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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, Q3 2023

Institutional positions in Avalo Therapeutics, Inc. as of Sep 30, 2023. 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
+3 vs. Q2 2023
Shares held
1.34M
−1.09M (−44.8%) vs. Q2 2023
Total value
$158.9K
−$703.8K (−81.6%) vs. Q2 2023
New holders
10
5 more added
Sold out
7
6 more reduced

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2023: 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 2023: 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 heldQ3 2023: $158.9K
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 2023

Shares, value and share of portfolio for each institution holding Avalo Therapeutics, Inc.; share changes are against Q2 2023.

Institutions holding AVTX in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Acadian Asset Management LLC283,306$34.0K0.00%+283,306New
Virtu Financial LLC185,345$22.0K0.00%+152,752+468.7%Added
Baader Bank INC184,373$19.8K0.00%+184,373New
Geode Capital Management, LLC133,518$16.1K0.00%+52,548+64.9%Added
BlackRock Inc.104,690$12.6K0.00%−19,758−15.9%Reduced
Vanguard Group Inc91,817$11.1K0.00%−130,256−58.7%Reduced
Banque Cantonale Vaudoise81,000$10.0K0.00%+81,000New
Tower Research Capital LLC (TRC)49,736$6.02K0.00%+35,540+250.4%Added
JustInvest LLC37,358$4.51K0.00%+37,358New
Level Four Advisory Services, LLC36,153$4.36K0.00%+36,153New
Jane Street Group, LLC27,482$3.32K0.00%+27,482New
State Street Corp25,643$3.10K0.00%00.0%Unchanged
Susquehanna International Group, LLP22,714$2.74K0.00%+22,714New
Mariner, LLC18,582$2.24K0.00%+18,582New
XTX Topco Ltd18,498$2.23K0.00%+18,498New
Two Sigma Securities, LLC15,601$1.88K0.00%−4,931−24.0%Reduced
Northern Trust Corp10,836$1.31K0.00%00.0%Unchanged
Morgan Stanley10,514$1.27K0.00%−309−2.9%Reduced
Wells Fargo & Company1,241$1500.00%+1,081+675.6%Added
Advisor Group Holdings, Inc.347$420.00%+13+3.9%Added
Fifth Third Bancorp279$340.00%+279New
First Horizon Advisors, Inc.276$330.00%00.0%Unchanged
Group One Trading, L.P.174$210.00%00.0%Unchanged
UBS Group AG112$140.00%−1,807−94.2%Reduced
Meeder Asset Management Inc62$70.00%00.0%Unchanged
Newbridge Financial Services Group, Inc.10$10.00%00.0%Unchanged
Royal Bank of Canada471$00.00%−1,047−69.0%Reduced
Parallel Advisors, LLC1$00.00%00.0%Unchanged
VR Adviser, LLC0$00.00%−1,250,000−100.0%Sold out
Nantahala Capital Management, LLC0$00.00%−556,202−100.0%Sold out
Millennium Management LLC0$00.00%−33,933−100.0%Sold out
JPMorgan Chase & Co0$00.00%−12,993−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−10,762−100.0%Sold out
HRT Financial LP0$00.00%−13,106−100.0%Sold out
Bank of America Corp0$00.00%−4,127−100.0%Sold out
Kistler-Tiffany Companies, LLC––––Not filed