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AVTA

Avantax, Inc. Common Stock
AVTA

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.

New
Increased
Maintained
Reduced
Closed

275% more call options, than puts

Call options by funds: $5.34M | Put options by funds: $1.43M

Holders
146
Holders Change
+146
Holders Change %
–
% of All Funds
4.76%
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 Holding Trade Value Shares
Change 		Change in
Stake
HR
126
Howe & Rusling
New York
$59K +$54.4K +3,205 New
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$49K +$44.9K +2,642 New
AAM
128
Advisors Asset Management
Colorado
$47K +$42.7K +2,511 New
ILIM
129
Irish Life Investment Managers
Ireland
$44K +$40.3K +2,375 New
ST
130
SpiderRock Trading
Illinois
$19K – – –
BlackRock
131
BlackRock
New York
$19K +$17.5K +1,031 New
Nomura Holdings
132
Nomura Holdings
Japan
$17K +$15.6K +920 New
PTC
133
Private Trust Company
Ohio
$12K +$11K +645 New
U
134
UBS
Switzerland
$11K +$9.65K +568 New
EWM
135
Edge Wealth Management
New York
$5K +$4.5K +265 New
Envestnet Asset Management
136
Envestnet Asset Management
Illinois
$5K +$4.67K +275 New
DADC
137
D.A. Davidson & Co
Montana
$4K +$4.13K +243 New
Creative Planning
138
Creative Planning
Kansas
$3K +$2.29K +135 New
BAM
139
Barrett Asset Management
New York
$3K +$2.55K +150 New
MA
140
MUFG Americas
New York
$2K +$1.7K +100 New
Citadel Advisors
141
Citadel Advisors
Florida
$2K +$1.95K +115 New
LTFS
142
Ladenburg Thalmann Financial Services
Florida
$2K +$2.21K +130 New
Thrivent Financial for Lutherans
143
Thrivent Financial for Lutherans
Minnesota
$276 +$253K +14,900 New
PG
144
PEAK6 Group
Illinois
$226 +$207K +12,179 New
CFA
145
Carroll Financial Associates
North Carolina
– +$170 +10 New
WA
146
WFG Advisors
Texas
– +$340 +20 New
First Manhattan
147
First Manhattan
New York
– +$679 +40 New
2 3 4 5
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AVTA Hedge Fund Activity: Q2 2013 in Review

146 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Avantax, Inc. Common Stock (AVTA) for Q2 2013, worth a combined $716M.

Buyers outnumbered sellers: 146 funds opened new AVTA positions and 0 closed out — a net gain of 146 holders — while 0 added to existing stakes and 0 trimmed.

  • 146 institutional investors held Avantax, Inc. Common Stock (AVTA) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $716M of Avantax, Inc. Common Stock stock for Q2 2013.
  • 146 funds opened new Avantax, Inc. Common Stock positions in Q2 2013 and 0 closed out, a net change of +146 holders.

Based on aggregated 13F filings for Q2 2013.