Industry n/a · SIC —
ADVENT CONVERTIBLE & INCOME FUND
AVK
Latest revenue
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as of —
Latest net income
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Net margin
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ActaClear Score
Computed from 5 years of SEC fundamentals + latest market data, ranked within industry (4096 peers). 10 = best in industry, 5 = median, 0 = worst. Refreshed Jun 7, 2026.
Community sentiment
Where do you think AVK is heading?
Price · 5Y
Live market
delayed ≤15 min- Market cap
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- Enterprise value
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- P/E (trailing)
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- Forward P/E
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- P/B
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- Dividend yield
- 12.3%
- 52-wk high
- $13.28
- 52-wk low
- $10.77
- Beta
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- Shares out
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5-year trend
About AVK
Business description and risk factors will appear here once AVK's latest filing is fully ingested.
Earnings tracker
Not enough quarterly history for AVK yet to draw an earnings tracker.
Industry trend
Industry · SIC —
Your notes
Keep private notes on AVK — thesis, target price, catalysts to watch.
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Insider activity
No insider transactions on file for AVK in the last 12 months.
Source: SEC Form 4 filings. Backfill runs nightly.
Who owns AVK
Institutional value
$45.5M
Total shares held
7.0M
Distinct holders
73
-25 vs prior
As of
2026-03-31
Prior: 2025-12-31
Filers with $100M+ AUM disclose holdings 45 days after quarter end.
Top institutional holders
| # | Manager | Shares | Value | QoQ change | Action |
|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 860.1K | $9.6M | +60.7K (+7.6%) | Added |
| 2 | LPL Financial LLC | 536.3K | $6.0M | -30.7K (-5.4%) | Trimmed |
| 3 | Koshinski Asset Management, Inc. | 472.8K | $5.3M | +7.7K (+1.6%) | Added |
| 4 | Steward Partners Investment Advisory, LLC | 226.8K | $2.5M | +9.0K (+4.1%) | Added |
| 5 | COMMONWEALTH EQUITY SERVICES, LLC | 164.1K | $1.8M | +767 (+0.5%) | Added |
| 6 | Cyndeo Wealth Partners, LLC | 153.1K | $1.7M | +15.0K (+10.8%) | Added |
| 7 | WOLVERINE ASSET MANAGEMENT LLC | 153.0K | $1.7M | — | New |
| 8 | Creative Planning | 141.0K | $1.6M | +284 (+0.2%) | Added |
| 9 | UBS Group AG | 104.3K | $1.2M | -553 (-0.5%) | Trimmed |
| 10 | Formidable Asset Management, LLC | 75.2K | $943.1K | -14.1K (-15.8%) | Trimmed |
| 11 | NWF Advisory Services Inc. | 69.1K | $771.0K | -1.8K (-2.5%) | Trimmed |
| 12 | ABSOLUTE INVESTMENT ADVISERS, LLC | 68.4K | $763.2K | +9.4K (+15.9%) | Added |
| 13 | Sanctuary Advisors, LLC | 66.3K | $739.5K | -1.0K (-1.5%) | Trimmed |
| 14 | PFG Investments, LLC | 56.6K | $631.5K | +283 (+0.5%) | Added |
| 15 | STIFEL FINANCIAL CORP | 56.3K | $628.0K | +5.6K (+11.2%) | Added |
| 16 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 47.6K | $541.6K | +0 (+0.0%) | No change |
| 17 | Heron Bay Capital Management | 42.8K | $477.9K | +0 (+0.0%) | No change |
| 18 | Concurrent Investment Advisors, LLC | 40.9K | $456.2K | +2.8K (+7.5%) | Added |
| 19 | Cetera Investment Advisers | 39.1K | $436.6K | -1.6K (-3.9%) | Trimmed |
| 20 | WCG Wealth Advisors LLC | 36.8K | $410.2K | +0 (+0.0%) | No change |
Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.
Top questions investors are asking
Coming once AVK's latest filing finishes processing.
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