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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
$180M -$20.3M -747,599 -10%
Vanguard Group
2
Vanguard Group
Pennsylvania
$120M -$19.8M -728,156 -14%
PCP
3
P2 Capital Partners
New York
$60.5M
Invesco
4
Invesco
Georgia
$56.2M +$8.16M +300,438 +16%
VBA
5
Van Berkom & Associates
Quebec, Canada
$47.1M -$16.8M -617,187 -26%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$46.8M +$48.3M +1,776,898 New
SCM
7
Simcoe Capital Management
New York
$45M
State Street
8
State Street
Massachusetts
$41.2M -$673K -24,793 -2%
NSGL
9
No Street GP LP
California
$29.9M -$1.77M -65,000 -5%
Renaissance Technologies
10
Renaissance Technologies
New York
$27.6M +$3.04M +112,000 +12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$23.1M -$20K -736 -0.1%
JP Morgan Chase
12
JP Morgan Chase
New York
$19.6M -$1.64M -60,398 -8%
Jacobs Levy Equity Management
13
Jacobs Levy Equity Management
New Jersey
$19.5M +$5.48M +201,974 +38%
Northern Trust
14
Northern Trust
Illinois
$12.9M -$748K -27,543 -5%
Boston Partners
15
Boston Partners
Massachusetts
$12.4M -$2.9M -106,664 -18%
NW
16
NewEdge Wealth
Pennsylvania
$11.6M +$12M +440,271 New
NM
17
Newtyn Management
New York
$10.5M -$24.4M -900,000 -69%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$9.82M -$1.51M -55,689 -13%
Charles Schwab
19
Charles Schwab
California
$8.42M -$1.1M -40,598 -11%
Wellington Management Group
20
Wellington Management Group
Massachusetts
$8.41M +$6.49M +239,000 +297%
Morgan Stanley
21
Morgan Stanley
New York
$8.08M -$920K -33,868 -10%
Two Sigma Advisers
22
Two Sigma Advisers
New York
$7.26M +$1.92M +70,600 +34%
Deutsche Bank
23
Deutsche Bank
Germany
$6.93M -$320K -11,797 -4%
Principal Financial Group
24
Principal Financial Group
Iowa
$6.35M -$1.47M -54,044 -18%
D.E. Shaw & Co
25
D.E. Shaw & Co
New York
$5.79M -$4.54M -167,334 -43%