Q2 2023 13F Holders as of 6/30/2023
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Type / Class
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Equity / COMMON STOCK
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Number of holders
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144
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Total shares
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33.7M
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Shares change
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-2.23M
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Total reported value, excl. options
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$755M
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Value change
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-$55.1M
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Put/Call ratio
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10.55
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Number of buys
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54
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Number of sells
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-92
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Price
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$22.38
Significant Holders of AVANTAX INC - COMMON STOCK (AVTA) as of Q2 2023
145 filings reported holding AVTA - AVANTAX INC - COMMON STOCK as of Q2 2023.
AVANTAX INC - COMMON STOCK (AVTA) has 144 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 33.7M shares
.
Largest 10 shareholders include BlackRock Inc. (6.29M shares), VANGUARD GROUP INC (4.28M shares), P2 Capital Partners, LLC (2.3M shares), Van Berkom & Associates Inc. (2.2M shares), Invesco Ltd. (2.07M shares), DIMENSIONAL FUND ADVISORS LP (1.65M shares), STATE STREET CORP (1.51M shares), Simcoe Capital Management, LLC (1.26M shares), RENAISSANCE TECHNOLOGIES LLC (916K shares), and Engine Capital Management, LP (875K shares).
This table shows the top 144 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
* 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.