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Funds Holding AVK

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley1,997,342$22,730 12/31/2023
     AVK1,997,342$22,730 12/31/2023
Wells Fargo & Company MN738,762$8,407 12/31/2023
     AVK738,762$8,407 12/31/2023
Guggenheim Capital LLC495,150$5,635 12/31/2023
     AVK495,150$5,635 12/31/2023
Raymond James Financial Services Advisors Inc.438,437$5,235 03/31/2024
     AVK438,437$5,235 03/31/2024
Koshinski Asset Management Inc.457,085$5,202 12/31/2023
     AVK457,085$5,202 12/31/2023
Raymond James & Associates417,171$4,981 03/31/2024
     AVK417,171$4,981 03/31/2024
LPL Financial LLC365,356$4,158 12/31/2023
     AVK365,356$4,158 12/31/2023
Advisors Asset Management Inc.320,110$3,643 12/31/2023
     AVK320,110$3,643 12/31/2023
Arete Wealth Advisors LLC303,880$3,458 12/31/2023
     AVK303,880$3,458 12/31/2023
Commonwealth Equity Services LLC286,373$3,259 12/31/2023
     AVK286,373$3,259 12/31/2023
Wolverine Asset Management LLC253,604$2,886 12/31/2023
     AVK253,604$2,886 12/31/2023
CNH Partners LLC243,194$2,768 12/31/2023
     AVK243,194$2,768 12/31/2023
UBS Group AG231,128$2,630 12/31/2023
     AVK231,128$2,630 12/31/2023
Shaker Financial Services LLC227,821$2,593 12/31/2023
     AVK227,821$2,593 12/31/2023
Invesco Ltd.165,876$1,888 12/31/2023
     AVK165,876$1,888 12/31/2023
Baird Financial Group Inc.158,723$1,806 12/31/2023
     AVK158,723$1,806 12/31/2023
Edmonds Duncan Registered Investment Advisors LLC150,338$1,795 03/31/2024
     AVK150,338$1,795 03/31/2024
Advisor Group Holdings Inc.156,032$1,776 12/31/2023
     AVK156,032$1,776 12/31/2023
Wealth Enhancement Advisory Services LLC129,619$1,548 03/31/2024
     AVK129,619$1,548 03/31/2024
Formidable Asset Management LLC133,961$1,524 12/31/2023
     AVK133,961$1,524 12/31/2023
Landscape Capital Management L.L.C.126,670$1,442 12/31/2023
     AVK126,670$1,442 12/31/2023
Bank of America Corp DE117,726$1,340 12/31/2023
     AVK117,726$1,340 12/31/2023
FCA Corp TX96,531$1,099 12/31/2023
     AVK96,531$1,099 12/31/2023
Cambridge Investment Research Advisors Inc.68,857$784 12/31/2023
     AVK68,857$784 12/31/2023
Flow State Investments L.P.67,380$767 12/31/2023
     AVK67,380$767 12/31/2023
Cyndeo Wealth Partners LLC63,409$757 03/31/2024
     AVK63,409$757 03/31/2024
GWM Advisors LLC62,592$720 12/31/2023
     AVK62,592$720 12/31/2023
Stolper Co56,658$676 03/31/2024
     AVK56,658$676 03/31/2024
9258 Wealth Management LLC58,515$666 12/31/2023
     AVK58,515$666 12/31/2023
FourThought Financial Partners LLC54,047$615 12/31/2023
     AVK54,047$615 12/31/2023
Comerica Bank43,033$490 12/31/2023
     AVK43,033$490 12/31/2023
PFG Investments LLC37,383$446 03/31/2024
     AVK37,383$446 03/31/2024
Twelve Points Wealth Management LLC35,882$428 03/31/2024
     AVK35,882$428 03/31/2024
Heron Bay Capital Management35,114$400 12/31/2023
     AVK35,114$400 12/31/2023
Steward Partners Investment Advisory LLC34,709$395 12/31/2023
     AVK34,709$395 12/31/2023
International Assets Investment Management LLC32,161$383 03/31/2024
     AVK32,161$383 03/31/2024
Beacon Pointe Advisors LLC31,558$359 12/31/2023
     AVK31,558$359 12/31/2023
Mariner LLC27,711$315 12/31/2023
     AVK27,711$315 12/31/2023
Avantax Advisory Services Inc.25,633$292 12/31/2023
     AVK25,633$292 12/31/2023
Envestnet Asset Management Inc.23,402$266 12/31/2023
     AVK23,402$266 12/31/2023
Rockefeller Capital Management L.P.23,306$265 12/31/2023
     AVK23,306$265 12/31/2023
Windsor Capital Management LLC21,926$262 03/31/2024
