Avalo Therapeutics, Inc.
AVTX- Exchange
- Nasdaq
- Industry
- Pharmaceutical Preparations
- SEC CIK
- 0001534120
In the last 90 days, Avalo Therapeutics, Inc. insiders filed 0 open-market purchases and 9 sales; 126 institutions reported holding it in 13F filings for Q2 2026, worth $1.31B in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Avalo Therapeutics, Inc. as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 71
- +1 vs. Q1 2021
- Shares held
- 66.8M
- +7.00M (+11.7%) vs. Q1 2021
- Total value
- $218.1M
- +$37.7M (+20.9%) vs. Q1 2021
- New holders
- 11
- 31 more added
- Sold out
- 10
- 18 more reduced
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting AVTX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 126 | $1.31B |
| Q1 2026 | 97 | $469.6M |
| Q4 2025 | 84 | $361.1M |
| Q3 2025 | 66 | $194.7M |
| Q2 2025 | 36 | $39.1M |
| Q1 2025 | 34 | $66.1M |
| Q4 2024 | 33 | $56.0M |
| Q3 2024 | 29 | $63.2M |
| Q2 2024 | 21 | $9.62M |
| Q1 2024 | 18 | $1.90M |
| Q4 2023 | 12 | $209.4K |
| Q3 2023 | 28 | $158.9K |
| Q2 2023 | 26 | $862.7K |
| Q1 2023 | 32 | $16.0M |
| Q4 2022 | 28 | $28.0M |
| Q3 2022 | 27 | $18.4M |
| Q2 2022 | 54 | $34.7M |
| Q1 2022 | 71 | $56.2M |
| Q4 2021 | 75 | $136.0M |
| Q3 2021 | 77 | $175.5M |
| Q2 2021 | 71 | $218.1M |
| Q1 2021 | 70 | $180.4M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Avalo Therapeutics, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| UBS Group AG | 138 | $0 | 0.00% | −13,395−99.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 129 | $0 | 0.00% | 00.0% | Unchanged |
| Kistler-Tiffany Companies, LLC | 23 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Navigation Wealth Management, Inc. | 300 | $1.00K | 0.00% | +300 | New |
| Captrust Financial Advisors | 750 | $2.00K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 500 | $2.00K | 0.00% | +500 | New |
| Ameritas Investment Partners, Inc. | 1,893 | $6.00K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 2,519 | $8.00K | 0.00% | −328−11.5% | Reduced |
| BNP Paribas Arbitrage, SA | 2,982 | $9.75K | 0.00% | −2,774−48.2% | Reduced |
| Nisa Investment Advisors, LLC | 2,990 | $10.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,010 | $10.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3,000 | $10.0K | 0.00% | +3,000 | New |
| Royal Bank of Canada | 3,625 | $12.0K | 0.00% | −639−15.0% | Reduced |
| Bank of America Corp | 4,997 | $16.0K | 0.00% | −26,747−84.3% | Reduced |
| Tower Research Capital LLC (TRC) | 5,643 | $18.0K | 0.00% | −5,379−48.8% | Reduced |
| Legal & General Group Plc | 5,580 | $18.0K | 0.00% | +1,263+29.3% | Added |
| Barclays PLC | 6,699 | $22.0K | 0.00% | −29,269−81.4% | Reduced |
| Brewin Dolphin Ltd | 9,300 | $30.4K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,054 | $33.0K | 0.00% | +54+0.5% | Added |
| Avantax Planning Partners, Inc. | 10,000 | $33.0K | 0.00% | +10,000 | New |
| Cambridge Investment Research Advisors, Inc. | 10,400 | $34.0K | 0.00% | +10,400 | New |
| Creative Planning | 12,700 | $42.0K | 0.00% | −10−0.1% | Reduced |
| Commonwealth Equity Services, LLC | 13,533 | $44.0K | 0.00% | +13,533 | New |
| Invesco Ltd. | 13,883 | $45.0K | 0.00% | −11,336−45.0% | Reduced |
| ProShare Advisors LLC | 13,737 | $45.0K | 0.00% | +2,242+19.5% | Added |
| Victory Capital Management Inc | 14,593 | $48.0K | 0.00% | +846+6.2% | Added |
| Group One Trading, L.P. | 15,239 | $50.0K | 0.00% | +4,204+38.1% | Added |
| Wells Fargo & Company | 18,605 | $62.0K | 0.00% | −9,319−33.4% | Reduced |
| Alliancebernstein L.P. | 19,100 | $62.0K | 0.00% | +1,200+6.7% | Added |
| D. E. Shaw & Co., Inc. | 19,238 | $63.0K | 0.00% | +19,238 | New |
| Meeder Asset Management Inc | 19,712 | $64.0K | 0.00% | +9,932+101.6% | Added |
