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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Integrated Wealth Concepts Llc | Sell | -3,766 | -9.9% | 34,396 | $450.59K | Q2 2026 | Sep 09, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +4,791 | +44.4% | 15,591 | $204.24K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +18,536 | — | 18,536 | $242.82K | Q2 2026 | Aug 17, 2026 |
| Raymond James Financial Inc | Buy | +181,443 | +11.3% | 1,780,142 | $23.32M | Q2 2026 | Aug 14, 2026 |
| Readystate Asset Management Lp | Sell | -93,208 | -87.6% | 13,165 | $172.46K | Q2 2026 | Aug 14, 2026 |
| Advisors Asset Management, Inc. | Buy | +86,808 | +12.6% | 777,357 | $10.18M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -41,882 | -99.8% | 72 | $1.00K | Q2 2026 | Aug 14, 2026 |
| Millennium Management Llc | Sell | -41,478 | -77.6% | 11,992 | $157.09K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +33,273 | — | 33,273 | $435.88K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +21,935 | +2.6% | 881,999 | $11.55M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +17,549 | +17.5% | 117,641 | $1.54M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +6,063 | +18.2% | 39,309 | $514.95K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +4,558 | +7.5% | 65,016 | $851.71K | Q2 2026 | Aug 14, 2026 |
| Waverly Advisors, Llc | Sell | -3,446 | -6.9% | 46,333 | $606.96K | Q2 2026 | Aug 14, 2026 |
| Logan Stone Capital, Llc | Buy | +2,337 | +17.2% | 15,892 | $208.19K | Q2 2026 | Aug 14, 2026 |
| Quarry Lp | Buy | +1,988 | +4.7% | 44,322 | $580.62K | Q2 2026 | Aug 14, 2026 |
| &Partners | Sell | -1,663 | -2.3% | 71,383 | $933.22K | Q2 2026 | Aug 14, 2026 |
| Modern Wealth Management, Llc | Buy | +72 | +0.1% | 54,307 | $711.42K | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +183,096 | +2322.4% | 190,980 | $2.50M | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -26,774 | -4.9% | 516,337 | $6.76M | Q2 2026 | Aug 13, 2026 |
| Penserra Capital Management Llc | Buy | +26,123 | +4.0% | 684,338 | $8.96M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +21,557 | +9.5% | 248,369 | $3.25M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +5,492 | +5.3% | 109,792 | $1.44M | Q2 2026 | Aug 13, 2026 |
| Arete Wealth Advisors, Llc | Buy | +1,913 | +0.6% | 319,601 | $4.19M | Q2 2026 | Aug 13, 2026 |
| Sanctuary Advisors, Llc | Buy | +1,293 | +2.0% | 67,558 | $885.01K | Q2 2026 | Aug 13, 2026 |
| Sit Investment Associates Inc | Sell | -712,460 | -33.4% | 1,421,316 | $18.62M | Q2 2026 | Aug 12, 2026 |
| Newedge Advisors, Llc | Buy | +96,524 | — | 96,524 | $1.26M | Q2 2026 | Aug 12, 2026 |
| Guggenheim Capital Llc | Buy | +58,052 | +7.8% | 801,115 | $10.49M | Q2 2026 | Aug 12, 2026 |
| Landscape Capital Management, L.L.C. | Buy | +22,185 | — | 22,185 | $290.62K | Q2 2026 | Aug 12, 2026 |
| Stifel Financial Corp | Buy | +6,963 | +12.4% | 63,232 | $828.34K | Q2 2026 | Aug 12, 2026 |
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.
Related AVK Institutional Insights
- AVK Overview
- AVK 13F Institutional Holders
- AVK Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- AVK Insider Trading & SEC Form 4 Activity
- AVK Articles
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