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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
4.24M+ 3605.31% |
$47.2M - $53M
|
4.36M
$50.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.17MNew |
$13M - $14.6M
|
1.17M
$13.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Absolute Investment Advisers LLC
|
BUY
|
- |
797KNew |
$8.87M - $9.97M
|
797K
$9.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Quarry LP
New York, NY |
BUY
|
- |
279K+ 2460.31% |
$3.11M - $3.49M
|
291K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
161KNew |
$1.79M - $2.01M
|
161K
$1.85M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
110K+ 22.26% |
$1.22M - $1.37M
|
603K
$6.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
105KNew |
$1.16M - $1.31M
|
105K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cf Capital LLC
Cohasset, MA |
BUY
|
- |
85.9KNew |
$956K - $1.07M
|
85.9K
$990K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
72K+ 7.23% |
$801K - $900K
|
1.07M
$12.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
63.5K+ 14.6% |
$707K - $794K
|
499K
$5.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
63.5K+ 18.6% |
$707K - $794K
|
405K
$4.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
59.4KNew |
$661K - $742K
|
59.4K
$684K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
49.2K+ 34.77% |
$548K - $615K
|
191K
$2.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
39KNew |
$435K - $488K
|
39K
$450K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Advisors LLC
|
BUY
|
- |
32.8KNew |
$365K - $410K
|
32.8K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
29.7K+ 20.53% |
$330K - $371K
|
174K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.2KNew |
$203K - $228K
|
18.2K
$210K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
17.4KNew |
$194K - $218K
|
17.4K
$201K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
16.5KNew |
$184K - $206K
|
16.5K
$190K
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
15.7K+ 27.28% |
$175K - $197K
|
73.4K
$846K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.9K+ 113.31% |
$166K - $186K
|
28.1K
$323K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.8K+ 129.72% |
$165K - $185K
|
26.2K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
12.5KNew |
$139K - $157K
|
12.5K
$144K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.6K+ 78.54% |
$129K - $145K
|
26.3K
$303K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
11.6K+ 1.73% |
$129K - $145K
|
682K
$7.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11K+ 1.48% |
$123K - $138K
|
756K
$8.71M
|
|
|
Feb 03, 2025
Q4 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
8.56KNew |
$95.2K - $107K
|
8.56K
$98.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Heron Bay Capital Management
|
BUY
|
- |
7.71K+ 21.95% |
$85.8K - $96.4K
|
42.8K
$493K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
6.26K+ 2.16% |
$69.7K - $78.3K
|
296K
$3.4M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
5.45KNew |
$60.6K - $68.1K
|
5.45K
$62.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.24K+ 8.76% |
$58.3K - $65.5K
|
65.1K
$750K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2.87K+ 21.28% |
$31.9K - $35.8K
|
16.3K
$188K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
2.76K+ 23.14% |
$30.7K - $34.4K
|
14.7K
$169K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.6K+ 4.31% |
$28.9K - $32.5K
|
62.9K
$724K
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.04KNew |
$22.7K - $25.5K
|
2.04K
$23.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
2K+ 9.89% |
$22.2K - $25K
|
22.2K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.03KNew |
$11.4K - $12.8K
|
1.03K
$11.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
1K+ 3.15% |
$11.1K - $12.5K
|
32.7K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
971New |
$10.8K - $12.1K
|
971
$11.2K
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
702+ 3.0% |
$7.81K - $8.78K
|
24.1K
$278K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
430+ 1.35% |
$4.79K - $5.38K
|
32.3K
$372K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
330+ 3.41% |
$3.67K - $4.13K
|
10K
$115K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
103+ 2.02% |
$1.15K - $1.29K
|
5.19K
$59.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
49+ 0.41% |
$545 - $613
|
12.1K
$139K
|
|
|
Feb 14, 2025
Q4 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
27+ 0.13% |
$301 - $338
|
20.7K
$239K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
20+ 1.02% |
$223 - $250
|
1.98K
$22.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
289KNew |
$3.31M - $3.72M
|
289K
$3.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Cable Car Capital LLC
San Francisco, CA |
BUY
|
- |
100KNew |
$1.14M - $1.29M
|
100K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
41.6KNew |
$476K - $535K
|
41.6K
$479K
|
|