We are live on ! Find out more
AVK icon

Advent Convertible and Income Fund

Name Holding Trade Value Shares
Change
Change in
Stake
Federation des caisses Desjardins du Quebec
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.5K +$11.9K +1,000 New
WA
77
WPG Advisers
Maryland
$10K -$14.2K -1,189 -58%
AWM
78
Atticus Wealth Management
Florida
$9.65K – – –
ME
79
McIlrath & Eck
Washington
$9.28K – – –
FGA
80
Fortis Group Advisors
New Jersey
$6.27K -$4.36K -365 -40%
GWP
81
Gen-Wealth Partners
Michigan
$5.71K – – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
NSIM
83
North Star Investment Management
Illinois
$4.84K – – –
JP Morgan Chase
84
JP Morgan Chase
New York
$4.72K +$107 +9 +2%
Allworth Financial
85
Allworth Financial
California
$4.38K – – –
AssetMark Inc
86
AssetMark Inc
California
$3.02K – – –
Coldstream Capital Management
87
Coldstream Capital Management
Washington
$2.2K +$2.28K +191 New
Readystate Asset Management
88
Readystate Asset Management
Illinois
– -$1.23M -104,580 Closed
CC
89
CF Capital
Massachusetts
– -$1.01M -85,900 Closed
YCM
90
Yakira Capital Management
Connecticut
– -$629K -53,462 Closed
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
– -$460K -39,047 Closed
XTX Topco
92
XTX Topco
Cayman Islands
– -$205K -17,444 Closed
OneDigital Investment Advisors
93
OneDigital Investment Advisors
Kansas
– -$194K -16,493 Closed
JIP
94
Jaffetilchin Investment Partners
Florida
– -$192K -16,342 Closed
Marex Group
95
Marex Group
– -$170K -14,432 Closed
LCM
96
Landscape Capital Management
New Jersey
– -$147K -12,520 Closed
Wolverine Asset Management
97
Wolverine Asset Management
Illinois
– -$101K -8,556 Closed
AG
98
AmeriFlex Group
Nevada
– -$66.5K -5,445 Closed
Larson Financial Group
99
Larson Financial Group
Missouri
– -$44.7K -3,795 Closed
EC
100
Elequin Capital
New York
– -$11.4K -971 Closed