AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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147 hedge funds and large institutions have $755M invested in Avantax, Inc. Common Stock in 2023 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 64 reducing their positions, and 29 closing their positions.

Holders
147
Holders Change
-7
Holders Change %
-4.55%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
23
Increased
34
Reduced
64
Closed
29
Calls
$219K
Puts
$2.77M
Net Calls
-$2.55M
Net Calls Change
-$3.71M

Top Buyers

1
ECM
1
Engine Capital Management
New York
$19.6M
2
VBA
2
Van Berkom & Associates
Quebec, Canada
$49.2M
3
NW
3
NewEdge Wealth
Pennsylvania
$19M
4
Millennium Management
4
Millennium Management
New York
$5.72M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.6M

Top Sellers

1
BlackRock
1
BlackRock
New York
$141M
2
NM
2
Newtyn Management
New York
$0
3
SCM
3
Simcoe Capital Management
New York
$28.2M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$6.85M
5
NSGL
5
No Street GP LP
California
$15.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Simplex Trading
126
Simplex Trading
Illinois
$11K 495 +495 New
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$7K 324 -9 -3%
VCM
128
Versant Capital Management
Arizona
$6.18K 276 – –
FDCDDQ
129
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.48K 200 – –
Fifth Third Bancorp
130
Fifth Third Bancorp
Ohio
$2.37K 106 – –
PA
131
Parallel Advisors
California
$2.24K 100 – –
SWM
132
Spire Wealth Management
Virginia
$2.24K 100 – –
LC
133
Lindbrook Capital
California
$2.19K 98 – –
EWA
134
EverSource Wealth Advisors
Alabama
$1.84K 82 – –
BTI
135
Blue Trust Inc
Georgia
$1K 41 – –
Bessemer Group
136
Bessemer Group
New Jersey
$1K 55 +55 New
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$873 39 – –
FMII
138
Farmers & Merchants Investments Inc
Nebraska
$783 35 – –
QCG
139
Quadrant Capital Group
Ohio
$359 16 -151 -90%
AWM
140
Abound Wealth Management
Tennessee
$291 13 +13 New
CA
141
Clearstead Advisors
Ohio
$224 10 – –
CA
142
Crewe Advisors
Utah
$135 6 +6 New
QC
143
Quent Capital
New York
$134 6 – –
Credit Agricole
144
Credit Agricole
France
$67 3 – –
CSC
145
Caldwell Sutter Capital
California
$45 2 – –
HNB
146
Huntington National Bank
Ohio
$22 1 – –
NM
147
Newtyn Management
New York
– – -400,000 Closed
Wellington Management Group
148
Wellington Management Group
Massachusetts
– – -319,600 Closed
CM
149
Caption Management
Oklahoma
– – -162,309 Closed
State of New Jersey Common Pension Fund D
150
State of New Jersey Common Pension Fund D
New Jersey
– – -79,340 Closed
4 5
6
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