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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
$196M +$4.53M +202,218 +3%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$166M -$9.12M -407,111 -6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$134M +$2.84M +126,949 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$88.2M -$870K -38,835 -1%
Renaissance Technologies
5
Renaissance Technologies
New York
$72.5M +$110K +4,900 +0.2%
State Street
6
State Street
Massachusetts
$37.8M +$834K +37,237 +3%
Fuller & Thaler Asset Management
7
Fuller & Thaler Asset Management
California
$36.3M +$259K +11,557 +0.8%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$28.1M +$3.09M +137,937 +15%
ClearBridge Investments
9
ClearBridge Investments
New York
$27.1M +$6.76M +301,884 +41%
RCAMU
10
Rothschild & Co Asset Management US
Connecticut
$27.1M -$1.36M -60,538 -6%
VBA
11
Van Berkom & Associates
Quebec, Canada
$26.7M +$22.9M +1,020,975 New
SCM
12
Simcoe Capital Management
New York
$24.8M +$21.2M +947,977 New
Fidelity Investments
13
Fidelity Investments
Massachusetts
$18M +$2.87M +128,313 +23%
Northern Trust
14
Northern Trust
Illinois
$17.9M -$86.4K -3,857 -0.6%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$17.6M +$518K +23,151 +4%
Norges Bank
16
Norges Bank
Norway
$17.3M -$537K -23,969 -3%
Nuveen
17
Nuveen
North Carolina
$17.1M +$5.14M +229,304 +54%
GT
18
Glenmede Trust
Pennsylvania
$17.1M -$1.91M -85,502 -12%
D.E. Shaw & Co
19
D.E. Shaw & Co
New York
$16.9M -$366K -16,328 -2%
Invesco
20
Invesco
Georgia
$12.7M +$2.52M +112,366 +30%
Morgan Stanley
21
Morgan Stanley
New York
$12.3M -$4.02M -179,320 -28%
JP Morgan Chase
22
JP Morgan Chase
New York
$12.1M -$1.72M -76,672 -14%
Principal Financial Group
23
Principal Financial Group
Iowa
$10.1M +$27.7K +1,236 +0.3%
HAM
24
Hillcrest Asset Management
Texas
$9.55M -$295K -13,155 -3%
Bank of America
25
Bank of America
North Carolina
$8.55M -$1.18M -52,829 -14%