AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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2 hedge funds and large institutions have $26 invested in Avantax, Inc. Common Stock in 2023 Q4 according to their latest regulatory filings, with 0 funds opening new positions, 0 increasing their positions, 1 reducing their positions, and 159 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2
Holders Change
-159
Holders Change %
-98.76%
% of All Funds
0.03%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
–
Increased
–
Reduced
1
Closed
159
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

1
BlackRock
BlackRock
New York
-$148M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$104M
3
VBA
Van Berkom & Associates
Quebec, Canada
-$66.8M
4
State Street
State Street
Massachusetts
-$39.9M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$36.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wells Fargo
126
Wells Fargo
California
– -$214K -8,349 Closed
QT
127
Quantbot Technologies
New York
– -$121K -4,730 Closed
Amundi
128
Amundi
France
– -$121K -4,724 Closed
AIP
129
Ameritas Investment Partners
Nebraska
– -$100K -3,911 Closed
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
– -$91.3K -3,568 Closed
TRCT
131
Tower Research Capital (TRC)
New York
– -$68.8K -2,691 Closed
Group One Trading
132
Group One Trading
Illinois
– -$66.1K -2,583 Closed
MLICM
133
Metropolitan Life Insurance Company (MetLife)
New York
– -$62.4K -2,439 Closed
Lazard Asset Management
134
Lazard Asset Management
New York
– -$45K -1,778 Closed
KBC Group
135
KBC Group
Belgium
– -$42K -1,644 Closed
Osaic Holdings
136
Osaic Holdings
Arizona
– -$35K -1,368 Closed
PFBT
137
Parkside Financial Bank & Trust
Missouri
– -$25.8K -1,009 Closed
Allspring Global Investments
138
Allspring Global Investments
North Carolina
– -$25.1K -983 Closed
US Bancorp
139
US Bancorp
Minnesota
– -$20.1K -784 Closed
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
– -$8K -318 Closed
VCM
141
Versant Capital Management
Arizona
– -$7.06K -276 Closed
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
– -$5.3K -207 Closed
FDCDDQ
143
Federation des caisses Desjardins du Quebec
Quebec, Canada
– -$5.12K -200 Closed
Mitsubishi UFJ Asset Management
144
Mitsubishi UFJ Asset Management
Japan
– -$2.92K -114 Closed
PA
145
Parallel Advisors
California
– -$2.56K -100 Closed
SWM
146
Spire Wealth Management
Virginia
– -$2.56K -100 Closed
LC
147
Lindbrook Capital
California
– -$2.51K -98 Closed
IPW
148
Impact Partnership Wealth
Georgia
– -$2.2K -86 Closed
EWA
149
EverSource Wealth Advisors
Alabama
– -$2.1K -82 Closed
Parallax Volatility Advisers
150
Parallax Volatility Advisers
California
– -$1.84K -72 Closed
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