AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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156 hedge funds and large institutions have $857M invested in Avantax, Inc. Common Stock in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 62 increasing their positions, 43 reducing their positions, and 18 closing their positions.

Holders
156
Holders Change
+7
Holders Change %
+4.7%
% of All Funds
2.7%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
25
Increased
62
Reduced
43
Closed
18
Calls
$6.7M
Puts
$1.64M
Net Calls
+$5.07M
Net Calls Change
+$3.64M

Top Buyers

1
SCM
1
Simcoe Capital Management
New York
$30M
2
PCM
2
Portolan Capital Management
Massachusetts
$7.73M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$101M
4
VC
4
Voss Capital
Texas
$2.5M
5
JAM
5
Jupiter Asset Management
United Kingdom
$5.44M

Top Sellers

1
Russell Investments Group
1
Russell Investments Group
United Kingdom
$9.34M
2
GGPE
2
Golden Gate Private Equity
California
$2.05M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$50M
4
ECM
4
Engine Capital Management
New York
$34.6M
5
WAM
5
Weiss Asset Management
Massachusetts
$13.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$65K +$2.01K +104 +3%
MLICM
127
Metropolitan Life Insurance Company (MetLife)
New York
$59.6K – – –
AS
128
Altshuler Shaham
Israel
$58K +$25.4K +1,302 +78%
CM
129
Cornerstone Management
Georgia
$37.5K – – –
US Bancorp
130
US Bancorp
Minnesota
$17K -$14.5K -777 -46%
Osaic Holdings
131
Osaic Holdings
Arizona
$17K +$13.2K +687 +347%
SWA
132
Sutton Wealth Advisors
Florida
$13.4K -$19 -1 -0.1%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$8K +$1.96K +96 +33%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$6.22K +$6.22K +309,631 New
TWA
135
TCI Wealth Advisors
Arizona
$5K – – –
VCM
136
Versant Capital Management
Arizona
$5K +$217 +12 +5%
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.87K – – –
UBS Group
138
UBS Group
Switzerland
$3K -$14.3K -632 -83%
LC
139
Lindbrook Capital
California
$3K +$405 +20 +16%
SWM
140
Spire Wealth Management
Virginia
$2K – – –
Fifth Third Bancorp
141
Fifth Third Bancorp
Ohio
$2K – – –
EWA
142
EverSource Wealth Advisors
Alabama
$2K – – –
PFBT
143
Parkside Financial Bank & Trust
Missouri
$2K +$1.53K +62 +326%
PA
144
Parallel Advisors
California
$2K +$1.8K +90 +900%
WFA
145
Wipfli Financial Advisors
Wisconsin
$1K +$1K +28 New
FMII
146
Farmers & Merchants Investments Inc
Nebraska
$1K +$1K +30 New
Nisa Investment Advisors
147
Nisa Investment Advisors
Missouri
$1K +$1K +39 New
MAM
148
Meeder Asset Management
Ohio
$1K +$981 +51 +5,100%
AC
149
Armistice Capital
New York
– -$13.6K -736,000 Closed
ERSOT
150
Employees Retirement System of Texas
Texas
– -$2.29M -124,000 Closed
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