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AVK

Advent Convertible and Income Fund
AVK

Name Holding Trade Value Shares
Change 		Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$20.2M +$656K +45,681 +3%
AAM
2
Advisors Asset Management
Colorado
$19.7M +$369K +25,643 +2%
RJA
3
Raymond James & Associates
Florida
$17.2M -$1.39M -96,800 -8%
RCM
4
Rivernorth Capital Management
Florida
$11.1M -$1.85M -128,635 -14%
Wells Fargo
5
Wells Fargo
California
$8.88M +$170K +11,834 +2%
Morgan Stanley
6
Morgan Stanley
New York
$7.01M +$278K +19,338 +4%
Koshinski Asset Management
7
Koshinski Asset Management
Illinois
$6.63M -$536K -37,287 -8%
LPL Financial
8
LPL Financial
California
$6.63M +$4.58M +318,790 +239%
JP Morgan Chase
9
JP Morgan Chase
New York
$4.99M +$54.2K +3,770 +1%
GC
10
Guggenheim Capital
Illinois
$3.95M +$998K +69,446 +35%
UBS Group
11
UBS Group
Switzerland
$3.49M +$532K +36,998 +18%
Bank of America
12
Bank of America
North Carolina
$3.4M +$135K +9,369 +4%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.16M +$119K +8,298 +4%
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$3.09M +$723K +50,329 +31%
AWA
15
Arete Wealth Advisors
Illinois
$3.02M -$776K -53,975 -21%
LCM
16
Landscape Capital Management
New Jersey
$2.45M -$633K -44,052 -21%
Invesco
17
Invesco
Georgia
$2.32M -$404K -28,078 -15%
First Trust Advisors
18
First Trust Advisors
Illinois
$2.3M +$2.53K +176 +0.1%
OA
19
Oxbow Advisors
Texas
$2.18M +$68.9K +4,796 +3%
ACM
20
Advent Capital Management
New York
$2.05M – – –
WCM
21
Windsor Capital Management
Arizona
$1.85M -$47.6K -3,309 -3%
9WM
22
9258 Wealth Management
Ohio
$1.57M -$80.4K -5,594 -5%
MAFM
23
Mid Atlantic Financial Management
Pennsylvania
$1.49M +$60.1K +4,184 +4%
AG
24
Advisor Group
Arizona
$1.31M +$123K +8,546 +11%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$1.25M +$52.1K +3,626 +4%
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