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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
BlackRock
1
BlackRock
New York
$182M +$1.84M +60,122 +0.9%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$176M +$20.2M +660,303 +11%
Vanguard Group
3
Vanguard Group
Pennsylvania
$135M +$8.26M +269,667 +6%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$91.7M
Renaissance Technologies
5
Renaissance Technologies
New York
$71.1M -$2.39M -78,200 -3%
First Trust Advisors
6
First Trust Advisors
Illinois
$63.9M -$11.3M -369,150 -13%
State Street
7
State Street
Massachusetts
$39.5M -$960K -31,348 -2%
VNIM
8
Vaughan Nelson Investment Management
Texas
$38.9M +$44.8M +1,461,625 New
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$30.1M +$4.43M +144,572 +15%
GT
10
Glenmede Trust
Pennsylvania
$29.5M -$2.15M -70,073 -6%
RCAMU
11
Rothschild & Co Asset Management US
Connecticut
$20.1M +$23.1M +755,722 New
Norges Bank
12
Norges Bank
Norway
$19.4M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$18.1M +$3.46M +112,954 +20%
Northern Trust
14
Northern Trust
Illinois
$17.7M -$79K -2,579 -0.4%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$15.2M -$1.35M -44,045 -7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$15.2M +$629K +20,533 +4%
Invesco
17
Invesco
Georgia
$13.6M +$1.71M +55,890 +12%
JP Morgan Chase
18
JP Morgan Chase
New York
$13.3M +$877K +28,627 +6%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$12.1M -$746K -24,375 -5%
Principal Financial Group
20
Principal Financial Group
Iowa
$11.1M -$494K -16,118 -4%
Bank of America
21
Bank of America
North Carolina
$10.3M +$1.26M +41,198 +12%
HCS
22
Harvest Capital Strategies
California
$9.79M -$11M -357,660 -49%
Allianz Asset Management
23
Allianz Asset Management
Germany
$8.72M -$1.98M -64,769 -17%
Morgan Stanley
24
Morgan Stanley
New York
$8.26M -$6.94M -226,604 -42%
Prudential Financial
25
Prudential Financial
New Jersey
$7.94M -$8.61M -281,286 -49%