Avantax (AVTA) Institutional Ownership → Democrats Push to Replace Dollar With Digital Coin, Control Currency. (From Monetary Gold) (Ad) Free AVTA Stock Alerts Notice: This company has been marked as potentially delisted and may not be actively trading. Add Compare Share Share OwnershipStock AnalysisAnalyst ForecastsEarningsHeadlinesInsider TradesOwnershipShort InterestSocial MediaStock AnalysisAnalyst ForecastsEarningsHeadlinesInsider TradesOwnershipShort InterestSocial Media Institutional Ownership Changes (13F Filings) for Avantax (NASDAQ:AVTA)CurrentInstitutional OwnershipPercentage91.63%Number ofInstitutional Buyers(last 12 months)49TotalInstitutional Inflows(last 12 months)$219.33MNumber ofInstitutional Sellers(last 12 months)13TotalInstitutional Outflows(last 12 months)$21.82M Get AVTA Insider Trade Alerts Want to know when executives and insiders are buying or selling Avantax stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data AVTA Institutional Buying and Selling by Quarter Ad Priority GoldRed Alert: Your Money's Disappearance Act - Banks' Greed Unleashed!Get your free information kit NOW, before it’s too late. Inside you’ll get the 3 secret strategies you can put in place starting today, so “they” don’t get your money tomorrow.Click here for your free guide Avantax Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails12/19/2023Public Employees Retirement System of Ohio37,681$964K0.0%N/A0.103% 12/18/2023 Vanguard Group Inc.4,082,841$104.44M0.0%-4.6%11.107% 12/6/2023 Citigroup Inc.15,232$390K0.0%-56.8%0.041% 11/29/2023Carmignac Gestion56,144$1.44M0.0%N/A0.153% 11/22/2023 KBC Group NV3,336$85K0.0%N/A0.009% 11/15/2023EJF Capital LLC57,432$1.47M0.7%+68.9%0.156% Get the Latest News and Ratings for AVTA and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Avantax and its competitors with MarketBeat's FREE daily newsletter. 11/14/2023AQR Arbitrage LLC466,478$11.93M0.5%N/A1.269% 11/14/2023Qube Research & Technologies Ltd285,562$7.31M0.0%+51.0%0.777% 11/13/2023Federated Hermes Inc.92,043$2.35M0.0%-9.0%0.250% 11/13/2023Dark Forest Capital Management LP14,310$366K0.0%+9.9%0.039% 11/13/2023 CenterBook Partners LP10,270$263K0.0%+6.0%0.028% 11/13/2023 Wolverine Asset Management LLC18,314$468K0.0%N/A0.050% 11/9/2023 Rhumbline Advisers120,225$3.08M0.0%-3.4%0.327% 11/9/2023Deutsche Bank AG250,168$6.40M0.0%+0.9%0.681% 11/9/2023 Citigroup Inc.15,232$390K0.0%-56.8%0.041% 11/9/2023 Commonwealth of Pennsylvania Public School Empls Retrmt SYS24,576$629K0.0%-43.7%0.067% 11/9/2023 Texas Permanent School Fund Corp31,220$799K0.0%-8.1%0.085% 11/9/2023 UBS Group AG260,180$6.66M0.0%+793.4%0.708% 11/8/2023 Charles Schwab Investment Management Inc.300,410$7.68M0.0%+0.7%0.817% 11/8/2023Gabelli Funds LLC23,000$588K0.0%N/A0.063% 11/8/2023GABELLI & Co INVESTMENT ADVISERS INC.20,950$536K0.1%N/A0.057% 11/8/2023 Janney Montgomery Scott LLC17,382$445K0.0%N/A0.047% 11/8/2023 NewEdge Wealth LLC351,247$8.99M0.3%-58.5%0.956% 11/8/2023 Swiss National Bank80,600$2.06M0.0%+4.0%0.219% 11/8/2023 Amalgamated Bank16,390$419K0.0%-8.4%0.045% 11/8/2023 BCK Capital Management LP27,000$691K0.4%N/A0.073% 11/8/2023 Avantax Advisory Services Inc.54,987$1.41M0.0%-28.6%0.150% 11/8/2023 Boston Partners469,780$12.04M0.0%-2.2%1.278% 11/7/2023 Great Lakes Advisors LLC203,999$5.22M0.0%+10.8%0.555% 11/7/2023 Quantbot Technologies LP4,730$121K0.0%N/A0.013% 11/7/2023Barclays PLC55,761$1.43M0.0%+118.9%0.152% 11/7/2023 Van Berkom & Associates Inc.2,610,995$66.79M2.2%+18.8%7.103% 11/7/2023 Arizona State Retirement System10,437$267K0.0%+4.4%0.028% 11/6/2023 Illinois Municipal Retirement Fund23,275$595K0.0%N/A0.063% 11/6/2023 Versor Investments LP223,676$5.72M1.2%+998.1%0.608% 11/2/2023 Principal Financial Group Inc.197,021$5.04M0.0%-10.4%0.536% 10/30/2023 Yousif Capital Management LLC20,706$530K0.0%-9.2%0.056% 10/27/2023 Allspring Global Investments Holdings LLC983$25K0.0%N/A0.003% 10/27/2023 Oregon Public Employees Retirement Fund10,945$280K0.0%N/A0.030% 10/25/2023 New York State Teachers Retirement System78,213$2.00M0.0%N/A0.213% Red Alert: Your Money's Disappearance Act - Banks' Greed Unleashed! (Ad)Get