Avalo Therapeutics, Inc. - Common Stock (AVTX)
CUSIP: 05338F306
Q4 2023 13F Holders as of 31 Dec 2023
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 22,946,429
- Total 13F shares
- 22,966
- Share change
- +22,966
- Total reported value
- $209,366
- Price per share
- $9.00
- Number of holders
- 12
- Value change
- +$209,366
- Number of buys
- 12
Quarterly Holders Quick Answers
What is CUSIP 05338F306?
CUSIP 05338F306 identifies AVTX - Avalo Therapeutics, Inc. - Common Stock in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
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These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
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- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
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Jump to adjacent filing periods for faster comparison and easier crawl discovery.
- Newer quarter: Q1 2024
Recent filing periods for CUSIP 05338F306:
Top shareholders of AVTX - Avalo Therapeutics, Inc. - Common Stock (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| ARMISTICE CAPITAL, LLC |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
765,828
|
$397,771 | — | 26 Jun 2023 | |
| ACADIAN ASSET MANAGEMENT LLC |
13F
|
Company |
—
class O/S missing
|
283,306
|
$34,000 | — | 30 Sep 2023 | |
| Virtu Financial LLC |
13F
|
Company |
—
class O/S missing
|
185,345
|
$22,000 | — | 30 Sep 2023 | |
| Baader Bank Aktiengesellschaft |
13F
|
Company |
—
class O/S missing
|
184,373
|
$19,823 | — | 30 Sep 2023 | |
| James Archie Harrell Jr. |
3/4/5
|
Chief Commercial Officer |
—
class O/S missing
|
36,766
|
$19,096 | — | 10 Dec 2021 | |
| H. Jeffrey Wilkins |
3/4/5
|
Chief Medical Officer |
—
class O/S missing
|
33,373
|
$17,334 | — | 10 Dec 2021 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
—
class O/S missing
|
133,518
|
$16,115 | — | 30 Sep 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
—
class O/S missing
|
104,690
|
$12,636 | — | 30 Sep 2023 | |
| VANGUARD GROUP INC |
13F
|
Company |
—
class O/S missing
|
91,817
|
$11,082 | — | 30 Sep 2023 | |
| Cantonale Vaudoise Banque |
13F
|
Individual |
—
class O/S missing
|
81,000
|
$10,000 | — | 30 Sep 2023 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
—
class O/S missing
|
49,736
|
$6,018 | — | 30 Sep 2023 | |
| Vanguard Personalized Indexing Management, LLC |
13F
|
Company |
—
class O/S missing
|
37,358
|
$4,509 | — | 30 Sep 2023 | |
| LEVEL FOUR ADVISORY SERVICES, LLC |
13F
|
Company |
—
class O/S missing
|
36,153
|
$4,364 | — | 30 Sep 2023 | |
| JANE STREET GROUP, LLC |
13F
|
Company |
—
class O/S missing
|
27,482
|
$3,317 | — | 30 Sep 2023 | |
| STATE STREET CORP |
13F
|
Company |
—
class O/S missing
|
25,643
|
$3,095 | — | 30 Sep 2023 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
—
class O/S missing
|
22,714
|
$2,742 | — | 30 Sep 2023 | |
| Mariner, LLC |
13F
|
Company |
—
class O/S missing
|
18,582
|
$2,243 | — | 30 Sep 2023 | |
| XTX Topco Ltd |
13F
|
Company |
—
class O/S missing
|
18,498
|
$2,233 | — | 30 Sep 2023 | |
| Schond L. Greenway |
3/4/5
|
CFO |
—
class O/S missing
|
3,883
|
$2,017 | — | 10 Dec 2021 | |
| TWO SIGMA SECURITIES, LLC |
13F
|
Company |
—
class O/S missing
|
15,601
|
$1,883 | — | 30 Sep 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
—
class O/S missing
|
10,836
|
$1,308 | — | 30 Sep 2023 | |
| MORGAN STANLEY |
13F
|
Company |
—
class O/S missing
|
10,514
|
$1,269 | — | 30 Sep 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
—
class O/S missing
|
1,241
|
$150 | — | 30 Sep 2023 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
—
class O/S missing
|
346
|
$42 | — | 30 Sep 2023 | |
| FIFTH THIRD BANCORP |
13F
|
Company |
—
class O/S missing
|
279
|
$34 | — | 30 Sep 2023 | |
| First Horizon Advisors, Inc. |
13F
|
Company |
—
class O/S missing
|
276
|
$33 | — | 30 Sep 2023 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
—
class O/S missing
|
174
|
$21 | — | 30 Sep 2023 | |
| UBS Group AG |
13F
|
Company |
—
class O/S missing
|
112
|
$14 | — | 30 Sep 2023 | |
| MEEDER ASSET MANAGEMENT INC |
13F
|
Company |
—
class O/S missing
|
62
|
$7 | — | 30 Sep 2023 | |
| Newbridge Financial Services Group, Inc. |
13F
|
Company |
—
class O/S missing
|
10
|
$1 | — | 30 Sep 2023 | |
| Stephen Smolinski |
3/4/5
|
Chief Commercial Officer |
—
class O/S missing
|
400,000
|
— | — | 04 Jan 2022 | |
| Michael F. Cola |
3/4/5
|
Chief Executive Officer, Director |
—
class O/S missing
|
78,116
|
— | — | 01 Oct 2021 | |
| Sol J. Barer |
3/4/5
|
Director |
—
class O/S missing
|
40,000
|
— | — | 15 Jun 2021 | |
| Joseph M. Miller |
3/4/5
|
Director |
—
class O/S missing
|
20,239
|
— | — | 31 Mar 2022 | |
| Suzanne Louise Bruhn |
3/4/5
|
Director |
—
class O/S missing
|
5,204
|
— | — | 10 Nov 2021 | |
| Phil Gutry |
3/4/5
|
Director |
—
class O/S missing
|
4,718
|
— | — | 01 Dec 2021 | |
| Magnus Persson |
3/4/5
|
Director |
—
class O/S missing
|
3,334
|
— | — | 20 Dec 2023 |
Institutional Holders of Avalo Therapeutics, Inc. - Common Stock (AVTX) as of Q4 2023
As of 31 Dec 2023,
Avalo Therapeutics, Inc. - Common Stock (AVTX) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
22,966 shares.
The largest 10 holders included
BlackRock Inc., NATIXIS, Tower Research Capital LLC (TRC), FNY Investment Advisers, LLC, ROYAL BANK OF CANADA, MORGAN STANLEY, WELLS FARGO & COMPANY/MN, JPMORGAN CHASE & CO, UBS Group AG, and GROUP ONE TRADING, L.P..
This page lists
12
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q4 2025 Across Filers
Q4 2025 holders
84
Q4 2023 holders
12
Holder diff
-72
| Investor | Q4 2025 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q4 2023 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.