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, Q4 2021
Institutional positions in Avalo Therapeutics, Inc. as of Dec 31, 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
- 75
- −2 vs. Q3 2021
- Shares held
- 80.0M
- −467.2K (−0.6%) vs. Q3 2021
- Total value
- $136.0M
- −$39.5M (−22.5%) vs. Q3 2021
- New holders
- 12
- 31 more added
- Sold out
- 14
- 15 more reduced
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Avalo Therapeutics, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| The PNC Financial Services Group, Inc. | 54 | $0 | 0.00% | −10,000−99.5% | Reduced |
| Kistler-Tiffany Companies, LLC | 23 | $0 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 129 | $0 | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 500 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,990 | $3.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,893 | $3.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,010 | $5.00K | 0.00% | 00.0% | Unchanged |
| Washington Trust Co | 3,000 | $5.00K | 0.00% | +3,000 | New |
| Point72 Hong Kong Ltd | 3,826 | $7.00K | 0.00% | −743−16.3% | Reduced |
| Group One Trading, L.P. | 5,487 | $9.00K | 0.00% | −2,552−31.7% | Reduced |
| Legal & General Group Plc | 5,580 | $9.00K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,448 | $13.0K | 0.00% | −840−10.1% | Reduced |
| SG Americas Securities, LLC | 10,089 | $17.0K | 0.00% | −8,507−45.7% | Reduced |
| Moody Lynn & Lieberson, LLC | 10,000 | $17.0K | 0.00% | +10,000 | New |
| Mayflower Financial Advisors, LLC | 10,000 | $17.0K | 0.00% | +10,000 | New |
| Principal Financial Group Inc | 10,505 | $18.0K | 0.00% | +407+4.0% | Added |
| Amalgamated Bank | 10,326 | $18.0K | 0.00% | +10,326 | New |
| ExodusPoint Capital Management, LP | 10,664 | $18.0K | 0.00% | +10,664 | New |
| XTX Topco Ltd | 11,685 | $20.0K | 0.01% | +11,685 | New |
| ProShare Advisors LLC | 13,610 | $22.0K | 0.00% | +13,610 | New |
| Royal Bank of Canada | 14,284 | $24.0K | 0.00% | +7,747+118.5% | Added |
| Stifel Financial Corp | 15,000 | $26.0K | 0.00% | +5,000+50.0% | Added |
| Victory Capital Management Inc | 15,849 | $27.0K | 0.00% | +61+0.4% | Added |
| Citigroup Inc | 17,734 | $30.0K | 0.00% | +11,702+194.0% | Added |
| UBS Group AG | 17,794 | $30.0K | 0.00% | +17,745+36,214.3% | Added |
| Alliancebernstein L.P. | 19,100 | $32.0K | 0.00% | 00.0% | Unchanged |
| Invesco Ltd. | 19,405 | $33.0K | 0.00% | +656+3.5% | Added |
| Voya Investment Management LLC | 19,776 | $34.0K | 0.00% | −2,078−9.5% | Reduced |
| Freestone Capital Holdings, LLC | 20,000 | $34.0K | 0.00% | +20,000 | New |
| Ethic Inc. | 20,000 | $34.0K | 0.00% | +20,000 | New |
| Creative Planning | 20,369 | $35.0K | 0.00% | +5,555+37.5% | Added |
| New York State Common Retirement Fund | 22,214 | $38.0K | 0.00% | 00.0% | Unchanged |
| Tamar Securities, LLC | 23,084 | $39.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 22,656 | $39.0K | 0.00% | +10,492+86.3% | Added |
| Susquehanna International Group, LLP | 26,753 | $45.0K | 0.00% | +5,532+26.1% | Added |
| Bank of America Corp | 27,157 | $46.0K | 0.00% | −19,663−42.0% | Reduced |
| LGL Partners, LLC | 28,850 | $49.0K | 0.01% | +28,850 | New |
| American International Group, Inc. | 33,111 | $56.0K | 0.00% | +4,130+14.3% | Added |
| Virtu Financial LLC | 33,069 | $56.0K | 0.01% | +7,285+28.3% | Added |
| Minot Wealth Management LLC | 34,645 | $59.0K | 0.01% | −68,765−66.5% | Reduced |
| California State Teachers Retirement System | 35,274 | $60.0K | 0.00% | +7,000+24.8% | Added |
