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 $1.4B invested in Avantax, Inc. Common Stock in 2019 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 67 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+10
Holders Change %
+5.18%
% of All Funds
4.42%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
33
Increased
73
Reduced
67
Closed
19
Calls
$1.18M
Puts
$697K
Net Calls
+$484K
Net Calls Change
-$627K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$11.6M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$7.21M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$41.7M
4
BlackRock
BlackRock
New York
$216M
5
Invesco
Invesco
Georgia
$13.7M

Top Sellers

1
VNIM
Vaughan Nelson Investment Management
Texas
$16.4M
2
PWAM
Park West Asset Management
California
$1.43M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$17.3M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$17M
5
Goldman Sachs
Goldman Sachs
New York
$3.02M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
176
Rockefeller Capital Management
New York
$13K -$7.75K -263 -37%
DWA
177
Dorsey Wright & Associates
California
$13K +$3.25K +103 +33%
VCM
178
Versant Capital Management
Arizona
$12K -$18.6K -631 -61%
CCM
179
Covington Capital Management
California
$11K +$11K +351 New
PCG
180
Private Capital Group
Connecticut
$9K -$2.01K -54 -18%
BCI
181
Brinker Capital Investments
Pennsylvania
$8K +$5.15K +177 +181%
LTFS
182
Ladenburg Thalmann Financial Services
Florida
$7K -$7.71K -250 -52%
BAM
183
Barrett Asset Management
New York
$5K – – –
GAM
184
Gemmer Asset Management
California
$4K – – –
AIM
185
Advantage Investment Management
Iowa
$4K – – –
Kayne Anderson Rudnick Investment Management
186
Kayne Anderson Rudnick Investment Management
California
$4K +$4K +117 New
MCM
187
MV Capital Management
Maryland
$3K -$2.32K -82 -44%
NFG
188
Next Financial Group
Texas
$3K – – –
CG
189
Cutler Group
California
$3K – – –
PWP
190
Personal Wealth Partners
Minnesota
$3K +$3K +84 New
Walleye Capital
191
Walleye Capital
New York
$3K +$3K +100 New
Northwestern Mutual Wealth Management
192
Northwestern Mutual Wealth Management
Wisconsin
$2K -$248K -9,916 -99%
TWA
193
TCI Wealth Advisors
Arizona
$2K – – –
First Manhattan
194
First Manhattan
New York
$1K – – –
CAW
195
Cornerstone Advisors (Washington)
Washington
$1K – – –
PFBT
196
Parkside Financial Bank & Trust
Missouri
$1K – – –
TFO
197
Tarbox Family Office
California
$1K +$1K +43 New
RE
198
RBC Europe
United Kingdom
$911 – – –
RCAG
199
Rehmann Capital Advisory Group
Michigan
$668 – – –
Assenagon Asset Management
200
Assenagon Asset Management
Luxembourg
– -$2.26M -67,692 Closed
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