Institutional Ownership
Advent Conv & Income Fd
CUSIP 00764C109COMAVKQ1 2026
13D / 13G Filings
6
Schedule 13D/13G on record
Beneficial Filers
3
Distinct reporting persons
Largest Stake
12.0%
Max % of class reported
Institutional Holders
109
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
6 filings · latest Jan 3, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Jan 3, 2025 | Sit Investment Associates, Inc. | 13G | 9.9% | 4.36M | SEC |
| 2 | Feb 12, 2024 | Morgan Stanley | 13G | 4.3% | 1.50M | SEC |
| 3 | Feb 8, 2023 | Morgan Stanley | 13G/A | 7.5% | 2.59M | SEC |
| 4 | Feb 9, 2022 | Morgan Stanley | 13G/A | 11.3% | 3.90M | SEC |
| 5 | Dec 10, 2021 | Morgan Stanley | 13G/A | 11.3% | 3.89M | SEC |
| 6 | Apr 13, 2021 | Eaton Vance Management | 13G | 12.0% | 4.13M | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Raymond James Financial Inc | 1.60M | $17.84M |
| 2 | Wells Fargo & Company/Mn | 860.1K | $9.60M |
| 3 | Guggenheim Capital LLC | 743.1K | $8.29M |
| 4 | Advisors Asset Management, Inc. | 690.5K | $7.71M |
| 5 | Morgan Stanley | 543.1K | $6.06M |
| 6 | Lpl Financial LLC | 536.3K | $5.99M |
| 7 | Koshinski Asset Management, Inc. | 472.8K | $5.28M |
| 8 | Arete Wealth Advisors, LLC | 317.7K | $3.55M |
| 9 | Baird Financial Group, Inc. | 286.8K | $3.20M |
| 10 | Fca Corp /Tx | 239.1K | $2.67M |