There is a long list of 88 institutional holders of AVK within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of AVK by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-AVK table below, the initial column indicates the name of each top institutional holder of AVK, with a link to that fund's top holdings. The next columns indicate the amount of AVK stock held by each of the institutional holders of AVK, followed by the AVK position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.
Holder | Amount | Position Size ($ in 1000's) | As of |
---|---|---|---|
Morgan Stanley | 1,997,342 | $22,730 | 12/31/2023 |
AVK | 1,997,342 | $22,730 | 12/31/2023 |
Wells Fargo & Company MN | 738,762 | $8,407 | 12/31/2023 |
AVK | 738,762 | $8,407 | 12/31/2023 |
Guggenheim Capital LLC | 495,150 | $5,635 | 12/31/2023 |
AVK | 495,150 | $5,635 | 12/31/2023 |
Koshinski Asset Management Inc. | 457,085 | $5,202 | 12/31/2023 |
AVK | 457,085 | $5,202 | 12/31/2023 |
Raymond James & Associates | 438,201 | $4,987 | 12/31/2023 |
AVK | 438,201 | $4,987 | 12/31/2023 |
Raymond James Financial Services Advisors Inc. | 429,650 | $4,889 | 12/31/2023 |
AVK | 429,650 | $4,889 | 12/31/2023 |
LPL Financial LLC | 365,356 | $4,158 | 12/31/2023 |
AVK | 365,356 | $4,158 | 12/31/2023 |
Advisors Asset Management Inc. | 320,110 | $3,643 | 12/31/2023 |
AVK | 320,110 | $3,643 | 12/31/2023 |
Arete Wealth Advisors LLC | 303,880 | $3,458 | 12/31/2023 |
AVK | 303,880 | $3,458 | 12/31/2023 |
Commonwealth Equity Services LLC | 286,373 | $3,259 | 12/31/2023 |
AVK | 286,373 | $3,259 | 12/31/2023 |
Wolverine Asset Management LLC | 253,604 | $2,886 | 12/31/2023 |
AVK | 253,604 | $2,886 | 12/31/2023 |
CNH Partners LLC | 243,194 | $2,768 | 12/31/2023 |
AVK | 243,194 | $2,768 | 12/31/2023 |
UBS Group AG | 231,128 | $2,630 | 12/31/2023 |
AVK | 231,128 | $2,630 | 12/31/2023 |
Shaker Financial Services LLC | 227,821 | $2,593 | 12/31/2023 |
AVK | 227,821 | $2,593 | 12/31/2023 |
Invesco Ltd. | 165,876 | $1,888 | 12/31/2023 |
AVK | 165,876 | $1,888 | 12/31/2023 |
Baird Financial Group Inc. | 158,723 | $1,806 | 12/31/2023 |
AVK | 158,723 | $1,806 | 12/31/2023 |
Edmonds Duncan Registered Investment Advisors LLC | 150,338 | $1,795 | 03/31/2024 |
AVK | 150,338 | $1,795 | 03/31/2024 |
Advisor Group Holdings Inc. | 156,032 | $1,776 | 12/31/2023 |
AVK | 156,032 | $1,776 | 12/31/2023 |
Wealth Enhancement Advisory Services LLC | 129,619 | $1,548 | 03/31/2024 |
AVK | 129,619 | $1,548 | 03/31/2024 |
Formidable Asset Management LLC | 133,961 | $1,524 | 12/31/2023 |
AVK | 133,961 | $1,524 | 12/31/2023 |
Landscape Capital Management L.L.C. | 126,670 | $1,442 | 12/31/2023 |
AVK | 126,670 | $1,442 | 12/31/2023 |
Bank of America Corp DE | 117,726 | $1,340 | 12/31/2023 |
AVK | 117,726 | $1,340 | 12/31/2023 |
