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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, Q1 2022

Institutional positions in Avalo Therapeutics, Inc. as of Mar 31, 2022. 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
−4 vs. Q4 2021
Shares held
77.7M
−2.30M (−2.9%) vs. Q4 2021
Total value
$56.2M
−$79.9M (−58.7%) vs. Q4 2021
New holders
10
12 more added
Sold out
14
29 more reduced

Compare with Q4 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.

Institutional holdersQ1 2022: 71 institutions
Q1 2021: 70 institutionsQ2 2021: 71 institutionsQ3 2021: 77 institutionsQ4 2021: 75 institutionsQ1 2022: 71 institutionsQ2 2022: 54 institutionsQ3 2022: 27 institutionsQ4 2022: 28 institutionsQ1 2023: 32 institutionsQ2 2023: 26 institutionsQ3 2023: 28 institutionsQ4 2023: 12 institutionsQ1 2024: 18 institutionsQ2 2024: 21 institutionsQ3 2024: 29 institutionsQ4 2024: 33 institutionsQ1 2025: 34 institutionsQ2 2025: 36 institutionsQ3 2025: 66 institutionsQ4 2025: 84 institutionsQ1 2026: 97 institutionsQ2 2026: 126 institutions
Value heldQ1 2022: $56.2M
Q1 2021: $180.4MQ2 2021: $218.1MQ3 2021: $175.5MQ4 2021: $136.0MQ1 2022: $56.2MQ2 2022: $34.7MQ3 2022: $18.4MQ4 2022: $28.0MQ1 2023: $16.0MQ2 2023: $862.7KQ3 2023: $158.9KQ4 2023: $209.4KQ1 2024: $1.90MQ2 2024: $9.62MQ3 2024: $63.2MQ4 2024: $56.0MQ1 2025: $66.1MQ2 2025: $39.1MQ3 2025: $194.7MQ4 2025: $361.1MQ1 2026: $469.6MQ2 2026: $1.31B
Institutions holding AVTX and their total value by quarter
QuarterHoldersValue
Q2 2026126$1.31B
Q1 202697$469.6M
Q4 202584$361.1M
Q3 202566$194.7M
Q2 202536$39.1M
Q1 202534$66.1M
Q4 202433$56.0M
Q3 202429$63.2M
Q2 202421$9.62M
Q1 202418$1.90M
Q4 202312$209.4K
Q3 202328$158.9K
Q2 202326$862.7K
Q1 202332$16.0M
Q4 202228$28.0M
Q3 202227$18.4M
Q2 202254$34.7M
Q1 202271$56.2M
Q4 202175$136.0M
Q3 202177$175.5M
Q2 202171$218.1M
Q1 202170$180.4M

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Avalo Therapeutics, Inc.; share changes are against Q4 2021.

