Avantax Ownership 2024 | Who Owns Avantax Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

72.92%

Insider Ownership

1.78%

Retail Ownership

25.30%

Institutional Holders

150.00

Avantax Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BLACKROCK INC.	13.87%	0.01%	6,821,761	-747,599	-9.88%	179,548,749,000	Mar 31, 2023
VANGUARD GROUP INC	9.28%	0.00%	4,564,307	-728,156	-13.76%	120,132,560,000	Mar 31, 2023
P2 CAPITAL PARTNERS, LLC	4.68%	7.76%	2,300,000	-	-	60,536,000,000	Mar 31, 2023
INVESCO LTD.	4.34%	0.02%	2,134,088	300,438	16.38%	56,169,196,000	Mar 31, 2023
VAN BERKOM & ASSOCIATES INC.	3.64%	1.74%	1,787,997	-617,187	-25.66%	47,060,000	Mar 31, 2023
DIMENSIONAL FUND ADVISORS LP	3.61%	0.02%	1,776,898	-13,264	-0.74%	46,766,833,000	Mar 31, 2023
SIMCOE CAPITAL MANAGEMENT, LLC	3.48%	5.89%	1,711,575	-	-	45,048,654,000	Mar 31, 2023
STATE STREET CORP	3.18%	0.00%	1,565,234	-24,793	-1.56%	41,196,959,000	Mar 31, 2023
NO STREET GP LP	2.31%	3.81%	1,135,000	-65,000	-5.42%	29,873,200,000	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	2.13%	0.04%	1,049,000	112,000	11.95%	27,610,000	Mar 31, 2023
GEODE CAPITAL MANAGEMENT, LLC	1.78%	0.00%	876,178	-736	-0.08%	23,061,014,000	Mar 31, 2023
JPMORGAN CHASE & CO	1.51%	0.00%	744,050	-60,398	-7.51%	19,584,000,000	Mar 31, 2023
JACOBS LEVY EQUITY MANAGEMENT, INC	1.50%	0.12%	739,974	201,974	37.54%	19,476,116,000	Mar 31, 2023
NORTHERN TRUST CORP	0.99%	0.00%	489,110	-27,543	-5.33%	12,873,376,000	Mar 31, 2023
BOSTON PARTNERS	0.97%	0.02%	475,232	-106,664	-18.33%	12,431,978,000	Mar 31, 2023
NEWEDGE WEALTH, LLC	0.90%	0.44%	440,271	440,271	100.00%	11,587,933,000	Mar 31, 2023
NEWTYN MANAGEMENT, LLC	0.81%	2.07%	400,000	-900,000	-69.23%	10,528,000,000	Mar 31, 2023
BANK OF NEW YORK MELLON CORP	0.76%	0.00%	373,280	-55,689	-12.98%	9,824,722,000	Mar 31, 2023
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0.65%	0.00%	319,893	-40,598	-11.26%	8,419,584,000	Mar 31, 2023
WELLINGTON MANAGEMENT GROUP LLP	0.65%	0.00%	319,600	239,000	296.53%	8,411,872,000	Mar 31, 2023

