AVANTAX INC - COMMON STOCK (AVTA)

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / COMMON STOCK
Symbol
AVTA
Price per share
$26.00
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares as of 30 Sep 2025
1
Total reported value
$26
Share change
0
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of AVANTAX INC - COMMON STOCK (AVTA) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (% of par) Investors
2025 Q3 1 $26 2,600% 1
2025 Q2 1 $26 2,600% 1
2025 Q1 1 $26 2,600% 1
2024 Q4 1 $26 2,600% 1
2024 Q3 1 $26 2,600% 1
2024 Q2 1 $26 2,600% 1
2024 Q1 1 $26 2,600% 1
2023 Q4 1 $26 -$832,752,843 2,600% 1
2023 Q3 32,584,425 $833,533,622 -$15,866,648 2,558% 159
2023 Q2 33,740,033 $755,489,056 -$55,133,726 2,238% 146
2023 Q1 35,985,007 $947,045,870 -$219,316,651 2,632% 153
2022 Q4 44,752,912 $1,142,930,450 +$11,949,977 2,553% 156
2022 Q3 44,645,227 $863,739,204 -$18,477,541 1,934% 143
2022 Q2 45,613,369 $842,128,116 +$17,036,469 1,845.98% 140
2022 Q1 44,876,025 $877,341,868 -$9,294,655 1,955% 145
2021 Q4 45,354,333 $785,236,683 +$27,052,790 1,732% 142
2021 Q3 43,774,731 $682,263,013 -$4,044,048 1,559.02% 134
2021 Q2 43,960,566 $760,865,203 -$7,170,118 1,730.97% 144
2021 Q1 44,404,795 $738,724,932 +$17,761,331 1,663.99% 134
2020 Q4 43,432,028 $691,067,530 -$13,579,835 1,591% 140
2020 Q3 44,879,450 $422,771,536 -$3,280,810 942% 139
2020 Q2 44,644,890 $509,831,475 -$12,607,610 1,141.98% 153
2020 Q1 45,591,369 $549,426,708 -$23,334,343 1,205% 143
2019 Q4 46,797,334 $1,222,994,339 +$5,711,432 2,614% 156
2019 Q3 46,768,826 $1,012,079,731 -$18,303,065 2,164.01% 175
2019 Q2 47,062,603 $1,428,678,279 +$10,429,747 3,036.93% 195
2019 Q1 46,895,945 $1,565,439,133 -$7,986,543 3,337.99% 185
2018 Q4 47,364,278 $1,261,638,127 +$12,113,796 2,663.95% 182
2018 Q3 46,419,064 $1,867,784,918 +$30,508,051 4,024.93% 198
2018 Q2 45,895,894 $1,698,226,436 +$15,933,333 3,700% 194
2018 Q1 45,546,712 $1,119,602,016 +$23,257,790 2,460% 175
2017 Q4 45,377,423 $1,002,963,190 +$47,271,897 2,210% 179
2017 Q3 42,991,444 $1,087,667,532 +$37,797,300 2,530% 199
2017 Q2 41,609,202 $882,205,692 +$72,456,757 2,120% 188
2017 Q1 38,262,961 $662,007,677 +$128,504,692 1,730.02% 150
2016 Q4 35,864,780 $529,015,224 +$2,714,485 1,475% 141
2016 Q3 35,740,268 $399,814,188 +$29,798,125 1,120.02% 139
2016 Q2 33,202,909 $344,046,587 -$1,168,339 1,036% 139
2016 Q1 35,243,510 $181,768,102 -$20,593,502 515.99% 130
2015 Q4 36,539,331 $358,003,062 -$6,861,983 980% 132
2015 Q3 35,860,765 $493,733,893 +$2,915,739 1,376.99% 135
2015 Q2 35,388,821 $571,537,664 -$2,010,498 1,614.99% 151
2015 Q1 35,637,442 $486,780,742 +$9,628,028 1,365.95% 149
2014 Q4 34,958,948 $484,148,903 -$16,505,557 1,384.98% 160
2014 Q3 35,563,350 $541,967,927 -$62,952,693 1,524.01% 152
2014 Q2 38,948,063 $734,719,747 -$38,991,059 1,886.98% 162
2014 Q1 40,117,529 $789,765,326 -$53,082,682 1,968.97% 167