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AVTA

Avantax, Inc. Common Stock

Delisted

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

Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$93.2M +$1.9M +121,564 +2%
BlackRock
2
BlackRock
New York
$85.1M +$77M +4,913,367 +58,160%
Vanguard Group
3
Vanguard Group
Pennsylvania
$62.6M +$4.2M +268,209 +8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$61M -$116K -7,426 -0.2%
PWAM
5
Park West Asset Management
California
$34.6M +$15.6M +996,004 +99%
First Trust Advisors
6
First Trust Advisors
Illinois
$30.6M +$1.89M +120,372 +7%
NI
7
Numeric Investors
Massachusetts
$25.9M +$10.5M +671,674 +81%
Renaissance Technologies
8
Renaissance Technologies
New York
$20.5M +$1.3M +82,900 +8%
Norges Bank
9
Norges Bank
Norway
$18.8M -$543K -34,700 -3%
State Street
10
State Street
Massachusetts
$16.2M -$2.57M -163,853 -15%
GI
11
GAMCO Investors
Connecticut
$11.4M -$1.99M -127,168 -16%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$9.12M +$1.39M +88,575 +20%
Northern Trust
13
Northern Trust
Illinois
$8.28M -$17.2K -1,100 -0.2%
PC
14
Permit Capital
Pennsylvania
$7.97M -$1.08M -69,211 -13%
RA
15
Royce & Associates
New York
$7.82M -$1.39M -89,000 -16%
Morgan Stanley
16
Morgan Stanley
New York
$6.91M +$1.29M +82,304 +26%
Goldman Sachs
17
Goldman Sachs
New York
$6.8M +$2.24M +142,865 +57%
D.E. Shaw & Co
18
D.E. Shaw & Co
New York
$6.59M -$236K -15,040 -4%
CAM
19
ClariVest Asset Management
California
$6.26M +$718K +45,827 +15%
Invesco
20
Invesco
Georgia
$6.24M +$468K +29,893 +9%
CS
21
Credit Suisse
Switzerland
$5.84M +$4.36M +278,657 +473%
NC
22
Northpointe Capital
Michigan
$5.55M -$1.36M -86,758 -21%
Geode Capital Management
23
Geode Capital Management
Massachusetts
$5.44M +$158K +10,103 +3%
Principal Financial Group
24
Principal Financial Group
Iowa
$5.11M +$221K +14,133 +5%
Ameriprise
25
Ameriprise
Minnesota
$4.73M +$1.22M +77,897 +40%