Avantax's largest institutional shareholder is BLACKROCK INC., holding 13.87% of the company's total share outstanding, currently valued at $179.55B. The top 10 institutional shareholders own together 50.52% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
P2 CAPITAL PARTNERS, LLC	4.68%	7.76%	2,300,000	-	-	60,536,000,000	Mar 31, 2023
SIMCOE CAPITAL MANAGEMENT, LLC	3.48%	5.89%	1,711,575	-	-	45,048,654,000	Mar 31, 2023
NO STREET GP LP	2.31%	3.81%	1,135,000	-65,000	-5.42%	29,873,200,000	Mar 31, 2023
NEWTYN MANAGEMENT, LLC	0.81%	2.07%	400,000	-900,000	-69.23%	10,528,000,000	Mar 31, 2023
VAN BERKOM & ASSOCIATES INC.	3.64%	1.74%	1,787,997	-617,187	-25.66%	47,060,000	Mar 31, 2023
ADVISORY RESEARCH INC	0.38%	0.82%	189,236	12,131	6.85%	4,980,692,000	Mar 31, 2023
MANATUCK HILL PARTNERS, LLC	0.12%	0.80%	60,000	60,000	100.00%	1,579,200,000	Mar 31, 2023
ATOMI FINANCIAL GROUP, INC.	0.08%	0.55%	37,296	37,296	100.00%	981,631,000	Mar 31, 2023
NEWEDGE WEALTH, LLC	0.90%	0.44%	440,271	440,271	100.00%	11,587,933,000	Mar 31, 2023
EJF CAPITAL LLC	0.07%	0.33%	34,000	34,000	100.00%	894,880,000	Mar 31, 2023
PACIFIC RIDGE CAPITAL PARTNERS, LLC	0.08%	0.24%	37,370	-220	-0.59%	983,578,000	Mar 31, 2023
BRIDGEFRONT CAPITAL, LLC	0.02%	0.18%	10,913	10,913	100.00%	287,230,000	Mar 31, 2023
JACOBS LEVY EQUITY MANAGEMENT, INC	1.50%	0.12%	739,974	201,974	37.54%	19,476,116,000	Mar 31, 2023
STATE OF WYOMING	0.03%	0.11%	13,453	-5,032	-27.22%	354,083,000	Mar 31, 2023
TEZA CAPITAL MANAGEMENT LLC	0.07%	0.11%	36,855	36,855	100.00%	970,024,000	Mar 31, 2023
VERSOR INVESTMENTS LP	0.06%	0.10%	30,000	30,000	100.00%	789,600,000	Mar 31, 2023
CAPTION MANAGEMENT, LLC	0.33%	0.08%	162,309	-72,891	-30.99%	4,271,973,000	Mar 31, 2023
KULA INVESTMENTS, LLC	0.02%	0.08%	11,907	11,907	100.00%	313,392,000	Mar 31, 2023
CAMPBELL & CO INVESTMENT ADVISER LLC	0.02%	0.06%	12,264	12,264	100.00%	322,788,000	Mar 31, 2023
DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.04%	0.04%	18,491	18,491	100.00%	487,000	Mar 31, 2023

The largest Avantax shareholder by % of total assets is P2 CAPITAL PARTNERS, LLC. The company owns 2.30M shares of Avantax (AVTA), representing 7.76% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NEWEDGE WEALTH, LLC	0.90%	0.44%	440,271	440,271	100.00%	11,587,933,000	Mar 31, 2023
INVESCO LTD.	4.34%	0.02%	2,134,088	300,438	16.38%	56,169,196,000	Mar 31, 2023
WELLINGTON MANAGEMENT GROUP LLP	0.65%	0.00%	319,600	239,000	296.53%	8,411,872,000	Mar 31, 2023
JACOBS LEVY EQUITY MANAGEMENT, INC	1.50%	0.12%	739,974	201,974	37.54%	19,476,116,000	Mar 31, 2023
GREAT LAKES ADVISORS, LLC	0.35%	0.04%	173,021	173,021	100.00%	4,553,910,000	Mar 31, 2023
QUBE RESEARCH & TECHNOLOGIES LTD	0.32%	0.02%	157,733	157,733	100.00%	4,151,533,000	Mar 31, 2023
RENAISSANCE TECHNOLOGIES LLC	2.13%	0.04%	1,049,000	112,000	11.95%	27,610,000	Mar 31, 2023
PRUDENTIAL FINANCIAL INC	0.30%	0.01%	146,757	98,443	203.76%	3,862,644,000	Mar 31, 2023
NOMURA HOLDINGS INC	0.20%	0.01%	96,352	96,352	100.00%	2,535,985,000	Mar 31, 2023
TWO SIGMA INVESTMENTS, LP	0.33%	0.01%	162,222	79,876	97.00%	4,269,683,000	Mar 31, 2023
STATE OF NEW JERSEY COMMON PENSION FUND D	0.16%	0.01%	79,340	79,340	100.00%	2,088,229,000	Mar 31, 2023
TWO SIGMA ADVISERS, LP	0.56%	0.02%	275,851	70,600	34.40%	7,260,398,000	Mar 31, 2023
MANATUCK HILL PARTNERS, LLC	0.12%	0.80%	60,000	60,000	100.00%	1,579,200,000	Mar 31, 2023
NUVEEN ASSET MANAGEMENT, LLC	0.39%	0.00%	189,674	51,874	37.64%	4,993,000	Mar 31, 2023
CITADEL ADVISORS LLC	0.20%	0.00%	96,000	49,700	107.34%	2,526,720,000	Mar 31, 2023
TEACHER RETIREMENT SYSTEM OF TEXAS	0.12%	0.01%	60,380	46,618	338.74%	1,589,000	Mar 31, 2023
SUSQUEHANNA INTERNATIONAL GROUP, LLP	0.18%	0.00%	87,600	45,700	109.07%	2,305,632,000	Mar 31, 2023
UBS ASSET MANAGEMENT AMERICAS INC	0.09%	0.00%	45,306	45,306	100.00%	1,192,453,000	Mar 31, 2023
ATOMI FINANCIAL GROUP, INC.	0.08%	0.55%	37,296	37,296	100.00%	981,631,000	Mar 31, 2023
TEZA CAPITAL MANAGEMENT LLC	0.07%	0.11%	36,855	36,855	100.00%	970,024,000	Mar 31, 2023

