Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / COMMON STOCK
-
Total 13F shares
-
35,985,007
-
Share change
-
-8,472,867
-
Total reported value
-
$947,045,870
-
Put/Call ratio
-
128%
-
Price per share
-
$26.32
-
Number of holders
-
153
-
Value change
-
-$219,316,651
-
Number of buys
-
61
-
Number of sells
-
91
Institutional Holders of AVANTAX INC - COMMON STOCK (AVTA) as of Q1 2023
As of 31 Mar 2023,
AVANTAX INC - COMMON STOCK (AVTA) was held by
153 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
35,985,007 shares.
The largest 10 holders included
BlackRock Inc., VANGUARD GROUP INC, P2 Capital Partners, LLC, Invesco Ltd., Van Berkom & Associates Inc., DIMENSIONAL FUND ADVISORS LP, Simcoe Capital Management, LLC, STATE STREET CORP, No Street GP LP, and RENAISSANCE TECHNOLOGIES LLC.
This page lists
153
institutional shareholders reporting positions in this security
for the Q1 2023 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.