Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / COMMON STOCK
-
Number of holders
-
160
-
Total 13F shares, excl. options
-
34,958,948
-
Shares change
-
-941,908
-
Total reported value, excl. options
-
$484,148,903
-
Value change
-
-$16,505,557
-
Put/Call ratio
-
42%
-
Number of buys
-
71
-
Number of sells
-
-82
-
Price
-
$13.85
Significant Holders of AVANTAX INC - COMMON STOCK (AVTA) as of Q4 2014
197 filings reported holding AVTA - AVANTAX INC - COMMON STOCK as of Q4 2014.
AVANTAX INC - COMMON STOCK (AVTA) has 160 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 34,958,948 shares
.
Largest 10 shareholders include FMR LLC (4,633,264 shares), DIMENSIONAL FUND ADVISORS LP (3,382,887 shares), VANGUARD GROUP INC (2,703,271 shares), BlackRock Fund Advisors (2,412,043 shares), BlackRock Institutional Trust Company, N.A. (1,484,367 shares), Loews Corp (1,047,500 shares), FIRST TRUST ADVISORS LP (1,047,279 shares), Altalis Capital Management LLC (896,727 shares), GABELLI FUNDS LLC (839,900 shares), and State Street Corp (814,766 shares).
This table shows the top 160 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.