As of Mar 31 2023, Avantax's largest institutional buyer is NEWEDGE WEALTH, LLC. The company purchased 440.27K stocks of AVTA, valued at $11.59B.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ENGINE CAPITAL MANAGEMENT, LP	0.00%	0.00%	500	-2,369,884	-99.98%	13,000	Mar 31, 2023
HILL PATH CAPITAL LP	-	-	-	-2,312,749	-100.00%	-	Mar 31, 2023
NEWTYN MANAGEMENT, LLC	0.81%	2.07%	400,000	-900,000	-69.23%	10,528,000,000	Mar 31, 2023
BLACKROCK INC.	13.87%	0.01%	6,821,761	-747,599	-9.88%	179,548,749,000	Mar 31, 2023
VANGUARD GROUP INC	9.28%	0.00%	4,564,307	-728,156	-13.76%	120,132,560,000	Mar 31, 2023
VAN BERKOM & ASSOCIATES INC.	3.64%	1.74%	1,787,997	-617,187	-25.66%	47,060,000	Mar 31, 2023
RUSSELL INVESTMENTS GROUP, LTD.	0.29%	0.01%	144,978	-487,075	-77.06%	3,815,819,000	Mar 31, 2023
MILLENNIUM MANAGEMENT LLC	0.08%	0.00%	39,092	-250,365	-86.49%	1,029,000	Mar 31, 2023
D. E. SHAW & CO., INC.	0.45%	0.01%	220,169	-167,334	-43.18%	5,794,848,000	Mar 31, 2023
BOSTON PARTNERS	0.97%	0.02%	475,232	-106,664	-18.33%	12,431,978,000	Mar 31, 2023
EAM GLOBAL INVESTORS LLC	-	-	-	-82,133	-100.00%	-	Mar 31, 2023
CAPTION MANAGEMENT, LLC	0.33%	0.08%	162,309	-72,891	-30.99%	4,271,973,000	Mar 31, 2023
NO STREET GP LP	2.31%	3.81%	1,135,000	-65,000	-5.42%	29,873,200,000	Mar 31, 2023
ALGERT GLOBAL LLC	-	-	-	-63,992	-100.00%	-	Mar 31, 2023
JPMORGAN CHASE & CO	1.51%	0.00%	744,050	-60,398	-7.51%	19,584,000,000	Mar 31, 2023
TUDOR INVESTMENT CORP ET AL	-	-	-	-56,588	-100.00%	-	Mar 31, 2023
BANK OF NEW YORK MELLON CORP	0.76%	0.00%	373,280	-55,689	-12.98%	9,824,722,000	Mar 31, 2023
EAM INVESTORS, LLC	-	-	-	-55,494	-100.00%	-	Mar 31, 2023
PRINCIPAL FINANCIAL GROUP INC	0.49%	0.00%	241,233	-54,044	-18.30%	6,349,253,000	Mar 31, 2023
GSA CAPITAL PARTNERS LLP	0.02%	0.03%	9,990	-44,219	-81.57%	263,000	Mar 31, 2023

