AVK

Advent Convertible and Income Fund

88 hedge funds and large institutions have $98.7M invested in Advent Convertible and Income Fund in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 35 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
-4
Holders Change %
-4.35%
% of All Funds
1.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
25
Reduced
35
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
51
Nations Financial Group
Iowa
$189K -$16.4K -1,453 -8%
LCM
52
Landscape Capital Management
New Jersey
$173K -$229K -20,380 -57%
OC
53
Oppenheimer & Co
New York
$163K
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$150K -$4.3K -382 -3%
CIA
55
Capital Investment Advisors
Georgia
$147K
SFS
56
Sowell Financial Services
Arkansas
$137K +$137K +12,133 New
TCA
57
Transcend Capital Advisors
New Jersey
$135K
CWM
58
Centurion Wealth Management
Virginia
$134K
SWM
59
Spire Wealth Management
Virginia
$134K +$117K +10,368 +664%
RJT
60
Raymond James Trust
Florida
$130K +$130K +11,573 New
MWM
61
Melfa Wealth Management
Massachusetts
$128K -$4.89K -434 -4%
KPWS
62
Kestra Private Wealth Services
Texas
$127K +$127K +11,311 New
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$102K
EC
64
Elequin Capital
New York
$92.5K -$192K -17,064 -67%
HI
65
Harbour Investments
Wisconsin
$92K +$89.9K +7,985 +4,293%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$64.6K -$9.17K -809 -12%
PFG
67
Piershale Financial Group
Illinois
$62.8K +$1.32K +117 +2%
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$33K -$247K -21,651 -88%
US Bancorp
69
US Bancorp
Minnesota
$28.9K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$25K -$2.92K -258 -10%
ZB
71
Zions Bancorporation
Utah
$23.2K
BWA
72
BDO Wealth Advisors
Florida
$20.8K +$20.8K +1,852 New
GI
73
Gradient Investments
Minnesota
$20.7K +$20.7K +1,837 New
IA
74
IFP Advisors
Florida
$20.6K -$17.5K -1,160 -46%
TWM
75
Tradition Wealth Management
Minnesota
$19K