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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-330K- 24.47% |
$3.78M - $4.07M
|
1.02M
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-285K- 6.55% |
$3.26M - $3.52M
|
4.07M
$47.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-48.8K- 28.02% |
$559K - $603K
|
125K
$1.45M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-29.3K- 20.94% |
$335K - $362K
|
111K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-24.3K- 3.57% |
$278K - $300K
|
658K
$7.62M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-24K- 4.81% |
$274K - $296K
|
475K
$5.5M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-16.9K- 60.07% |
$193K - $208K
|
11.2K
$130K
|
|
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-16.8K- 14.53% |
$192K - $207K
|
98.8K
$1.15M
|
|
|
May 01, 2025
Q1 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-10.5K- 43.49% |
$120K - $129K
|
13.6K
$158K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-7.63K- 41.88% |
$87.3K - $94.1K
|
10.6K
$123K
|
|
|
Apr 29, 2025
Q1 2025
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-7.3K- 0.92% |
$83.5K - $90.1K
|
790K
$9.16M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.16K- 8.22% |
$24.7K - $26.6K
|
24.1K
$279K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.64K- 1.02% |
$18.8K - $20.2K
|
159K
$1.85M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.52K- 2.1% |
$17.4K - $18.8K
|
71K
$823K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.31K- 2.08% |
$15K - $16.2K
|
61.6K
$713K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-1.26K- 3.85% |
$14.4K - $15.5K
|
31.5K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.24K- 23.89% |
$14.2K - $15.3K
|
3.95K
$45.8K
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.19K- 57.8% |
$13.6K - $14.7K
|
868
$10.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.03K- 50.0% |
$11.7K - $12.7K
|
1.03K
$11.9K
|
|
|
Apr 30, 2025
Q1 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-600- 11.87% |
$6.86K - $7.4K
|
4.46K
$51.6K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-538- 0.91% |
$6.15K - $6.64K
|
58.9K
$682K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-502- 4.0% |
$5.74K - $6.19K
|
12K
$139K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-480- 3.27% |
$5.49K - $5.92K
|
14.2K
$164K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-473- 2.28% |
$5.41K - $5.84K
|
20.2K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-408- 0.89% |
$4.67K - $5.03K
|
45.6K
$528K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-365- 40.15% |
$4.18K - $4.5K
|
544
$6.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-167- 0.48% |
$1.91K - $2.06K
|
34.8K
$404K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-54- 0.07% |
$618 - $666
|
73.3K
$850K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-22- 0.12% |
$252 - $271
|
18.3K
$212K
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-6- 0.03% |
$68.6 - $74
|
21.8K
$253K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-223K- 74.58% |
$2.48M - $2.78M
|
75.9K
$880K
|
|
|
Feb 13, 2025
Q4 2024
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-30.7K- 36.5% |
$342K - $384K
|
53.5K
$620K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.28K- 3.69% |
$14.2K - $16K
|
33.3K
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 4.59% |
$11.8K - $13.2K
|
22K
$255K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-422- 37.54% |
$4.7K - $5.28K
|
702
$8.14K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-46.2K- 11.15% |
$528K - $593K
|
368K
$4.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.33K- 19.28% |
$38.1K - $42.8K
|
13.9K
$162K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2K- 10.81% |
$22.9K - $25.7K
|
16.5K
$191K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.81K- 11.02% |
$20.7K - $23.3K
|
14.6K
$170K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.13K- 9.64% |
$12.9K - $14.5K
|
10.6K
$123K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-304- 0.51% |
$3.48K - $3.91K
|
59.3K
$688K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-86.6K- 52.19% |
$973K - $1.06M
|
79.4K
$920K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.15K- 21.07% |
$46.6K - $50.6K
|
15.6K
$180K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.01K- 17.34% |
$45K - $48.8K
|
19.1K
$222K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.69K- 32.85% |
$85.2K - $93K
|
15.7K
$182K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.1K- 97.75% |
$112K - $139K
|
279
$3.23K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.83K- 14.29% |
$17K - $21.1K
|
11K
$127K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.24K- 2.24% |
$11.5K - $14.2K
|
54K
$626K
|
|
|
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
$263K
|
|