19.1K
|
19.1K
$227K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
805New |
$8.4K - $9.92K
|
805
$9.59K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
742New |
$7.74K - $9.14K
|
742
$8.84K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
210New |
$2.19K - $2.59K
|
210
$2.5K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
46+ 0.83% |
$480 - $567
|
5.56K
$66.2K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Clough Capital Partners L P
Boston, MA |
BUY
|
- |
37.3KNew |
$396K - $548K
|
37.3K
$444K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
14K+ 55.45% |
$149K - $206K
|
39.3K
$468K
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
600New |
$6.38K - $8.82K
|
600
$7.15K
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
331New |
$3.52K - $4.87K
|
331
$3.94K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
722New |
$8.48K - $11.5K
|
722
$8.6K
|
|
| Q4 2021 | |||||||
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
27.9KNew |
$485K - $542K
|
27.9K
$333K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
667New |
$11.6K - $12.9K
|
667
$7.94K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
70New |
$1.22K - $1.36K
|
70
$834
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
34.8KNew |
$625K - $689K
|
34.8K
$414K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.7KNew |
$210K - $231K
|
11.7K
$139K
|
|
| Q2 2021 | |||||||
|
Jul 21, 2021
Q2 2021
|
Asset Dedication, LLC
|
BUY
|
- |
26New |
$461 - $513
|
26
$310
|
|
| Q1 2021 | |||||||
|
Apr 12, 2021
Q1 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
400New |
$6.51K - $7.17K
|
400
$4.76K
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
4.44KNew |
$60.4K - $73.8K
|
4.44K
$52.8K
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
256KNew |
$3.36M - $3.73M
|
256K
$3.05M
|
|
| Q2 2020 | |||||||
|
Aug 06, 2024
Q2 2020
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3New |
$29.1 - $41.8
|
3
$35.7
|
|