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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
$158M +$5.3M +210,335 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$146M +$3.59M +142,280 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$109M +$2.54M +100,617 +2%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$73.9M -$301K -11,930 -0.3%
Renaissance Technologies
5
Renaissance Technologies
New York
$59.9M +$885K +35,100 +1%
State Street
6
State Street
Massachusetts
$30.5M -$680K -26,963 -2%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$29.8M +$45K +1,785 +0.1%
RCAMU
8
Rothschild & Co Asset Management US
Connecticut
$23.7M +$7.75M +307,269 +39%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$20.2M +$9.21M +365,474 +64%
ClearBridge Investments
10
ClearBridge Investments
New York
$16M +$18.7M +740,970 New
GT
11
Glenmede Trust
Pennsylvania
$16M -$1.5M -59,419 -7%
Northern Trust
12
Northern Trust
Illinois
$14.9M +$327K +12,953 +2%
Norges Bank
13
Norges Bank
Norway
$14.8M -$1.03M -41,038 -6%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$14.4M +$1.76M +69,746 +12%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$14.1M +$254K +10,094 +2%
Morgan Stanley
16
Morgan Stanley
New York
$14M +$6.74M +267,494 +70%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$12.1M -$11.2K -446 -0.1%
JP Morgan Chase
18
JP Morgan Chase
New York
$11.7M +$1.14M +45,372 +9%
Citadel Advisors
19
Citadel Advisors
Florida
$10.1M +$8.92M +353,810 +316%
Nuveen
20
Nuveen
North Carolina
$9.19M +$4.73M +187,517 +79%
Principal Financial Group
21
Principal Financial Group
Iowa
$8.37M -$70.2K -2,785 -0.7%
Bank of America
22
Bank of America
North Carolina
$8.22M +$1.01M +40,049 +12%
HAM
23
Hillcrest Asset Management
Texas
$8.19M -$286K -11,330 -3%
Invesco
24
Invesco
Georgia
$8.1M -$1.92M -76,111 -17%
Ameriprise
25
Ameriprise
Minnesota
$7.1M -$383K -15,204 -4%