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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Who bought or sold ADVENT CONV & INCOME FD this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Wells Fargo & Company | 729k | $15k | 100% | Sep 2024 |
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LPL Financial | 435k | $8.7k | 100% | Sep 2024 |
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Koshinski Asset Management | 316k | $6.3k | 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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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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Stolper | 56k | $999.754800 | 100% | Sep 2024 |
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Modern Wealth Management | 55k | $1.1k | 100% | Sep 2024 |
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Twelve Points Wealth Management | 36k | $714.071700 | 100% | Sep 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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Sage Capital Management | 25k | $504.000000 | 100% | Sep 2024 |
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Oxbow Advisors | 23k | $461.202400 | 100% | Sep 2024 |
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Vanguard Capital Wealth Advisors | 21k | $411.313100 | 100% | Sep 2024 |
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Atomi Financial Group | 20k | $402.238700 | 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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Melfa Wealth Management | 14k | $274.620000 | 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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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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Bartlett & Co. Wealth Management | 1.3k | $26.000000 | 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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Atticus Wealth Management | 837.00 | $16.991100 | 100% | Sep 2024 |
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International Assets Investment Management | 691.00 | $35M | 100% | Sep 2024 |
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Reuter James Wealth Management | 480.00 | $9.984000 | 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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