AVTA

Avantax, Inc. Common Stock
AVTA

Overview Fund Activity
Delisted

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

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203 hedge funds and large institutions have $1.7B invested in Avantax, Inc. Common Stock in 2018 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 68 increasing their positions, 67 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+20
Holders Change %
+10.93%
% of All Funds
4.65%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
40
Increased
68
Reduced
67
Closed
20
Calls
$5.32M
Puts
$9.65M
Net Calls
-$4.33M
Net Calls Change
-$937K

Top Buyers

1
GT
Glenmede Trust
Pennsylvania
+$29.8M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$19M
3
BlackRock
BlackRock
New York
+$16.9M
4
WG
Winton Group
United Kingdom
+$10.8M
5
Two Sigma Investments
Two Sigma Investments
New York
+$8.01M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
-$29.1M
2
PWAM
Park West Asset Management
California
-$19.3M
3
First Trust Advisors
First Trust Advisors
Illinois
-$17M
4
Allianz Asset Management
Allianz Asset Management
Germany
-$14.1M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$9.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIA
176
LS Investment Advisors
Michigan
$50K – – –
SWA
177
Sutton Wealth Advisors
Florida
$24.3K – – –
SWM
178
SeaCrest Wealth Management
New York
$24K +$2.03K +55 +9%
CIBC Private Wealth Group
179
CIBC Private Wealth Group
Georgia
$20K +$18.6K +500 +1,282%
FDCDDQ
180
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.6K – – –
LTFS
181
Ladenburg Thalmann Financial Services
Florida
$11K – – –
AIM
182
Advantage Investment Management
Iowa
$9K – – –
Loomis, Sayles & Company
183
Loomis, Sayles & Company
Massachusetts
$8K -$47.3K -1,343 -86%
PCG
184
Private Capital Group
Connecticut
$8K +$8K +242 New
Envestnet Asset Management
185
Envestnet Asset Management
Illinois
$6K -$1.12K -37 -16%
BAM
186
Barrett Asset Management
New York
$6K – – –
MOACM
187
Mutual of America Capital Management
New York
$6K +$6K +173 New
MCM
188
MV Capital Management
Maryland
$5K +$5K +132 New
WAM
189
Wealthspire Advisors (Maryland)
Maryland
$4K – – –
ME
190
McIlrath & Eck
Washington
$4K – – –
PFBT
191
Parkside Financial Bank & Trust
Missouri
$2K – – –
RE
192
RBC Europe
United Kingdom
$1.11K – – –
PO
193
Private Ocean
California
$1K -$300 -9 -23%
First Manhattan
194
First Manhattan
New York
$1K – – –
FGAM
195
Financial Gravity Asset Management
Texas
$1K +$1K +16 New
CAW
196
Cornerstone Advisors (Washington)
Washington
$1K +$1K +23 New
KJWM
197
Kiley Juergens Wealth Management
Washington
$1K +$1K +30 New
FRA
198
Front Row Advisors
California
$5 +$5 +147 New
Asset Management One
199
Asset Management One
Japan
– -$1.72M -69,700 Closed
Massachusetts Financial Services
200
Massachusetts Financial Services
Massachusetts
– -$1.61M -65,252 Closed
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