AVK

Advent Convertible and Income Fund

86 hedge funds and large institutions have $98.2M invested in Advent Convertible and Income Fund in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 12 closing their positions.

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.25%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
30
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AAS
51
Avantax Advisory Services
Texas
$185K 15,975 -4,264 -21%
CIA
52
Concurrent Investment Advisors
Florida
$184K 15,849 -52 -0.3%
JIP
53
Jaffetilchin Investment Partners
Florida
$168K 14,460 +3,309 +30%
OC
54
Oppenheimer & Co
New York
$159K 13,656
KPWS
55
Kestra Private Wealth Services
Texas
$143K 12,307 +12,307 New
PAS
56
Park Avenue Securities
New York
$140K 12,019 -1,398 -10%
TCA
57
Transcend Capital Advisors
New Jersey
$139K 11,996
MWM
58
Melfa Wealth Management
Massachusetts
$135K 11,607 +19 +0.2%
Stifel Financial
59
Stifel Financial
Missouri
$134K 11,551 +11,551 New
TIA
60
Trust Investment Advisors
Indiana
$133K 11,492 +11,492 New
HI
61
Harbour Investments
Wisconsin
$124K 10,677
GJWM
62
Gilliland Jeter Wealth Management
Arkansas
$59.4K 5,117 +199 +4%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$59.3K 5,112 +132 +3%
MIA
64
MeadowBrook Investment Advisors
Michigan
$57.3K 4,933
RWMG
65
Redwood Wealth Management Group
New Jersey
$42.3K 3,646 +3,646 New
ZB
66
Zions Bancorporation
Utah
$24K 2,064
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$23.3K 1,990 +25 +1%
US Bancorp
68
US Bancorp
Minnesota
$17.6K 1,514
BCWM
69
Bartlett & Co Wealth Management
Ohio
$15.5K 1,335
LFG
70
Larson Financial Group
Missouri
$13.1K 1,130 +1,130 New
IA
71
IFP Advisors
Florida
$11.9K 1,027 +1,027 New
FGA
72
Fortis Group Advisors
New Jersey
$10.8K 934
AWM
73
Atticus Wealth Management
Florida
$9.98K 860 +860 New
ME
74
McIlrath & Eck
Washington
$9.6K 827
GRP
75
Global Retirement Partners
California
$8.63K 744