AVK
ADVENT CONVERTIBLE & INCOME FUND
NYSE
Total Trades
24
Buys
21
Sells
3
Largest Trade
$500K+
Insiders
8
Institutional Funds
89
Inst. Value
$1M+
Activist Filings
2
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Stuebe Nancy E. | Director | BUY | $1K–$15K | 600 | $11.21 | May 1, 2025 |
| SEIZERT GERALD L | Director | BUY | $1K–$15K | 1K | $11.28 | Oct 21, 2024 |
| Stuebe Nancy E. | Director | BUY | $15K–$50K | 2K | $11.28 | Oct 21, 2024 |
| NYBERG RONALD | Trustee | BUY | $15K–$50K | 4K | $11.28 | Oct 21, 2024 |
| MAITLAND TRACY V | CHAIRMAN | BUY | $100K–$500K | 13K | $11.28 | Oct 21, 2024 |
| Barnes Randall C | Director | BUY | $15K–$50K | 4K | $11.28 | Oct 21, 2024 |
| Black Daniel | Director | BUY | $1K–$15K | 1K | $11.28 | Oct 18, 2024 |
| Huang Tony | V.P. & Assistant S… | BUY | $15K–$50K | 2K | $11.28 | Oct 18, 2024 |
| Stuebe Nancy E. | Director | BUY | $1K–$15K | 500 | $11.71 | May 2, 2024 |
| Stuebe Nancy E. | Director | BUY | $1K–$15K | 400 | $11.86 | Feb 2, 2024 |
| MAITLAND TRACY V | CHAIRMAN | SELL | $50K–$100K | 7K | $11.17 | Dec 22, 2023 |
| Stuebe Nancy E. | Director | BUY | $1K–$15K | 400 | $10.25 | Nov 8, 2023 |
| Stuebe Nancy E. | Director | BUY | $1K–$15K | 375 | $11.84 | Aug 2, 2023 |
| MAITLAND TRACY V | CHAIRMAN | SELL | $500K+ | 59K | $11.69 | Jul 18, 2023 |
| ADVENT CAPITAL MANAGEMENT /DE/ | Insider | SELL | $500K+ | 59K | $11.69 | Jul 18, 2023 |
| Stuebe Nancy E. | Director | BUY | $1K–$15K | 345 | $11.59 | May 17, 2023 |
| Stuebe Nancy E. | Director | BUY | $1K–$15K | 400 | $12.36 | Jan 26, 2023 |
| Stuebe Nancy E. | Director | BUY | $1K–$15K | 450 | $10.71 | Oct 24, 2022 |
| Stuebe Nancy E. | Director | BUY | $1K–$15K | 275 | $12.84 | May 13, 2022 |
| Stuebe Nancy E. | Director | BUY | $1K–$15K | 259 | $14.68 | Mar 14, 2022 |
| Barnes Randall C | Director | BUY | $15K–$50K | 1K | $17.87 | Jan 13, 2022 |
| Barnes Randall C | Director | BUY | $15K–$50K | 1K | $18.20 | Jan 11, 2022 |
| Stuebe Nancy E. | Director | BUY | $1K–$15K | 549 | $18.74 | Jan 7, 2022 |
| Barnes Randall C | Director | BUY | $15K–$50K | 1K | $18.25 | Jan 5, 2022 |
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Institutional Ownership
13F filings as of Dec 31, 2025 · 89 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| SIT INVESTMENT ASSOCIATES INC | 2.4M | $1M+ | SH |
| Penserra Capital Management LLC | 1.3M | $1M+ | SH |
| Advisors Asset Management, Inc. | 789K | $1M+ | SH |
| GUGGENHEIM CAPITAL LLC | 785K | $1M+ | SH |
| RAYMOND JAMES FINANCIAL INC | 741K | $1M+ | SH |
| LPL Financial LLC | 567K | $1M+ | SH |
| Koshinski Asset Management, Inc. | 465K | $1M+ | SH |
| WELLS FARGO & COMPANY/MN | 371K | $1M+ | SH |
| Arete Wealth Advisors, LLC | 308K | $1M+ | SH |
| Baird Financial Group, Inc. | 300K | $1M+ | SH |
| FCA CORP /TX | 231K | $1M+ | SH |
| Steward Partners Investment Advisory, LLC | 218K | $1M+ | SH |
| COMMONWEALTH EQUITY SERVICES, LLC | 163K | $1M+ | SH |
| Cyndeo Wealth Partners, LLC | 138K | $1M+ | SH |
| UBS Group AG | 105K | $1M+ | SH |
| Formidable Asset Management, LLC | 89K | $1M+ | SH |
| NWF Advisory Services Inc. | 71K | $500K+ | SH |
| NewEdge Advisors, LLC | 70K | $500K+ | SH |
| Cambridge Investment Research Advisors, Inc. | 68K | $500K+ | SH |
| Sanctuary Advisors, LLC | 67K | $500K+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Sit Investment Associates, Inc.
SC 13G · Jan 3, 2025
9.9%
4.4M shares
Morgan Stanley I.R.S. # 36-3145972
SC 13G · Feb 12, 2024
4.3%
1.5M shares