AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

AVTA was delisted on the 27th of November, 2023.

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146 hedge funds and large institutions have $716M invested in Avantax, Inc. Common Stock in 2013 Q2 according to their latest regulatory filings, with 146 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
146
Holders Change
+146
Holders Change %
–
% of All Funds
4.77%
Holding in Top 10
7
Holding in Top 10 Change
+7
Holding in Top 10 Change %
%
% of All Funds
0.23%
New
146
Increased
–
Reduced
–
Closed
–
Calls
$5.34M
Puts
$1.43M
Net Calls
+$3.92M
Net Calls Change
+$3.92M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
76
Bank of America
North Carolina
$909K 49,038 +49,038 New
Artisan Partners
77
Artisan Partners
Wisconsin
$862K 46,512 +46,512 New
TPSF
78
Texas Permanent School Fund
Texas
$852K 45,962 +45,962 New
MAA
79
Managed Account Advisors
New Jersey
$821K 44,268 +44,268 New
State Board of Administration of Florida Retirement System
80
State Board of Administration of Florida Retirement System
Florida
$814K 43,918 +43,918 New
Comerica Bank
81
Comerica Bank
Texas
$811K 43,752 +43,752 New
Connor, Clark & Lunn Investment Management (CC&L)
82
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$775K 39,600 +39,600 New
PCM
83
Prelude Capital Management
New York
$767K 41,368 +41,368 New
NFA
84
Nationwide Fund Advisors
Ohio
$751K 40,531 +40,531 New
GAM
85
Gotham Asset Management
New York
$740K 39,922 +39,922 New
Goldman Sachs
86
Goldman Sachs
New York
$734K 39,590 +39,590 New
Swiss National Bank
87
Swiss National Bank
Switzerland
$719K 38,800 +38,800 New
CAM
88
Capstone Asset Management
Texas
$688K 37,110 +37,110 New
ASRS
89
Arizona State Retirement System
Arizona
$664K 35,847 +35,847 New
Manulife (Manufacturers Life Insurance)
90
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$618K 33,297 +33,297 New
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$608K 32,820 +32,820 New
Royal Bank of Canada
92
Royal Bank of Canada
Ontario, Canada
$602K 32,527 +32,527 New
AIG
93
American International Group
New York
$593K 31,978 +31,978 New
California Public Employees Retirement System
94
California Public Employees Retirement System
California
$572K 30,828 +30,828 New
MAM
95
Martingale Asset Management
Massachusetts
$537K 28,912 +28,912 New
ProShare Advisors
96
ProShare Advisors
Maryland
$509K 27,474 +27,474 New
AG
97
Algert Global
California
$500K 26,946 +26,946 New
Two Sigma Advisers
98
Two Sigma Advisers
New York
$497K 26,851 +26,851 New
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$495K 26,677 +26,677 New
Citigroup
100
Citigroup
New York
$468K 25,216 +25,216 New
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