     AVK21,926$262 03/31/2024
Truist Financial Corp22,348$254 12/31/2023
     AVK22,348$254 12/31/2023
Oxbow Advisors LLC21,978$250 12/31/2023
     AVK21,978$250 12/31/2023
Centurion Wealth Management LLC21,729$247 12/31/2023
     AVK21,729$247 12/31/2023
Vanguard Capital Wealth Advisors20,621$246 03/31/2024
     AVK20,621$246 03/31/2024
Spire Wealth Management21,729$246 12/31/2023
     AVK21,729$246 12/31/2023
Elequin Capital LP19,927$227 12/31/2023
     AVK19,927$227 12/31/2023
The PNC Financial Services Group Inc.18,605$212 12/31/2023
     AVK18,605$212 12/31/2023
CoreCap Advisors LLC17,370$198 12/31/2023
     AVK17,370$198 12/31/2023
Pinnacle Wealth Planning Services Inc.17,017$194 12/31/2023
     AVK17,017$194 12/31/2023
Atomi Financial Group Inc.15,619$178 12/31/2023
     AVK15,619$178 12/31/2023
Oppenheimer & Co. Inc.13,997$159 12/31/2023
     AVK13,997$159 12/31/2023
Ameritas Advisory Services LLC13,034$157 12/31/2023
     AVK13,034$157 12/31/2023
Concurrent Investment Advisors LLC13,754$157 12/31/2023
     AVK13,754$157 12/31/2023
Park Avenue Securities LLC13,064$156 03/31/2024
     AVK13,064$156 03/31/2024
Cetera Investment Advisers13,352$152 12/31/2023
     AVK13,352$152 12/31/2023
Capital Investment Advisors LLC11,954$143 03/31/2024
     AVK11,954$143 03/31/2024
Melfa Wealth Management LLC11,283$135 03/31/2024
     AVK11,283$135 03/31/2024
Transcend Wealth Collective LLC11,681$133 12/31/2023
     AVK11,681$133 12/31/2023
Raymond James Trust N.A.11,269$128 12/31/2023
     AVK11,269$128 12/31/2023
Cetera Advisor Networks LLC11,273$128 12/31/2023
     AVK11,273$128 12/31/2023
Harbour Investments Inc.9,396$107 12/31/2023
     AVK9,396$107 12/31/2023
MeadowBrook Investment Advisors LLC4,803$55 12/31/2023
     AVK4,803$55 12/31/2023
Northwestern Mutual Wealth Management Co.4,787$54 12/31/2023
     AVK4,787$54 12/31/2023
JPMorgan Chase & Co.3,581$41 12/31/2023
     AVK3,581$41 12/31/2023
Royal Bank of Canada2,778$32 12/31/2023
     AVK2,778$32 12/31/2023
Zions Bancorporation N.A.2,010$23 12/31/2023
     AVK2,010$23 12/31/2023
Fortis Group Advisors LLC1,818$21 12/31/2023
     AVK1,818$21 12/31/2023
Tradition Wealth Management LLC1,830$21 12/31/2023
     AVK1,830$21 12/31/2023
US Bancorp DE1,474$17 12/31/2023
     AVK1,474$17 12/31/2023
Baystate Wealth Management LLC1,532$17 12/31/2023
     AVK1,532$17 12/31/2023
Bartlett & Co. LLC1,300$15 12/31/2023
     AVK1,300$15 12/31/2023
Bartlett & CO. Wealth Management LLC1,300$15 12/31/2023
     AVK1,300$15 12/31/2023
Global Retirement Partners LLC724$9 03/31/2024
     AVK724$9 03/31/2024
McIlrath & Eck LLC805$9 12/31/2023
     AVK805$9 12/31/2023
TD Waterhouse Canada Inc.667$8 12/31/2023
     AVK667$8 12/31/2023
Huntington National Bank400$5 12/31/2023
     AVK400$5 12/31/2023
North Star Investment Management Corp.420$5 12/31/2023
     AVK420$5 12/31/2023
Allworth Financial LP400$5 12/31/2023
     AVK400$5 12/31/2023
Advisory Services Network LLC279$3 12/31/2023
     AVK279$3 12/31/2023
Venturi Wealth Management LLC96$1 03/31/2024
     AVK96$1 03/31/2024
Geneos Wealth Management Inc.99$1 12/31/2023
     AVK99$1 12/31/2023
Coppell Advisory Solutions LLC105$1 12/31/2023
     AVK105$1 12/31/2023
NBC Securities Inc.0$0 03/31/2024
     AVK0$0 03/31/2024
CWM LLC40$0 03/31/2024
     AVK40$0 03/31/2024
FMR LLC1$0 12/31/2023
     AVK1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     AVK0$0 12/31/2023
LGT Financial Advisors LLC0$0 12/31/2023
     AVK0$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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