AVK

Advent Convertible and Income Fund

92 hedge funds and large institutions have $2.37B invested in Advent Convertible and Income Fund in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 27 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+14
Holders Change %
+17.95%
% of All Funds
1.48%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
25
Reduced
27
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$26K +$431 +41 +2%
ZB
77
Zions Bancorporation
Utah
$21.9K
TWM
78
Tradition Wealth Management
Minnesota
$18K
SWM
79
Spire Wealth Management
Virginia
$17K
BC
80
Bartlett & Co
Ohio
$9K
AWM
81
Accurate Wealth Management
Florida
$8.82K +$8.82K +762 New
ME
82
McIlrath & Eck
Washington
$8.78K +$8.78K +827 New
LFG
83
Larson Financial Group
Missouri
$8.72K
BCWM
84
Bartlett & Co Wealth Management
Ohio
$8.72K
TWC
85
TD Waterhouse Canada
Ontario, Canada
$7.38K
NSIM
86
North Star Investment Management
Illinois
$4.58K
HNB
87
Huntington National Bank
Ohio
$4.36K -$4K
AF
88
Allworth Financial
California
$4.36K
EWA
89
EverSource Wealth Advisors
Alabama
$3.61K
CAS
90
Coppell Advisory Solutions
Texas
$2.29K +$2.29K +216 New
CASC
91
Coppell Advisory Solutions Corp
Texas
$2.29K +$2.29K +216 New
HI
92
Harbour Investments
Wisconsin
$1.97K
CCP
93
Clough Capital Partners
Massachusetts
-$396K -38,307 Closed
KPWS
94
Kestra Private Wealth Services
Texas
-$169K -16,298 Closed
AA
95
AlphaMark Advisors
Kentucky
-$6K -616 Closed