AVTA

Avantax, Inc. Common Stock

Delisted

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

151 hedge funds and large institutions have $420M invested in Avantax, Inc. Common Stock in 2020 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 42 increasing their positions, 60 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
3.05%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
42
Reduced
60
Closed
29
Calls
$952K
Puts
$4.21M
Net Calls
-$3.25M
Net Calls Change
-$3.44M
Name Holding Trade Value Shares
Change
Shares
Change %
PHK
126
Point72 Hong Kong
Hong Kong
$32K +$20.7K +2,219 +184%
Zurich Cantonal Bank
127
Zurich Cantonal Bank
Switzerland
$26K
Osaic Holdings
128
Osaic Holdings
Arizona
$21K +$18 +2 +0.1%
GRP
129
Global Retirement Partners
California
$12K
Macquarie Group
130
Macquarie Group
Australia
$8K
SWA
131
Sutton Wealth Advisors
Florida
$6.2K
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$6K -$25.7K -2,878 -81%
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.54K
FCH
134
Freestone Capital Holdings
Washington
$2.21K +$2.21K +235 New
VCM
135
Versant Capital Management
Arizona
$2K -$2.57K -346 -56%
Millennium Management
136
Millennium Management
New York
$1.97K -$1.05K -111,638 -35%
ME
137
McIlrath & Eck
Washington
$1K -$2.85K -322 -74%
AF
138
Advisornet Financial
Minnesota
$1K
BAM
139
Barrett Asset Management
New York
$1K
IWP
140
IAG Wealth Partners
Wisconsin
$1K
CAPTRUST Financial Advisors
141
CAPTRUST Financial Advisors
North Carolina
$1K +$1K +60 New
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$1K +$1K +150 New
PFS
143
Prospera Financial Services
Texas
$1K +$1K +150 New
RE
144
RBC Europe
United Kingdom
$283
Wellington Management Group
145
Wellington Management Group
Massachusetts
-$19.3M -1,686,756 Closed
State of New Jersey Common Pension Fund D
146
State of New Jersey Common Pension Fund D
New Jersey
-$1.94M -169,544 Closed
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
-$1.6M -140,045 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
148
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
-$973K -85,200 Closed
AAMU
149
Amundi Asset Management US
Massachusetts
-$898K -78,627 Closed
First Trust Advisors
150
First Trust Advisors
Illinois
-$872K -76,355 Closed