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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
$113M +$1.16M +61,547 +1%
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$62.6M +$945K +50,178 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$51.4M -$235K -12,504 -0.5%
BFA
4
BlackRock Fund Advisors
California
$42.6M -$2.39M -126,751 -5%
BIT
5
BlackRock Institutional Trust
California
$28.2M -$13M -689,744 -32%
OCG
6
Opus Capital Group
Ohio
$17.4M +$2.73M +145,118 +19%
PRCM
7
Pine River Capital Management
Minnesota
$16.3M +$12.6M +667,642 +337%
State Street
8
State Street
Massachusetts
$16M -$423K -22,439 -3%
Deutsche Bank
9
Deutsche Bank
Germany
$15.4M -$1.44M -76,567 -9%
WCM Investment Management
10
WCM Investment Management
California
$14.5M -$42.4K -2,249 -0.3%
Morgan Stanley
11
Morgan Stanley
New York
$14.2M -$3.18M -168,966 -18%
Norges Bank
12
Norges Bank
Norway
$14.1M +$7.06M +374,774 +100%
First Trust Advisors
13
First Trust Advisors
Illinois
$13.9M +$12.3M +650,933 +747%
TAM
14
Third Avenue Management
New York
$12.8M -$1.82M -96,900 -13%
GF
15
Gabelli Funds
New York
$12.7M +$1.41M +74,951 +12%
Artisan Partners
16
Artisan Partners
Wisconsin
$12.7M -$662K -35,149 -5%
GT
17
Glenmede Trust
Pennsylvania
$11.3M +$1.32M +69,912 +13%
HA
18
Hays Advisory
Tennessee
$10.7M -$656K -34,860 -6%
PCM
19
Proxima Capital Management
New York
$10.7M +$10.6M +565,000 New
GI
20
GAMCO Investors
Connecticut
$10.3M +$2.15M +114,370 +27%
Northern Trust
21
Northern Trust
Illinois
$9.35M -$6.11M -324,311 -40%
Loomis, Sayles & Company
22
Loomis, Sayles & Company
Massachusetts
$9.18M +$1.43M +75,883 +18%
Point72 Asset Management
23
Point72 Asset Management
Connecticut
$8.91M +$8.89M +472,224 New
NA
24
NS Advisors
Connecticut
$8.66M +$468K +24,859 +6%
Allianz Asset Management
25
Allianz Asset Management
Germany
$8.45M +$7.35M +390,055 +674%
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