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.
Q3 2022 vs. Q2 2022
How the institutions holding Avantax, Inc. changed between Q2 2022 and Q3 2022.
All holders in Q3 2022All holders in Q2 2022
| Measure | Q2 2022 | Q3 2022 | Change |
|---|---|---|---|
| Holders | 149 | 156 | +7 |
| Shares | 45.6M | 44.6M | −987.1K (−2.2%) |
| Value | $842.1M | $863.4M | +$21.2M (+2.5%) |
New holders (25)
Institutions that held Avantax, Inc. at the end of Q3 2022 but not at the end of Q2 2022.
Sold out (18)
Institutions that held Avantax, Inc. at the end of Q2 2022 and filed for Q3 2022 without it.
| Institution | Shares, Q2 2022 | Value, Q2 2022 |
|---|---|---|
| Armistice Capital, LLC | 736,000 | $13.6M |
| Employees Retirement System of Texas | 124,000 | $2.29M |
| Grantham, Mayo, Van Otterloo & Co. LLC | 58,000 | $1.07M |
| Archon Capital Management LLC | 56,208 | $1.04M |
| Jane Street Group, LLC | 40,193 | $742.0K |
| Engineers Gate Manager LP | 35,280 | $651.0K |
| HSBC Holdings PLC | 13,234 | $246.0K |
| Ergoteles LLC | 12,800 | $236.0K |
| Delphia (USA) Inc. | 12,724 | $235.0K |
| Corton Capital Inc. | 11,593 | $214.0K |
| State of Wisconsin Investment Board | 10,558 | $195.0K |
| First Citizens Bank & Trust Co | 10,126 | $187.0K |
| Envestnet Asset Management Inc | 10,157 | $187.0K |
| Skylands Capital, LLC | 8,400 | $155.0K |
| SG Americas Securities, LLC | 7,773 | $143.0K |
| Counterpoint Mutual Funds LLC | 7,237 | $134.0K |
| Captrust Financial Advisors | 2,831 | $52.0K |
| Sageworth Trust Co of South Dakota | 26 | $0 |