AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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168 hedge funds and large institutions have $1.22B invested in Avantax, Inc. Common Stock in 2019 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 56 increasing their positions, 63 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
168
Holders Change
-13
Holders Change %
-7.18%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
28
Increased
56
Reduced
63
Closed
34
Calls
$1.48M
Puts
$907K
Net Calls
+$570K
Net Calls Change
+$918K

Top Buyers

1
VBA
Van Berkom & Associates
Quebec, Canada
+$26.7M
2
SCM
Simcoe Capital Management
New York
+$24.8M
3
ClearBridge Investments
ClearBridge Investments
New York
+$7.85M
4
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$5.99M
5
RCM
Red Cedar Management
Utah
+$5.62M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$10.6M
2
Citadel Advisors
Citadel Advisors
Florida
-$10.1M
3
MWNA
Marshall Wace North America
New York
-$7.52M
4
HF
HRT Financial
New York
-$5.66M
5
Allianz Asset Management
Allianz Asset Management
Germany
-$4.85M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
151
Kayne Anderson Rudnick Investment Management
California
$3K – – –
TFO
152
Tarbox Family Office
California
$3K +$1.85K +69 +160%
TRCT
153
Tower Research Capital (TRC)
New York
$2K -$15.7K -613 -89%
PCG
154
Private Capital Group
Connecticut
$2K -$3.48K -193 -63%
Northwestern Mutual Wealth Management
155
Northwestern Mutual Wealth Management
Wisconsin
$2K -$700 -28 -26%
PWP
156
Personal Wealth Partners
Minnesota
$2K – – –
PFBT
157
Parkside Financial Bank & Trust
Missouri
$1K – – –
TCM
158
Tradewinds Capital Management
Washington
$1K – – –
IWP
159
IAG Wealth Partners
Wisconsin
$1K +$1K +10 New
HGWM
160
Harvest Group Wealth Management
Massachusetts
$1K +$1K +72 New
RE
161
RBC Europe
United Kingdom
$784 – – –
Citadel Advisors
162
Citadel Advisors
Florida
– -$10.1M -465,669 Closed
HF
163
HRT Financial
New York
– -$5.66M -261,589 Closed
EAM
164
Eagle Asset Management
Florida
– -$3.89M -179,581 Closed
GF
165
Gabelli Funds
New York
– -$1.49M -69,000 Closed
TEE
166
Tibra Equities Europe
United Kingdom
– -$1.27M -58,700 Closed
Millennium Management
167
Millennium Management
New York
– -$1.14M -52,484 Closed
BPM
168
Bowling Portfolio Management
Ohio
– -$1.08M -50,098 Closed
AWE
169
Avidian Wealth Enterprises
Texas
– -$1.06M -48,962 Closed
ARTA
170
A.R.T. Advisors
New York
– -$945K -43,656 Closed
JG
171
Jefferies Group
New York
– -$924K -42,695 Closed
Los Angeles Capital Management
172
Los Angeles Capital Management
California
– -$892K -41,200 Closed
Susquehanna International Group
173
Susquehanna International Group
Pennsylvania
– -$886K -40,951 Closed
Assenagon Asset Management
174
Assenagon Asset Management
Luxembourg
– -$821K -37,928 Closed
First Trust Advisors
175
First Trust Advisors
Illinois
– -$804K -37,138 Closed
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