Who owns ADVENT CONV & INCOME FD?
- CUSIP Number: 00764c117
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Analyze quarterly positions in Advent Conv & Income with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Advent Conv & Income stock
Who bought or sold ADVENT CONV & INCOME FD this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Sit Investment Associates | 2.3M | $45k | 100% | Sep 2024 |
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| UBS Group | 1.7M | $35k | 100% | Sep 2024 |
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| Wells Fargo & Company | 729k | $15k | 100% | Sep 2024 |
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| LPL Financial | 435k | $8.7k | 100% | Sep 2024 |
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| Alpine Partners VI | 321k | $6.4k | 100% | Sep 2024 |
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| Boothbay Fund Management | 308k | $6.1k | 100% | Sep 2024 |
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| Quarry | 265k | $5.3k | 100% | Sep 2024 |
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| Baird Financial | 206k | $4.1k | 100% | Sep 2024 |
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| Commonwealth Equity Services | 178k | $4.0k | 100% | Sep 2024 |
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| Advisor Group Holdings | 114k | $2.3k | 100% | Sep 2024 |
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| Cable Car Capital | 100k | $2.0k | 100% | Sep 2024 |
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| Yakira Capital Management | 84k | $1.7k | 100% | Sep 2024 |
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| Cambridge Investment Research Advisors | 78k | $2.0k | 100% | Sep 2024 |
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| 9258 Wealth Management | 60k | $1.2k | 100% | Sep 2024 |
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| Modern Wealth Management | 55k | $1.1k | 100% | Sep 2024 |
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| Goss Wealth Management | 48k | $956.413900 | 100% | Sep 2024 |
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| Royal Bank of Canada | 47k | $0 | 100% | Sep 2024 |
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| Bank of America Corporation | 43k | $827.116800 | 100% | Sep 2024 |
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| Wealth Enhancement Advisory Services | 41k | $813.332900 | 100% | Dec 2024 |
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| Heron Bay Capital Management | 35k | $698.748700 | 100% | Sep 2024 |
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| Centurion Wealth Management | 32k | $633.675700 | 100% | Sep 2024 |
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| Virtu Financial | 28k | $999.681200 | 100% | Sep 2024 |
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| Susquehanna International | 26k | $520.584000 | 100% | Sep 2024 |
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| Sage Capital Management | 25k | $504.000000 | 100% | Sep 2024 |
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| Steward Partners Investment Advisory | 24k | $478.555200 | 100% | Sep 2024 |
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| Oxbow Advisors | 23k | $461.202400 | 100% | Sep 2024 |
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| Beacon Pointe Advisors | 23k | $459.152700 | 100% | Sep 2024 |
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| Branch Banking & Trust Company | 22k | $442.580000 | 100% | Sep 2024 |
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| Vanguard Capital Wealth Advisors | 21k | $411.313100 | 100% | Sep 2024 |
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| Two Sigma Securities | 18k | $365.403800 | 100% | Sep 2024 |
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| Pnc Financial Services | 18k | $366.520000 | 100% | Sep 2024 |
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| Raymond James Trust | 17k | $328.250500 | 100% | Sep 2024 |
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| ELCO Management | 14k | $278.600000 | 100% | Sep 2024 |
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| Jaffetilchin Investment Partners | 13k | $266.023200 | 100% | Sep 2024 |
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| Oppenheimer & Co | 13k | $264.610300 | 100% | Sep 2024 |
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| Stifel Financial | 11k | $227.078900 | 100% | Sep 2024 |
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| Pinnacle Wealth Planning Services | 11k | $217.765700 | 100% | Sep 2024 |
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| Northern Trust | 11k | $216.472200 | 100% | Sep 2024 |
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| Concurrent Investment Advisors | 10k | $200.970100 | 100% | Sep 2024 |
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| Northwestern Mutual Wealth Management Company | 5.1k | $101.040000 | 100% | Sep 2024 |
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| Larson Financial Group | 3.8k | $75.900000 | 100% | Sep 2024 |
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| ZB | 2.0k | $39.999000 | 100% | Sep 2024 |
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| Atlantic Trust | 1.9k | $37.031000 | 100% | Sep 2024 |
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| Us Bancorp | 1.5k | $29.037800 | 100% | Sep 2024 |
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| Global Retirement Partners | 1.1k | $22.030400 | 100% | Sep 2024 |
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| Fortis Group Advisors | 909.00 | $16.998300 | 100% | Sep 2024 |
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| CWM | 423.00 | $0 | 100% | Sep 2024 |
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| North Star Investment Management | 419.00 | $8.002900 | 100% | Sep 2024 |
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| Hanson McClain Advisors | 400.00 | $8.000000 | 100% | Sep 2024 |
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| Assetmark | 262.00 | $5.004200 | 100% | Sep 2024 |
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| Coppell Advisory Solutions | 105.00 | $3.003000 | 100% | Sep 2024 |
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| Brian McDonald | 75.00 | $0.997500 | 100% | Sep 2024 |
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Who sold out of Advent Conv & Income?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Koshinski Asset Management | Sep 2024 | 316k | $6.3k |
| Stolper | Sep 2024 | 56k | $999.754800 |
| PFG Investments | Sep 2024 | 38k | $760.538200 |
| Twelve Points Wealth Management | Sep 2024 | 36k | $714.071700 |
| Atomi Financial Group | Sep 2024 | 20k | $402.238700 |
| Melfa Wealth Management | Sep 2024 | 14k | $274.620000 |
| Bartlett & Co. Wealth Management | Sep 2024 | 1.3k | $26.000000 |
| Atticus Wealth Management | Sep 2024 | 837.00 | $16.991100 |
| International Assets Investment Management | Sep 2024 | 691.00 | $35M |
| Reuter James Wealth Management | Sep 2024 | 480.00 | $9.984000 |