Institutions holding AVTX in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Armistice Capital, LLC47,576,000$34.5M0.98%+2,576,000+5.7%Added
Nantahala Capital Management, LLC6,849,547$4.80M0.33%−296,327−4.1%Reduced
Point72 Asset Management, L.P.6,008,850$4.36M0.02%00.0%Unchanged
BlackRock Inc.3,765,898$2.73M0.00%−36,112−0.9%Reduced
Vanguard Group Inc3,384,194$2.45M0.00%+4,891+0.1%Added
Opaleye Management Inc.1,454,400$1.05M0.33%−5,000−0.3%Reduced
Geode Capital Management, LLC1,362,929$987.0K0.00%+35,358+2.7%Added
Boothbay Fund Management, LLC1,198,757$869.0K0.03%00.0%Unchanged
State Street Corp976,587$708.0K0.00%−10,824−1.1%Reduced
Ikarian Capital, LLC764,271$554.0K0.17%+45,566+6.3%Added
Integral Health Asset Management, LLC700,000$507.0K0.13%−925,000−56.9%Reduced
Northern Trust Corp534,671$388.0K0.00%+1,093+0.2%Added
Goldman Sachs Group Inc524,884$380.0K0.00%−160,380−23.4%Reduced
Nuveen Asset Management, LLC405,047$294.0K0.00%−189,584−31.9%Reduced
Renaissance Technologies LLC367,193$266.0K0.00%+327,241+819.1%Added
D. E. Shaw & Co., Inc.320,362$232.0K0.00%−14,660−4.4%Reduced
Two Sigma Advisers, LP209,900$152.0K0.00%−264,100−55.7%Reduced
Bank of New York Mellon Corp161,417$117.0K0.00%00.0%Unchanged
Charles Schwab Investment Management Inc135,369$99.0K0.00%−20,410−13.1%Reduced
Deutsche Bank AG112,925$82.0K0.00%+73,723+188.1%Added
Morgan Stanley75,315$54.0K0.00%−79,142−51.2%Reduced
Two Sigma Investments, LP70,703$51.0K0.00%−225,274−76.1%Reduced
BFT Financial Group, LLC62,629$45.0K0.01%+62,629New
Rhumbline Advisers49,728$36.0K0.00%+2,534+5.4%Added
Assenagon Asset Management S.A.42,338$31.0K0.00%−540,380−92.7%Reduced
Commonwealth Equity Services, LLC40,035$29.0K0.00%−11,965−23.0%Reduced
STRS Ohio38,400$27.0K0.00%00.0%Unchanged
Minot Wealth Management LLC34,645$25.0K0.01%00.0%Unchanged
Citadel Advisors LLC29,159$22.0K0.00%−33,769−53.7%Reduced
American International Group, Inc.30,933$22.0K0.00%−2,178−6.6%Reduced
JPMorgan Chase & Co29,233$21.0K0.00%−19,286−39.7%Reduced
California State Teachers Retirement System26,713$19.0K0.00%−8,561−24.3%Reduced
Stifel Financial Corp25,000$18.0K0.00%+10,000+66.7%Added
Tamar Securities, LLC23,084$17.0K0.00%00.0%Unchanged
New York State Common Retirement Fund22,214$16.0K0.00%00.0%Unchanged
Creative Planning20,369$15.0K0.00%00.0%Unchanged
UBS Group AG22,390$15.0K0.00%+4,596+25.8%Added
Invesco Ltd.19,173$14.0K0.00%−232−1.2%Reduced
Alliancebernstein L.P.19,200$14.0K0.00%+100+0.5%Added
CIBC Private Wealth Group, LLC20,000$14.0K0.00%+20,000New
Meeder Asset Management Inc17,422$13.0K0.00%+17,422New
Gyon Technologies Capital Management, LP18,242$13.0K0.01%+18,242New
Wells Fargo & Company15,029$11.0K0.00%−26,795−64.1%Reduced
Susquehanna International Group, LLP14,763$11.0K0.00%−11,990−44.8%Reduced
Tower Research Capital LLC (TRC)14,549$11.0K0.00%+7,101+95.3%Added
Avantax Planning Partners, Inc.12,657$9.00K0.00%+12,657New
ProShare Advisors LLC11,679$8.00K0.00%−1,931−14.2%Reduced
Amalgamated Bank9,807$7.00K0.00%−519−5.0%Reduced
Moody Lynn & Lieberson, LLC10,000$7.00K0.00%00.0%Unchanged
Mayflower Financial Advisors, LLC10,000$7.00K0.00%00.0%Unchanged
Barclays PLC10,115$7.00K0.00%+10,115New
Amalgamated Financial Corp.9,807$7.00K0.00%+9,807New
Brewin Dolphin Ltd9,300$7.00K0.00%+9,300New
Victory Capital Management Inc15,410$6.00K0.00%−439−2.8%Reduced
Legal & General Group Plc5,580$4.00K0.00%00.0%Unchanged
Group One Trading, L.P.5,043$4.00K0.00%−444−8.1%Reduced
Bank of America Corp3,758$3.00K0.00%−23,399−86.2%Reduced
Royal Bank of Canada3,962$3.00K0.00%−10,322−72.3%Reduced
Cubist Systematic Strategies, LLC3,764$3.00K0.00%+3,764New
Citigroup Inc2,266$2.00K0.00%−15,468−87.2%Reduced
Point72 Hong Kong Ltd3,362$2.00K0.00%−464−12.1%Reduced
Washington Trust Co3,000$2.00K0.00%00.0%Unchanged
TCI Wealth Advisors, Inc.3,010$2.00K0.00%00.0%Unchanged
Nisa Investment Advisors, LLC2,990$2.00K0.00%00.0%Unchanged
Ameritas Investment Partners, Inc.1,893$1.00K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.500$00.00%00.0%Unchanged
The PNC Financial Services Group, Inc.54$00.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC23$00.00%00.0%Unchanged
Parallel Advisors, LLC6$00.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.129$00.00%00.0%Unchanged
FMR LLC249$00.00%+249New
Stonepine Capital Management, LLC0$00.00%−1,510,095−100.0%Sold out
Soleus Capital Management, L.P.0$00.00%−770,000−100.0%Sold out
AQR Capital Management LLC0$00.00%−91,585−100.0%Sold out
Simplex Trading, LLC0$00.00%−55,861−100.0%Sold out
Virtu Financial LLC0$00.00%−33,069−100.0%Sold out
LGL Partners, LLC0$00.00%−28,850−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−22,656−100.0%Sold out
Voya Investment Management LLC0$00.00%−19,776−100.0%Sold out
Freestone Capital Holdings, LLC0$00.00%−20,000−100.0%Sold out
Ethic Inc.0$00.00%−20,000−100.0%Sold out
XTX Topco Ltd0$00.00%−11,685−100.0%Sold out
Principal Financial Group Inc0$00.00%−10,505−100.0%Sold out
ExodusPoint Capital Management, LP0$00.00%−10,664−100.0%Sold out
SG Americas Securities, LLC0$00.00%−10,089−100.0%Sold out