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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.

Q3 2024 vs. Q2 2024

How the institutions holding Avantax, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024All holders in Q2 2024

13F holders of AVTA: Q2 2024 compared with Q3 2024
MeasureQ2 2024Q3 2024Change
Holders220
Shares1011010 (0.0%)
Value$26$26$0 (0.0%)

New holders (0)

Institutions that held Avantax, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

None.

Sold out (0)

Institutions that held Avantax, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

None.