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Avantax (AVTA) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for Avantax (NASDAQ:AVTA)

Current
Institutional Ownership
Percentage
91.63%
Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$219.33M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$21.82M
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AVTA Institutional Buying and Selling by Quarter

Avantax Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2023Public Employees Retirement System of Ohio37,681$964K0.0%N/A0.103%
12/18/2023Vanguard Group Inc.4,082,841$104.44M0.0%-4.6%11.107%
12/6/2023Citigroup Inc.15,232$390K0.0%-56.8%0.041%
11/29/2023Carmignac Gestion56,144$1.44M0.0%N/A0.153%
11/22/2023KBC Group NV3,336$85K0.0%N/A0.009%
11/15/2023EJF Capital LLC57,432$1.47M0.7%+68.9%0.156%
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%
11/13/2023CenterBook Partners LP10,270$263K0.0%+6.0%0.028%
11/13/2023Wolverine Asset Management LLC18,314$468K0.0%N/A0.050%
11/9/2023Rhumbline Advisers120,225$3.08M0.0%-3.4%0.327%
11/9/2023Deutsche Bank AG250,168$6.40M0.0%+0.9%0.681%
11/9/2023Citigroup Inc.15,232$390K0.0%-56.8%0.041%
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS24,576$629K0.0%-43.7%0.067%
11/9/2023Texas Permanent School Fund Corp31,220$799K0.0%-8.1%0.085%
11/9/2023UBS Group AG260,180$6.66M0.0%+793.4%0.708%
11/8/2023Charles 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%
11/8/2023Janney Montgomery Scott LLC17,382$445K0.0%N/A0.047%
11/8/2023NewEdge Wealth LLC351,247$8.99M0.3%-58.5%0.956%
11/8/2023Swiss National Bank80,600$2.06M0.0%+4.0%0.219%
11/8/2023 Amalgamated Bank16,390$419K0.0%-8.4%0.045%
11/8/2023BCK Capital Management LP27,000$691K0.4%N/A0.073%
11/8/2023Avantax Advisory Services Inc.54,987$1.41M0.0%-28.6%0.150%
11/8/2023Boston Partners469,780$12.04M0.0%-2.2%1.278%
11/7/2023Great Lakes Advisors LLC203,999$5.22M0.0%+10.8%0.555%
11/7/2023Quantbot Technologies LP4,730$121K0.0%N/A0.013%
11/7/2023Barclays PLC55,761$1.43M0.0%+118.9%0.152%
11/7/2023Van Berkom & Associates Inc.2,610,995$66.79M2.2%+18.8%7.103%
11/7/2023Arizona State Retirement System10,437$267K0.0%+4.4%0.028%
11/6/2023Illinois Municipal Retirement Fund23,275$595K0.0%N/A0.063%
11/6/2023Versor Investments LP223,676$5.72M1.2%+998.1%0.608%
11/2/2023Principal 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%
10/27/2023Oregon 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%
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10/24/2023 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%
10/16/2023Everence 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%
8/11/2023Renaissance 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%
8/10/2023Mirae Asset Global Investments Co. Ltd.90,540$2.03M0.0%N/A0.235%
8/10/2023Great Lakes Advisors LLC184,077$4.12M0.0%N/A0.477%
8/10/2023Boston Partners480,357$10.96M0.0%N/A1.245%
8/10/2023Russell Investments Group Ltd.183,210$4.10M0.0%N/A0.475%
8/9/2023Dimensional Fund Advisors LP1,645,915$36.84M0.0%N/A4.265%
8/9/2023BNP Paribas Arbitrage SNC21,594$483K0.0%N/A0.056%
8/9/2023Swiss National Bank77,500$1.73M0.0%N/A0.201%
8/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS43,619$976K0.0%N/A0.113%
8/8/2023Rhumbline Advisers124,457$2.79M0.0%N/A0.323%
8/7/2023Principal Financial Group Inc.219,899$4.92M0.0%N/A0.570%
8/7/2023Texas Permanent School Fund Corp33,976$760K0.0%N/A0.088%
8/7/2023Royce & Associates LP28,918$647K0.0%N/A0.075%
8/7/2023Van Berkom & Associates Inc.2,197,578$49.18M1.8%N/A5.695%
8/7/2023Versor Investments LP20,370$456K0.1%N/A0.053%
8/4/2023American International Group Inc.21,093$472K0.0%N/A0.055%
8/3/2023Atomi Financial Group Inc.31,694$709K0.3%N/A0.082%
8/3/2023Fifth 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%
8/1/2023Arizona 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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This page (NASDAQ:AVTA) was last updated on 4/29/2024 by MarketBeat.com Staff

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