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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, Q4 2022

Institutional positions in Avalo Therapeutics, Inc. as of Dec 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
28
+1 vs. Q3 2022
Shares held
5.55M
+927 (0.0%) vs. Q3 2022
Total value
$28.0M
+$9.56M (+51.9%) vs. Q3 2022
New holders
3
4 more added
Sold out
2
8 more reduced

Compare with Q3 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 holdersQ4 2022: 28 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 heldQ4 2022: $28.0M
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, Q4 2022

Shares, value and share of portfolio for each institution holding Avalo Therapeutics, Inc.; share changes are against Q3 2022.

Institutions holding AVTX in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Armistice Capital, LLC3,964,666$20.0M0.54%00.0%Unchanged
Nantahala Capital Management, LLC540,667$2.73M0.25%−7,147−1.3%Reduced
Point72 Asset Management, L.P.500,737$2.52M0.01%00.0%Unchanged
Vanguard Group Inc222,073$1.12M0.00%+910.0%Added
BlackRock Inc.103,229$520.3K0.00%−185−0.2%Reduced
Geode Capital Management, LLC51,332$261.0K0.00%−88−0.2%Reduced
Millennium Management LLC43,193$220.0K0.00%−7,819−15.3%Reduced
Goldman Sachs Group Inc33,108$166.9K0.00%−2,536−7.1%Reduced
State Street Corp25,643$130.5K0.00%00.0%Unchanged
Susquehanna International Group, LLP18,671$95.0K0.00%+18,671New
Assenagon Asset Management S.A.15,646$79.0K0.00%00.0%Unchanged
Morgan Stanley12,425$62.6K0.00%+826+7.1%Added
Northern Trust Corp10,855$54.7K0.00%00.0%Unchanged
UBS Group AG6,177$31.1K0.00%−583−8.6%Reduced
Meeder Asset Management Inc1,507$7.59K0.00%+1+0.1%Added
Royal Bank of Canada416$2.00K0.00%+416New
TCI Wealth Advisors, Inc.251$1.26K0.00%00.0%Unchanged
Group One Trading, L.P.183$9310.00%00.0%Unchanged
Wells Fargo & Company131$6600.00%00.0%Unchanged
Clearstead Advisors, LLC27$1360.00%+27New
FMR LLC13$660.00%−22−62.9%Reduced
Bank of America Corp10$500.00%+6+150.0%Added
Newbridge Financial Services Group, Inc.10$500.00%00.0%Unchanged
The PNC Financial Services Group, Inc.6$300.00%00.0%Unchanged
Kistler-Tiffany Companies, LLC2$100.00%00.0%Unchanged
Parallel Advisors, LLC1$50.00%00.0%Unchanged
Tower Research Capital LLC (TRC)86$00.00%−13−13.1%Reduced
Advisor Group Holdings, Inc.1$00.00%00.0%Unchanged
BNP Paribas Arbitrage, SA0$00.00%−717−100.0%Sold out
New York State Common Retirement Fund0$00.00%−1−100.0%Sold out