AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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154 hedge funds and large institutions have $947M invested in Avantax, Inc. Common Stock in 2023 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-3
Holders Change %
-1.91%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-71.43%
% of All Funds
0.03%
New
29
Increased
34
Reduced
64
Closed
30
Calls
$7.66M
Puts
$6.5M
Net Calls
+$1.16M
Net Calls Change
-$4.19M

Top Buyers

1
NW
1
NewEdge Wealth
Pennsylvania
$11.6M
2
Invesco
2
Invesco
Georgia
$56.2M
3
Wellington Management Group
3
Wellington Management Group
Massachusetts
$8.41M
4
Jacobs Levy Equity Management
4
Jacobs Levy Equity Management
New Jersey
$19.5M
5
GLA
5
Great Lakes Advisors
Illinois
$4.55M

Top Sellers

1
ECM
1
Engine Capital Management
New York
$13K
2
HPC
2
Hill Path Capital
New York
$0
3
NM
3
Newtyn Management
New York
$10.5M
4
BlackRock
4
BlackRock
New York
$180M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
Ancora Advisors
Ohio
$29K -$161K -6,100 -85%
US Bancorp
127
US Bancorp
Minnesota
$19.2K – – –
PFBT
128
Parkside Financial Bank & Trust
Missouri
$17.9K +$1.21K +46 +7%
ECM
129
Engine Capital Management
New York
$13K -$61.6M -2,369,884 -100%
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$9K +$54 +2 +0.6%
BAM
131
Belpointe Asset Management
Nevada
$8.53K +$1K +38 +13%
S
132
SignatureFD
Georgia
$8.05K +$8.05K +306 New
VCM
133
Versant Capital Management
Arizona
$7.26K -$26 -1 -0.4%
TWA
134
TCI Wealth Advisors
Arizona
$6.21K – – –
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.26K – – –
QCG
136
Quadrant Capital Group
Ohio
$4.4K +$3.98K +151 +944%
Fifth Third Bancorp
137
Fifth Third Bancorp
Ohio
$2.79K – – –
PA
138
Parallel Advisors
California
$2.63K – – –
SWM
139
Spire Wealth Management
Virginia
$2.63K – – –
LC
140
Lindbrook Capital
California
$2.58K -$789 -30 -23%
EI
141
Ellevest Inc
New York
$2.58K +$2.58K +98 New
AssetMark Inc
142
AssetMark Inc
California
$2.19K +$2.19K +83 New
EWA
143
EverSource Wealth Advisors
Alabama
$2.16K – – –
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$1K – – –
BTI
145
Blue Trust Inc
Georgia
$1K +$1K +41 New
FMII
146
Farmers & Merchants Investments Inc
Nebraska
$921 – – –
ECM
147
Everence Capital Management
Indiana
$404 – – –
CA
148
Clearstead Advisors
Ohio
$264 – – –
QC
149
Quent Capital
New York
$158 – – –
Northwestern Mutual Wealth Management
150
Northwestern Mutual Wealth Management
Wisconsin
$158 +$132 +5 +500%
4 5
6
7 8