Latest Institutional Purchases of Advent Convertible & Income Fund (AVK)
This list provides information on the latest institutional transactions involving Advent Convertible & Income Fund (AVK) stock that were buys. 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 purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
114K+ 8.52% |
$1.38M - $1.46M
|
1.46M
$18.2M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
59.4K+ 44.42% |
$716K - $759K
|
193K
$2.41M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
48.7K+ 9.56% |
$587K - $623K
|
558K
$6.96M
|
|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
48.1KNew |
$580K - $615K
|
48.1K
$600K
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
30.5KNew |
$368K - $390K
|
30.5K
$381K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.8KNew |
$324K - $343K
|
26.8K
$335K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.2K+ 3.09% |
$316K - $336K
|
876K
$10.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
23.2K+ 11.92% |
$280K - $297K
|
218K
$2.72M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
22.9KNew |
$277K - $293K
|
22.9K
$286K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
20KNew |
$241K - $256K
|
20K
$250K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.2KNew |
$196K - $208K
|
16.2K
$203K
|
|
|
Nov 10, 2025
Q3 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
12.9K+ 2.98% |
$156K - $165K
|
446K
$5.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
12.2KNew |
$147K - $156K
|
12.2K
$152K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
11K+ 18.35% |
$132K - $140K
|
70.7K
$882K
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
9.54K+ 8.81% |
$115K - $122K
|
118K
$1.47M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.92K+ 30.61% |
$108K - $114K
|
38K
$475K
|
|
|
Oct 20, 2025
Q3 2025
|
Calamos Advisors LLC
|
BUY
|
- |
6.3K+ 21.74% |
$76K - $80.6K
|
35.3K
$440K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
5.66K+ 43.84% |
$68.2K - $72.3K
|
18.6K
$232K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.04KNew |
$60.8K - $64.4K
|
5.04K
$62.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
4.7KNew |
$56.7K - $60.1K
|
4.7K
$58.7K
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
3.4K+ 0.28% |
$41K - $43.5K
|
1.21M
$15.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.32K+ 10.69% |
$40K - $42.4K
|
34.3K
$429K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.11K+ 4.66% |
$37.5K - $39.8K
|
69.8K
$871K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.41K+ 6.42% |
$17.1K - $18.1K
|
23.4K
$292K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
1.03KNew |
$12.4K - $13.1K
|
1.03K
$12.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
930+ 0.73% |
$11.2K - $11.9K
|
128K
$1.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
571+ 1.14% |
$6.89K - $7.3K
|
50.6K
$632K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
500New |
$6.03K - $6.4K
|
500
$6.24K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
343New |
$4.14K - $4.39K
|
343
$4.28K
|
|
|
Nov 14, 2025
Q3 2025
|
Ellevest, Inc.
|
BUY
|
- |
297+ 2.84% |
$3.58K - $3.8K
|
10.8K
$134K
|
|
|
Nov 24, 2025
Q3 2025
|
Trust Investment Advisors
|
BUY
|
- |
289+ 2.34% |
$3.49K - $3.7K
|
12.7K
$158K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
279+ 0.54% |
$3.36K - $3.57K
|
52.1K
$650K
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
276+ 2.41% |
$3.33K - $3.53K
|
11.7K
$147K
|
|
|
Oct 31, 2025
Q3 2025
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
267+ 1.9% |
$3.22K - $3.41K
|
14.3K
$178K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
188+ 0.77% |
$2.27K - $2.4K
|
24.6K
$307K
|
|
|
Oct 14, 2025
Q3 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
169+ 1.11% |
$2.04K - $2.16K
|
15.3K
$191K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
130+ 0.19% |
$1.57K - $1.66K
|
68.5K
$855K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
116+ 0.64% |
$1.4K - $1.48K
|
18.3K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
106+ 2.61% |
$1.28K - $1.36K
|
4.17K
$52K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
105+ 24.82% |
$1.27K - $1.34K
|
528
$6.59K
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
BUY
|
- |
89+ 0.15% |
$1.07K - $1.14K
|
61.1K
$762K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
52+ 0.36% |
$627 - $665
|
14.3K
$179K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
42+ 2.1% |
$507 - $537
|
2.04K
$25.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
27+ 0.13% |
$326 - $345
|
20.3K
$253K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
13+ 0.07% |
$157 - $166
|
19.9K
$249K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6+ 0.05% |
$72.4 - $76.7
|
12K
$150K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2+ 0.01% |
$24.1 - $25.6
|
13.4K
$168K
|
|
|
Oct 22, 2025
Q3 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1+ 0.0% |
$12.1 - $12.8
|
34.8K
$434K
|
|
| Q2 2025 | |||||||
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
17.6K+ 91.44% |
$176K - $213K
|
36.8K
$459K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.3K+ 163.09% |
$173K - $209K
|
27.9K
$348K
|
|