FCA Corp TX | 96,531 | $1,099 | 12/31/2023 |
AVK | 96,531 | $1,099 | 12/31/2023 |
Cambridge Investment Research Advisors Inc. | 68,857 | $784 | 12/31/2023 |
AVK | 68,857 | $784 | 12/31/2023 |
Flow State Investments L.P. | 67,380 | $767 | 12/31/2023 |
AVK | 67,380 | $767 | 12/31/2023 |
Cyndeo Wealth Partners LLC | 63,409 | $757 | 03/31/2024 |
AVK | 63,409 | $757 | 03/31/2024 |
GWM Advisors LLC | 62,592 | $720 | 12/31/2023 |
AVK | 62,592 | $720 | 12/31/2023 |
Stolper Co | 56,658 | $676 | 03/31/2024 |
AVK | 56,658 | $676 | 03/31/2024 |
9258 Wealth Management LLC | 58,515 | $666 | 12/31/2023 |
AVK | 58,515 | $666 | 12/31/2023 |
FourThought Financial Partners LLC | 54,047 | $615 | 12/31/2023 |
AVK | 54,047 | $615 | 12/31/2023 |
Comerica Bank | 43,033 | $490 | 12/31/2023 |
AVK | 43,033 | $490 | 12/31/2023 |
Twelve Points Wealth Management LLC | 35,882 | $428 | 03/31/2024 |
AVK | 35,882 | $428 | 03/31/2024 |
Heron Bay Capital Management | 35,114 | $400 | 12/31/2023 |
AVK | 35,114 | $400 | 12/31/2023 |
Steward Partners Investment Advisory LLC | 34,709 | $395 | 12/31/2023 |
AVK | 34,709 | $395 | 12/31/2023 |
International Assets Investment Management LLC | 32,161 | $383 | 03/31/2024 |
AVK | 32,161 | $383 | 03/31/2024 |
Beacon Pointe Advisors LLC | 31,558 | $359 | 12/31/2023 |
AVK | 31,558 | $359 | 12/31/2023 |
Mariner LLC | 27,711 | $315 | 12/31/2023 |
AVK | 27,711 | $315 | 12/31/2023 |
Avantax Advisory Services Inc. | 25,633 | $292 | 12/31/2023 |
AVK | 25,633 | $292 | 12/31/2023 |
Envestnet Asset Management Inc. | 23,402 | $266 | 12/31/2023 |
AVK | 23,402 | $266 | 12/31/2023 |
Rockefeller Capital Management L.P. | 23,306 | $265 | 12/31/2023 |
AVK | 23,306 | $265 | 12/31/2023 |
Windsor Capital Management LLC | 21,926 | $262 | 03/31/2024 |
AVK | 21,926 | $262 | 03/31/2024 |
Truist Financial Corp | 22,348 | $254 | 12/31/2023 |
AVK | 22,348 | $254 | 12/31/2023 |
Oxbow Advisors LLC | 21,978 | $250 | 12/31/2023 |
AVK | 21,978 | $250 | 12/31/2023 |
Centurion Wealth Management LLC | 21,729 | $247 | 12/31/2023 |
AVK | 21,729 | $247 | 12/31/2023 |
Vanguard Capital Wealth Advisors | 20,621 | $246 | 03/31/2024 |
AVK | 20,621 | $246 | 03/31/2024 |
Spire Wealth Management | 21,729 | $246 | 12/31/2023 |
AVK | 21,729 | $246 | 12/31/2023 |
Elequin Capital LP | 19,927 | $227 | 12/31/2023 |
AVK | 19,927 | $227 | 12/31/2023 |
The PNC Financial Services Group Inc. | 18,605 | $212 | 12/31/2023 |
AVK | 18,605 | $212 | 12/31/2023 |
CoreCap Advisors LLC | 17,370 | $198 | 12/31/2023 |
AVK | 17,370 | $198 | 12/31/2023 |
Pinnacle Wealth Planning Services Inc. | 17,017 | $194 | 12/31/2023 |
AVK | 17,017 | $194 | 12/31/2023 |
See All: Funds Holding AVK
See Details: Top 10 Hedge Funds Holding AVK
Also See: AVK Insider Buying
Also See: AVK Holdings Changes
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