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AVTA

Avantax, Inc. Common Stock
AVTA

Delisted

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

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Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$118M -$21.3M -1,024,416 -17%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$70.6M +$1.37M +65,956 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$55.8M +$1.39M +66,698 +3%
BFA
4
BlackRock Fund Advisors
California
$52.4M +$5.13M +246,307 +12%
SCA
5
SAC Capital Advisors
Connecticut
$34.6M -$5.18M -248,790 -14%
Renaissance Technologies
6
Renaissance Technologies
New York
$32.2M -$4.75M -228,100 -14%
BIT
7
BlackRock Institutional Trust
California
$29.7M +$2.58M +123,868 +11%
Northern Trust
8
Northern Trust
Illinois
$29.6M +$1.21M +58,223 +5%
Morgan Stanley
9
Morgan Stanley
New York
$26.1M -$659K -31,639 -3%
RCM
10
Raging Capital Management
New Jersey
$23.5M +$291K +14,000 +1%
Deutsche Bank
11
Deutsche Bank
Germany
$22.8M +$18.3M +877,314 +772%
State Street
12
State Street
Massachusetts
$20.8M +$427K +20,505 +2%
WCM Investment Management
13
WCM Investment Management
California
$20.1M +$649K +31,192 +4%
TAM
14
Third Avenue Management
New York
$16.7M +$420K +20,150 +3%
Artisan Partners
15
Artisan Partners
Wisconsin
$16M +$13.5M +649,949 +1,397%
HA
16
Hays Advisory
Tennessee
$14.3M +$13M +623,127 New
FA
17
Friess Associates
Delaware
$13.6M +$1.95M +93,840 +19%
NA
18
NS Advisors
Connecticut
$13.4M -$333K -16,000 -3%
PCM
19
Proxima Capital Management
New York
$13.3M -$1.92M -92,119 -14%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$13.2M -$412K -19,804 -3%
GT
21
Glenmede Trust
Pennsylvania
$11.3M +$1.38M +66,085 +16%
GCM
22
Gruss Capital Management
New York
$10.5M -$12.2M -587,654 -56%
RA
23
Royce & Associates
New York
$9.67M -$887K -42,600 -9%
Invesco
24
Invesco
Georgia
$9.49M +$6.82M +327,589 +385%
Allianz Asset Management
25
Allianz Asset Management
Germany
$8.84M -$144K -6,903 -2%
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