Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / COMMON STOCK
-
Number of holders
-
159
-
Total 13F shares, excl. options
-
32,584,425
-
Shares change
-
-1,164,536
-
Total reported value, excl. options
-
$833,533,622
-
Value change
-
-$15,866,648
-
Put/Call ratio
-
886%
-
Number of buys
-
74
-
Number of sells
-
86
-
Price
-
$25.58
Institutional Holders of AVANTAX INC - COMMON STOCK (AVTA) as of Q3 2023
As of 30 Sep 2023 AVANTAX INC - COMMON STOCK (AVTA) had 191 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 32,584,425 shares of stock of the company.
Largest 10 holders included BlackRock Inc., VANGUARD GROUP INC, Van Berkom & Associates Inc., STATE STREET CORP, DIMENSIONAL FUND ADVISORS LP, GOLDMAN SACHS GROUP INC, MORGAN STANLEY, Magnetar Financial LLC, Engine Capital Management, LP, and RENAISSANCE TECHNOLOGIES LLC.
This table shows 191 institutional shareholders of the security as of 30 Sep 2023.
| 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.