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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
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$1.44B +$301M +12,999,468 +2,443,509%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$116M +$3.74M +161,890 +3%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$64.3M +$3.19M +137,828 +4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$53.8M +$5.17M +223,457 +9%
BFA
5
BlackRock Fund Advisors
California
$46.9M +$1.24M +53,774 +2%
BIT
6
BlackRock Institutional Trust
California
$43M +$15M +647,316 +42%
SCA
7
SAC Capital Advisors
Connecticut
$27.6M +$7.15M +309,364 +28%
Morgan Stanley
8
Morgan Stanley
New York
$18.1M -$8.99M -388,627 -30%
Deutsche Bank
9
Deutsche Bank
Germany
$17.6M -$1.22M -52,761 -6%
State Street
10
State Street
Massachusetts
$17.1M +$605K +26,158 +3%
Northern Trust
11
Northern Trust
Illinois
$16.1M -$12M -519,896 -39%
TAM
12
Third Avenue Management
New York
$15.3M +$1.17M +50,616 +7%
OCG
13
Opus Capital Group
Ohio
$15.3M +$17.9M +774,613 New
WCM Investment Management
14
WCM Investment Management
California
$15.1M -$613K -26,495 -3%
Artisan Partners
15
Artisan Partners
Wisconsin
$13.9M -$646K -27,942 -4%
HA
16
Hays Advisory
Tennessee
$11.9M -$197K -8,528 -1%
GF
17
Gabelli Funds
New York
$11.8M +$7.68M +332,300 +124%
Invesco
18
Invesco
Georgia
$11.7M +$2.3M +99,579 +20%
GT
19
Glenmede Trust
Pennsylvania
$10.4M +$2.02M +87,234 +20%
PAM
20
Panagora Asset Management
Massachusetts
$9.01M +$1.62M +69,930 +18%
NA
21
NS Advisors
Connecticut
$8.55M +$794K +34,348 +9%
GI
22
GAMCO Investors
Connecticut
$8.46M +$1.35M +58,205 +16%
BA
23
BlackRock Advisors
Delaware
$8.3M +$6.1M +263,692 +167%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$8.09M -$4.69M -202,824 -33%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$8.08M +$9.49M +410,555 New
1
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