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.
Q4 2021 vs. Q3 2021
How the institutions holding Avantax, Inc. changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Q4 2021 | Change |
|---|---|---|---|
| Holders | 141 | 151 | +10 |
| Shares | 43.8M | 45.4M | +1.58M (+3.6%) |
| Value | $682.3M | $785.2M | +$103.0M (+15.1%) |
New holders (24)
Institutions that held Avantax, Inc. at the end of Q4 2021 but not at the end of Q3 2021.
Sold out (14)
Institutions that held Avantax, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Assenagon Asset Management S.A. | 268,291 | $4.18M |
| SCW Capital Management, LP | 235,141 | $3.67M |
| CM Management, LLC | 65,000 | $1.01M |
| Connor, Clark & Lunn Investment Management Ltd. | 41,871 | $653.0K |
| Occudo Quantitative Strategies LP | 27,363 | $427.0K |
| Jefferies Group LLC | 25,350 | $395.2K |
| Squarepoint Ops LLC | 15,074 | $235.0K |
| Wedge Capital Management L L P | 11,595 | $181.0K |
| Acadian Asset Management LLC | 8,559 | $133.0K |
| Simplex Trading, LLC | 5,798 | $100.0K |
| Point72 Hong Kong Ltd | 627 | $10.0K |
| Harbour Investments, Inc. | 210 | $3.00K |
| Joseph P. Lucia & Associates, LLC | 33 | $1.00K |
| Brewin Dolphin Ltd | 30 | $468 |