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AVK

Advent Convertible and Income Fund
AVK

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$47.2M +$46.9M +3,506,118 +676%
RJA
2
Raymond James & Associates
Florida
$9.48M -$402K -30,085 -4%
AAM
3
Advisors Asset Management
Colorado
$8.69M +$2M +149,463 +25%
GC
4
Guggenheim Capital
Illinois
$7.89M -$1.56M -116,376 -15%
Wells Fargo
5
Wells Fargo
California
$5.78M +$261K +19,532 +4%
Koshinski Asset Management
6
Koshinski Asset Management
Illinois
$4.9M +$124K +9,252 +2%
Bank of America
7
Bank of America
North Carolina
$4.25M -$346K -25,855 -7%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$3.98M -$227K -17,001 -5%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.13M -$276K -20,600 -7%
AWA
10
Arete Wealth Advisors
Illinois
$2.84M +$133K +9,959 +4%
UBS Group
11
UBS Group
Switzerland
$2.77M -$1.37M -102,725 -30%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.23M +$705K +52,741 +38%
LPL Financial
13
LPL Financial
California
$2.19M +$333K +24,862 +15%
Invesco
14
Invesco
Georgia
$1.58M +$132K +9,843 +8%
EDRIA
15
Edmonds Duncan Registered Investment Advisors
Kansas
$1.57M +$267K +19,936 +18%
FAM
16
Formidable Asset Management
Ohio
$1.5M -$36.2K -2,706 -2%
OA
17
Oxbow Advisors
Texas
$1.38M -$1.73K -129 -0.1%
First Trust Advisors
18
First Trust Advisors
Illinois
$1.1M -$351K -26,265 -22%
9WM
19
9258 Wealth Management
Ohio
$1.08M -$76K -5,686 -6%
AAS
20
Avantax Advisory Services
Texas
$918K -$50.5K -3,777 -5%
FC
21
FCA Corp
Texas
$877K +$8.04K +601 +0.8%
ARC
22
Advisor Resource Council
Texas
$848K +$966K +72,256 New
SPIA
23
Steward Partners Investment Advisory
New York
$782K +$46.3K +3,459 +5%
Baird Financial Group
24
Baird Financial Group
Wisconsin
$770K +$6.61K +494 +0.8%
NA
25
NewEdge Advisors
Louisiana
$715K +$35.7K +2,670 +5%
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