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 2026 vs. Q1 2026
How the institutions holding Avantax, Inc. changed between Q1 2026 and Q2 2026.
All holders in Q2 2026All holders in Q1 2026
| Measure | Q1 2026 | Q2 2026 | Change |
|---|---|---|---|
| Holders | 1 | 1 | 0 |
| Shares | 1 | 1 | 0 (0.0%) |
| Value | $26 | $26 | $0 (0.0%) |
New holders (0)
Institutions that held Avantax, Inc. at the end of Q2 2026 but not at the end of Q1 2026.
None.
Sold out (0)
Institutions that held Avantax, Inc. at the end of Q1 2026 and filed for Q2 2026 without it.
None.