AVTA

Avantax, Inc. Common Stock

Delisted

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

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.04M
Puts
$1.51M
Net Calls
Net Calls Change

Top Buyers

1 +$22.4M
2 +$7.31M
3 +$2.67M
4
Goldman Sachs
Goldman Sachs
New York
+$2.02M
5
SCM
Simcoe Capital Management
New York
+$1.87M

Top Sellers

1 -$20.1M
2 -$9.55M
3 -$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
Change in
Stake
126
$33K
127
$26K
128
$21K
129
$21K
130
$17K
131
$14K
132
$12K
133
$8K
134
$7.93K
135
$5K
136
$5K
137
$5K
138
$3.25K
139
$2K
140
$2K
141
$2K
142
$2K
143
$1K
144
$1K
145
$1K
146
$1K
147
$1K
148
$362
149
150