Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / COMMON STOCK
-
Number of holders
-
146
-
Total 13F shares, excl. options
-
33,740,033
-
Shares change
-
-2,234,893
-
Total reported value, excl. options
-
$755,489,056
-
Value change
-
-$55,133,726
-
Put/Call ratio
-
1055%
-
Number of buys
-
55
-
Number of sells
-
-92
-
Price
-
$22.38
Significant Holders of AVANTAX INC - COMMON STOCK (AVTA) as of Q2 2023
183 filings reported holding AVTA - AVANTAX INC - COMMON STOCK as of Q2 2023.
AVANTAX INC - COMMON STOCK (AVTA) has 146 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 33,740,033 shares
.
Largest 10 shareholders include BlackRock Inc. (6,294,995 shares), VANGUARD GROUP INC (4,281,518 shares), P2 Capital Partners, LLC (2,300,000 shares), Van Berkom & Associates Inc. (2,197,578 shares), Invesco Ltd. (2,068,754 shares), DIMENSIONAL FUND ADVISORS LP (1,645,915 shares), STATE STREET CORP (1,511,041 shares), Simcoe Capital Management, LLC (1,260,573 shares), RENAISSANCE TECHNOLOGIES LLC (916,300 shares), and Engine Capital Management, LP (874,857 shares).
This table shows the top 146 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.