As of Mar 31 2023, Avantax's biggest institutional seller is ENGINE CAPITAL MANAGEMENT, LP. The company sold -2.37M shares of AVTA, valued at $13.00K.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
NEWEDGE WEALTH, LLC	0.90%	0.44%	440,271	440,271	100.00%	11,587,933,000	Mar 31, 2023
GREAT LAKES ADVISORS, LLC	0.35%	0.04%	173,021	173,021	100.00%	4,553,910,000	Mar 31, 2023
QUBE RESEARCH & TECHNOLOGIES LTD	0.32%	0.02%	157,733	157,733	100.00%	4,151,533,000	Mar 31, 2023
NOMURA HOLDINGS INC	0.20%	0.01%	96,352	96,352	100.00%	2,535,985,000	Mar 31, 2023
STATE OF NEW JERSEY COMMON PENSION FUND D	0.16%	0.01%	79,340	79,340	100.00%	2,088,229,000	Mar 31, 2023
MANATUCK HILL PARTNERS, LLC	0.12%	0.80%	60,000	60,000	100.00%	1,579,200,000	Mar 31, 2023
UBS ASSET MANAGEMENT AMERICAS INC	0.09%	0.00%	45,306	45,306	100.00%	1,192,453,000	Mar 31, 2023
ATOMI FINANCIAL GROUP, INC.	0.08%	0.55%	37,296	37,296	100.00%	981,631,000	Mar 31, 2023
TEZA CAPITAL MANAGEMENT LLC	0.07%	0.11%	36,855	36,855	100.00%	970,024,000	Mar 31, 2023
CAPTION MANAGEMENT, LLC	0.07%	0.02%	34,600	34,600	100.00%	910,672,000	Mar 31, 2023
EJF CAPITAL LLC	0.07%	0.33%	34,000	34,000	100.00%	894,880,000	Mar 31, 2023
VERSOR INVESTMENTS LP	0.06%	0.10%	30,000	30,000	100.00%	789,600,000	Mar 31, 2023
SG AMERICAS SECURITIES, LLC	0.06%	0.01%	29,228	29,228	100.00%	769,000	Mar 31, 2023
MAN GROUP PLC	0.06%	0.00%	27,428	27,428	100.00%	721,905,000	Mar 31, 2023
ENGINEERS GATE MANAGER LP	0.04%	0.02%	20,998	20,998	100.00%	552,667,000	Mar 31, 2023
DYNAMIC TECHNOLOGY LAB PRIVATE LTD	0.04%	0.04%	18,491	18,491	100.00%	487,000	Mar 31, 2023
ENVESTNET ASSET MANAGEMENT INC	0.03%	0.00%	16,607	16,607	100.00%	125,129,000	Mar 31, 2023
GRAHAM CAPITAL MANAGEMENT, L.P.	0.03%	0.01%	15,334	15,334	100.00%	403,590,000	Mar 31, 2023
NATIXIS ADVISORS, L.P.	0.03%	0.00%	14,237	14,237	100.00%	375,000	Mar 31, 2023
CAMPBELL & CO INVESTMENT ADVISER LLC	0.02%	0.06%	12,264	12,264	100.00%	322,788,000	Mar 31, 2023
KULA INVESTMENTS, LLC	0.02%	0.08%	11,907	11,907	100.00%	313,392,000	Mar 31, 2023
AQUATIC CAPITAL MANAGEMENT LLC	0.02%	0.02%	11,000	11,000	100.00%	290,000	Mar 31, 2023
BRIDGEFRONT CAPITAL, LLC	0.02%	0.18%	10,913	10,913	100.00%	287,230,000	Mar 31, 2023
CIPHER CAPITAL LP	0.02%	0.04%	8,944	8,944	100.00%	235,406,000	Mar 31, 2023
PANAGORA ASSET MANAGEMENT INC	0.02%	0.00%	8,254	8,254	100.00%	217,245,000	Mar 31, 2023
AE WEALTH MANAGEMENT LLC	0.02%	0.00%	8,058	8,058	100.00%	212,087,000	Mar 31, 2023
AMUNDI	0.01%	0.00%	5,411	5,411	100.00%	140,524,000	Mar 31, 2023
SIGNATUREFD, LLC	0.00%	0.00%	306	306	100.00%	8,054,000	Mar 31, 2023
ELLEVEST, INC.	0.00%	0.00%	98	98	100.00%	2,579,000	Mar 31, 2023
ASSETMARK, INC	0.00%	-	83	83	100.00%	2,185,000	Mar 31, 2023
RONALD BLUE TRUST, INC.	0.00%	-	41	41	100.00%	1,000	Mar 31, 2023

Avantax's largest new institutional shareholder by number of shares is NEWEDGE WEALTH, LLC, purchased 440.27K shares, valued at $11.59B, as of undefined.

