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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
$231M +$2.57M +88,394 +1%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$220M -$1.09M -37,368 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$163M -$5.02M -172,382 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$115M -$351K -12,061 -0.4%
Renaissance Technologies
5
Renaissance Technologies
New York
$89.4M +$236K +8,100 +0.3%
First Trust Advisors
6
First Trust Advisors
Illinois
$85.9M +$5.18M +177,687 +7%
State Street
7
State Street
Massachusetts
$46.2M -$2.9M -99,546 -7%
VNIM
8
Vaughan Nelson Investment Management
Texas
$43M -$5.01M -172,150 -12%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$38.5M +$704K +24,155 +2%
GT
10
Glenmede Trust
Pennsylvania
$32.9M -$3.59M -123,424 -11%
RCAMU
11
Rothschild & Co Asset Management US
Connecticut
$25.6M +$324K +11,108 +1%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$24.5M +$1.6M +54,810 +8%
Norges Bank
13
Norges Bank
Norway
$24.3M
Bank of New York Mellon
14
Bank of New York Mellon
New York
$24.2M +$4.57M +156,762 +28%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$22.4M +$6.27M +215,375 +47%
Northern Trust
16
Northern Trust
Illinois
$22M -$168K -5,763 -0.9%
D.E. Shaw & Co
17
D.E. Shaw & Co
New York
$21M +$1.66M +56,880 +10%
JP Morgan Chase
18
JP Morgan Chase
New York
$16.6M -$91.9K -3,154 -0.6%
Principal Financial Group
19
Principal Financial Group
Iowa
$13.6M -$302K -10,373 -2%
HAM
20
Hillcrest Asset Management
Texas
$12.9M +$2.97M +102,025 +36%
Bank of America
21
Bank of America
North Carolina
$11.9M -$921K -31,630 -8%
Millennium Management
22
Millennium Management
New York
$10.1M +$8.28M +284,448 +1,697%
PWAM
23
Park West Asset Management
California
$10M +$8.74M +300,000 New
Allianz Asset Management
24
Allianz Asset Management
Germany
$9.38M -$1.35M -46,194 -14%
Charles Schwab
25
Charles Schwab
California
$9.12M +$311K +10,672 +4%