Q3 2013 13F Holders as of 30 Sep 2013
-
Type / Class
-
Equity / COMMON STOCK
-
Total 13F shares
-
614,554
-
Share change
-
+19,650
-
Total reported value
-
$14,122,000
-
Price per share
-
$22.98
-
Number of holders
-
8
-
Value change
-
+$452,004
-
Number of buys
-
2
-
Number of sells
-
2
Institutional Holders of AVANTAX INC - COMMON STOCK (AVTA) as of Q3 2013
As of 30 Sep 2013,
AVANTAX INC - COMMON STOCK (AVTA) was held by
8 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
614,554 shares.
The largest 8 holders included
SYSTEMATIC FINANCIAL MANAGEMENT LP, SILVER CAPITAL MANAGEMENT LLC, State of Tennessee, Treasury Department, Citadel Advisors LLC, WELLS FARGO & COMPANY/MN, PineBridge Investments, L.P., PineBridge Investments, L.P., and BANK OF MONTREAL /CAN/.
This page lists
8
institutional shareholders reporting positions in this security
for the Q3 2013 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* 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.