Who owns Advent Claymore Convertible Sec & Inc Fd?
- Ticker: AVK
- CUSIP Number: 00764C109
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Analyze quarterly positions in Advent Claymore Convertible Sec & Inc with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Advent Claymore Convertible Sec & Inc Fd this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Morgan Stanley | 1.7M | $20M | -9% | Jun 2024 |
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Penserra Capital Management | 996k | $12M | 100% | Sep 2024 |
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Wells Fargo & Company | 745k | $8.7M | 1% | Sep 2024 |
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Guggenheim Capital, LLC Managers | 670k | $7.9M | -4% | Sep 2024 |
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Arete Wealth Advisors | 600k | $3.6M | 83% | Sep 2024 |
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Advisors Asset Management | 493k | $5.8M | 29% | Sep 2024 |
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Raymond James Financial Services Advisors | 463k | $5.4M | 2% | Sep 2024 |
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LPL Financial | 435k | $5.1M | 2% | Sep 2024 |
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International Assets Investment Management | 408k | $35M | 1074% | Sep 2024 |
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Raymond James & Associates | 368k | $4.3M | -11% | Sep 2024 |
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Koshinski Asset Management | 342k | $4.0M | 4% | Sep 2024 |
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Commonwealth Equity Services | 176k | $2.1M | -12% | Sep 2024 |
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Edmonds Duncan Registered Investment Advisors | 161k | $1.9M | 7% | Sep 2024 |
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Invesco | 152k | $1.8M | -7% | Sep 2024 |
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Fca Corp | 142k | $1.7M | 9% | Sep 2024 |
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Wealth Enhancement Advisory Services | 140k | $1.7M | 8% | Jun 2024 |
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BBK Capital Partners | 121k | $1.4M | -6% | Sep 2024 |
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Advisor Group Holdings | 117k | $1.4M | -27% | Sep 2024 |
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Cambridge Investment Research Advisors | 78k | $911k | 0% | Sep 2024 |
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Cyndeo Wealth Partners | 63k | $744k | 0% | Sep 2024 |
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PFG Investments | 62k | $739k | 66% | Jun 2024 |
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Goss Wealth Management | 62k | $735k | 4% | Jun 2024 |
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Bank of America Corporation | 60k | $703k | 14% | Sep 2024 |
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9258 Wealth Management | 59k | $697k | -1% | Sep 2024 |
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Modern Wealth Management | 58k | $677k | 100% | Sep 2024 |
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Stolper | 56k | $659k | -1% | Sep 2024 |
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Sanctuary Advisors | 50k | $581k | 100% | Jun 2024 |
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Royal Bank of Canada | 47k | $542k | 2% | Sep 2024 |
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Shaker Financial Services | 42k | $488k | 100% | Sep 2024 |
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Twelve Points Wealth Management | 36k | $421k | 0% | Sep 2024 |
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Heron Bay Capital Management | 35k | $412k | 0% | Sep 2024 |
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Ameritas Advisory Services | 35k | $406k | 39% | Sep 2024 |
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Centurion Wealth Management | 32k | $374k | 47% | Sep 2024 |
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Sage Capital Management | 32k | $372k | 31% | Sep 2024 |
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Oxbow Advisors | 23k | $275k | 3% | Sep 2024 |
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Beacon Pointe Advisors | 23k | $271k | -16% | Sep 2024 |
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Windsor Capital Management | 22k | $262k | 1% | Sep 2024 |
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Brian McDonald | 22k | $260k | -1% | Sep 2024 |
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Steward Partners Investment Advisory | 22k | $264k | -19% | Jun 2024 |
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Branch Banking & Trust Company | 22k | $260k | 0% | Jun 2024 |
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Moors & Cabot | 21k | $247k | 0% | Sep 2024 |
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Vanguard Capital Wealth Advisors | 21k | $243k | 0% | Sep 2024 |
