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 $567M invested in Avantax, Inc. Common Stock in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-14
Holders Change %
-8.33%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
47
Reduced
52
Closed
39
Calls
$1.04M
Puts
$1.51M
Net Calls
-$468K
Net Calls Change
-$1.04M

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
+$22.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
+$7.31M
3
TCM
Tygh Capital Management
Oregon
+$2.67M
4
Goldman Sachs
Goldman Sachs
New York
+$2.02M
5
SCM
Simcoe Capital Management
New York
+$1.87M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$20.1M
2
HAM
Hillcrest Asset Management
Texas
-$9.55M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$6.02M
4
ACL
Azora Capital LP
Florida
-$5.94M
5
Morgan Stanley
Morgan Stanley
New York
-$3.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
126
Osaic Holdings
Arizona
$33K +$33K +2,776 New
MOACM
127
Mutual of America Capital Management
New York
$26K +$4.94K +409 +23%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$21K -$80.6K -7,150 -79%
PNC Financial Services Group
129
PNC Financial Services Group
Pennsylvania
$21K -$13.6K -1,119 -39%
LIA
130
LS Investment Advisors
Michigan
$17K – – –
QT
131
Quantbot Technologies
New York
$14K +$14K +1,232 New
GRP
132
Global Retirement Partners
California
$12K +$283 +24 +2%
VCM
133
Versant Capital Management
Arizona
$8K +$4.54K +407 +131%
SWA
134
Sutton Wealth Advisors
Florida
$7.93K -$807 -67 -9%
ME
135
McIlrath & Eck
Washington
$5K – – –
PCMK
136
Paragon Capital Management (Kansas)
Kansas
$5K +$5K +400 New
KPW
137
Kore Private Wealth
New York
$5K +$5K +400 New
FDCDDQ
138
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.25K -$65.9K -5,471 -95%
MAM
139
Meeder Asset Management
Ohio
$2K – – –
OPS
140
Orion Portfolio Solutions
Nebraska
$2K – – –
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$2K – – –
BAM
142
Barrett Asset Management
New York
$2K – – –
TFO
143
Tarbox Family Office
California
$1K -$1.61K -69 -62%
PCG
144
Private Capital Group
Connecticut
$1K -$37 -4 -4%
IWP
145
IAG Wealth Partners
Wisconsin
$1K – – –
AF
146
Advisornet Financial
Minnesota
$1K +$952 +100 +2,000%
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$1K +$1K +110 New
RE
148
RBC Europe
United Kingdom
$362 – – –
HAM
149
Hillcrest Asset Management
Texas
– -$9.55M -365,287 Closed
ACL
150
Azora Capital LP
Florida
– -$5.94M -227,205 Closed
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