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 (Q4 2025). 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, Raymond James Financial Inc, Penserra Capital Management Llc, Wells Fargo & Company/Mn, and Guggenheim Capital Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Advisors Asset Management, Inc.Sell-739,152-100.0%0$0.00Q4 2025Aug 26, 2026
Arete Wealth Advisors, LlcBuy+308,048—308,048$3.86MQ4 2025Aug 11, 2026
Nwf Advisory Services Inc.Buy+70,893—70,893$889.00KQ4 2025Mar 03, 2026
Compound Planning, Inc.Buy+21,156—21,156$265.30KQ4 2025Feb 19, 2026
Raymond James Financial IncBuy+1,534,321—1,534,321$19.24MQ4 2025Feb 18, 2026
Newedge Advisors, LlcBuy+69,775—69,775$874.98KQ4 2025Feb 18, 2026
Beacon Pointe Advisors, LlcBuy+23,428—23,428$293.79KQ4 2025Feb 18, 2026
Guggenheim Capital LlcBuy+785,038—785,038$9.84MQ4 2025Feb 17, 2026
Creative PlanningBuy+140,680—140,680$1.76MQ4 2025Feb 17, 2026
Osaic Holdings, Inc.Buy+117,678—117,678$1.48MQ4 2025Feb 17, 2026
&PartnersBuy+81,621—81,621$1.02MQ4 2025Feb 17, 2026
Bank Of America CorpBuy+69,942—69,942$877.07KQ4 2025Feb 17, 2026
Modern Wealth Management, LlcBuy+61,831—61,831$775.37KQ4 2025Feb 17, 2026
Waverly Advisors, LlcBuy+54,270—54,270$680.55KQ4 2025Feb 17, 2026
Royal Bank Of CanadaBuy+42,711—42,711$535.00KQ4 2025Feb 17, 2026
Cetera Investment AdvisersBuy+40,701—40,701$510.38KQ4 2025Feb 17, 2026
Rockefeller Capital Management L.P.Buy+4,927—4,927$61.79KQ4 2025Feb 17, 2026
Wells Fargo & Company/MnBuy+799,373—799,373$10.02MQ4 2025Feb 13, 2026
Morgan StanleyBuy+486,277—486,277$6.10MQ4 2025Feb 13, 2026
Baird Financial Group, Inc.Buy+300,161—300,161$3.76MQ4 2025Feb 13, 2026
Stifel Financial CorpBuy+50,624—50,624$634.82KQ4 2025Feb 13, 2026
Heron Bay Capital ManagementBuy+42,823—42,823$537.00KQ4 2025Feb 13, 2026
Quarry LpBuy+38,423—38,423$481.82KQ4 2025Feb 13, 2026
Level Four Advisory Services, LlcBuy+13,094—13,094$164.21KQ4 2025Feb 13, 2026
Pinnacle Wealth Planning Services, Inc.Buy+12,398—12,398$155.47KQ4 2025Feb 13, 2026
Kestra Advisory Services, LlcBuy+9,491—9,491$119.01KQ4 2025Feb 13, 2026
Golden State Wealth Management, LlcBuy+1,026—1,026$12.87KQ4 2025Feb 13, 2026
Gen-Wealth Partners IncBuy+495—495$6.21KQ4 2025Feb 13, 2026
Sit Investment Associates IncBuy+2,437,672—2,437,672$30.57MQ4 2025Feb 12, 2026
Penserra Capital Management LlcBuy+1,303,614—1,303,614$16.35MQ4 2025Feb 12, 2026
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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.