| Simplex Trading, LLC | 21,471 | $70.0K | 0.00% | +18,725+681.9% | Added |
| Voya Investment Management LLC | 21,854 | $71.0K | 0.00% | +3,264+17.6% | Added |
| New York State Common Retirement Fund | 22,047 | $72.0K | 0.00% | +347+1.6% | Added |
| Susquehanna Fundamental Investments, LLC | 22,746 | $74.0K | 0.00% | −83,249−78.5% | Reduced |
| Tamar Securities, LLC | 23,084 | $75.0K | 0.03% | 00.0% | Unchanged |
| Citadel Advisors LLC | 24,264 | $79.0K | 0.00% | +24,264 | New |
| American International Group, Inc. | 29,670 | $97.0K | 0.00% | +4,596+18.3% | Added |
| Deutsche Bank AG | 32,833 | $107.0K | 0.00% | +8,297+33.8% | Added |
| Quantitative Systematic Strategies LLC | 45,974 | $150.0K | 0.05% | −31,007−40.3% | Reduced |
| Rhumbline Advisers | 46,215 | $151.0K | 0.00% | +20,729+81.3% | Added |
| Virtu Financial LLC | 57,797 | $189.0K | 0.02% | +57,797 | New |
| JPMorgan Chase & Co | 59,725 | $195.0K | 0.00% | −56,819−48.8% | Reduced |
| STRS Ohio | 64,200 | $209.0K | 0.00% | +64,200 | New |
| California State Teachers Retirement System | 73,302 | $240.0K | 0.00% | +8,410+13.0% | Added |
| Vontobel Holding Ltd. | 97,984 | $320.0K | 0.00% | +50,000+104.2% | Added |
| Minot Wealth Management LLC | 103,410 | $328.0K | 0.07% | −5,966−5.5% | Reduced |
| Susquehanna International Group, LLP | 125,895 | $412.0K | 0.00% | +44,374+54.4% | Added |
| Bank of New York Mellon Corp | 146,813 | $480.0K | 0.00% | +18,244+14.2% | Added |
| Charles Schwab Investment Management Inc | 150,991 | $494.0K | 0.00% | +20,794+16.0% | Added |
| Millennium Management LLC | 189,875 | $621.0K | 0.00% | +175,530+1,223.6% | Added |
| Morgan Stanley | 196,679 | $643.0K | 0.00% | +195,487+16,399.9% | Added |
| Nuveen Asset Management, LLC | 345,167 | $1.13M | 0.00% | +94,086+37.5% | Added |
| Goldman Sachs Group Inc | 453,629 | $1.48M | 0.00% | −24,028−5.0% | Reduced |
| Northern Trust Corp | 614,597 | $2.01M | 0.00% | +77,361+14.4% | Added |
| Integral Health Asset Management, LLC | 675,000 | $2.21M | 0.61% | +75,000+12.5% | Added |
| Ikarian Capital, LLC | 897,330 | $2.93M | 0.52% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 898,369 | $2.94M | 0.01% | +483,259+116.4% | Added |
| State Street Corp | 941,705 | $3.08M | 0.00% | +353,777+60.2% | Added |
| Two Sigma Investments, LP | 1,133,618 | $3.71M | 0.01% | +453,833+66.8% | Added |
| Two Sigma Advisers, LP | 1,222,200 | $4.00M | 0.01% | +818,998+203.1% | Added |
| Boothbay Fund Management, LLC | 1,236,777 | $4.04M | 0.17% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 1,304,533 | $4.27M | 0.02% | −1,145,467−46.8% | Reduced |
| Geode Capital Management, LLC | 1,309,958 | $4.28M | 0.00% | +254,628+24.1% | Added |
| Opaleye Management Inc. | 1,567,494 | $5.13M | 0.85% | −1,032,506−39.7% | Reduced |
| Vanguard Group Inc | 3,200,209 | $10.5M | 0.00% | +511,169+19.0% | Added |
| BlackRock Inc. | 3,687,416 | $12.1M | 0.00% | +1,280,718+53.2% | Added |
| Nantahala Capital Management, LLC | 6,325,677 | $20.7M | 1.14% | −1,325,251−17.3% | Reduced |
| Armistice Capital, LLC | 39,100,000 | $127.9M | 3.40% | +6,465,715+19.8% | Added |
| Sara-Bay Financial | 48,645 | – | – | +48,645 | New |
| Sio Capital Management, LLC | 0 | $0 | 0.00% | −552,241−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −284,793−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −18,916−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −10,494−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −10,289−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −1,369−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −149−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −25,472−100.0% | Sold out |
| RMR Wealth Builders | 0 | $0 | 0.00% | −32−100.0% | Sold out |