Advent Convert & Income
Top 10 Superinvestors by Shares Owned
This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 7 superinvestors own shares of Advent Convert & Income (AVK), although recent data may remain incomplete due to pending filings.
Quarter-over-Quarter Change (%)
This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Advent Convert & Income (AVK), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.
Superinvestors' Activity (%) Over the Last 4 Quarters
This chart shows superinvestors' activity with Advent Convert & Income (AVK) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.
Superinvestors' Past Actions
This chart displays superinvestors' past actions with Advent Convert & Income (AVK) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.
Superinvestors ownership
| Superinvestor | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
Lori L. Fuerstenberg@Koshinski Asset Management, Inc.
| 0.41% | $4.767M 404,996 shares@ 11.77 avg price | Increased 18.6% |
Jon Stolper@Stolper Co
| 0.22% | $647,000 54,928 shares@ 11.78 avg price | Decreased -2.2% |
Eric Duncan@Wealth Enhancement Advisory Services, Llc
| 0.01% | $485,602 41,363 shares@ 11.75 avg price | |
Jacob Godfrey@International Assets Investment Management, Llc
| 0.04% | $407,801 34,736 shares@ 11.75 avg price | Decreased -91.48% |
Amanda Ross@Ameritas Advisory Services, Llc
| 0.02% | $391,971 33,303 shares@ 11.77 avg price | Decreased -3.69% |
Jeffrey A. Smith@Atomi Financial Group, Inc.
| 0.02% | $261,435 22,212 shares@ 11.77 avg price | Increased 9.89% |
Victor Melfa Jr.@Melfa Wealth Management, Inc.
| 0.11% | $162,446 13,802 shares@ 11.77 avg price |