Q2 2022 13F Holders as of 30 Jun 2022
-
Type / Class
-
Equity / COMMON STOCK
-
Number of holders
-
140
-
Total 13F shares, excl. options
-
45,613,369
-
Shares change
-
+999,216
-
Total reported value, excl. options
-
$842,128,116
-
Value change
-
+$17,036,469
-
Put/Call ratio
-
78%
-
Number of buys
-
51
-
Number of sells
-
-85
-
Price
-
$18.46
Significant Holders of AVANTAX INC - COMMON STOCK (AVTA) as of Q2 2022
169 filings reported holding AVTA - AVANTAX INC - COMMON STOCK as of Q2 2022.
AVANTAX INC - COMMON STOCK (AVTA) has 140 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 45,613,369 shares
.
Largest 10 shareholders include BlackRock Inc. (7,488,825 shares), VANGUARD GROUP INC (5,061,240 shares), Van Berkom & Associates Inc. (3,033,126 shares), Hill Path Capital LP (2,312,749 shares), P2 Capital Partners, LLC (2,300,000 shares), DIMENSIONAL FUND ADVISORS LP (2,278,363 shares), Engine Capital Management, LP (2,211,613 shares), Newtyn Management, LLC (1,748,389 shares), STATE STREET CORP (1,720,697 shares), and Invesco Ltd. (1,271,674 shares).
This table shows the top 140 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.