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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 2023

Institutional positions in Avalo Therapeutics, Inc. as of Dec 31, 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
12
−16 vs. Q3 2023
Shares held
23.0K
−1.32M (−98.3%) vs. Q3 2023
Total value
$209.4K
+$50.4K (+31.7%) vs. Q3 2023
New holders
3
0 more added
Sold out
19
9 more reduced

Compare with Q3 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 holdersQ4 2023: 12 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 2023: $209.4K
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 2023

Shares, value and share of portfolio for each institution holding Avalo Therapeutics, Inc.; share changes are against Q3 2023.

Institutions holding AVTX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
BlackRock Inc.15,876$144.5K0.00%−88,814−84.8%Reduced
Natixis4,604$43.3K0.00%+4,604New
Tower Research Capital LLC (TRC)1,766$16.1K0.00%−47,970−96.4%Reduced
FNY Investment Advisers, LLC522$4.00K0.00%+522New
Royal Bank of Canada138$1.00K0.00%−333−70.7%Reduced
Morgan Stanley44$4000.00%−10,470−99.6%Reduced
Wells Fargo & Company8$730.00%−1,233−99.4%Reduced
Group One Trading, L.P.2$180.00%−172−98.9%Reduced
UBS Group AG2$180.00%−110−98.2%Reduced
JPMorgan Chase & Co2$180.00%+2New
Advisor Group Holdings, Inc.1$90.00%−346−99.7%Reduced
First Horizon Advisors, Inc.1$90.00%−275−99.6%Reduced
Parallel Advisors, LLC0$00.00%−1−100.0%Sold out
Acadian Asset Management LLC0$00.00%−283,306−100.0%Sold out
Virtu Financial LLC0$00.00%−185,345−100.0%Sold out
Baader Bank INC0$00.00%−184,373−100.0%Sold out
Geode Capital Management, LLC0$00.00%−133,518−100.0%Sold out
Vanguard Group Inc0$00.00%−91,817−100.0%Sold out
Banque Cantonale Vaudoise0$00.00%−81,000−100.0%Sold out
JustInvest LLC0$00.00%−37,358−100.0%Sold out
Level Four Advisory Services, LLC0$00.00%−36,153−100.0%Sold out
Jane Street Group, LLC0$00.00%−27,482−100.0%Sold out
State Street Corp0$00.00%−25,643−100.0%Sold out
Susquehanna International Group, LLP0$00.00%−22,714−100.0%Sold out
Mariner, LLC0$00.00%−18,582−100.0%Sold out
XTX Topco Ltd0$00.00%−18,498−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−15,601−100.0%Sold out
Northern Trust Corp0$00.00%−10,836−100.0%Sold out
Fifth Third Bancorp0$00.00%−279−100.0%Sold out
Meeder Asset Management Inc0$00.00%−62−100.0%Sold out
Newbridge Financial Services Group, Inc.0$00.00%−10−100.0%Sold out