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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Sit Investment Associates Inc
Minneapolis, MN |
SELL
|
- |
-391K- 9.62% |
$3.92M - $4.74M
|
3.68M
$45.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-281K- 27.64% |
$2.82M - $3.41M
|
737K
$9.05M
|
|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-173K- 21.93% |
$1.73M - $2.1M
|
617K
$7.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Quarry LP
New York, NY |
SELL
|
- |
-40.9K- 14.09% |
$410K - $496K
|
250K
$3.07M
|
|
|
Aug 13, 2025
Q2 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-30.3K- 27.36% |
$303K - $367K
|
80.4K
$987K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-18.3K- 98.5% |
$183K - $222K
|
279
$3.43K
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-12.5K- 3.86% |
$125K - $151K
|
311K
$3.82M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-9.99K- 41.5% |
$100K - $121K
|
14.1K
$173K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.78K- 8.09% |
$97.9K - $118K
|
111K
$1.36M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.34K- 3.44% |
$63.5K - $76.8K
|
178K
$2.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.91K- 3.91% |
$49.1K - $59.4K
|
121K
$1.48M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.68K- 3.77% |
$26.8K - $32.5K
|
68.3K
$839K
|
|
|
Aug 08, 2025
Q2 2025
|
Calamos Advisors LLC
|
SELL
|
- |
-2.52K- 8.0% |
$25.2K - $30.5K
|
29K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.97K- 2.87% |
$19.7K - $23.8K
|
66.7K
$819K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.85K- 3.0% |
$18.5K - $22.4K
|
59.7K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.68K- 2.85% |
$16.8K - $20.3K
|
57.2K
$702K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 10.31% |
$11.5K - $13.9K
|
10K
$123K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.07K- 0.35% |
$10.7K - $13K
|
304K
$3.73M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-704- 3.41% |
$7.05K - $8.53K
|
19.9K
$245K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-614- 70.74% |
$6.15K - $7.44K
|
254
$3.12K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-496- 2.27% |
$4.96K - $6.01K
|
21.3K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-400- 0.88% |
$4K - $4.84K
|
45.2K
$555K
|
|
|
Aug 04, 2025
Q2 2025
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
SELL
|
- |
-300- 6.73% |
$3K - $3.63K
|
4.16K
$51K
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-292- 2.48% |
$2.92K - $3.54K
|
11.5K
$141K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-69- 0.2% |
$691 - $836
|
34.8K
$427K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-21- 0.12% |
$210 - $254
|
18.2K
$224K
|
|
| Q1 2025 | |||||||
|
May 05, 2025
Q1 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-16.8K- 14.53% |
$192K - $207K
|
98.8K
$1.21M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.64K- 1.02% |
$18.8K - $20.2K
|
159K
$1.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.03K- 50.0% |
$11.7K - $12.7K
|
1.03K
$12.6K
|
|
|
May 02, 2025
Q1 2025
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-365- 40.15% |
$4.18K - $4.5K
|
544
$6.68K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-223K- 74.58% |
$2.48M - $2.78M
|
75.9K
$932K
|
|
|
Feb 13, 2025
Q4 2024
|
Yakira Capital Management, Inc.
Westport, CT |
SELL
|
- |
-30.7K- 36.5% |
$342K - $384K
|
53.5K
$657K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.06K- 4.59% |
$11.8K - $13.2K
|
22K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-422- 37.54% |
$4.7K - $5.28K
|
702
$8.62K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-46.2K- 11.15% |
$528K - $593K
|
368K
$4.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.33K- 19.28% |
$38.1K - $42.8K
|
13.9K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2K- 10.81% |
$22.9K - $25.7K
|
16.5K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.81K- 11.02% |
$20.7K - $23.3K
|
14.6K
$180K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.13K- 9.64% |
$12.9K - $14.5K
|
10.6K
$130K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-304- 0.51% |
$3.48K - $3.91K
|
59.3K
$729K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-86.6K- 52.19% |
$973K - $1.06M
|
79.4K
$975K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.15K- 21.07% |
$46.6K - $50.6K
|
15.6K
$191K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.01K- 17.34% |
$45K - $48.8K
|
19.1K
$235K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.69K- 32.85% |
$85.2K - $93K
|
15.7K
$193K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.1K- 97.75% |
$112K - $139K
|
279
$3.43K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.83K- 14.29% |
$17K - $21.1K
|
11K
$135K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.24K- 2.24% |
$11.5K - $14.2K
|
54K
$664K
|
|
|
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
$278K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.25K- 23.52% |
$33.8K - $38.9K
|
10.6K
$130K
|
|