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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
41.6KNew |
$476K - $535K
|
41.6K
$484K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
31.8KNew |
$364K - $409K
|
31.8K
$370K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
11.3KNew |
$130K - $146K
|
11.3K
$132K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
10.6K+ 440.01% |
$121K - $136K
|
13K
$151K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
10.5K+ 6.95% |
$120K - $135K
|
161K
$1.87M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
10.1KNew |
$116K - $130K
|
10.1K
$118K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.19K+ 1.58% |
$82.3K - $92.4K
|
463K
$5.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
2.7K+ 245.0% |
$30.8K - $34.6K
|
3.8K
$44.2K
|
|
|
Oct 16, 2024
Q3 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
2.5K+ 22.12% |
$28.6K - $32.1K
|
13.8K
$161K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
383+ 957.5% |
$4.38K - $4.92K
|
423
$4.92K
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
338+ 7.06% |
$3.87K - $4.34K
|
5.13K
$59.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
252+ 5.25% |
$2.88K - $3.24K
|
5.06K
$58.8K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Trust Investment Advisors
|
BUY
|
- |
11.2KNew |
$126K - $136K
|
11.2K
$130K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
3.55KNew |
$39.9K - $43.2K
|
3.55K
$41.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1KNew |
$11.2K - $12.2K
|
1K
$11.6K
|
|
|
Jul 17, 2024
Q2 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
837New |
$9.4K - $10.2K
|
837
$9.74K
|
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
300New |
$3.37K - $3.65K
|
300
$3.49K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
21New |
$236 - $256
|
21
$244
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4+ 4.17% |
$44.9 - $48.7
|
100
$1.16K
|
|
| Q1 2024 | |||||||
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
21KNew |
$233K - $254K
|
21K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
10.7KNew |
$119K - $130K
|
10.7K
$125K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.34K+ 47.41% |
$59.2K - $64.7K
|
16.6K
$193K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1KNew |
$11.1K - $12.1K
|
1K
$11.6K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
495New |
$5.48K - $5.99K
|
495
$5.76K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
262New |
$2.9K - $3.17K
|
262
$3.05K
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
28New |
$310 - $339
|
28
$326
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
55.1KNew |
$511K - $634K
|
55.1K
$641K
|
|
|
Feb 13, 2024
Q4 2023
|
Flow State Investments, L.P.
Chicago, IL |
BUY
|
- |
53.2K+ 375.65% |
$493K - $612K
|
67.4K
$784K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.18K+ 795.25% |
$29.5K - $36.6K
|
3.58K
$41.7K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.53KNew |
$14.2K - $17.6K
|
1.53K
$17.8K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
565New |
$5.24K - $6.5K
|
565
$6.58K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
62+ 3.51% |
$575 - $713
|
1.83K
$21.3K
|
|
| Q3 2023 | |||||||
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
10.1K+ 87.06% |
$105K - $121K
|
21.7K
$253K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
500+ 62.5% |
$5.2K - $5.98K
|
1.3K
$15.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
500+ 62.5% |
$5.2K - $5.98K
|
1.3K
$15.1K
|
|
| Q2 2023 | |||||||
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
844New |
$9.29K - $10K
|
844
$9.82K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
169+ 3.11% |
$1.86K - $2.01K
|
5.6K
$65.2K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
105New |
$1.16K - $1.25K
|
105
$1.22K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.8KNew |
$131K - $155K
|
11.8K
$138K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
1.8KNew |
$19.9K - $23.7K
|
1.8K
$21K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.79KNew |
$19.8K - $23.5K
|
1.79K
$20.8K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
210New |
$2.32K - $2.76K
|
210
$2.44K
|
|
| Q4 2022 | |||||||
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.2KNew |
$127K - $150K
|
12.2K
$142K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.55K+ 8.84% |
$16.2K - $19.1K
|
19.1K
$222K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
805New |
$8.4K - $9.92K
|
805
$9.37K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
742New |
$7.74K - $9.14K
|
742
$8.64K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
210New |
$2.19K - $2.59K
|
210
$2.44K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
46+ 0.83% |
$480 - $567
|
5.56K
$64.7K
|
|