AVTA
Avantax, Inc. Common Stock
AVTA
AVTA
Delisted
AVTA was delisted on the 27th of November, 2023.
154 hedge funds and large institutions have $567M invested in Avantax, Inc. Common Stock in 2020 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 39 closing their positions.
New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
-14
Holders Change %
-8.33%
% of All Funds
3.4%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
27
Increased
47
Reduced
52
Closed
39
Calls
$1.04M
Puts
$1.51M
Net Calls
-$468K
Net Calls Change
-$1.04M
Top Buyers
| 1 |
VBA
Van Berkom & Associates
Montreal,
Quebec, Canada
|
+$22.4M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$7.31M |
| 3 |
TCM
Tygh Capital Management
Portland,
Oregon
|
+$2.67M |
| 4 |
Goldman Sachs
New York
|
+$2.02M |
| 5 |
SCM
Simcoe Capital Management
New York
|
+$1.87M |
Top Sellers
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$20.1M |
| 2 |
HAM
Hillcrest Asset Management
Plano,
Texas
|
-$9.55M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$6.02M |
| 4 |
ACL
Azora Capital LP
Miami,
Florida
|
-$5.94M |
| 5 |
Morgan Stanley
New York
|
-$3.92M |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
ICM
176
Islay Capital Management
Lubbock,
Texas
| – | -$67K | -2,548 | Closed |
|
|
EA
177
Emerald Advisers
Leola,
Pennsylvania
| – | -$46K | -1,757 | Closed |
|
178
Chevy Chase Trust
Bethesda,
Maryland
| – | -$5K | -200 | Closed |
|
|
NFG
179
Next Financial Group
Houston,
Texas
| – | -$4K | -160 | Closed |
|
180
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$3K | -117 | Closed |
|
|
PWP
181
Personal Wealth Partners
Bloomington,
Minnesota
| – | -$2K | -84 | Closed |
|
182
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$2K | -80 | Closed |
|
|
TRCT
183
Tower Research Capital (TRC)
New York
| – | -$2K | -78 | Closed |
|
|
HGWM
184
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$1K | -72 | Closed |
|
|
PFBT
185
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$1K | -54 | Closed |
|
|
TCM
186
Tradewinds Capital Management
Bellingham,
Washington
| – | -$1K | -20 | Closed |
|