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
HILL PATH CAPITAL LP	-	-	-	-2,312,749	-100.00%	-	Mar 31, 2023
EAM GLOBAL INVESTORS LLC	-	-	-	-82,133	-100.00%	-	Mar 31, 2023
ALGERT GLOBAL LLC	-	-	-	-63,992	-100.00%	-	Mar 31, 2023
TUDOR INVESTMENT CORP ET AL	-	-	-	-56,588	-100.00%	-	Mar 31, 2023
EAM INVESTORS, LLC	-	-	-	-55,494	-100.00%	-	Mar 31, 2023
QUADRATURE CAPITAL LTD	-	-	-	-36,586	-100.00%	-	Mar 31, 2023
PUTNAM INVESTMENTS LLC	-	-	-	-27,523	-100.00%	-	Mar 31, 2023
ARISTEIA CAPITAL LLC	-	-	-	-25,000	-100.00%	-	Mar 31, 2023
JANE STREET GROUP, LLC	-	-	-	-19,230	-100.00%	-	Mar 31, 2023
HIGHVISTA STRATEGIES LLC	-	-	-	-12,690	-100.00%	-	Mar 31, 2023
HSBC HOLDINGS PLC	-	-	-	-12,642	-100.00%	-	Mar 31, 2023
ERGOTELES LLC	-	-	-	-10,930	-100.00%	-	Mar 31, 2023
PEAK6 INVESTMENTS LLC	-	-	-	-2,973	-100.00%	-	Mar 31, 2023
POINT72 MIDDLE EAST FZE	-	-	-	-2,029	-100.00%	-	Mar 31, 2023
ALTSHULER SHAHAM LTD	-	-	-	-1,419	-100.00%	-	Mar 31, 2023
MONEY CONCEPTS CAPITAL CORP	-	-	-	-889	-100.00%	-	Mar 31, 2023

Avantax's largest sold out institutional shareholder by shares sold is HILL PATH CAPITAL LP, sold -2.31M shares, valued at -, as of undefined.

Avantax Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
Vericimetry Funds	0.03%	2,640	-	-	Mar 31, 2024
SHELTON FUNDS	0.00%	2,268	-	-	Feb 29, 2024
RBB FUND, INC.	0.00%	71,178	-	-	Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC	0.00%	23,267	-	-	Mar 31, 2024
PRUDENTIAL SERIES FUND	0.00%	39,658	-	-	Mar 28, 2024
Investment Managers Series Trust II	0.00%	6,100	-	-	Jan 31, 2024
Voya INVESTORS TRUST	0.00%	10,895	-	-	Mar 31, 2024
CLEARWATER INVESTMENT TRUST	0.00%	1,800	-	-	Mar 28, 2024
GPS Funds I	0.00%	975	-	-	Mar 31, 2024
NORTHERN FUNDS	0.00%	24,310	-	-	Mar 28, 2024
Horizon Funds	0.00%	218	-	-	Feb 29, 2024
Goldman Sachs ETF Trust	0.00%	7,796	-	-	Feb 29, 2024
AMERICAN CENTURY ETF TRUST	0.00%	5,681	-	-	Feb 29, 2024
PENN SERIES FUNDS INC	0.00%	1,296	-	-	Mar 28, 2024
EMPOWER FUNDS, INC.	0.00%	27,698	-	-	Mar 31, 2024
RBC FUNDS TRUST	0.00%	2,700	-	-	Mar 28, 2024
ETF Series Solutions	0.00%	282	-	-	Jan 31, 2024
ADVANCED SERIES TRUST	0.00%	36,743	-	-	Mar 28, 2024
DBX ETF TRUST	0.00%	699	-	-	Feb 29, 2024
JOHN HANCOCK VARIABLE INSURANCE TRUST	0.00%	18,215	-	-	Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND VIII	0.00%	707	-	-	Feb 29, 2024
TRUST FOR PROFESSIONAL MANAGERS	0.00%	513	-	-	Feb 29, 2024
WILSHIRE MUTUAL FUNDS INC	0.00%	246	-	-	Dec 31, 2023

Avantax's largest mutual fund holder by % of total assets is "Vericimetry Funds", owning 2.64K shares, compromising 0.03% of its total assets.

Avantax Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
31 Mar, 23	150	145.90%
31 Dec, 22	61	1425.00%
30 Sep, 22	4	33.33%
30 Jun, 22	3	-25.00%
31 Mar, 22	4	100.00%
31 Dec, 21	2	-
30 Sep, 21	2	-
30 Jun, 21	2	-
31 Mar, 21	2	-
31 Dec, 20	2	-
30 Sep, 20	2	-
30 Jun, 20	2	-
31 Mar, 20	2	-
31 Dec, 19	2	-
30 Sep, 19	2	-
30 Jun, 19	2	100.00%
31 Mar, 19	1	-
30 Sep, 18	1	-

