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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 2023 vs. Q3 2023

How the institutions holding Avantax, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of AVTA: Q3 2023 compared with Q4 2023
MeasureQ3 2023Q4 2023Change
Holders1612−159
Shares32.6M101−32.6M (−100.0%)
Value$835.0M$26−$835.0M (−100.0%)

New holders (0)

Institutions that held Avantax, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

None.

Sold out (159)

Institutions that held Avantax, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Showing the largest 100 of 159 by value.

Institutions that sold out of AVTA in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
BlackRock Inc.5,784,266$148.0M
Vanguard Group Inc4,082,841$104.4M
Van Berkom & Associates Inc.2,610,995$66.8M
State Street Corp1,559,615$39.9M
Dimensional Fund Advisors LP1,436,832$36.8M
Goldman Sachs Group Inc1,186,353$30.3M
Morgan Stanley1,091,450$27.9M
Magnetar Financial LLC892,041$22.8M
Engine Capital Management, LP874,857$22.4M
Renaissance Technologies LLC867,700$22.2M
Woodline Partners LP864,304$22.1M
Water Island Capital LLC787,549$20.1M
Geode Capital Management, LLC780,556$20.0M
Simcoe Capital Management, LLC501,063$12.8M
Glazer Capital, LLC475,741$12.2M
Boston Partners469,780$12.0M
CNH Partners LLC466,478$11.9M
Northern Trust Corp424,767$10.9M
NewEdge Wealth, LLC351,247$8.98M
Bank of New York Mellon Corp318,496$8.15M
Charles Schwab Investment Management Inc300,410$7.68M
Qube Research & Technologies Ltd285,562$7.30M
JPMorgan Chase & Co265,068$6.78M
UBS Group AG260,180$6.66M
P Schoenfeld Asset Management LP256,200$6.55M
Deutsche Bank AG250,168$6.40M
Versor Investments LP223,676$5.72M
Millennium Management LLC204,594$5.23M
Great Lakes Advisors, LLC203,999$5.22M
Principal Financial Group Inc197,021$5.04M
Invesco Ltd.189,202$4.84M
Highland Capital Management Fund Advisors, L.P.164,640$4.21M
Bank of America Corp156,462$4.00M
Norges Bank144,275$3.69M
Schroder Investment Management Group134,524$3.44M
Alliancebernstein L.P.131,420$3.36M
Nuveen Asset Management, LLC123,300$3.15M
Rhumbline Advisers120,225$3.08M
Ameriprise Financial Inc118,856$3.04M
Legal & General Group Plc108,548$2.78M
Vivaldi Asset Management, LLC105,139$2.69M
Citadel Advisors LLC101,666$2.60M
Moore Capital Management, LP98,152$2.51M
Federated Hermes, Inc.92,043$2.35M
Mirae Asset Global Investments Co., Ltd.90,243$2.31M
Credit Suisse AG86,717$2.22M
Swiss National Bank80,600$2.06M
New York State Teachers Retirement System78,213$2.00M
Balyasny Asset Management LLC73,582$1.88M
Russell Investments Group, Ltd.71,193$1.82M
Virtu Financial LLC67,643$1.73M
EJF Capital LLC57,432$1.47M
PenderFund Capital Management Ltd.42,064$1.46M
Carmignac Gestion56,144$1.44M
HRT Financial LP56,143$1.44M
Barclays PLC55,761$1.43M
Avantax Advisory Services, Inc.54,987$1.41M
Two Sigma Advisers, LP53,800$1.38M
Centiva Capital, LP53,422$1.37M
Public Sector Pension Investment Board45,435$1.16M
Squarepoint Ops LLC44,864$1.15M
Prudential Financial Inc43,511$1.11M
Prelude Capital Management, LLC41,557$1.06M
D. E. Shaw & Co., Inc.41,196$1.05M
California State Teachers Retirement System40,860$1.05M
Susquehanna International Group, LLP39,546$1.01M
Public Employees Retirement System of Ohio37,681$964.0K
Kellner Capital, LLC37,600$962.0K
Pacific Ridge Capital Partners, LLC37,288$953.8K
SEI Investments Co36,573$935.5K
UBS Asset Management Americas Inc34,811$890.5K
Advisory Research Inc33,691$861.8K
Thrivent Financial for Lutherans33,628$860.0K
Jane Street Group, LLC33,569$858.7K
ProShare Advisors LLC32,810$839.3K
Allianz Asset Management GmbH32,300$826.2K
Great West Life Assurance Co31,766$812.0K
Texas Permanent School Fund31,220$798.6K
Diametric Capital, LP30,685$784.9K
BNP Paribas Arbitrage, SA30,522$780.8K
Engineers Gate Manager LP29,850$763.6K
BCK Capital Management LP27,000$690.7K
State of Tennessee, Treasury Department25,717$657.8K
Price T Rowe Associates Inc25,051$641.0K
Commonwealth of Pennsylvania Public School Empls Retrmt Sys24,576$628.7K
Voya Investment Management LLC23,267$595.2K
Illinois Municipal Retirement Fund23,275$595.0K
Gabelli Funds LLC23,000$588.3K
State of Alaska, Department of Revenue22,888$585.0K
Verition Fund Management LLC21,936$561.1K
Franklin Resources Inc21,507$550.1K
American International Group, Inc.20,992$537.0K
Gabelli & Co Investment Advisers, Inc.20,950$535.9K
MetLife Investment Management20,779$531.5K
Yousif Capital Management, LLC20,706$529.7K
Mint Tower Capital Management B.V.20,280$519.0K
Janus Henderson Group PLC19,945$510.1K
Louisiana State Employees Retirement System18,700$478.3K
Wolverine Asset Management LLC18,314$468.5K
FMR LLC18,037$461.4K