Purchases and Sales Made in Q4 2025 in Advent Convertible & Income Fund (AVK)
This table provides information about the institutional ownership of Advent Convertible & Income Fund (AVK) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
20.3K+ 17.21% |
$253K - $264K
|
138K
$1.72M
|
|
|
Jan 14, 2026
Q4 2025
|
Ballew Advisors, Inc
|
BUY
|
- |
10.1KNew |
$126K - $131K
|
10.1K
$126K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.2K+ 10.27% |
$64.9K - $67.6K
|
55.8K
$697K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
4.71K+ 25.38% |
$58.8K - $61.2K
|
23.3K
$290K
|
|
|
Jan 12, 2026
Q4 2025
|
Stolper CO
|
BUY
|
- |
833+ 1.36% |
$10.4K - $10.8K
|
61.9K
$773K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
500+ 1.55% |
$6.24K - $6.5K
|
32.8K
$409K
|
|
|
Jan 16, 2026
Q4 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
27+ 0.13% |
$337 - $351
|
20.3K
$254K
|
|
|
Jan 22, 2026
Q4 2025
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2+ 0.01% |
$25 - $26
|
34.8K
$434K
|
|
|
Jan 15, 2026
Q4 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-280- 56.0% |
$3.49K - $3.64K
|
220
$2.75K
|
|
|
Jan 15, 2026
Q4 2025
|
Windsor Capital Management, LLC
|
SELL
|
- |
-329- 1.58% |
$4.11K - $4.28K
|
20.6K
$257K
|
|
|
Jan 08, 2026
Q4 2025
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-876- 5.71% |
$10.9K - $11.4K
|
14.5K
$180K
|
|
|
Jan 16, 2026
Q4 2025
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-4.02K- 4.3% |
$50.1K - $52.2K
|
89.3K
$1.11M
|
|