AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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203 hedge funds and large institutions have $1.4B invested in Avantax, Inc. Common Stock in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
4.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
73
Reduced
67
Closed
19
Calls
$1.18M
Puts
$697K
Net Calls
+$484K
Net Calls Change
-$627K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.6M
2
Nuveen Asset Management
2
Nuveen Asset Management
Illinois
$7.21M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$41.7M
4
BlackRock
4
BlackRock
New York
$216M
5
Invesco
5
Invesco
Georgia
$13.7M

Top Sellers

1
VNIM
1
Vaughan Nelson Investment Management
Texas
$16.4M
2
PWAM
2
Park West Asset Management
California
$1.43M
3
Bank of New York Mellon
3
Bank of New York Mellon
New York
$17.3M
4
Fidelity Investments
4
Fidelity Investments
Massachusetts
$17M
5
Goldman Sachs
5
Goldman Sachs
New York
$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAM
76
Oxford Asset Management
United Kingdom
$1.42M +$1.42M +46,767 New
Natixis Advisors
77
Natixis Advisors
Massachusetts
$1.38M -$1.54M -50,811 -53%
Comerica Bank
78
Comerica Bank
Texas
$1.34M -$71.2K -2,438 -5%
WCM
79
Weld Capital Management
New York
$1.24M +$1.24M +40,840 New
Tudor Investment Corp
80
Tudor Investment Corp
Connecticut
$1.23M +$1.23M +40,533 New
Two Sigma Advisers
81
Two Sigma Advisers
New York
$1.2M +$213K +7,000 +22%
PI
82
PineBridge Investments
New York
$1.17M +$811K +26,716 +229%
Thrivent Financial for Lutherans
83
Thrivent Financial for Lutherans
Minnesota
$1.15M +$35.6K +1,174 +3%
State of Tennessee, Department of Treasury
84
State of Tennessee, Department of Treasury
Tennessee
$1.14M -$15.2K -500 -1%
AIG
85
American International Group
New York
$1.1M +$1.79K +59 +0.2%
UBS Group
86
UBS Group
Switzerland
$1.06M +$327K +10,773 +44%
UBS AM
87
UBS AM
Illinois
$1.02M +$341K +11,240 +51%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$1.02M -$27.6K -910 -3%
TPSF
89
Texas Permanent School Fund
Texas
$997K +$3.4K +112 +0.3%
PAM
90
Panagora Asset Management
Massachusetts
$978K -$2.06M -67,772 -68%
AWE
91
Avidian Wealth Enterprises
Texas
$918K +$918K +30,231 New
Citigroup
92
Citigroup
New York
$913K -$458K -15,087 -33%
Manulife (Manufacturers Life Insurance)
93
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$912K -$30.8K -1,015 -3%
CS
94
Credit Suisse
Switzerland
$894K -$64.6K -2,126 -7%
US Bancorp
95
US Bancorp
Minnesota
$740K -$81.5K -2,683 -10%
GCP
96
GSA Capital Partners
United Kingdom
$730K +$473K +15,572 +184%
Susquehanna International Group
97
Susquehanna International Group
Pennsylvania
$729K +$729K +24,017 New
ERSOT
98
Employees Retirement System of Texas
Texas
$699K +$699K +23,000 New
AAS
99
Avantax Advisory Services
Texas
$658K +$45.6K +1,502 +7%
OA
100
Oak Associates
Ohio
$647K -$233K -7,660 -26%
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4
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