AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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149 hedge funds and large institutions have $829M invested in Avantax, Inc. Common Stock in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 67 reducing their positions, and 19 closing their positions.

Holders
149
Holders Change
-6
Holders Change %
-3.87%
% of All Funds
2.52%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
18
Increased
34
Reduced
67
Closed
19
Calls
$3.84M
Puts
$2.41M
Net Calls
+$1.43M
Net Calls Change
-$1.1M

Top Buyers

1
NSGL
1
No Street GP LP
California
$18.5M
2
Invesco
2
Invesco
Georgia
$23.5M
3
PCP
3
P2 Capital Partners
New York
$42.5M
4
WAM
4
Weiss Asset Management
Massachusetts
$18M
5
ECM
5
Engine Capital Management
New York
$40.8M

Top Sellers

1
VBA
1
Van Berkom & Associates
Quebec, Canada
$56M
2
ACM
2
Archon Capital Management
Washington
$1.04M
3
D.E. Shaw & Co
3
D.E. Shaw & Co
New York
$11.6M
4
P2P
4
Phase 2 Partners
California
$0
5
BlackRock
5
BlackRock
New York
$138M
Name Market Value Shares Shares
Change 		Shares
Change %
HWAM
151
Hennion & Walsh Asset Management
New Jersey
– – -26,038 Closed
HF
152
HRT Financial
New York
– – -18,464 Closed
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
– – -12,918 Closed
ProShare Advisors
154
ProShare Advisors
Maryland
– – -10,820 Closed
EFS
155
Econ Financial Services
Pennsylvania
– – -6,424 Closed
ACM
156
Aquatic Capital Management
Illinois
– – -300 Closed
Northwestern Mutual Wealth Management
157
Northwestern Mutual Wealth Management
Wisconsin
– – -200 Closed
S
158
SignatureFD
Georgia
– – -100 Closed
BAM
159
Byrne Asset Management
New Jersey
– – -100 Closed
TFO
160
Tarbox Family Office
California
– – -43 Closed
CG
161
Cutler Group
California
– – – –
Group One Trading
162
Group One Trading
Illinois
– – – –
PFBT
163
Parkside Financial Bank & Trust
Missouri
$0 19 – –
PA
164
Parallel Advisors
California
$0 10 – –
PI
165
PEAK6 Investments
Illinois
– – – –
Credit Agricole
166
Credit Agricole
France
$0 3 – –
STCOSD
167
Sageworth Trust Company of South Dakota
South Dakota
$0 26 – –
CFGS
168
Concourse Financial Group Securities
Alabama
– – – –
CA
169
Clearstead Advisors
Ohio
$0 10 – –
QC
170
Quent Capital
New York
$0 6 – –
Citadel Advisors
171
Citadel Advisors
Florida
– – – –
AF
172
Advisornet Financial
Minnesota
$0 5 – –
Walleye Trading
173
Walleye Trading
New York
– – – –
HT
174
HAP Trading
New York
– – – –
MAM
175
Meeder Asset Management
Ohio
$0 1 +1 New
3 4 5 6
7