Avalo Therapeutics, Inc. - Common Stock (AVTX)
CUSIP: 05338F306
Q1 2025 13F Holders as of 31 Mar 2025
- Type / Class
- Equity / Common Stock
- Shares outstanding
- 22,946,429
- Total 13F shares
- 8,255,057
- Share change
- +724,536
- Total reported value
- $66,123,710
- Price per share
- $8.01
- Number of holders
- 33
- Value change
- +$5,779,142
- Number of buys
- 15
- Number of sells
- 8
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.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- 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.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
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 |
|---|---|---|---|---|---|---|---|---|
| BVF INC/IL |
13F
|
Company |
4.5%
|
1,036,679
|
$7,702,525 | — | 31 Dec 2024 | |
| Ikarian Capital, LLC |
13F
|
Company |
4.2%
|
970,259
|
$7,209,024 | — | 31 Dec 2024 | |
| ORBIMED ADVISORS LLC |
13F
|
Company |
4.2%
|
967,000
|
$7,184,810 | — | 31 Dec 2024 | |
| RA CAPITAL MANAGEMENT, L.P. |
13F
|
Company |
4.2%
|
967,000
|
$7,184,810 | — | 31 Dec 2024 | |
| Deep Track Capital, LP |
13F
|
Company |
3.8%
|
867,000
|
$6,441,810 | — | 31 Dec 2024 | |
| Affinity Asset Advisors, LLC |
13F
|
Company |
2.4%
|
550,765
|
$4,092,184 | — | 31 Dec 2024 | |
| Commodore Capital LP |
13F
|
Company |
2.1%
|
483,000
|
$3,588,690 | — | 31 Dec 2024 | |
| TCG Crossover Management, LLC |
13F
|
Company |
2.1%
|
483,000
|
$3,588,690 | — | 31 Dec 2024 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.72%
|
165,801
|
$1,231,901 | — | 31 Dec 2024 | |
| BOOTHBAY FUND MANAGEMENT, LLC |
13F
|
Company |
0.71%
|
163,992
|
$1,218,461 | — | 31 Dec 2024 | |
| BlackRock, Inc. |
13F
|
Company |
0.58%
|
133,235
|
$989,936 | — | 31 Dec 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.51%
|
117,356
|
$872,000 | — | 31 Dec 2024 | |
| Velan Capital Investment Management LP |
13F
|
Company |
0.48%
|
109,972
|
$817,092 | — | 31 Dec 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.46%
|
104,853
|
$779,057 | — | 31 Dec 2024 | |
| UBS Group AG |
13F
|
Company |
0.43%
|
98,519
|
$731,996 | — | 31 Dec 2024 | |
| Allostery Investments LP |
13F
|
Company |
0.32%
|
73,314
|
$544,723 | — | 31 Dec 2024 | |
| Sio Capital Management, LLC |
13F
|
Company |
0.31%
|
71,458
|
$530,933 | — | 31 Dec 2024 | |
| BANK OF MONTREAL /CAN/ |
13F
|
Company |
0.26%
|
60,000
|
$445,800 | — | 31 Dec 2024 | |
| ARMISTICE CAPITAL, LLC |
3/4/5
|
10%+ Owner |
—
class O/S missing
|
765,828
|
$397,771 | — | 26 Jun 2023 | |
| HRT FINANCIAL LP |
13F
|
Company |
0.17%
|
40,000
|
$297,000 | — | 31 Dec 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.1%
|
22,673
|
$168,460 | — | 31 Dec 2024 | |
| Walleye Capital LLC |
13F
|
Company |
0.08%
|
19,477
|
$144,714 | — | 31 Dec 2024 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.07%
|
15,323
|
$113,850 | — | 31 Dec 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.02%
|
5,670
|
$42,128 | — | 31 Dec 2024 | |
| Tower Research Capital LLC (TRC) |
13F
|
Company |
0.02%
|
4,130
|
$30,686 | — | 31 Dec 2024 | |
| 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 | |
| Schond L. Greenway |
3/4/5
|
CFO |
—
class O/S missing
|
3,883
|
$2,017 | — | 10 Dec 2021 | |
| SBI Securities Co., Ltd. |
13F
|
Company |
0%
|
22
|
$163 | — | 31 Dec 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0%
|
10
|
$74 | — | 31 Dec 2024 | |
| BNP PARIBAS FINANCIAL MARKETS |
13F
|
Company |
0%
|
4
|
$30 | — | 31 Dec 2024 | |
| GROUP ONE TRADING LLC |
13F
|
Company |
0%
|
2
|
$15 | — | 31 Dec 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0%
|
2
|
$15 | — | 31 Dec 2024 | |
| OSAIC HOLDINGS, INC. |
13F
|
Company |
0%
|
2
|
$14 | — | 31 Dec 2024 | |
| Activest Wealth Management |
13F
|
Company |
0%
|
1
|
$7 | — | 31 Dec 2024 | |
| Key FInancial Inc |
13F
|
Company |
0%
|
1
|
$7 | — | 31 Dec 2024 | |
| Parallel Advisors, LLC |
13F
|
Company |
0%
|
1
|
$7 | — | 31 Dec 2024 | |
| 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 Q1 2025
As of 31 Mar 2025,
Avalo Therapeutics, Inc. - Common Stock (AVTX) was held by
33 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,255,057 shares.
The largest 10 holders included
BVF INC/IL, ORBIMED ADVISORS LLC, RA CAPITAL MANAGEMENT, L.P., Nantahala Capital Management, LLC, Deep Track Capital, LP, Affinity Asset Advisors, LLC, PERCEPTIVE ADVISORS LLC, COMMODORE CAPITAL LP, TCG Crossover Management, LLC, and RWA WEALTH PARTNERS, LLC.
This page lists
33
institutional shareholders reporting positions in this security
for the Q1 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2025 vs Q4 2024 Across Filers
Q4 2024 holders
33
Q1 2025 holders
33
Holder diff
0
| Investor | Q4 2024 Shares | Q1 2025 Shares | Share Diff | Share Chg % | Q4 2024 Value $ | Q1 2025 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.