As of 31 Mar 23, 150 institutions are holding Avantax's shares, representing an increase of 145.90% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
31 Mar, 23	35,864,605	103.67%
31 Dec, 22	17,609,599	34505.30%
30 Sep, 22	50,887	59.46%
30 Jun, 22	31,912	-93.17%
31 Mar, 22	467,048	1445.70%
31 Dec, 21	30,216	-1.28%
30 Sep, 21	30,607	8.80%
30 Jun, 21	28,132	12.53%
31 Mar, 21	25,000	-27.76%
31 Dec, 20	34,606	15.53%
30 Sep, 20	29,953	-14.56%
30 Jun, 20	35,057	5.73%
31 Mar, 20	33,158	-8.62%
31 Dec, 19	36,284	-1.55%
30 Sep, 19	36,854	5.28%
30 Jun, 19	35,007	72.13%
31 Mar, 19	20,338	-35.79%
30 Sep, 18	31,673	-

Avantax (AVTA) has 35.86M shares outstanding as of 31 Mar 23, up 103.67% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
31 Mar, 23	72.92%	98.13%
31 Dec, 22	36.80%	35119.14%
30 Sep, 22	0.10%	63.03%
30 Jun, 22	0.06%	-93.33%
31 Mar, 22	0.96%	1450.65%
31 Dec, 21	0.06%	0.16%
30 Sep, 21	0.06%	8.20%
30 Jun, 21	0.06%	9.98%
31 Mar, 21	0.05%	-27.64%
31 Dec, 20	0.07%	15.73%
30 Sep, 20	0.06%	-15.01%
30 Jun, 20	0.07%	8.92%
31 Mar, 20	0.07%	-9.79%
31 Dec, 19	0.07%	0.81%
30 Sep, 19	0.07%	4.67%
30 Jun, 19	0.07%	71.60%
31 Mar, 19	0.04%	-35.73%
30 Sep, 18	0.06%	-

As of 31 Mar 23, Avantax is held by 72.92% institutional shareholders, representing a 98.13% growth compared to 31 Dec 22.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
31 Mar, 23	90	87.50%
31 Dec, 22	48	4700.00%
30 Sep, 22	1	-
30 Jun, 22	-	-100.00%
31 Mar, 22	2	-
31 Dec, 21	-	-100.00%
30 Sep, 21	1	-
30 Jun, 21	1	-
31 Mar, 21	-	-100.00%
31 Dec, 20	1	-
30 Sep, 20	-	-100.00%
30 Jun, 20	1	-
31 Mar, 20	-	-
31 Dec, 19	-	-100.00%
30 Sep, 19	1	-
30 Jun, 19	1	-
31 Mar, 19	-	-100.00%
30 Sep, 18	1	-

90 institutional shareholders have increased their position in AVTA stock as of 31 Mar 23 compared to 48 in the previous quarter (a 87.50% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
31 Mar, 23	23	2200.00%
31 Dec, 22	1	-
30 Sep, 22	-	-
30 Jun, 22	-	-100.00%
31 Mar, 22	1	-
31 Dec, 21	1	-
30 Sep, 21	-	-100.00%
30 Jun, 21	1	-50.00%
31 Mar, 21	2	-
31 Dec, 20	-	-100.00%
30 Sep, 20	1	-
30 Jun, 20	-	-100.00%
31 Mar, 20	1	-
31 Dec, 19	1	-
30 Sep, 19	-	-
30 Jun, 19	-	-100.00%
31 Mar, 19	1	-
30 Sep, 18	-	-

