Q3 2021 13F Holders as of 30 Sep 2021
-
Type / Class
-
Equity / COMMON STOCK
-
Number of holders
-
134
-
Total 13F shares, excl. options
-
43,774,731
-
Shares change
-
-208,738
-
Total reported value, excl. options
-
$682,263,013
-
Value change
-
-$4,044,048
-
Put/Call ratio
-
1.07%
-
Number of buys
-
42
-
Number of sells
-
-81
-
Price
-
$15.59
Significant Holders of AVANTAX INC - COMMON STOCK (AVTA) as of Q3 2021
168 filings reported holding AVTA - AVANTAX INC - COMMON STOCK as of Q3 2021.
AVANTAX INC - COMMON STOCK (AVTA) has 134 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 43,774,731 shares
.
Largest 10 shareholders include BlackRock Inc. (7,624,883 shares), VANGUARD GROUP INC (4,938,294 shares), Van Berkom & Associates Inc. (3,974,116 shares), DIMENSIONAL FUND ADVISORS LP (3,102,457 shares), P2 Capital Partners, LLC (2,300,000 shares), STATE STREET CORP (1,669,144 shares), Ancora Advisors, LLC (1,668,232 shares), Russell Investments Group, Ltd. (1,618,971 shares), D. E. Shaw & Co., Inc. (1,488,390 shares), and RENAISSANCE TECHNOLOGIES LLC (1,413,896 shares).
This table shows the top 134 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.