Q3 2016 13F Holders as of 30 Sep 2016
-
Type / Class
-
Equity / COMMON STOCK
-
Number of holders
-
139
-
Total 13F shares, excl. options
-
35,740,268
-
Shares change
-
+2,510,220
-
Total reported value, excl. options
-
$399,814,188
-
Value change
-
+$29,798,125
-
Put/Call ratio
-
44.8%
-
Number of buys
-
58
-
Number of sells
-
-80
-
Price
-
$11.20
Significant Holders of AVANTAX INC - COMMON STOCK (AVTA) as of Q3 2016
179 filings reported holding AVTA - AVANTAX INC - COMMON STOCK as of Q3 2016.
AVANTAX INC - COMMON STOCK (AVTA) has 139 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 35,740,268 shares
.
Largest 10 shareholders include WELLINGTON MANAGEMENT GROUP LLP (4,262,758 shares), DIMENSIONAL FUND ADVISORS LP (3,523,268 shares), VANGUARD GROUP INC (3,275,247 shares), BlackRock Fund Advisors (2,816,280 shares), FIRST TRUST ADVISORS LP (1,847,004 shares), RENAISSANCE TECHNOLOGIES LLC (1,276,100 shares), Pennant Capital Management, LLC (1,181,474 shares), NORGES BANK (1,122,811 shares), BlackRock Institutional Trust Company, N.A. (1,117,499 shares), and MORGAN STANLEY (1,094,257 shares).
This table shows the top 139 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.