ADVENT CONVERTIBLE & INCOME FUND
Institutional Ownership & Holdings Analysis
About
advent-convertible--income-fund is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | SIT INVESTMENT ASSOCIATES INC(2025-03-31) | $46.9M |
| 2 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $14.4M |
| 3 | WELLS FARGO & COMPANY/MN(2025-03-31) | $9.1M |
| 4 | ABSOLUTE INVESTMENT ADVISERS, LLC(2025-03-31) | $9.1M |
| 5 | Advisors Asset Management, Inc.(2025-03-31) | $7.6M |
| 6 | GUGGENHEIM CAPITAL LLC(2025-03-31) | $7.6M |
| 7 | LPL Financial LLC(2025-03-31) | $5.5M |
| 8 | Koshinski Asset Management, Inc.(2025-03-31) | $4.9M |
| 9 | Arete Wealth Advisors, LLC(2025-03-31) | $3.7M |
| 10 | Baird Financial Group, Inc.(2025-03-31) | $3.5M |
| 11 | Quarry LP(2025-03-31) | $3.4M |
| 12 | FCA CORP /TX(2025-03-31) | $2.2M |
| 13 | COMMONWEALTH EQUITY SERVICES, LLC(2025-03-31) | $2.1M |
| 14 | Creative Planning(2025-03-31) | $1.8M |
| 15 | UBS Group AG(2025-03-31) | $1.4M |
| 16 | OSAIC HOLDINGS, INC.(2025-03-31) | $1.4M |
| 17 | Invesco Ltd.(2025-03-31) | $1.3M |
| 18 | Cyndeo Wealth Partners, LLC(2025-03-31) | $1.2M |
| 19 | READYSTATE ASSET MANAGEMENT LP(2024-12-31) | $1.2M |
| 20 | Formidable Asset Management, LLC(2025-03-31) | $1.1M |
As of 2025-03-31
Value:$46.9M
As of 2025-03-31
Value:$14.4M
As of 2025-03-31
Value:$9.1M
As of 2025-03-31
Value:$9.1M
As of 2025-03-31
Value:$7.6M
As of 2025-03-31
Value:$7.6M
As of 2025-03-31
Value:$5.5M
As of 2025-03-31
Value:$4.9M
As of 2025-03-31
Value:$3.7M
As of 2025-03-31
Value:$3.5M
#11Quarry LP
As of 2025-03-31
Value:$3.4M
#12FCA CORP /TX
As of 2025-03-31
Value:$2.2M
As of 2025-03-31
Value:$2.1M
As of 2025-03-31
Value:$1.8M
#15UBS Group AG
As of 2025-03-31
Value:$1.4M
As of 2025-03-31
Value:$1.4M
#17Invesco Ltd.
As of 2025-03-31
Value:$1.3M
As of 2025-03-31
Value:$1.2M
As of 2024-12-31
Value:$1.2M
As of 2025-03-31
Value:$1.1M
Total Institutional Holders:103
Top 10 Holders Own:75.2%