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The company

Advent Convertible and Income Fund

AVK · NYSE

FinancialsFunds, Shells & SPACs

AVK stood above a rising 150-day average in 24 of the last 52 weekly readings, and has been out of that trend for the last 9 weeks. It is 10.9% below that average now. Financials: 49% of its 739 stocks in an uptrend (−4 points in four weeks).

SEC filings

Statistics

Rotation
not in the set
Weeks in an uptrend
out for 9
Insider buys, 12 months
$0
Insider sales, 12 months
$0
Officials’ trades on record
0
Institutions holding
102 (-1)

In the rotation

Each square a week: lit when it closed above a rising 150-day average. 24 of 52 weeks.

22 Apr – 21 Oct
43%52%61%Apr 26Jun 26Jul 26Sep 26Oct 26

Money in and out

1 Nov 2024 – 1 Oct 2026
$0$6,484Nov 24May 25Nov 25Apr 26Oct 26

Open-market buys above the line and sales below, in dollars.

Congress and officials

No member of Congress or official has disclosed a trade in it.

Insiders

Buy orders, 12 months0
Sale orders, 12 months0
Buyers · sellers0 · 0

No open-market buy or sale by its insiders on record.

Lines filed since 2 January 2026, newest first; every insider’s older lines are on their own page.

Institutions

Holders102-1 on the quarter
New · exited12 · 13
Reported value$126.5M

Quarter to 30 Jun 2026, against 31 Mar 2026; newest filing 31 Aug 2026.

ManagerSharesChange
RAYMOND JAMES FINANCIAL INCadded · filed 14 Aug 20261,780,142$23.3M+181,443+11.3%
WELLS FARGO & COMPANYadded · filed 14 Aug 2026881,999$11.6M+21,935+2.6%
GUGGENHEIM CAPITAL LLCadded · filed 12 Aug 2026801,115$10.5M+58,052+7.8%
Advisors Asset Management, Inc.added · filed 14 Aug 2026777,357$10.2M+86,808+12.6%
LPL Financial LLCreduced · filed 7 Aug 2026528,821$6.9M-7,484−1.4%
MORGAN STANLEYreduced · filed 13 Aug 2026516,337$6.8M-26,774−4.9%
Koshinski Asset Management, Inc.added · filed 27 Jul 2026481,591$6.3M+8,774+1.9%
WOLVERINE ASSET MANAGEMENT LLCadded · filed 10 Aug 2026361,758$4.7M+208,760+136.4%
Baird Financial Group, Inc.reduced · filed 12 Aug 2026285,983$3.7M-794−0.3%
FCA CORPadded · filed 11 Aug 2026254,832$3.3M+15,752+6.6%
31 Mar 2023 – 30 Jun 2026
7589102Mar 23Dec 23Dec 24Sep 25Jun 26

News

No headline names it lately.

Everyone who traded it

Nancy E. Stuebe Company insiderDirector, Other · last 1 May 202516 · 0
Daniel Black Company insiderDirector, Other · last 17 Oct 20244 · 6
Gerald L. Seizert Company insiderDirector, Other · last 17 Oct 202419 · 5
Randall C. Barnes Company insiderDirector, Other · last 17 Oct 202414 · 5
Ronald Nyberg Company insiderTrustee · last 17 Oct 20245 · 1
Tony Huang Company insiderV.P. & Assistant Secretary · last 17 Oct 20244 · 0
Tracy V. Maitland Company insiderCHAIRMAN, PRESIDENT & CEO · last 17 Oct 202411 · 7
Advent Capital Management /de/ Company insiderOther · last 18 Jul 20239 · 6
Michael A. Smart Company insiderDirectorOther · last 10 Sep 20195 · 7
Derek Medina Company insiderDirectorOther · last 28 Dec 20183 · 0
Paul Latronica Company insiderOther · last 27 Aug 20182 · 2
Saba Capital Management, L.P. Company insider10% owner · last 1 Sep 20176 · 10

Same industry

No other stock in its industry this week.

Government contracts

No federal award is tied to it.

From its SEC filings

No ratio computed from its SEC filings yet.

Analyst forecasts

No analyst forecasts yet.