23 institutional shareholders have reduced their position in AVTA stock as of 31 Mar 23 compared to 1 in the previous quarter (a 2200.00% increase).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
31 Mar, 23	150	145.90%	35,864,605	103.67%	72.92%	98.13%	90	87.50%	23	2200.00%
31 Dec, 22	61	1425.00%	17,609,599	34505.30%	36.80%	35119.14%	48	4700.00%	1	-
30 Sep, 22	4	33.33%	50,887	59.46%	0.10%	63.03%	1	-	-	-
30 Jun, 22	3	-25.00%	31,912	-93.17%	0.06%	-93.33%	-	-100.00%	-	-100.00%
31 Mar, 22	4	100.00%	467,048	1445.70%	0.96%	1450.65%	2	-	1	-
31 Dec, 21	2	-	30,216	-1.28%	0.06%	0.16%	-	-100.00%	1	-
30 Sep, 21	2	-	30,607	8.80%	0.06%	8.20%	1	-	-	-100.00%
30 Jun, 21	2	-	28,132	12.53%	0.06%	9.98%	1	-	1	-50.00%
31 Mar, 21	2	-	25,000	-27.76%	0.05%	-27.64%	-	-100.00%	2	-
31 Dec, 20	2	-	34,606	15.53%	0.07%	15.73%	1	-	-	-100.00%
30 Sep, 20	2	-	29,953	-14.56%	0.06%	-15.01%	-	-100.00%	1	-
30 Jun, 20	2	-	35,057	5.73%	0.07%	8.92%	1	-	-	-100.00%
31 Mar, 20	2	-	33,158	-8.62%	0.07%	-9.79%	-	-	1	-
31 Dec, 19	2	-	36,284	-1.55%	0.07%	0.81%	-	-100.00%	1	-
30 Sep, 19	2	-	36,854	5.28%	0.07%	4.67%	1	-	-	-
30 Jun, 19	2	100.00%	35,007	72.13%	0.07%	71.60%	1	-	-	-100.00%
31 Mar, 19	1	-	20,338	-35.79%	0.04%	-35.73%	-	-100.00%	1	-
30 Sep, 18	1	-	31,673	-	0.06%	-	1	-	-	-

Avantax Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Mar 02, 2023	Murray Stacy	officer	Principal Accounting Officer	S-Sale	Sell	8,494	$29.04	$246.67K	3,110

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 28, 2023	Murray Stacy	officer	Principal Accounting Officer	F-InKind	Sell	264	$22.14	$5.84K	2,846
May 25, 2023	Walters Christopher William	director, officer	Chief Executive Officer	M-Exempt	Sell	15,569	$8.96	$139.50K	-
May 25, 2023	Walters Christopher William	director, officer	Chief Executive Officer	F-InKind	Sell	10,016	$21.75	$217.85K	354,121
May 23, 2023	Mackay Todd C	officer	President of Wealth Mgmt	F-InKind	Sell	2,457	$21.25	$52.21K	147,916
May 23, 2023	Walters Christopher William	director, officer	Chief Executive Officer	F-InKind	Sell	4,895	$21.25	$104.02K	348,568
May 01, 2023	Mehlman Marc	officer	Chief Financial Officer	F-InKind	Sell	3,279	-	-	88,367
Mar 02, 2023	Murray Stacy	officer	Principal Accounting Officer	S-Sale	Sell	8,494	$29.04	$246.67K	3,110
Jan 31, 2023	Walters Christopher William	director, officer	Chief Executive Officer	F-InKind	Sell	11,232	$29.04	$326.18K	353,463
Jan 31, 2023	Mackay Todd C	officer	President of Wealth Mgmt	F-InKind	Sell	1,698	$29.35	$49.84K	150,373

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Jun 28, 2023	Murray Stacy	officer	Principal Accounting Officer	F-InKind	Sell	264	$22.14	$5.84K	2,846
May 25, 2023	Walters Christopher William	director, officer	Chief Executive Officer	M-Exempt	Sell	15,569	$8.96	$139.50K	-
May 25, 2023	Walters Christopher William	director, officer	Chief Executive Officer	F-InKind	Sell	10,016	$21.75	$217.85K	354,121
May 25, 2023	Walters Christopher William	director, officer	Chief Executive Officer	M-Exempt	Buy	15,569	$8.96	$139.50K	364,137
May 23, 2023	Mackay Todd C	officer	President of Wealth Mgmt	F-InKind	Sell	2,457	$21.25	$52.21K	147,916
May 23, 2023	Walters Christopher William	director, officer	Chief Executive Officer	F-InKind	Sell	4,895	$21.25	$104.02K	348,568
May 08, 2023	PROCTOR GEORGANNE	director	-	A-Award	Buy	8,602	-	-	64,643
May 08, 2023	HAYLES CAROL	director	-	A-Award	Buy	6,084	-	-	42,980
May 08, 2023	Kotecha Kanayalal Amritlal	director	-	A-Award	Buy	6,084	-	-	27,249
May 08, 2023	Perry Tina	director	-	A-Award	Buy	6,084	-	-	31,763
May 08, 2023	Schreuder Jana R	director	-	A-Award	Buy	6,084	-	-	42,566
May 08, 2023	Rao Karthik	director	-	A-Award	Buy	6,084	-	-	41,412
May 08, 2023	ERNST MARK A	director	-	A-Award	Buy	6,084	-	-	102,566
May 08, 2023	LEAMAN J RICHARD III	director	-	A-Award	Buy	6,084	-	-	22,249
May 01, 2023	Mehlman Marc	officer	Chief Financial Officer	F-InKind	Sell	3,279	-	-	88,367
Mar 02, 2023	Murray Stacy	officer	Principal Accounting Officer	S-Sale	Sell	8,494	$29.04	$246.67K	3,110
Feb 06, 2023	Bailey Tabitha	officer	Chief Legal Officer & Corp Sec	A-Award	Buy	5,147	-	-	9,565
Jan 31, 2023	Walters Christopher William	director, officer	Chief Executive Officer	F-InKind	Sell	11,232	$29.04	$326.18K	353,463
Jan 31, 2023	Mackay Todd C	officer	President of Wealth Mgmt	F-InKind	Sell	1,698	$29.35	$49.84K	150,373
Jan 31, 2023	Mackay Todd C	officer	President of Wealth Mgmt	A-Award	Buy	3,868	-	-	152,071