| STRS Ohio | 38,400 | $65.0K | 0.00% | −25,800−40.2% | Reduced |
| Deutsche Bank AG | 39,202 | $66.0K | 0.00% | +7,408+23.3% | Added |
| Renaissance Technologies LLC | 39,952 | $68.0K | 0.00% | +11,971+42.8% | Added |
| Wells Fargo & Company | 41,824 | $72.0K | 0.00% | +40,750+3,794.2% | Added |
| Rhumbline Advisers | 47,194 | $80.0K | 0.00% | −204−0.4% | Reduced |
| JPMorgan Chase & Co | 48,519 | $83.0K | 0.00% | +28,118+137.8% | Added |
| Commonwealth Equity Services, LLC | 52,000 | $88.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 55,861 | $94.0K | 0.00% | +55,861 | New |
| Citadel Advisors LLC | 62,928 | $107.0K | 0.00% | +31,769+102.0% | Added |
| AQR Capital Management LLC | 91,585 | $156.0K | 0.00% | +65,691+253.7% | Added |
| Morgan Stanley | 154,457 | $262.0K | 0.00% | +80,632+109.2% | Added |
| Charles Schwab Investment Management Inc | 155,779 | $265.0K | 0.00% | +23,065+17.4% | Added |
| Bank of New York Mellon Corp | 161,417 | $274.0K | 0.00% | +3,112+2.0% | Added |
| Two Sigma Investments, LP | 295,977 | $503.0K | 0.00% | −436,954−59.6% | Reduced |
| D. E. Shaw & Co., Inc. | 335,022 | $570.0K | 0.00% | +161,598+93.2% | Added |
| Two Sigma Advisers, LP | 474,000 | $806.0K | 0.00% | −327,300−40.8% | Reduced |
| Northern Trust Corp | 533,578 | $907.0K | 0.00% | +16,276+3.1% | Added |
| Assenagon Asset Management S.A. | 582,718 | $991.0K | 0.00% | −296,616−33.7% | Reduced |
| Nuveen Asset Management, LLC | 594,631 | $1.01M | 0.00% | −15,762−2.6% | Reduced |
| Goldman Sachs Group Inc | 685,264 | $1.17M | 0.00% | +12,600+1.9% | Added |
| Ikarian Capital, LLC | 718,705 | $1.22M | 0.35% | 00.0% | Unchanged |
| Soleus Capital Management, L.P. | 770,000 | $1.31M | 0.18% | +770,000 | New |
| State Street Corp | 987,411 | $1.68M | 0.00% | +11,092+1.1% | Added |
| Boothbay Fund Management, LLC | 1,198,757 | $2.04M | 0.07% | −6,173−0.5% | Reduced |
| Geode Capital Management, LLC | 1,327,571 | $2.26M | 0.00% | +85,189+6.9% | Added |
| Opaleye Management Inc. | 1,459,400 | $2.48M | 0.53% | 00.0% | Unchanged |
| Stonepine Capital Management, LLC | 1,510,095 | $2.57M | 1.18% | +660,095+77.7% | Added |
| Integral Health Asset Management, LLC | 1,625,000 | $2.76M | 0.77% | 00.0% | Unchanged |
| Vanguard Group Inc | 3,379,303 | $5.74M | 0.00% | +32,027+1.0% | Added |
| BlackRock Inc. | 3,802,010 | $6.46M | 0.00% | +85,067+2.3% | Added |
| Point72 Asset Management, L.P. | 6,008,850 | $10.2M | 0.05% | 00.0% | Unchanged |
| Nantahala Capital Management, LLC | 7,145,874 | $12.1M | 0.76% | +193,473+2.8% | Added |
| Armistice Capital, LLC | 45,000,000 | $76.5M | 1.86% | 00.0% | Unchanged |
| Asymmetry Capital Management, L.P. | 0 | $0 | 0.00% | −534,621−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −330,444−100.0% | Sold out |
| Monashee Investment Management LLC | 0 | $0 | 0.00% | −270,000−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −197,133−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −188,525−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −96,770−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −50,000−100.0% | Sold out |
| Aristides Capital LLC | 0 | $0 | 0.00% | −48,953−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −39,500−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −27,507−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −19,260−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −18,657−100.0% | Sold out |
| Caas Capital Management LP | 0 | $0 | 0.00% | −11,812−100.0% | Sold out |
| Brewin Dolphin Ltd | 0 | $0 | 0.00% | −9,300−100.0% | Sold out |