ADVENT CONV & INCOME FD

AVK

Data as of Q4 2025

Track which institutional investors hold this security, how their positions are changing, and whether consensus is bullish or bearish. Listed on US.

SymbolAVK

CUSIP00764C109

Type

mutual_fund

ClassCOM

SEC EDGAR Source

Institutional Holders

Total Institutional Value

$71M

Institutional Consensus

Price History

Institutional Holders(Showing 5 of 32)

Filer	Action	Shares	Value	Portfolio Weight	Est. P&L	Conviction
RAYMOND JAMES FINANCIAL INC	Increased	1.5M(+5.3%)	$19.2M	0.0%	+16.22%	30
WELLS FARGO & COMPANY/MN	Decreased	799,373(-8.8%)	$10M	0.0%	+49.23%	0
GUGGENHEIM CAPITAL LLC	Increased	785,038(+15.2%)	$9.8M	0.1%	+37.53%	32
LPL Financial LLC	Increased	567,005(+1.6%)	$7.1M	0.0%	+38.67%	28
MORGAN STANLEY	Decreased	486,277(-7.6%)	$6.1M	0.0%	+28.50%	0

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