Skip to main content

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 2022

Institutional positions in Avalo Therapeutics, Inc. as of Sep 30, 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
27
−26 vs. Q2 2022
Shares held
5.55M
−231.6K (−4.0%) vs. Q2 2022Converted for a 1-for-12 split
Total value
$18.4M
−$16.3M (−46.9%) vs. Q2 2022
New holders
3
6 more added
Sold out
29
11 more reduced

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2022: 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 holdersQ3 2022: 27 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 heldQ3 2022: $18.4M
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, Q3 2022

Shares, value and share of portfolio for each institution holding Avalo Therapeutics, Inc.; share changes are against Q2 2022.

Institutions holding AVTX in Q3 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Armistice Capital, LLC3,964,666$13.2M0.33%00.0%UnchangedConverted for a 1-for-12 split
Nantahala Capital Management, LLC547,814$1.82M0.18%−11,380−2.0%ReducedConverted for a 1-for-12 split
Point72 Asset Management, L.P.500,737$1.66M0.01%00.0%UnchangedConverted for a 1-for-12 split
Vanguard Group Inc221,982$736.0K0.00%−33,897−13.2%ReducedConverted for a 1-for-12 split
BlackRock Inc.103,414$343.0K0.00%00.0%UnchangedConverted for a 1-for-12 split
Geode Capital Management, LLC51,420$170.0K0.00%−19,112−27.1%ReducedConverted for a 1-for-12 split
Millennium Management LLC51,012$169.0K0.00%−33,245−39.5%ReducedConverted for a 1-for-12 split
Goldman Sachs Group Inc35,644$118.0K0.00%−18,494−34.2%ReducedConverted for a 1-for-12 split
State Street Corp25,643$85.0K0.00%00.0%UnchangedConverted for a 1-for-12 split
Assenagon Asset Management S.A.15,646$52.0K0.00%+15,646New
Morgan Stanley11,599$38.0K0.00%+8,228+244.1%AddedConverted for a 1-for-12 split
Northern Trust Corp10,855$36.0K0.00%+1,150+11.8%AddedConverted for a 1-for-12 split
UBS Group AG6,760$22.0K0.00%+6,050+851.4%AddedConverted for a 1-for-12 split
Meeder Asset Management Inc1,506$5.00K0.00%00.0%UnchangedConverted for a 1-for-12 split
BNP Paribas Arbitrage, SA717$2.38K0.00%+717New
TCI Wealth Advisors, Inc.251$1.00K0.00%00.0%UnchangedConverted for a 1-for-12 split
Group One Trading, L.P.183$1.00K0.00%00.0%UnchangedConverted for a 1-for-12 split
FMR LLC35$00.00%−67−65.6%ReducedConverted for a 1-for-12 split
Bank of America Corp4$00.00%−0−7.7%ReducedConverted for a 1-for-12 split
Wells Fargo & Company131$00.00%−12−8.4%ReducedConverted for a 1-for-12 split
The PNC Financial Services Group, Inc.6$00.00%+2+33.3%AddedConverted for a 1-for-12 split
New York State Common Retirement Fund1$00.00%−42−97.7%ReducedConverted for a 1-for-12 split
Kistler-Tiffany Companies, LLC2$00.00%+0+4.3%AddedConverted for a 1-for-12 split
Advisor Group Holdings, Inc.1$00.00%−41−97.6%ReducedConverted for a 1-for-12 split
Parallel Advisors, LLC1$00.00%+1+100.0%AddedConverted for a 1-for-12 split
Newbridge Financial Services Group, Inc.10$00.00%−1−7.0%ReducedConverted for a 1-for-12 split
Tower Research Capital LLC (TRC)99$00.00%+99New
Opaleye Management Inc.0$00.00%−37,500−100.0%Sold outConverted for a 1-for-12 split
Renaissance Technologies LLC0$00.00%−28,336−100.0%Sold outConverted for a 1-for-12 split
Ergoteles LLC0$00.00%−23,714−100.0%Sold outConverted for a 1-for-12 split
D. E. Shaw & Co., Inc.0$00.00%−17,307−100.0%Sold outConverted for a 1-for-12 split
Citadel Advisors LLC0$00.00%−7,414−100.0%Sold outConverted for a 1-for-12 split
Charles Schwab Investment Management Inc0$00.00%−4,746−100.0%Sold outConverted for a 1-for-12 split
Bank of New York Mellon Corp0$00.00%−4,026−100.0%Sold outConverted for a 1-for-12 split
Qube Research & Technologies Ltd0$00.00%−3,692−100.0%Sold outConverted for a 1-for-12 split
Commonwealth Equity Services, LLC0$00.00%−2,734−100.0%Sold outConverted for a 1-for-12 split
Stifel Financial Corp0$00.00%−2,500−100.0%Sold outConverted for a 1-for-12 split
Y-Intercept (Hong Kong) Ltd0$00.00%−2,173−100.0%Sold outConverted for a 1-for-12 split
Orion Portfolio Solutions, LLC0$00.00%−2,123−100.0%Sold outConverted for a 1-for-12 split
CIBC Private Wealth Group, LLC0$00.00%−1,667−100.0%Sold outConverted for a 1-for-12 split
Creative Planning0$00.00%−1,697−100.0%Sold outConverted for a 1-for-12 split
Victory Capital Management Inc0$00.00%−1,281−100.0%Sold outConverted for a 1-for-12 split
Balyasny Asset Management LLC0$00.00%−1,333−100.0%Sold outConverted for a 1-for-12 split
Avantax Planning Partners, Inc.0$00.00%−1,055−100.0%Sold outConverted for a 1-for-12 split
Moody Lynn & Lieberson, LLC0$00.00%−833−100.0%Sold outConverted for a 1-for-12 split
Mayflower Financial Advisors, LLC0$00.00%−833−100.0%Sold outConverted for a 1-for-12 split
Cubist Systematic Strategies, LLC0$00.00%−476−100.0%Sold outConverted for a 1-for-12 split
Legal & General Group Plc0$00.00%−352−100.0%Sold outConverted for a 1-for-12 split
Royal Bank of Canada0$00.00%−330−100.0%Sold outConverted for a 1-for-12 split
Washington Trust Co0$00.00%−250−100.0%Sold outConverted for a 1-for-12 split
JPMorgan Chase & Co0$00.00%−154−100.0%Sold outConverted for a 1-for-12 split
Citigroup Inc0$00.00%−193−100.0%Sold outConverted for a 1-for-12 split
Point72 Hong Kong Ltd0$00.00%−148−100.0%Sold outConverted for a 1-for-12 split
Barclays PLC0$00.00%−16−100.0%Sold outConverted for a 1-for-12 split
Credit Suisse AG0$00.00%−3−100.0%Sold outConverted for a 1-for-12 split
Simplex Trading, LLC0$00.00%−33−100.0%Sold outConverted for a 1-for-12 split
Minot Wealth Management LLC––––Not filed