AVANTAX INC - COMMON STOCK (AVTA)

Historical Holders from Q1 2014 to Q3 2025

Symbol
AVTA
Type / Class
Equity / COMMON STOCK
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
1
Holdings value
$26
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of AVANTAX INC - COMMON STOCK (AVTA)

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 1 $26 $26 1
2025 Q2 1 $26 $26 1
2025 Q1 1 $26 $26 1
2024 Q4 1 $26 $26 1
2024 Q3 1 $26 $26 1
2024 Q2 1 $26 $26 1
2024 Q1 1 $26 $26 1
2023 Q4 1 $26 -$832,752,843 $26 1
2023 Q3 32,584,425 $833,533,622 -$15,866,648 $25.58 159
2023 Q2 33,740,033 $755,489,056 -$55,133,726 $22.38 146
2023 Q1 35,985,007 $947,045,870 -$219,316,651 $26.32 153
2022 Q4 44,752,912 $1,142,930,450 +$11,949,977 $25.53 156
2022 Q3 44,645,227 $863,739,204 -$18,477,541 $19.34 143
2022 Q2 45,613,369 $842,128,116 +$17,036,469 $18.46 140
2022 Q1 44,876,025 $877,341,868 -$9,294,655 $19.55 145
2021 Q4 45,354,333 $785,236,683 +$27,052,790 $17.32 142
2021 Q3 43,774,731 $682,263,013 -$4,044,048 $15.59 134
2021 Q2 43,960,566 $760,865,203 -$7,170,118 $17.31 144
2021 Q1 44,404,795 $738,724,932 +$17,761,331 $16.64 134
2020 Q4 43,432,028 $691,067,530 -$13,579,835 $15.91 140
2020 Q3 44,879,450 $422,771,536 -$3,280,810 $9.42 139
2020 Q2 44,644,890 $509,831,475 -$12,607,610 $11.42 153
2020 Q1 45,591,369 $549,426,708 -$23,334,343 $12.05 143
2019 Q4 46,797,334 $1,222,994,339 +$5,711,432 $26.14 156
2019 Q3 46,768,826 $1,012,079,731 -$18,303,065 $21.64 175
2019 Q2 47,062,603 $1,428,678,279 +$10,429,747 $30.37 195
2019 Q1 46,895,945 $1,565,439,133 -$7,986,543 $33.38 185
2018 Q4 47,364,278 $1,261,638,127 +$12,113,796 $26.64 182
2018 Q3 46,419,064 $1,867,784,918 +$30,508,051 $40.25 198
2018 Q2 45,895,894 $1,698,226,436 +$15,933,333 $37 194
2018 Q1 45,546,712 $1,119,602,016 +$23,257,790 $24.6 175
2017 Q4 45,377,423 $1,002,963,190 +$47,271,897 $22.1 179
2017 Q3 42,991,444 $1,087,667,532 +$37,797,300 $25.3 199
2017 Q2 41,609,202 $882,205,692 +$72,456,757 $21.2 188
2017 Q1 38,262,961 $662,007,677 +$128,504,692 $17.3 150
2016 Q4 35,864,780 $529,015,224 +$2,714,485 $14.75 141
2016 Q3 35,740,268 $399,814,188 +$29,798,125 $11.2 139
2016 Q2 33,202,909 $344,046,587 -$1,168,339 $10.36 139
2016 Q1 35,243,510 $181,768,102 -$20,593,502 $5.16 130
2015 Q4 36,539,331 $358,003,062 -$6,861,983 $9.8 132
2015 Q3 35,860,765 $493,733,893 +$2,915,739 $13.77 135
2015 Q2 35,388,821 $571,537,664 -$2,010,498 $16.15 151
2015 Q1 35,637,442 $486,780,742 +$9,628,028 $13.66 149
2014 Q4 34,958,948 $484,148,903 -$16,505,557 $13.85 160
2014 Q3 35,563,350 $541,967,927 -$62,952,693 $15.24 152
2014 Q2 38,948,063 $734,719,747 -$38,991,059 $18.87 162
2014 Q1 40,117,529 $789,765,326 -$53,082,682 $19.69 167