Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / COMMON STOCK
-
Number of holders
-
142
-
Total 13F shares, excl. options
-
45,354,333
-
Shares change
-
+1,489,128
-
Total reported value, excl. options
-
$785,236,683
-
Value change
-
+$27,052,790
-
Put/Call ratio
-
1.3%
-
Number of buys
-
57
-
Number of sells
-
-70
-
Price
-
$17.32
Significant Holders of AVANTAX INC - COMMON STOCK (AVTA) as of Q4 2021
169 filings reported holding AVTA - AVANTAX INC - COMMON STOCK as of Q4 2021.
AVANTAX INC - COMMON STOCK (AVTA) has 142 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 45,354,333 shares
.
Largest 10 shareholders include BlackRock Inc. (7,833,855 shares), VANGUARD GROUP INC (5,006,159 shares), Van Berkom & Associates Inc. (3,932,294 shares), DIMENSIONAL FUND ADVISORS LP (2,655,856 shares), Hill Path Capital LP (2,312,749 shares), P2 Capital Partners, LLC (2,300,000 shares), STATE STREET CORP (1,758,145 shares), Ancora Advisors, LLC (1,689,222 shares), Russell Investments Group, Ltd. (1,522,664 shares), and D. E. Shaw & Co., Inc. (1,196,453 shares).
This table shows the top 142 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.