AVK
ADVENT CONVERTIBLE & INCOME FUND
$12.84
+0.94%
No data for this timeframe.
Vol
Inst. Holders28 funds
Inst. Value$53.9M
Inst. Activity3 buys / 3 sells
Recent Activity
Inst.
WEALTH ENHANCEMENT ADVISORY SERVICES, — TRIM
28,748 shares ($331.8K)
Inst.
Invesco Ltd. — TRIM
17,092 shares ($190.7K)
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| RAYMOND JAMES FINANCIAL INC | $17.8M | — |
| WELLS FARGO & COMPANY/MN | $9.6M | — |
| GUGGENHEIM CAPITAL LLC | $8.3M | — |
| MORGAN STANLEY | $6.1M | TRIM |
| Baird Financial Group, Inc. | $3.2M | — |
28 institutional holders with $53.9M total value (4,855,366 shares) as of 2026-Q1. Top holders: RAYMOND, WELLS, GUGGENHEIM.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | RAYMOND JAMES FINANCIAL INC | 1,598,699 | $17.8M | 33.1% | — |
| 2 | WELLS FARGO & COMPANY/MN | 860,064 | $9.6M | 17.8% | — |
| 3 | GUGGENHEIM CAPITAL LLC | 743,063 | $8.3M | 15.4% | — |
| 4 | MORGAN STANLEY | 543,111 | $6.1M | 11.2% | TRIM -28.6% |
| 5 | Baird Financial Group, Inc. | 286,777 | $3.2M | 5.9% | — |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 164,124 | $1.8M | 3.4% | — |
| 7 | WOLVERINE ASSET MANAGEMENT LLC | 152,998 | $1.7M | 3.2% | — |
| 8 | &PARTNERS | 73,046 | $815.2K | 1.5% | — |
| 9 | BANK OF AMERICA CORP /DE/ | 60,458 | $674.7K | 1.3% | — |
| 10 | STIFEL FINANCIAL CORP | 56,269 | $628.0K | 1.2% | DOUBLED +393.6% |
| 11 | Waverly Advisors, LLC | 49,779 | $555.5K | 1.0% | — |
| 12 | ROYAL BANK OF CANADA | 41,954 | $469.0K | 0.9% | — |
| 13 | Concurrent Investment Advisors, LLC | 40,874 | $456.2K | 0.8% | ADD +30.6% |
| 14 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 28,748 | $331.8K | 0.6% | TRIM -48.5% |
| 15 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 25,975 | $289.9K | 0.5% | — |
| 16 | FIFTH THIRD BANCORP | 18,942 | $211.4K | 0.4% | — |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 18,368 | $205.0K | 0.4% | — |
| 18 | Invesco Ltd. | 17,092 | $190.7K | 0.4% | TRIM -40.9% |
| 19 | Merit Financial Group, LLC | 13,827 | $154.3K | 0.3% | — |
| 20 | Vestmark Advisory Solutions, Inc. | 12,181 | $135.9K | 0.3% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 55,820 | 28,748 | -48.5% | $331.8K | 2026-Q1 |
| Invesco Ltd. | TRIM | 28,922 | 17,092 | -40.9% | $190.7K | 2026-Q1 |
| Beacon Pointe Advisors, LLC | TRIM | 23,428 | 10,800 | -53.9% | $120.5K | 2026-Q1 |
| Rockefeller Capital Management L.P. | ADD | 4,927 | 7,884 | +60.0% | $88.0K | 2026-Q1 |
| CWM, LLC | DOUBLED | 744 | 2,766 | +271.8% | $30.9K | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. | DOUBLED | 279 | 711 | +154.8% | $7.9K | 2026-Q1 |
| STIFEL FINANCIAL CORP | DOUBLED | 10,256 | 50,624 | +393.6% | $634.8K | 2025-Q4 |
| Invesco Ltd. | TRIM | 51,282 | 28,922 | -43.6% | $362.7K | 2025-Q4 |
| CWM, LLC | ADD | 528 | 744 | +40.9% | $9.00 | 2025-Q4 |
| MORGAN STANLEY | TRIM | 736,993 | 526,279 | -28.6% | $6.7M | 2025-Q3 |
| Invesco Ltd. | TRIM | 80,395 | 51,282 | -36.2% | $655.9K | 2025-Q3 |
| Concurrent Investment Advisors, LLC | ADD | 29,124 | 38,039 | +30.6% | $486.5K | 2025-Q3 |
| STIFEL FINANCIAL CORP | TRIM | 14,079 | 10,256 | -27.2% | $131.2K | 2025-Q3 |
| Invesco Ltd. | TRIM | 110,673 | 80,395 | -27.4% | $973.6K | 2025-Q2 |
| STIFEL FINANCIAL CORP | TRIM | 24,067 | 14,079 | -41.5% | $170.5K | 2025-Q2 |
| PNC FINANCIAL SERVICES GROUP, INC. | NEAR_EXIT | 18,605 | 279 | -98.5% | $3.4K | 2025-Q2 |
| UBS Group AG | TRIM | 174,298 | 125,459 | -28.0% | $1.4M | 2025-Q1 |
| Concurrent Investment Advisors, LLC | ADD | 14,751 | 26,337 | +78.5% | $310.0K | 2024-Q4 |
| STIFEL FINANCIAL CORP | DOUBLED | 11,415 | 26,223 | +129.7% | $308.7K | 2024-Q4 |
| Mariner, LLC | TRIM | 17,271 | 12,537 | -27.4% | $147.6K | 2024-Q4 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | TRIM | 140,335 | 41,363 | -70.5% | $485.6K | 2024-Q3 |
| Sanctuary Advisors, LLC | NEAR_EXIT | 50,175 | 11,339 | -77.4% | $134.6K | 2024-Q3 |
| CWM, LLC | DOUBLED | 40 | 423 | +957.5% | $5.00 | 2024-Q3 |
No insider trading data available yet. Insider transactions are collected from SEC Form 4 filings.
No SEC filing reports analyzed yet. Reports are generated when new filings are detected and processed by the LLM pipeline.
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next Q | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Current FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
| Next FY | $0.00 | $0.00 | $0.00 | — | — | — | $0.0B | — | — |
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
No events recorded for this ticker. Events include FDA actions, clinical trials, enforcement actions, and market-moving developments.