Avantax Ownership 2024 | Who Owns Avantax Now?
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
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
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.
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).