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 %
BG
101
BlackRock Group
United Kingdom
$464K 25,026 +25,026 New
BA
102
BlackRock Advisors
Delaware
$464K 25,039 +25,039 New
Ohio Public Employees Retirement System (OPERS)
103
Ohio Public Employees Retirement System (OPERS)
Ohio
$440K 23,740 +23,740 New
VOYA Investment Management
104
VOYA Investment Management
Georgia
$434K 23,434 +23,434 New
HI
105
HBK Investments
Texas
$432K 23,300 +23,300 New
OC
106
Oppenheimer & Co
New York
$432K 23,300 +23,300 New
WB
107
WesBanco Bank
West Virginia
$371K 20,000 +20,000 New
US Bancorp
108
US Bancorp
Minnesota
$369K 19,914 +19,914 New
RFC
109
Russell Frank Company
Washington
$355K 19,124 +19,124 New
TRSOTSOK
110
Teachers Retirement System of the State of Kentucky
Kentucky
$349K 18,800 +18,800 New
UBS AM
111
UBS AM
Illinois
$335K 18,095 +18,095 New
BNP Paribas Financial Markets
112
BNP Paribas Financial Markets
France
$265K 14,302 +14,302 New
RG
113
Renaissance Group
Kentucky
$263K 14,197 +14,197 New
T. Rowe Price Associates
114
T. Rowe Price Associates
Maryland
$253K 13,650 +13,650 New
First Trust Advisors
115
First Trust Advisors
Illinois
$248K 13,391 +13,391 New
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$241K 13,000 +13,000 New
WMSA
117
Weiss Multi-Strategy Advisers
New York
$220K 11,840 +11,840 New
CMBA
118
C.M. Bidwell & Associates
Hawaii
$211K 11,380 +11,380 New
JG
119
Jefferies Group
New York
$199K 10,758 +10,758 New
AFG
120
American Financial Group
Ohio
$197K 10,619 +10,619 New
CWA
121
Constellation Wealth Advisors
New York
$185K 10,000 +10,000 New
PAM
122
Panagora Asset Management
Massachusetts
$143K 7,737 +7,737 New
OA
123
OFI Advisors
Pennsylvania
$119K 6,418 +6,418 New
MSA
124
Mason Street Advisors
Wisconsin
$105K 5,679 +5,679 New
PI
125
PineBridge Investments
New York
$84K 4,527 +4,527 New
3 4
5
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