The last insider sell of Avantax's stock was made by Murray Stacy on Jun 28 2023, selling 264 shares at $22.14 per share (valued at $5.84K).

Avantax Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2023	8	17	47.06%
Q4 2022	2	4	50.00%
Q2 2022	21	9	233.33%
Q1 2022	17	26	65.38%
Q4 2021	6	1	600.00%
Q3 2021	-	2	-
Q2 2021	9	7	128.57%
Q1 2021	12	11	109.09%
Q4 2020	-	2	-
Q3 2020	7	1	700.00%
Q2 2020	20	5	400.00%
Q1 2020	19	11	172.73%
Q4 2019	2	9	22.22%
Q3 2019	2	6	33.33%
Q2 2019	23	24	95.83%
Q1 2019	15	9	166.67%
Q4 2018	11	17	64.71%
Q3 2018	8	19	42.11%
Q2 2018	15	25	60.00%
Q1 2018	18	17	105.88%

8 total buy trades, and 17 total sell trades (buy/sell ratio of 0.47%) were made by Avantax's insiders, as of Q1 2023.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q1 2023	-	-	-
Q4 2022	1	-	-
Q2 2022	-	-	-
Q1 2022	-	-	-
Q4 2021	6	-	-
Q3 2021	-	-	-
Q2 2021	-	-	-
Q1 2021	-	-	-
Q4 2020	-	-	-
Q3 2020	6	-	-
Q2 2020	-	-	-
Q1 2020	-	-	-
Q4 2019	-	2	-
Q3 2019	-	2	-
Q2 2019	-	11	-
Q1 2019	-	1	-
Q4 2018	1	5	20.00%
Q3 2018	-	10	-
Q2 2018	-	11	-
Q1 2018	-	7	-

As of Q1 2023, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Avantax's stocks.

Avantax Peer Ownership

Ticker	Company
AMK	AssetMark Financial Holdings, Inc.
DHIL	Diamond Hill Investment Group, Inc.
FHI	Federated Hermes, Inc.
BBUC	Brookfield Business Corporation
BSIG	BrightSphere Investment Group Inc.

AVTA Ownership FAQ

Who Owns Avantax?

Avantax is owned by institutional shareholders (72.92%), insiders (1.78%), and public (25.30%). The largest institutional shareholder of Avantax is BLACKROCK INC. (13.87% of total shares) and the top mutual fund owner is Vericimetry Funds (0.03% of total shares).

Who are the major institutional shareholders of Avantax?

Avantax's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, P2 CAPITAL PARTNERS, LLC, INVESCO LTD., and VAN BERKOM & ASSOCIATES INC.. The top five shareholders own together 35.80% of the company's share outstanding.

How many Avantax shareholders are there?

As of Mar 2023, there are 150 institutional shareholders of Avantax.

What percentage of Avantax is owned by BLACKROCK INC?

BLACKROCK INC owns 6.82M shares of Avantax, representing 13.87% of the company's total shares outstanding, valued at $179.55B (as of Mar 2023).

What percentage of Avantax is owned by VANGUARD GROUP INC?

As of Mar 2023, VANGUARD GROUP INC holds 4.56M shares of Avantax (AVTA), compromising 9.28% of the company, valued at $120.13B.

What percentage of Avantax is owned by P2 CAPITAL PARTNERS, LLC?

P2 CAPITAL PARTNERS, LLC is the third largest holder of Avantax. The company owns 2.3M of the company's shares outstanding (worth $60.54B).