AVANTAX INC - COMMON STOCK (AVTA)

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / COMMON STOCK
Total 13F shares
44,752,912
Share change
+96,165
Total reported value
$1,142,930,450
Put/Call ratio
46%
Price per share
$25.53
Number of holders
156
Value change
+$11,949,977
Number of buys
65
Number of sells
80

Institutional Holders of AVANTAX INC - COMMON STOCK (AVTA) as of Q4 2022

As of 31 Dec 2022, AVANTAX INC - COMMON STOCK (AVTA) was held by 156 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 44,752,912 shares. The largest 10 holders included BlackRock Inc., VANGUARD GROUP INC, Van Berkom & Associates Inc., Engine Capital Management, LP, Hill Path Capital LP, P2 Capital Partners, LLC, Invesco Ltd., DIMENSIONAL FUND ADVISORS LP, Simcoe Capital Management, LLC, and STATE STREET CORP. This page lists 156 institutional shareholders reporting positions in this security for the Q4 2022 filing period.
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.