AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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154 hedge funds and large institutions have $947M invested in Avantax, Inc. Common Stock in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-3
Holders Change %
-1.91%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
29
Increased
34
Reduced
64
Closed
30
Calls
$7.66M
Puts
$6.5M
Net Calls
+$1.16M
Net Calls Change
-$4.19M

Top Buyers

1
NW
1
NewEdge Wealth
Pennsylvania
$11.6M
2
Invesco
2
Invesco
Georgia
$56.2M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.41M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$19.5M
5
GLA
5
Great Lakes Advisors
Illinois
$4.55M

Top Sellers

1
ECM
1
Engine Capital Management
New York
$13K
2
HPC
2
Hill Path Capital
New York
$0
3
NM
3
Newtyn Management
New York
$10.5M
4
BlackRock
4
BlackRock
New York
$180M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
101
Wells Fargo
California
$311K +$243K +9,240 +359%
UBS Group
102
UBS Group
Switzerland
$310K -$22.3K -849 -7%
Public Employees Retirement Association of Colorado
103
Public Employees Retirement Association of Colorado
Colorado
$307K – – –
Royal Bank of Canada
104
Royal Bank of Canada
Ontario, Canada
$303K -$99.1K -3,769 -25%
ACM
105
Aquatic Capital Management
Illinois
$290K +$290K +11,000 New
BC
106
Bridgefront Capital
Texas
$287K +$287K +10,913 New
GCP
107
GSA Capital Partners
United Kingdom
$263K -$1.16M -44,219 -82%
CC
108
Cipher Capital
New York
$235K +$235K +8,944 New
SO
109
STRS Ohio
Ohio
$234K – – –
Victory Capital Management
110
Victory Capital Management
Texas
$219K -$55.2K -2,097 -20%
PAM
111
Panagora Asset Management
Massachusetts
$217K +$217K +8,254 New
Zurich Cantonal Bank
112
Zurich Cantonal Bank
Switzerland
$216K – – –
MOACM
113
Mutual of America Capital Management
New York
$216K -$48.3K -1,836 -18%
AWM
114
AE Wealth Management
Kansas
$212K +$212K +8,058 New
Allspring Global Investments
115
Allspring Global Investments
North Carolina
$198K +$47.1K +1,791 +31%
Citadel Advisors
116
Citadel Advisors
Florida
$164K -$1.07M -40,655 -87%
Amundi
117
Amundi
France
$141K +$141K +5,411 New
Envestnet Asset Management
118
Envestnet Asset Management
Illinois
$125K +$125K +16,607 New
AIP
119
Ameritas Investment Partners
Nebraska
$99.2K – – –
PNC Financial Services Group
120
PNC Financial Services Group
Pennsylvania
$88.2K -$395 -15 -0.4%
KBC Group
121
KBC Group
Belgium
$88K -$17.9K -677 -17%
MLICM
122
Metropolitan Life Insurance Company (MetLife)
New York
$71.3K -$9.77K -371 -12%
Osaic Holdings
123
Osaic Holdings
Arizona
$57.4K +$30.5K +1,159 +114%
CM
124
Cornerstone Management
Georgia
$51.1K – – –
TRCT
125
Tower Research Capital (TRC)
New York
$45K +$28.4K +1,079 +172%
3 4
5
6 7