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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
$88.5M -$3.38M -175,093 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$63.1M +$1.8M +93,572 +2%
Wellington Management Group
3
Wellington Management Group
Massachusetts
$56.3M -$32.2M -1,668,072 -26%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$40.7M
VBA
5
Van Berkom & Associates
Quebec, Canada
$34.7M +$35.9M +1,859,867 +182%
Renaissance Technologies
6
Renaissance Technologies
New York
$31.4M -$3.18M -165,000 -6%
State Street
7
State Street
Massachusetts
$19M +$2.44M +126,383 +9%
GT
8
Glenmede Trust
Pennsylvania
$17.1M
SCM
9
Simcoe Capital Management
New York
$13.3M +$3M +155,548 +16%
ClearBridge Investments
10
ClearBridge Investments
New York
$12.5M -$97.8K -5,073 -0.5%
RCAMU
11
Rothschild & Co Asset Management US
Connecticut
$11.2M -$2.08M -107,664 -10%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$10.7M -$9.64M -499,735 -36%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$9.5M -$5.5M -285,300 -27%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$8.85M +$1.15M +59,591 +9%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$8.82M +$1.62M +84,085 +13%
Northern Trust
16
Northern Trust
Illinois
$8.31M +$120K +6,233 +0.9%
Norges Bank
17
Norges Bank
Norway
$7.97M
Nuveen
18
Nuveen
North Carolina
$7.8M -$129K -6,698 -1%
Federated Hermes
19
Federated Hermes
Pennsylvania
$7.32M +$11.7M +606,451 +99,745%
Invesco
20
Invesco
Georgia
$7.18M +$2.1M +108,906 +22%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$6.57M -$2.74M -142,071 -21%
RCM
22
Red Cedar Management
Utah
$4.94M +$2.12M +110,000 +37%
Principal Financial Group
23
Principal Financial Group
Iowa
$4.48M -$308K -15,982 -4%
JP Morgan Chase
24
JP Morgan Chase
New York
$4.29M -$2.08M -107,790 -23%
Ameriprise
25
Ameriprise
Minnesota
$3.74M -$222K -11,505 -4%