Purchases and Sales Made in Q2 2025 in Advent Convertible & Income Fund (AVK)
This table provides information about the institutional ownership of Advent Convertible & Income Fund (AVK) during Q2 2025. The information is specifically focused on institutions that hold shares of ADVENT CONVERTIBLE & INCOME FUND.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
5.41K+ 9.72% |
$54.1K - $65.5K
|
61K
$745K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.81K+ 14.43% |
$48.1K - $58.2K
|
38.1K
$466K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.17K+ 6.75% |
$31.7K - $38.3K
|
50K
$612K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.4KNew |
$14K - $17K
|
1.4K
$17.1K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
240+ 0.47% |
$2.4K - $2.91K
|
51.8K
$633K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
29+ 0.14% |
$290 - $351
|
20.3K
$248K
|
|
|
Jul 16, 2025
Q2 2025
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-69- 0.2% |
$691 - $836
|
34.8K
$425K
|
|
|
Jul 11, 2025
Q2 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-496- 2.27% |
$4.96K - $6.01K
|
21.3K
$261K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-704- 3.41% |
$7.05K - $8.53K
|
19.9K
$243K
|
|
|
Jul 15, 2025
Q2 2025
|
Absolute Investment Advisers LLC
|
SELL
|
- |
-173K- 21.93% |
$1.73M - $2.1M
|
617K
$7.54M
|