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, Q3 2021
Institutional positions in Avalo Therapeutics, Inc. as of Sep 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
- 77
- +6 vs. Q2 2021
- Shares held
- 80.5M
- +13.7M (+20.6%) vs. Q2 2021
- Total value
- $175.5M
- −$42.6M (−19.5%) vs. Q2 2021
- New holders
- 18
- 23 more added
- Sold out
- 12
- 21 more reduced
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Avalo Therapeutics, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Kistler-Tiffany Companies, LLC | 23 | $0 | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 49 | $0 | 0.00% | −89−64.5% | Reduced |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1,074 | $2.00K | 0.00% | −17,531−94.2% | Reduced |
| Ameritas Investment Partners, Inc. | 1,893 | $4.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,990 | $7.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,010 | $7.00K | 0.00% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 4,569 | $10.0K | 0.00% | +4,569 | New |
| Legal & General Group Plc | 5,580 | $12.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 6,032 | $13.0K | 0.00% | +3,513+139.5% | Added |
| Royal Bank of Canada | 6,537 | $15.0K | 0.00% | +2,912+80.3% | Added |
| Group One Trading, L.P. | 8,039 | $18.0K | 0.00% | −7,200−47.2% | Reduced |
| Tower Research Capital LLC (TRC) | 8,288 | $18.0K | 0.00% | +2,645+46.9% | Added |
| Brewin Dolphin Ltd | 9,300 | $20.3K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 10,054 | $22.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 10,000 | $22.0K | 0.00% | +10,000 | New |
| Principal Financial Group Inc | 10,098 | $22.0K | 0.00% | +10,098 | New |
| Caas Capital Management LP | 11,812 | $26.0K | 0.00% | +11,812 | New |
| Cambridge Investment Research Advisors, Inc. | 12,164 | $27.0K | 0.00% | +1,764+17.0% | Added |
| Creative Planning | 14,814 | $32.0K | 0.00% | +2,114+16.6% | Added |
| Victory Capital Management Inc | 15,788 | $34.0K | 0.00% | +1,195+8.2% | Added |
| Invesco Ltd. | 18,749 | $41.0K | 0.00% | +4,866+35.1% | Added |
| SG Americas Securities, LLC | 18,596 | $41.0K | 0.00% | +18,596 | New |
| Squarepoint Ops LLC | 18,657 | $41.0K | 0.00% | +18,657 | New |
| Alliancebernstein L.P. | 19,100 | $42.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 19,260 | $43.0K | 0.00% | −452−2.3% | Reduced |
| JPMorgan Chase & Co | 20,401 | $44.0K | 0.00% | −39,324−65.8% | Reduced |
| Susquehanna International Group, LLP | 21,221 | $46.0K | 0.00% | −104,674−83.1% | Reduced |
| New York State Common Retirement Fund | 22,214 | $48.0K | 0.00% | +167+0.8% | Added |
| Voya Investment Management LLC | 21,854 | $48.0K | 0.00% | 00.0% | Unchanged |
| Tamar Securities, LLC | 23,084 | $50.0K | 0.02% | 00.0% | Unchanged |
| Virtu Financial LLC | 25,784 | $56.0K | 0.00% | −32,013−55.4% | Reduced |
| AQR Capital Management LLC | 25,894 | $56.0K | 0.00% | +25,894 | New |
| Atom Investors LP | 27,507 | $60.0K | 0.01% | +27,507 | New |
| Renaissance Technologies LLC | 27,981 | $61.0K | 0.00% | +27,981 | New |
| California State Teachers Retirement System | 28,274 | $62.0K | 0.00% | −45,028−61.4% | Reduced |
| American International Group, Inc. | 28,981 | $63.0K | 0.00% | −689−2.3% | Reduced |
| Citadel Advisors LLC | 31,159 | $68.0K | 0.00% | +6,895+28.4% | Added |
| Deutsche Bank AG | 31,794 | $69.0K | 0.00% | −1,039−3.2% | Reduced |
| Ergoteles LLC | 39,500 | $86.0K | 0.00% | +39,500 | New |
| Bank of America Corp | 46,820 | $102.0K | 0.00% | +41,823+837.0% | Added |
| Rhumbline Advisers | 47,398 | $103.0K | 0.00% | +1,183+2.6% | Added |
