ADVENT CONVERT & INCOME (AVK) Institutional Ownership Changes & 13F Activity

ADVENT CONVERT & INCOME (AVK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Sit Investment Associates Inc, Rockefeller Capital Management L.P., Raymond James Financial Inc, Newedge Advisors, Llc, and Readystate Asset Management Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Integrated Wealth Concepts LlcSell-3,766-9.9%34,396$450.59KQ2 2026Sep 09, 2026
Beacon Pointe Advisors, LlcBuy+4,791+44.4%15,591$204.24KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+18,53618,536$242.82KQ2 2026Aug 17, 2026
Raymond James Financial IncBuy+181,443+11.3%1,780,142$23.32MQ2 2026Aug 14, 2026
Readystate Asset Management LpSell-93,208-87.6%13,165$172.46KQ2 2026Aug 14, 2026
Advisors Asset Management, Inc.Buy+86,808+12.6%777,357$10.18MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-41,882-99.8%72$1.00KQ2 2026Aug 14, 2026
Millennium Management LlcSell-41,478-77.6%11,992$157.09KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+33,27333,273$435.88KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+21,935+2.6%881,999$11.55MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+17,549+17.5%117,641$1.54MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+6,063+18.2%39,309$514.95KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+4,558+7.5%65,016$851.71KQ2 2026Aug 14, 2026
Waverly Advisors, LlcSell-3,446-6.9%46,333$606.96KQ2 2026Aug 14, 2026
Logan Stone Capital, LlcBuy+2,337+17.2%15,892$208.19KQ2 2026Aug 14, 2026
Quarry LpBuy+1,988+4.7%44,322$580.62KQ2 2026Aug 14, 2026
&PartnersSell-1,663-2.3%71,383$933.22KQ2 2026Aug 14, 2026
Modern Wealth Management, LlcBuy+72+0.1%54,307$711.42KQ2 2026Aug 14, 2026
Rockefeller Capital Management L.P.Buy+183,096+2322.4%190,980$2.50MQ2 2026Aug 13, 2026
Morgan StanleySell-26,774-4.9%516,337$6.76MQ2 2026Aug 13, 2026
Penserra Capital Management LlcBuy+26,123+4.0%684,338$8.96MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+21,557+9.5%248,369$3.25MQ2 2026Aug 13, 2026
Ubs Group AgBuy+5,492+5.3%109,792$1.44MQ2 2026Aug 13, 2026
Arete Wealth Advisors, LlcBuy+1,913+0.6%319,601$4.19MQ2 2026Aug 13, 2026
Sanctuary Advisors, LlcBuy+1,293+2.0%67,558$885.01KQ2 2026Aug 13, 2026
Sit Investment Associates IncSell-712,460-33.4%1,421,316$18.62MQ2 2026Aug 12, 2026
Newedge Advisors, LlcBuy+96,52496,524$1.26MQ2 2026Aug 12, 2026
Guggenheim Capital LlcBuy+58,052+7.8%801,115$10.49MQ2 2026Aug 12, 2026
Landscape Capital Management, L.L.C.Buy+22,18522,185$290.62KQ2 2026Aug 12, 2026
Stifel Financial CorpBuy+6,963+12.4%63,232$828.34KQ2 2026Aug 12, 2026
Showing 30 of 88

Frequently asked questions about AVK activity

  • Which institutional owners are buying AVK?

    Institutional owners buying AVK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in AVK activity?

    "Buy" means an investor increased their reported position in AVK compared to the prior reporting period. This reflects growing exposure to ADVENT CONVERT & INCOME (AVK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in AVK increasing?

    Institutional interest in AVK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.