Advent Convertible & Income Fund
AVK- Exchange
- NYSE
- SEC CIK
- 0001219120
No open-market purchases or sales by Advent Convertible & Income Fund insiders were filed in the last 90 days; 107 institutions reported holding it in 13F filings for Q2 2026, worth $159.8M in total; no superinvestor holds it.
Q2 2023 vs. Q1 2023
How the institutions holding Advent Convertible & Income Fund changed between Q1 2023 and Q2 2023.
All holders in Q2 2023All holders in Q1 2023
| Measure | Q1 2023 | Q2 2023 | Change |
|---|---|---|---|
| Holders | 90 | 88 | −2 |
| Shares | 8.97M | 9.04M | +74.0K (+0.8%) |
| Value | $103.7M | $106.0M | +$2.28M (+2.2%) |
New holders (7)
Institutions that held Advent Convertible & Income Fund at the end of Q2 2023 but not at the end of Q1 2023.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Koshinski Asset Management, Inc. | 280,088 | $3.28M | 0.35% |
| Ieq Capital, LLC | 13,820 | $162.0K | 0.00% |
| Susquehanna International Group, LLP | 12,412 | $145.5K | 0.00% |
| Jaffetilchin Investment Partners, LLC | 10,184 | $119.4K | 0.01% |
| Stonebridge Capital Advisors LLC | 844 | $9.89K | 0.00% |
| Coppell Advisory Solutions LLC | 105 | $1.23K | 0.00% |
| Venturi Wealth Management, LLC | 87 | $1.02K | 0.00% |
Sold out (9)
Institutions that held Advent Convertible & Income Fund at the end of Q1 2023 and filed for Q2 2023 without it.
| Institution | Shares, Q1 2023 | Value, Q1 2023 |
|---|---|---|
| Mutual Advisors, LLC | 24,196 | $279.7K |
| Wolverine Asset Management LLC | 19,557 | $226.1K |
| Capital Investment Advisors, LLC | 12,697 | $146.8K |
| Sowell Financial Services LLC | 11,814 | $137.0K |
| BDO Wealth Advisors, LLC | 1,803 | $20.8K |
| Gradient Investments LLC | 1,789 | $20.7K |
| IFP Advisors, Inc | 1,325 | $20.6K |
| Chilton Capital Management LLC | 210 | $2.43K |
| Asset Dedication, LLC | 26 | $0 |