| Aristides Capital LLC | 48,953 | $107.0K | 0.08% | +48,953 | New |
| Maven Securities LTD | 50,000 | $109.0K | 0.01% | +50,000 | New |
| Commonwealth Equity Services, LLC | 52,000 | $113.0K | 0.00% | +38,467+284.2% | Added |
| STRS Ohio | 64,200 | $139.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 73,825 | $160.0K | 0.00% | −122,854−62.5% | Reduced |
| HRT Financial LP | 96,770 | $210.0K | 0.00% | +96,770 | New |
| Minot Wealth Management LLC | 103,410 | $225.0K | 0.05% | 00.0% | Unchanged |
| Charles Schwab Investment Management Inc | 132,714 | $290.0K | 0.00% | −18,277−12.1% | Reduced |
| Bank of New York Mellon Corp | 158,305 | $345.0K | 0.00% | +11,492+7.8% | Added |
| D. E. Shaw & Co., Inc. | 173,424 | $378.0K | 0.00% | +154,186+801.5% | Added |
| Millennium Management LLC | 188,525 | $411.0K | 0.00% | −1,350−0.7% | Reduced |
| Hudson Bay Capital Management LP | 197,133 | $430.0K | 0.01% | +197,133 | New |
| Monashee Investment Management LLC | 270,000 | $589.0K | 0.11% | +270,000 | New |
| Laurion Capital Management LP | 330,444 | $720.0K | 0.01% | +330,444 | New |
| Northern Trust Corp | 517,302 | $1.13M | 0.00% | −97,295−15.8% | Reduced |
| Asymmetry Capital Management, L.P. | 534,621 | $1.17M | 0.70% | +534,621 | New |
| Nuveen Asset Management, LLC | 610,393 | $1.37M | 0.00% | +265,226+76.8% | Added |
| Goldman Sachs Group Inc | 672,664 | $1.47M | 0.00% | +219,035+48.3% | Added |
| Ikarian Capital, LLC | 718,705 | $1.57M | 0.36% | −178,625−19.9% | Reduced |
| Two Sigma Investments, LP | 732,931 | $1.60M | 0.00% | −400,687−35.3% | Reduced |
| Two Sigma Advisers, LP | 801,300 | $1.75M | 0.00% | −420,900−34.4% | Reduced |
| Stonepine Capital Management, LLC | 850,000 | $1.85M | 0.84% | +850,000 | New |
| Assenagon Asset Management S.A. | 879,334 | $1.92M | 0.01% | −19,035−2.1% | Reduced |
| State Street Corp | 976,319 | $2.13M | 0.00% | +34,614+3.7% | Added |
| Boothbay Fund Management, LLC | 1,204,930 | $2.63M | 0.11% | −31,847−2.6% | Reduced |
| Geode Capital Management, LLC | 1,242,382 | $2.71M | 0.00% | −67,576−5.2% | Reduced |
| Opaleye Management Inc. | 1,459,400 | $3.18M | 0.59% | −108,094−6.9% | Reduced |
| Integral Health Asset Management, LLC | 1,625,000 | $3.54M | 1.02% | +950,000+140.7% | Added |
| Vanguard Group Inc | 3,347,276 | $7.30M | 0.00% | +147,067+4.6% | Added |
| BlackRock Inc. | 3,716,943 | $8.10M | 0.00% | +29,527+0.8% | Added |
| Point72 Asset Management, L.P. | 6,008,850 | $13.1M | 0.06% | +4,704,317+360.6% | Added |
| Nantahala Capital Management, LLC | 6,952,401 | $15.2M | 0.89% | +626,724+9.9% | Added |
| Armistice Capital, LLC | 45,000,000 | $98.1M | 2.42% | +5,900,000+15.1% | Added |
| Newbridge Financial Services Group, Inc. | 129 | – | – | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −97,984−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −45,974−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −22,746−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −21,471−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −13,737−100.0% | Sold out |
| Avantax Planning Partners, Inc. | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Barclays PLC | 0 | $0 | 0.00% | −6,699−100.0% | Sold out |
| Washington Trust Co | 0 | $0 | 0.00% | −3,000−100.0% | Sold out |
| BNP Paribas Arbitrage, SA | 0 | $0 | 0.00% | −2,982−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −750−100.0% | Sold out |
| Navigation Wealth Management, Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Sara-Bay Financial | 0 | $0 | 0.00% | −48,645−100.0% | Sold out |