AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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181 hedge funds and large institutions have $996M invested in Avantax, Inc. Common Stock in 2019 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
-22
Holders Change %
-10.84%
% of All Funds
3.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
73
Reduced
54
Closed
47
Calls
$73K
Puts
$421K
Net Calls
-$348K
Net Calls Change
-$832K

Top Buyers

1
ClearBridge Investments
ClearBridge Investments
New York
$16M
2
Bank of New York Mellon
Bank of New York Mellon
New York
$20.2M
3
Citadel Advisors
Citadel Advisors
Florida
$10.1M
4
RCAMU
Rothschild & Co Asset Management US
Connecticut
$23.7M
5
Morgan Stanley
Morgan Stanley
New York
$14M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$804K
2
VNIM
Vaughan Nelson Investment Management
Texas
$0
3
Millennium Management
Millennium Management
New York
$1.14M
4
OAM
Oberweis Asset Management
Illinois
$364K
5
BIM
Bogle Investment Management
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
151
Advisor Group
Arizona
$48K +$342 +16 +0.7%
PI
152
PEAK6 Investments
Illinois
$40K +$40K +1,870 New
MOACM
153
Mutual of America Capital Management
New York
$39K +$1.39K +64 +4%
Group One Trading
154
Group One Trading
Illinois
$26K +$26K +1,200 New
PNC Financial Services Group
155
PNC Financial Services Group
Pennsylvania
$18K -$42.9K -2,066 -70%
GRP
156
Global Retirement Partners
California
$18K +$18K +838 New
GT
157
Glenmede Trust
Pennsylvania
$16K -$1.29K -59,419 -7%
TRCT
158
Tower Research Capital (TRC)
New York
$15K -$347 -16 -2%
SWA
159
Sutton Wealth Advisors
Florida
$14.2K – – –
Federated Hermes
160
Federated Hermes
Pennsylvania
$14K +$1.02K +48 +8%
Bessemer Group
161
Bessemer Group
New Jersey
$11K +$11K +506 New
ME
162
McIlrath & Eck
Washington
$10K +$397 +18 +4%
Rockefeller Capital Management
163
Rockefeller Capital Management
New York
$9K -$610 -28 -6%
PCG
164
Private Capital Group
Connecticut
$7K +$1.43K +62 +26%
VCM
165
Versant Capital Management
Arizona
$6K -$1.87K -97 -24%
LTFS
166
Ladenburg Thalmann Financial Services
Florida
$3K -$1.39K -72 -32%
AIM
167
Advantage Investment Management
Iowa
$3K – – –
BAM
168
Barrett Asset Management
New York
$3K – – –
Kayne Anderson Rudnick Investment Management
169
Kayne Anderson Rudnick Investment Management
California
$3K – – –
MAM
170
Meeder Asset Management
Ohio
$3K +$3K +140 New
NFG
171
Next Financial Group
Texas
$2K – – –
PWP
172
Personal Wealth Partners
Minnesota
$2K – – –
Northwestern Mutual Wealth Management
173
Northwestern Mutual Wealth Management
Wisconsin
$2K +$519 +28 +35%
TFO
174
Tarbox Family Office
California
$1K – – –
PFBT
175
Parkside Financial Bank & Trust
Missouri
$1K +$648 +35 +184%
5 6
7
8 9