AVTA

Avantax, Inc. Common Stock

Delisted

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

157 hedge funds and large institutions have $571M invested in Avantax, Inc. Common Stock in 2015 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 60 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+5
Holders Change %
+3.29%
% of All Funds
4.23%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.11%
New
22
Increased
60
Reduced
49
Closed
17
Calls
$1.13M
Puts
$401K
Net Calls
+$728K
Net Calls Change
+$7.48M
Name Holding Trade Value Shares
Change
Shares
Change %
Citigroup
126
Citigroup
New York
$132K +$7.25K +448 +6%
Parallax Volatility Advisers
127
Parallax Volatility Advisers
California
$112K +$51.8K +3,213 +86%
Legal & General Group
128
Legal & General Group
United Kingdom
$101K
MSA
129
Mason Street Advisors
Wisconsin
$91K +$3.24K +201 +4%
JG
130
Jefferies Group
New York
$91K +$91K +5,649 New
HNB
131
Huntington National Bank
Ohio
$83K +$83K +5,131 New
PI
132
PineBridge Investments
New York
$76K -$94.6K -5,841 -55%
Federated Hermes
133
Federated Hermes
Pennsylvania
$58K +$2.64K +163 +5%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
$57.3K +$41.1K +2,543 +253%
Group One Trading
135
Group One Trading
Illinois
$46K -$368K -22,797 -89%
Canada Life
136
Canada Life
Manitoba, Canada
$38K
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$32K -$13.2K -814 -29%
Teacher Retirement System of Texas
138
Teacher Retirement System of Texas
Texas
$25K +$5.55K +337 +29%
LIA
139
LS Investment Advisors
Michigan
$23K +$23K +1,400 New
BlackRock
140
BlackRock
New York
$14K -$82.3K -5,156 -85%
Barclays
141
Barclays
United Kingdom
$13K -$716K -43,084 -98%
NSIM
142
North Star Investment Management
Illinois
$13K +$13K +800 New
MFS
143
MSI Financial Services
Massachusetts
$10K -$39.2K -2,339 -80%
US Bancorp
144
US Bancorp
Minnesota
$10K -$14.7K -844 -59%
LTFS
145
Ladenburg Thalmann Financial Services
Florida
$7K
TRCT
146
Tower Research Capital (TRC)
New York
$6K -$43.8K -2,575 -88%
AIM
147
Advantage Investment Management
Iowa
$5K
BAM
148
Barrett Asset Management
New York
$2K
PIA
149
Piedmont Investment Advisors
North Carolina
$1.34K
IMS
150
Index Management Solutions
Pennsylvania
$1K