AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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157 hedge funds and large institutions have $1.1B invested in Avantax, Inc. Common Stock in 2022 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 45 increasing their positions, 66 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+1
Holders Change %
+0.64%
% of All Funds
2.53%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.11%
New
18
Increased
45
Reduced
66
Closed
16
Calls
$8.78M
Puts
$3.43M
Net Calls
+$5.35M
Net Calls Change
+$283K

Top Buyers

1
ECM
1
Engine Capital Management
New York
$60.5M
2
Invesco
2
Invesco
Georgia
$46.8M
3
Boston Partners
3
Boston Partners
Massachusetts
$15.2M
4
CM
4
Caption Management
Oklahoma
$6M
5
SCM
5
Simcoe Capital Management
New York
$43.7M

Top Sellers

1
WAM
1
Weiss Asset Management
Massachusetts
$0
2
NM
2
Newtyn Management
New York
$33.2M
3
VBA
3
Van Berkom & Associates
Quebec, Canada
$61.4M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$9.89M
5
Goldman Sachs
5
Goldman Sachs
New York
$2.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
AS
126
Altshuler Shaham
Israel
$36.2K -$39.7K -1,555 -52%
Osaic Holdings
127
Osaic Holdings
Arizona
$26K +$3.46K +136 +15%
MCC
128
Money Concepts Capital
Florida
$22.7K -$372K -14,588 -94%
US Bancorp
129
US Bancorp
Minnesota
$18.6K -$4.65K -182 -20%
SWA
130
Sutton Wealth Advisors
Florida
$17.6K -$51 -2 -0.3%
PFBT
131
Parkside Financial Bank & Trust
Missouri
$16.2K +$14.1K +553 +683%
TRCT
132
Tower Research Capital (TRC)
New York
$16K -$225K -8,848 -93%
Carson Wealth (CWM LLC)
133
Carson Wealth (CWM LLC)
Nebraska
$8K -$1.45K -60 -15%
BAM
134
Belpointe Asset Management
Nevada
$7.3K +$7.3K +286 New
VCM
135
Versant Capital Management
Arizona
$7.07K – – –
TWA
136
TCI Wealth Advisors
Arizona
$6.03K – – –
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.11K – – –
LC
138
Lindbrook Capital
California
$3.27K -$511 -20 -14%
SWM
139
Spire Wealth Management
Virginia
$3K – – –
Fifth Third Bancorp
140
Fifth Third Bancorp
Ohio
$2.71K – – –
PA
141
Parallel Advisors
California
$2.55K – – –
EWA
142
EverSource Wealth Advisors
Alabama
$2.09K – – –
Nisa Investment Advisors
143
Nisa Investment Advisors
Missouri
$1K – – –
FMII
144
Farmers & Merchants Investments Inc
Nebraska
$894 +$128 +5 +17%
DFCM
145
Dark Forest Capital Management
Puerto Rico
$485 +$485 +19 New
QCG
146
Quadrant Capital Group
Ohio
$408 – – –
ECM
147
Everence Capital Management
Indiana
$392 – – –
CA
148
Clearstead Advisors
Ohio
$255 – – –
QC
149
Quent Capital
New York
$153 – – –
AF
150
Advisornet Financial
Minnesota
$128 – – –
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