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ADVENT CONVERTIBLE & INCOME FUND

AVKNYSE
$11.57+0.24 (+2.12% today)
Legend
Insider buy
Insider sell
Congress buy
Congress sell
Hedge Funds
bought vs soldGreener markers show more buyers; redder markers show more sellers.
Company share activityNet buybacksNo changeNet dilution
Marker size reflects transaction size.
  • Insider buy
  • Insider sell
  • Congress buy
  • Congress sell
  • Hedge Funds bought vs sold
Share activityNet buybacksNo changeNet dilution

Marker size reflects transaction size. Greener fund markers mean more buyers.

  • Insider Buy
  • Insider Sell
  • Congress Buy
  • Congress Sell
  • Hedge funds bought vs sold
  • BuybackNo changeNet dilution

ADVENT CONVERTIBLE & INCOME FUND price and activity chart data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-9.6%). 0 insider or congressional trades plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding

Largest institutional holders

13F · Q2 2026
Fund% of company heldValue% of portfolioQuarterly activity
Raymond James Financial IncNot reported$23.3M0.01%Not reported
Sit Investment Associates IncNot reported$18.6M0.35%Reduce 33.39%
Wells Fargo & CompanyNot reported$11.6M0.00%Not reported
Guggenheim Capital LLCNot reported$10.5M0.07%Add 7.81%
Advisors Asset Management, Inc.Not reported$10.2M0.16%Not reported
Penserra Capital Management LLCNot reported$8.96M0.07%Not reported
LPL Financial LLCNot reported$6.93M0.00%Not reported
Morgan StanleyNot reported$6.76M0.00%Not reported
Koshinski Asset Management, Inc.Not reported$6.31M0.34%Add 1.86%
Wolverine Asset Management LLCNot reported$4.74M0.04%Not reported
Arete Wealth Advisors, LLCNot reported$4.19M0.28%Add 0.60%
Baird Financial Group, Inc.Not reported$3.75M0.01%Reduce 0.28%
Fca CorpNot reported$3.34M0.82%Add 6.59%
Steward Partners Investment Advisory, LLCNot reported$3.25M0.02%Not reported
Rockefeller Capital Management L.P.Not reported$2.5M0.00%Not reported
Commonwealth Equity Services, LLCNot reported$2.09M0.00%Not reported
Cyndeo Wealth Partners, LLCNot reported$2.01M0.09%Not reported
Creative PlanningNot reported$1.84M0.00%Not reported
Osaic Holdings, Inc.Not reported$1.54M0.00%Not reported
Cambridge Investment Research Advisors, Inc.Not reported$1.47M0.00%Not reported
UBS Group AGNot reported$1.44M0.00%Not reported
NewEdge Advisors, LLCNot reported$1.26M0.00%Not reported
Formidable Asset Management, LLCNot reported$825K0.13%Reduce 1.73%
&PartnersNot reported$933K0.00%Reduce 2.28%
Absolute Investment Advisers, LLCNot reported$898K0.09%Add 0.28%
NWF Advisory Services Inc.Not reported$879K0.08%Not reported
Stolper CoNot reported$861K0.22%Add 4.31%
Bank of America CorpNot reported$852K0.00%Not reported
Stifel Financial CorpNot reported$828K0.00%Not reported
Modern Wealth Management, LLCNot reported$711K0.01%Add 0.13%
PFG Investments, LLCNot reported$659K0.03%Reduce 11.11%
International Assets Investment Management, LLCNot reported$622K0.04%Not reported
Waverly Advisors, LLCNot reported$607K0.00%Not reported
Quarry LPNot reported$581K0.05%Add 4.70%
Heron Bay Capital ManagementNot reported$561K0.05%Not reported
Cetera Investment AdvisersNot reported$551K0.00%Not reported
Concurrent Investment Advisors, LLCNot reported$521K0.00%Reduce 2.67%
Ameritas Advisory Services, LLCNot reported$515K0.01%Not reported
PMG Family Office LLCNot reported$513K0.47%Add 18.17%
Calamos Advisors LLCNot reported$500K0.00%Add 207.43%
WCG Wealth Advisors LLCNot reported$481K0.01%Not reported
Sage Capital Management, LLCNot reported$474K0.19%Not reported
Twelve Points Wealth Management LLCNot reported$456K0.09%Not reported
Integrated Wealth Concepts LLCNot reported$453K0.00%Not reported
XTX Topco LtdNot reported$436K0.01%Not reported
Kestra Advisory Services, LLCNot reported$434K0.00%Not reported
Centurion Wealth Management LLCNot reported$430K0.10%Add 0.08%
Shaker Financial Services, LLCNot reported$393K0.12%Reduce 17.71%
Wealth Enhancement Advisory Services, LLCNot reported$376K0.00%Not reported
Moors & Cabot, Inc.Not reported$377K0.01%Not reported
50 of 102 holders

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