Avantax, Inc.
AVTADelisted Nov 27, 2023- Industry
- Finance Services
- SEC CIK
- 0001068875
Avantax, Inc. was delisted on Nov 27, 2023; its insiders filed their last Form 4 on Nov 29, 2023; 161 institutions reported holding it in 13F filings for Q3 2023, worth $835.0M in total; no superinvestor held it.
Key figures
- Insider buys
- 0
- Open market, last 90 days
- Insider sells
- 0
- Open market, last 90 days
- 13F holders
- 161
- Q3 2023, +14 vs. previous quarter
- 13F value
- $835.0M
- Reported value at the end of Q3 2023
- Superinvestors holding
- 0
- At the end of Q3 2023
Superinvestors holding AVTA, Q3 2023
No superinvestor reported holding AVTA at the end of Q3 2023.
Latest insider trades
Open-market purchases and sales by Avantax, Inc. insiders from Form 4, newest first.
| Filed (ET) | Trade date | Filing delay | Insider | Transaction | Shares | Avg price | Value | Holding change | Flags |
|---|---|---|---|---|---|---|---|---|---|
| Mar 2, 2023 (view filing) | Feb 28 | 2 days | Murray StacyPrincipal Accounting Officer | SSale | −8.49K | $29.04 | −$246.7K | −73.2%3.11K after | |
| Nov 21, 2022 (view filing) | Nov 17 | 4 days | Kotecha Kanayalal AmritlalDirector | PPurchase | +5.00K | $23.73 | +$118.7K | +33.4%20.0K after | |
| Dec 17, 2021 (view filing) | Dec 15 | 2 days | Mehlman MarcChief Financial Officer | PPurchase | +10.0K | $16.50 | +$165.0K | +24.0%51.6K after | |
| Dec 17, 2021 (view filing) | Dec 15 | 2 days | Proctor GeorganneDirector | PPurchase | +3.02K | $16.35 | +$49.5K | +6.6%48.7K after | |
| Dec 16, 2021 (view filing) | Dec 14 | 2 days | Walters Christopher WilliamChief Executive Officer | PPurchase | +10.0K | $16.73 | +$167.3K | +3.5%299.5K after | |
| Dec 15, 2021 (view filing) | Dec 13-15 | 2 days | Ernst Mark ADirector | PPurchase | +50.0K | $16.51 | +$825.5K | +127.2%89.3K after | 3 lots |
Top 10 13F holders, Q3 2023
The largest institutional positions in Avantax, Inc. at the end of Q3 2023; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock Inc. | 5,784,266 | $148.0M | 0.00% | −510,729−8.1% | Reduced |
| Vanguard Group Inc | 4,082,841 | $104.4M | 0.00% | −198,677−4.6% | Reduced |
| Van Berkom & Associates Inc. | 2,610,995 | $66.8M | 2.17% | +413,417+18.8% | Added |
| State Street Corp | 1,559,615 | $39.9M | 0.00% | +48,574+3.2% | Added |
| Dimensional Fund Advisors LP | 1,436,832 | $36.8M | 0.01% | −209,083−12.7% | Reduced |
| Goldman Sachs Group Inc | 1,186,353 | $30.3M | 0.01% | +935,983+373.8% | Added |
| Morgan Stanley | 1,091,450 | $27.9M | 0.00% | +791,927+264.4% | Added |
| Magnetar Financial LLC | 892,041 | $22.8M | 0.58% | +892,041 | New |
| Engine Capital Management, LP | 874,857 | $22.4M | 4.98% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 867,700 | $22.2M | 0.04% | −48,600−5.3% | Reduced |