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Atomi Financial Group | 20k | $237k | 0% | Sep 2024 |
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Cetera Investment Advisers | 19k | $228k | -17% | Jun 2024 |
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Pnc Financial Services | 19k | $218k | 0% | Sep 2024 |
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Mariner Wealth Advisors | 17k | $203k | -16% | Sep 2024 |
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Raymond James Trust | 17k | $194k | -11% | Sep 2024 |
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H D Vest Advisory Services | 16k | $185k | -21% | Jun 2024 |
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Concurrent Investment Advisors | 15k | $173k | -4% | Sep 2024 |
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Pinnacle Wealth Planning Services | 15k | $172k | -11% | Sep 2024 |
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Rsm Us Wealth Management | 14k | $164k | -19% | Sep 2024 |
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Melfa Wealth Management | 14k | $162k | 22% | Sep 2024 |
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Jaffetilchin Investment Partners | 14k | $158k | -4% | Sep 2024 |
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Oppenheimer & Co | 13k | $156k | 0% | Sep 2024 |
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CoreCap Advisors | 13k | $154k | -44% | Sep 2024 |
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Calton & Associates | 13k | $152k | 100% | Sep 2024 |
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Kestra Private Wealth Services | 12k | $141k | 0% | Sep 2024 |
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Encompass More Asset Management | 12k | $140k | 100% | Sep 2024 |
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Transcend Wealth Collective | 12k | $137k | 0% | Sep 2024 |
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Stifel Financial | 11k | $134k | 100% | Jun 2024 |
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Park Avenue Securities | 11k | $124k | -10% | Sep 2024 |
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Capital Investment Advisors | 10k | $119k | 100% | Sep 2024 |
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Harbour Investments | 9.7k | $114k | -7% | Sep 2024 |
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Gilliland Jeter Wealth Management | 4.8k | $57k | -4% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 5.1k | $60k | 2% | Sep 2024 |
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MeadowBrook Investment Advisors | 5.1k | $59k | 5% | Sep 2024 |
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Larson Financial Group | 3.8k | $45k | 245% | Sep 2024 |
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ZB | 2.0k | $24k | 0% | Sep 2024 |
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Atlantic Trust | 2.0k | $23k | 1% | Sep 2024 |
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Us Bancorp | 1.5k | $17k | 0% | Sep 2024 |
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Bartlett & Co. Wealth Management | 1.3k | $15k | 0% | Sep 2024 |
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Global Retirement Partners | 1.1k | $13k | 55% | Sep 2024 |
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IFP Advisors | 1.0k | $12k | 100% | Jun 2024 |
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Fortis Group Advisors | 909.00 | $11k | 0% | Sep 2024 |
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Atticus Wealth Management | 837.00 | $9.8k | 0% | Sep 2024 |
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Gen-Wealth Partners | 495.00 | $5.9k | 0% | Jun 2024 |
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CWM | 423.00 | $5.0k | 958% | Sep 2024 |
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North Star Investment Management | 420.00 | $4.9k | 0% | Sep 2024 |
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Hanson McClain Advisors | 400.00 | $4.7k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 400.00 | $4.7k | 0% | Sep 2024 |
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Assetmark | 262.00 | $3.1k | 0% | Sep 2024 |
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Coppell Advisory Solutions | 105.00 | $1.2k | 0% | Sep 2024 |
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Geneos Wealth Management | 99.00 | $1.2k | 0% | Jun 2024 |
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Who sold out of Advent Claymore Convertible Sec & Inc?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
CNH Partners | Jun 2024 | 79k | $946k |
Rockefeller Capital Management | Mar 2024 | 19k | $222k |
Trust Investment Advisors | Jun 2024 | 11k | $133k |
Redwood Wealth Management Group | Jun 2024 | 3.6k | $42k |
Abich Financial Wealth Management | Jun 2024 | 300.00 | $3.6k |
Venturi Wealth Management | Jun 2024 | 100.00 | $1.2k |