Purchases and Sales Made in Q4 2024 in Advent Convertible & Income Fund (AVK)
This table provides information about the institutional ownership of Advent Convertible & Income Fund (AVK) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.17MNew |
$13M - $14.6M
|
1.17M
$14.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
797KNew |
$8.87M - $9.97M
|
797K
$9.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
63.5K+ 18.6% |
$707K - $794K
|
405K
$4.98M
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
32.8KNew |
$365K - $410K
|
32.8K
$403K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.6K+ 78.54% |
$129K - $145K
|
26.3K
$324K
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.56KNew |
$95.2K - $107K
|
8.56K
$105K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.76K+ 23.14% |
$30.7K - $34.4K
|
14.7K
$180K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.04KNew |
$22.7K - $25.5K
|
2.04K
$25.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2K+ 9.89% |
$22.2K - $25K
|
22.2K
$273K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.03KNew |
$11.4K - $12.8K
|
1.03K
$12.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
702+ 3.0% |
$7.81K - $8.78K
|
24.1K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
49+ 0.41% |
$545 - $613
|
12.1K
$148K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-379- 27.66% |
$4.22K - $4.74K
|
991
$12.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-422- 37.54% |
$4.7K - $5.28K
|
702
$8.63K
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-455- 2.04% |
$5.06K - $5.69K
|
21.8K
$268K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-869- 2.42% |
$9.67K - $10.9K
|
35K
$430K
|
|
|
Jan 14, 2025
Q4 2024
|
Stolper CO
|
SELL
|
- |
-1.24K- 2.2% |
$13.8K - $15.5K
|
54.9K
$675K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.28K- 3.69% |
$14.2K - $16K
|
33.3K
$409K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.35K- 5.61% |
$15K - $16.9K
|
22.7K
$279K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.52K- 6.86% |
$16.9K - $19K
|
20.6K
$253K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2.6K- 19.55% |
$28.9K - $32.5K
|
10.7K
$131K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.68K- 10.06% |
$63.2K - $71K
|
50.8K
$624K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-373K- 91.48% |
$4.15M - $4.66M
|
34.7K
$427K
|