AVTA

Avantax, Inc. Common Stock

Delisted

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

165 hedge funds and large institutions have $484M invested in Avantax, Inc. Common Stock in 2014 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 46 increasing their positions, 61 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
165
Holders Change
+9
Holders Change %
+5.77%
% of All Funds
4.4%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
34
Increased
46
Reduced
61
Closed
22
Calls
$9.16M
Puts
$3.92M
Net Calls
+$5.24M
Net Calls Change
+$6.04M
Name Holding Trade Value Shares
Change
Shares
Change %
T. Rowe Price Associates
126
T. Rowe Price Associates
Maryland
$174K
CMBA
127
C.M. Bidwell & Associates
Hawaii
$172K -$213K -15,395 -55%
Nisa Investment Advisors
128
Nisa Investment Advisors
Missouri
$170K
BJ
129
BlackRock Japan
Japan
$167K -$73.1K -5,266 -30%
BFM
130
Boothbay Fund Management
New York
$160K +$160K +11,558 New
Wells Fargo
131
Wells Fargo
California
$156K -$1.24M -89,340 -89%
EMG
132
Ellington Management Group
Connecticut
$152K +$152K +11,000 New
SG Americas Securities
133
SG Americas Securities
New York
$149K +$149K +10,750 New
PI
134
PineBridge Investments
New York
$133K +$12.7K +915 +11%
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$123K +$71.6K +5,178 +139%
BlackRock
136
BlackRock
New York
$108K
PAM
137
Panagora Asset Management
Massachusetts
$102K -$763K -55,147 -88%
Legal & General Group
138
Legal & General Group
United Kingdom
$85K
MSA
139
Mason Street Advisors
Wisconsin
$73K +$1.98K +143 +3%
Parallax Volatility Advisers
140
Parallax Volatility Advisers
California
$68K -$104K -7,430 -60%
TC
141
TradeLink Capital
Illinois
$57K +$57K +4,100 New
Walleye Trading
142
Walleye Trading
New York
$43K -$1.52K -109 -3%
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$41K -$327K -23,787 -89%
IPC
144
Independent Portfolio Consultants
Florida
$36K
PCM
145
Prelude Capital Management
New York
$33K -$298K -21,700 -90%
Canada Life
146
Canada Life
Manitoba, Canada
$33K -$10.2K -736 -24%
US Bancorp
147
US Bancorp
Minnesota
$25K -$7.57K -526 -23%
MFS
148
MSI Financial Services
Massachusetts
$20K +$5K +356 +33%
Teacher Retirement System of Texas
149
Teacher Retirement System of Texas
Texas
$16K -$4.17K -296 -21%
LTFS
150
Ladenburg Thalmann Financial Services
Florida
$6K +$4.21K +310 +235%