AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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162 hedge funds and large institutions have $510M invested in Avantax, Inc. Common Stock in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 49 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+8
Holders Change %
+5.19%
% of All Funds
3.33%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
49
Reduced
60
Closed
14
Calls
$895K
Puts
$706K
Net Calls
+$189K
Net Calls Change
+$657K

Top Buyers

1
AC
Armistice Capital
New York
$23.4M
2
Federated Hermes
Federated Hermes
Pennsylvania
$12.7M
3
EWM
Empirical Wealth Management
Washington
$5.6M
4
VBA
Van Berkom & Associates
Quebec, Canada
$36.4M
5
Millennium Management
Millennium Management
New York
$3.66M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$19.3M
2
SCM
Simcoe Capital Management
New York
$0
3
Vanguard Group
Vanguard Group
Pennsylvania
$56.6M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$6.16M
5
TCM
Tygh Capital Management
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AIP
126
Ameritas Investment Partners
Nebraska
$48K – – –
NIT
127
NumerixS Investment Technologies
British Columbia, Canada
$41K -$4.56K -400 -10%
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$41K +$21K +1,820 +105%
Group One Trading
129
Group One Trading
Illinois
$37K +$37K +3,280 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$32K – – –
MOACM
131
Mutual of America Capital Management
New York
$27K +$2.06K +178 +8%
Osaic Holdings
132
Osaic Holdings
Arizona
$26K -$5.3K -470 -17%
CAN
133
Cetera Advisor Networks
California
$25K +$25K +2,210 New
Russell Investments Group
134
Russell Investments Group
United Kingdom
$19K +$19K +1,729 New
LIA
135
LS Investment Advisors
Michigan
$16K – – –
Simplex Trading
136
Simplex Trading
Illinois
$16K +$16K +1,477 New
GRP
137
Global Retirement Partners
California
$14K +$2.44K +214 +21%
PHK
138
Point72 Hong Kong
Hong Kong
$14K +$14K +1,207 New
Macquarie Group
139
Macquarie Group
Australia
$9K +$9K +829 New
SWA
140
Sutton Wealth Advisors
Florida
$7.51K – – –
VCM
141
Versant Capital Management
Arizona
$7K -$1.17K -103 -14%
PAG
142
Private Advisor Group
New Jersey
$7K +$7K +615 New
ME
143
McIlrath & Eck
Washington
$5K – – –
PCM
144
Prelude Capital Management
New York
$4K -$41.9K -3,394 -91%
KPW
145
Kore Private Wealth
New York
$4K – – –
FDCDDQ
146
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.08K – – –
FHA
147
Flagship Harbor Advisors
Massachusetts
$3K +$3K +296 New
BAM
148
Barrett Asset Management
New York
$2K – – –
PCG
149
Private Capital Group
Connecticut
$2K +$711 +59 +55%
PFGIA
150
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$764 +68 +62%
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