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.
Q2 2025 vs. Q1 2025
How the institutions holding Avantax, Inc. changed between Q1 2025 and Q2 2025.
All holders in Q2 2025All holders in Q1 2025
| Measure | Q1 2025 | Q2 2025 | Change |
|---|---|---|---|
| Holders | 2 | 1 | −1 |
| Shares | 101 | 1 | −100 (−99.0%) |
| Value | $26 | $26 | $0 (0.0%) |
New holders (0)
Institutions that held Avantax, Inc. at the end of Q2 2025 but not at the end of Q1 2025.
None.
Sold out (1)
Institutions that held Avantax, Inc. at the end of Q1 2025 and filed for Q2 2025 without it.
| Institution | Shares, Q1 2025 | Value, Q1 2025 |
|---|---|---|
| Ancora Advisors, LLC | 100 | $0 |