your free information kit NOW, before it’s too late. Inside you’ll get the 3 secret strategies you can put in place starting today, so “they” don’t get your money tomorrow.Click here for your free guide10/24/2023 Bank of New York Mellon Corp318,496$8.15M0.0%-7.0%0.866% 10/24/2023 Maryland State Retirement & Pension System13,540$346K0.0%N/A0.037% 10/16/2023 Everence Capital Management Inc.15,340$392K0.0%N/A0.042% 10/16/2023 State of Alaska Department of Revenue22,888$585K0.0%N/A0.062% 8/14/2023Engine Capital Management LP874,857$19.58M4.7%N/A2.380% 8/11/2023 Renaissance Technologies LLC916,300$20.51M0.0%N/A2.374% 8/11/2023Schroder Investment Management Group70,514$1.58M0.0%N/A0.183% 8/10/2023Metropolitan Life Insurance Co NY2,153$48K0.0%N/A0.006% 8/10/2023 Mirae Asset Global Investments Co. Ltd.90,540$2.03M0.0%N/A0.235% 8/10/2023 Great Lakes Advisors LLC184,077$4.12M0.0%N/A0.477% 8/10/2023 Boston Partners480,357$10.96M0.0%N/A1.245% 8/10/2023 Russell Investments Group Ltd.183,210$4.10M0.0%N/A0.475% 8/9/2023 Dimensional Fund Advisors LP1,645,915$36.84M0.0%N/A4.265% 8/9/2023 BNP Paribas Arbitrage SNC21,594$483K0.0%N/A0.056% 8/9/2023 Swiss National Bank77,500$1.73M0.0%N/A0.201% 8/9/2023 Commonwealth of Pennsylvania Public School Empls Retrmt SYS43,619$976K0.0%N/A0.113% 8/8/2023 Rhumbline Advisers124,457$2.79M0.0%N/A0.323% 8/7/2023 Principal Financial Group Inc.219,899$4.92M0.0%N/A0.570% 8/7/2023 Texas Permanent School Fund Corp33,976$760K0.0%N/A0.088% 8/7/2023 Royce & Associates LP28,918$647K0.0%N/A0.075% 8/7/2023 Van Berkom & Associates Inc.2,197,578$49.18M1.8%N/A5.695% 8/7/2023 Versor Investments LP20,370$456K0.1%N/A0.053% 8/4/2023 American International Group Inc.21,093$472K0.0%N/A0.055% 8/3/2023 Atomi Financial Group Inc.31,694$709K0.3%N/A0.082% 8/3/2023 Fifth Lane Capital LP21,397$479K0.1%N/A0.055% 8/3/2023 Bank of New York Mellon Corp342,558$7.67M0.0%N/A0.888% 8/2/2023 Yousif Capital Management LLC22,816$511K0.0%N/A0.059% 8/1/2023 Arizona State Retirement System9,997$224K0.0%N/A0.026% (Data available from 1/1/2016 forward) AVTA Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of AVTA shares? During the previous two years, 55 institutional investors and hedge funds held shares of Avantax. The most heavily invested institutionals were Vanguard Group Inc. ($104.44M), Van Berkom & Associates Inc. ($66.79M), Dimensional Fund Advisors LP ($36.84M), Renaissance Technologies LLC ($20.51M), Engine Capital Management LP ($19.58M), Boston Partners ($12.04M), and AQR Arbitrage LLC ($11.93M).Learn more on AVTA's institutional investors. What percentage of Avantax stock is owned by institutional investors? 91.63% of Avantax stock is owned by institutional investors. Learn more on AVTA's institutional investor holdings. Which institutional investors have been buying Avantax stock? Of the 49 institutional investors that purchased Avantax stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Van Berkom & Associates Inc. ($2.61M), Dimensional Fund Advisors LP ($1.65M), Renaissance Technologies LLC ($916.30K), Engine Capital Management LP ($874.86K), Boston Partners ($480.36K), AQR Arbitrage LLC ($466.48K), and Bank of New York Mellon Corp ($342.56K). How much institutional buying is happening at Avantax? Institutional investors have bought a total of 9,533,199 shares in the last 24 months. This purchase volume represents approximately $219.33M in transactions. Which Avantax major shareholders have been selling company stock? Of the 13 institutional investors that sold Avantax stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewEdge Wealth LLC ($496.05K), Vanguard Group Inc. ($198.68K), Citigroup Inc. ($40.05K), Bank of New York Mellon Corp ($24.06K), Principal Financial Group Inc. ($22.88K), Avantax Advisory Services Inc. ($22.06K), and Commonwealth of Pennsylvania Public School Empls Retrmt SYS ($19.04K). How much institutional selling is happening at Avantax? Institutional investors have sold a total of 853,119 shares in the last 24 months. This volume of shares sold represents approximately $21.82M in transactions. 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