Latest Institutional Sells of Advent Convertible & Income Fund (AVK)
This list provides information on the latest institutional transactions involving Advent Convertible & Income Fund (AVK) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-373K- 91.48% |
$4.15M - $4.66M
|
34.7K
$413K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-277K- 46.25% |
$3.09M - $3.47M
|
323K
$3.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-223K- 74.58% |
$2.48M - $2.78M
|
75.9K
$902K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-222K- 14.14% |
$2.47M - $2.77M
|
1.35M
$16M
|
|
|
Feb 13, 2025
Q4 2024
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-30.7K- 36.5% |
$342K - $384K
|
53.5K
$636K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13K- 11.11% |
$145K - $162K
|
104K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-12K- 7.87% |
$133K - $150K
|
140K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.68K- 10.06% |
$63.2K - $71K
|
50.8K
$604K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-5.09K- 4.22% |
$56.7K - $63.7K
|
116K
$1.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.09K- 6.55% |
$56.6K - $63.6K
|
72.5K
$863K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.73K- 27.41% |
$52.7K - $59.2K
|
12.5K
$149K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-3.9K- 17.6% |
$43.4K - $48.8K
|
18.3K
$217K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.6K- 19.55% |
$28.9K - $32.5K
|
10.7K
$127K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.52K- 6.86% |
$16.9K - $19K
|
20.6K
$245K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.35K- 5.61% |
$15K - $16.9K
|
22.7K
$270K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.28K- 3.69% |
$14.2K - $16K
|
33.3K
$396K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-1.24K- 2.2% |
$13.8K - $15.5K
|
54.9K
$653K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.12K- 2.38% |
$12.5K - $14K
|
46K
$547K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 4.59% |
$11.8K - $13.2K
|
22K
$262K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-869- 2.42% |
$9.67K - $10.9K
|
35K
$416K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-630- 0.36% |
$7.01K - $7.88K
|
176K
$2.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-455- 2.04% |
$5.06K - $5.69K
|
21.8K
$260K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-422- 37.54% |
$4.7K - $5.28K
|
702
$8.35K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-379- 27.66% |
$4.22K - $4.74K
|
991
$11.8K
|
|
| Q3 2024 | |||||||
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-99K- 70.53% |
$1.13M - $1.27M
|
41.4K
$492K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-46.2K- 11.15% |
$528K - $593K
|
368K
$4.37M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.33K- 19.28% |
$38.1K - $42.8K
|
13.9K
$166K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2K- 10.81% |
$22.9K - $25.7K
|
16.5K
$196K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.81K- 11.02% |
$20.7K - $23.3K
|
14.6K
$174K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.13K- 9.64% |
$12.9K - $14.5K
|
10.6K
$126K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-304- 0.51% |
$3.48K - $3.91K
|
59.3K
$706K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-86.6K- 52.19% |
$973K - $1.06M
|
79.4K
$944K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.15K- 21.07% |
$46.6K - $50.6K
|
15.6K
$185K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.01K- 17.34% |
$45K - $48.8K
|
19.1K
$227K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.69K- 32.85% |
$85.2K - $93K
|
15.7K
$187K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-909- 50.0% |
$10.1K - $11K
|
909
$10.8K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.1K- 97.75% |
$112K - $139K
|
279
$3.32K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.83K- 14.29% |
$17K - $21.1K
|
11K
$131K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.24K- 2.24% |
$11.5K - $14.2K
|
54K
$643K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-672Closed |
$6.23K - $7.73K
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-31.3K- 58.03% |
$326K - $375K
|
22.7K
$270K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.25K- 23.52% |
$33.8K - $38.9K
|
10.6K
$126K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.03K- 41.04% |
$10.7K - $12.3K
|
1.47K
$17.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-331- 0.55% |
$3.44K - $3.96K
|
59.7K
$710K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.51K- 21.63% |
$49.6K - $53.6K
|
16.3K
$194K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.68K- 2.57% |
$18.4K - $19.9K
|
63.4K
$754K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.03K- 2.75% |
$11.4K - $12.3K
|
36.6K
$435K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-941- 4.81% |
$10.4K - $11.2K
|
18.6K
$221K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-664- 2.67% |
$7.34K - $8.72K
|
24.2K
$288K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-34.4K- 59.43% |
$359K - $424K
|
23.5K
$279K
|
|