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On this page, we present all of the funds holding AVK from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding AVK, with a link to that fund's top holdings. The next columns
indicate the amount of AVK stock held by each of the funds holding AVK, followed by the AVK position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 88 funds holding AVK within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding AVK), click the fund name in the "Holder" column of the funds-holding-AVK table below.
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 | Raymond James Financial Services Advisors Inc. | 438,437 | $5,235 | 03/31/2024 | AVK | 438,437 | $5,235 | 03/31/2024 | Koshinski Asset Management Inc. | 457,085 | $5,202 | 12/31/2023 | AVK | 457,085 | $5,202 | 12/31/2023 | Raymond James & Associates | 417,171 | $4,981 | 03/31/2024 | AVK | 417,171 | $4,981 | 03/31/2024 | 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 | PFG Investments LLC | 37,383 | $446 | 03/31/2024 | AVK | 37,383 | $446 | 03/31/2024 | 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 | Atomi Financial Group Inc. | 15,619 | $178 | 12/31/2023 | AVK | 15,619 | $178 | 12/31/2023 | Oppenheimer & Co. Inc. | 13,997 | $159 | 12/31/2023 | AVK | 13,997 | $159 | 12/31/2023 | Ameritas Advisory Services LLC | 13,034 | $157 | 12/31/2023 | AVK | 13,034 | $157 | 12/31/2023 | Concurrent Investment Advisors LLC | 13,754 | $157 | 12/31/2023 | AVK | 13,754 | $157 | 12/31/2023 | Park Avenue Securities LLC | 13,064 | $156 | 03/31/2024 | AVK | 13,064 | $156 | 03/31/2024 | Cetera Investment Advisers | 13,352 | $152 | 12/31/2023 | AVK | 13,352 | $152 | 12/31/2023 | Capital Investment Advisors LLC | 11,954 | $143 | 03/31/2024 | AVK | 11,954 | $143 | 03/31/2024 | Melfa Wealth Management LLC | 11,283 | $135 | 03/31/2024 | AVK | 11,283 | $135 | 03/31/2024 | Transcend Wealth Collective LLC | 11,681 | $133 | 12/31/2023 | AVK | 11,681 | $133 | 12/31/2023 | Raymond James Trust N.A. | 11,269 | $128 | 12/31/2023 | AVK | 11,269 | $128 | 12/31/2023 | Cetera Advisor Networks LLC | 11,273 | $128 | 12/31/2023 | AVK | 11,273 | $128 | 12/31/2023 | Harbour Investments Inc. | 9,396 | $107 | 12/31/2023 | AVK | 9,396 | $107 | 12/31/2023 | MeadowBrook Investment Advisors LLC | 4,803 | $55 | 12/31/2023 | AVK | 4,803 | $55 | 12/31/2023 | Northwestern Mutual Wealth Management Co. | 4,787 | $54 | 12/31/2023 | AVK | 4,787 | $54 | 12/31/2023 | JPMorgan Chase & Co. | 3,581 | $41 | 12/31/2023 | AVK | 3,581 | $41 | 12/31/2023 | Royal Bank of Canada | 2,778 | $32 | 12/31/2023 | AVK | 2,778 | $32 | 12/31/2023 | Zions Bancorporation N.A. | 2,010 | $23 | 12/31/2023 | AVK | 2,010 | $23 | 12/31/2023 | Fortis Group Advisors LLC | 1,818 | $21 | 12/31/2023 | AVK | 1,818 | $21 | 12/31/2023 | Tradition Wealth Management LLC | 1,830 | $21 | 12/31/2023 | AVK | 1,830 | $21 | 12/31/2023 | US Bancorp DE | 1,474 | $17 | 12/31/2023 | AVK | 1,474 | $17 | 12/31/2023 | Baystate Wealth Management LLC | 1,532 | $17 | 12/31/2023 | AVK | 1,532 | $17 | 12/31/2023 | Bartlett & Co. LLC | 1,300 | $15 | 12/31/2023 | AVK | 1,300 | $15 | 12/31/2023 | Bartlett & CO. Wealth Management LLC | 1,300 | $15 | 12/31/2023 | AVK | 1,300 | $15 | 12/31/2023 | Global Retirement Partners LLC | 724 | $9 | 03/31/2024 | AVK | 724 | $9 | 03/31/2024 | McIlrath & Eck LLC | 805 | $9 | 12/31/2023 | AVK | 805 | $9 | 12/31/2023 | TD Waterhouse Canada Inc. | 667 | $8 | 12/31/2023 | AVK | 667 | $8 | 12/31/2023 | Huntington National Bank | 400 | $5 | 12/31/2023 | AVK | 400 | $5 | 12/31/2023 | North Star Investment Management Corp. | 420 | $5 | 12/31/2023 | AVK | 420 | $5 | 12/31/2023 | Allworth Financial LP | 400 | $5 | 12/31/2023 | AVK | 400 | $5 | 12/31/2023 | Advisory Services Network LLC | 279 | $3 | 12/31/2023 | AVK | 279 | $3 | 12/31/2023 | Venturi Wealth Management LLC | 96 | $1 | 03/31/2024 | AVK | 96 | $1 | 03/31/2024 | Geneos Wealth Management Inc. | 99 | $1 | 12/31/2023 | AVK | 99 | $1 | 12/31/2023 | Coppell Advisory Solutions LLC | 105 | $1 | 12/31/2023 | AVK | 105 | $1 | 12/31/2023 | NBC Securities Inc. | 0 | $0 | 03/31/2024 | AVK | 0 | $0 | 03/31/2024 | CWM LLC | 40 | $0 | 03/31/2024 | AVK | 40 | $0 | 03/31/2024 | FMR LLC | 1 | $0 | 12/31/2023 | AVK | 1 | $0 | 12/31/2023 | Proequities Inc. | 0 | $0 | 12/31/2023 | AVK | 0 | $0 | 12/31/2023 | LGT Financial Advisors LLC | 0 | $0 | 12/31/2023 | AVK | 0 | $0 | 12/31/2023 |
See Summary: Institutional Holders of AVK
See Details: Top 10 Hedge Funds Holding AVK
Also See: AVK Insider Buying
Also See: AVK Holdings Changes
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