Q1 2015 13F Holders as of 31 Mar 2015
-
Type / Class
-
Equity / COMMON STOCK
-
Number of holders
-
149
-
Total 13F shares, excl. options
-
35,637,442
-
Shares change
-
+724,381
-
Total reported value, excl. options
-
$486,780,742
-
Value change
-
+$9,628,028
-
Put/Call ratio
-
2247%
-
Number of buys
-
69
-
Number of sells
-
-82
-
Price
-
$13.66
Significant Holders of AVANTAX INC - COMMON STOCK (AVTA) as of Q1 2015
190 filings reported holding AVTA - AVANTAX INC - COMMON STOCK as of Q1 2015.
AVANTAX INC - COMMON STOCK (AVTA) has 149 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 35,637,442 shares
.
Largest 10 shareholders include FMR LLC (4,633,264 shares), DIMENSIONAL FUND ADVISORS LP (3,478,180 shares), VANGUARD GROUP INC (2,760,257 shares), BlackRock Fund Advisors (2,518,517 shares), JPMORGAN CHASE & CO (1,358,461 shares), BlackRock Institutional Trust Company, N.A. (1,327,160 shares), FIRST TRUST ADVISORS LP (1,295,315 shares), Loews Corp (1,178,700 shares), Altalis Capital Management LLC (1,066,471 shares), and STATE STREET CORP (843,229 shares).
This table shows the top 149 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.