AVK

Advent Convertible and Income Fund
AVK

Overview Fund Activity

86 hedge funds and large institutions have $105M invested in Advent Convertible and Income Fund in 2023 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 33 increasing their positions, 25 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
86
Holders Change
-2
Holders Change %
-2.27%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
33
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
Koshinski Asset Management
Illinois
$3.28M
2
LPL Financial
LPL Financial
California
$3.32M
3
SFS
Shaker Financial Services
Virginia
$1.65M
4
Wells Fargo
Wells Fargo
California
$7.53M
5
CAM
Cresset Asset Management
Illinois
$633K

Top Sellers

1
AAM
Advisors Asset Management
Colorado
$5.77M
2
Morgan Stanley
Morgan Stanley
New York
$30.8M
3
Osaic Holdings
Osaic Holdings
Arizona
$1.8M
4
MA
Mutual Advisors
Nebraska
$0
5
WAM
Wolverine Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ME
76
McIlrath & Eck
Washington
$9.44K – – –
BCWM
77
Bartlett & Co Wealth Management
Ohio
$9.38K – – –
LFG
78
Larson Financial Group
Missouri
$9.38K – – –
BC
79
Bartlett & Co
Ohio
$9K – – –
TWC
80
TD Waterhouse Canada
Ontario, Canada
$7.3K – – –
NSIM
81
North Star Investment Management
Illinois
$4.92K – – –
GRP
82
Global Retirement Partners
California
$4.81K – – –
HNB
83
Huntington National Bank
Ohio
$4.69K -$4.62K – –
AF
84
Allworth Financial
California
$4.69K – – –
EWA
85
EverSource Wealth Advisors
Alabama
$3.88K – – –
CAS
86
Coppell Advisory Solutions
Texas
$1.23K +$1.23K +108 New
VWM
87
Venturi Wealth Management
Texas
$1.02K +$1.02K +89 New
MA
88
Mutual Advisors
Nebraska
– -$280K -24,849 Closed
WAM
89
Wolverine Asset Management
Illinois
– -$226K -20,085 Closed
CIA
90
Capital Investment Advisors
Georgia
– -$147K -13,040 Closed
SFS
91
Sowell Financial Services
Arkansas
– -$137K -12,133 Closed
BWA
92
BDO Wealth Advisors
Florida
– -$20.8K -1,852 Closed
GI
93
Gradient Investments
Minnesota
– -$20.7K -1,837 Closed
IA
94
IFP Advisors
Florida
– -$20.6K -1,361 Closed
CCM
95
Chilton Capital Management
Texas
– -$2.43K -216 Closed
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