Latest Institutional Sells of Advent Convertible & Income Fund (AVK)
This list provides information on the latest institutional transactions involving Advent Convertible & Income Fund (AVK) stock that were sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-133K- 7.82% |
$1.52M - $1.71M
|
1.57M
$18.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-99K- 70.53% |
$1.13M - $1.27M
|
41.4K
$494K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-46.2K- 11.15% |
$528K - $593K
|
368K
$4.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-28.3K- 4.05% |
$324K - $364K
|
670K
$8.01M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-23.1K- 11.59% |
$264K - $297K
|
176K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-11K- 6.77% |
$126K - $142K
|
152K
$1.82M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.5K- 44.4% |
$120K - $135K
|
13.2K
$157K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-8.25K- 5.4% |
$94.4K - $106K
|
145K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-7.74K- 6.03% |
$88.6K - $99.5K
|
121K
$1.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.42K- 5.21% |
$73.5K - $82.5K
|
117K
$1.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-5.6K- 9.02% |
$64K - $71.9K
|
56.4K
$674K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.3K- 15.71% |
$49.2K - $55.3K
|
23.1K
$276K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-3.33K- 19.28% |
$38.1K - $42.8K
|
13.9K
$167K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.18K- 15.53% |
$36.3K - $40.8K
|
17.3K
$206K
|
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-3.09K- 5.08% |
$35.3K - $39.7K
|
57.7K
$689K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-2K- 10.81% |
$22.9K - $25.7K
|
16.5K
$197K
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-1.81K- 11.02% |
$20.7K - $23.3K
|
14.6K
$175K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.38K- 2.23% |
$15.7K - $17.7K
|
60.3K
$720K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.13K- 9.64% |
$12.9K - $14.5K
|
10.6K
$126K
|
|
|
Oct 09, 2024
Q3 2024
|
Stolper CO
|
SELL
|
- |
-830- 1.46% |
$9.5K - $10.7K
|
56.2K
$671K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-715- 6.88% |
$8.18K - $9.19K
|
9.68K
$116K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-681- 4.41% |
$7.79K - $8.75K
|
14.8K
$176K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-605- 4.3% |
$6.92K - $7.77K
|
13.5K
$161K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
SELL
|
- |
-304- 0.51% |
$3.48K - $3.91K
|
59.3K
$709K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-179- 0.8% |
$2.05K - $2.3K
|
22.2K
$265K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-58- 0.29% |
$664 - $745
|
20.2K
$242K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-86.6K- 52.19% |
$973K - $1.06M
|
79.4K
$948K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.15K- 21.07% |
$46.6K - $50.6K
|
15.6K
$186K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-4.01K- 17.34% |
$45K - $48.8K
|
19.1K
$228K
|
|
| Q1 2024 | |||||||
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-254K- 99.96% |
$2.81M - $3.07M
|
100
$1.2K
|
|
|
May 09, 2024
Q1 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-51.7K- 40.85% |
$573K - $626K
|
74.9K
$895K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.69K- 32.85% |
$85.2K - $93K
|
15.7K
$188K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-4.71K- 20.22% |
$52.2K - $57K
|
18.6K
$222K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.18K- 88.83% |
$35.2K - $38.5K
|
400
$4.78K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-909- 50.0% |
$10.1K - $11K
|
909
$10.9K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-700- 5.0% |
$7.76K - $8.47K
|
13.3K
$159K
|
|
| Q4 2023 | |||||||
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-12.1K- 97.75% |
$112K - $139K
|
279
$3.33K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.83K- 14.29% |
$17K - $21.1K
|
11K
$131K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-1.24K- 2.24% |
$11.5K - $14.2K
|
54K
$646K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-672Closed |
$6.23K - $7.73K
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-31.3K- 58.03% |
$326K - $375K
|
22.7K
$271K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-3.25K- 23.52% |
$33.8K - $38.9K
|
10.6K
$126K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.03K- 41.04% |
$10.7K - $12.3K
|
1.47K
$17.6K
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-331- 0.55% |
$3.44K - $3.96K
|
59.7K
$713K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.51K- 21.63% |
$49.6K - $53.6K
|
16.3K
$195K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.68K- 2.57% |
$18.4K - $19.9K
|
63.4K
$758K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.03K- 2.75% |
$11.4K - $12.3K
|
36.6K
$437K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-941- 4.81% |
$10.4K - $11.2K
|
18.6K
$222K
|
|
| Q1 2023 | |||||||
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-664- 2.67% |
$7.34K - $8.72K
|
24.2K
$289K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-34.4K- 59.43% |
$359K - $424K
|
23.5K
$281K
|
|