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
Wellington Management Group
1
Wellington Management Group
Massachusetts
$47.7M +$47.4M +4,262,758 New
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$39.5M +$474K +42,678 +1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$36.7M +$1.39M +125,202 +4%
BFA
4
BlackRock Fund Advisors
California
$31.5M +$1M +90,058 +3%
First Trust Advisors
5
First Trust Advisors
Illinois
$20.7M -$777K -69,957 -4%
Renaissance Technologies
6
Renaissance Technologies
New York
$14.3M +$4.01M +360,700 +39%
PCM
7
Pennant Capital Management
New Jersey
$13.2M +$537K +48,364 +4%
BIT
8
BlackRock Institutional Trust
California
$12.5M +$168K +15,146 +1%
Morgan Stanley
9
Morgan Stanley
New York
$12.3M +$10.5M +940,797 +613%
Norges Bank
10
Norges Bank
Norway
$12M +$1.03M +92,936 +9%
State Street
11
State Street
Massachusetts
$11.5M +$378K +34,071 +3%
PWAM
12
Park West Asset Management
California
$11.2M -$91.1K -8,204 -0.8%
GI
13
GAMCO Investors
Connecticut
$9.38M -$1.21M -108,520 -11%
RA
14
Royce & Associates
New York
$9.07M -$4.58M -412,600 -34%
PC
15
Permit Capital
Pennsylvania
$7.51M -$639K -57,500 -8%
NI
16
Numeric Investors
Massachusetts
$6.46M +$3.88M +349,500 +154%
GF
17
Gabelli Funds
New York
$6M -$342K -30,796 -5%
Northern Trust
18
Northern Trust
Illinois
$5.14M +$108K +9,704 +2%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$4.66M -$77.7K -6,994 -2%
NC
20
Northpointe Capital
Michigan
$3.99M +$3.96M +356,261 New
Invesco
21
Invesco
Georgia
$3.58M +$537K +48,382 +18%
Allianz Asset Management
22
Allianz Asset Management
Germany
$3.49M +$1.49M +134,094 +75%
CAM
23
ClariVest Asset Management
California
$3.45M -$2.18M -196,604 -39%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$3.29M -$28.7K -2,584 -0.9%
Principal Financial Group
25
Principal Financial Group
Iowa
$3.1M -$163K -14,717 -5%
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