AVANTAX INC - COMMON STOCK (AVTA)

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / COMMON STOCK
Total 13F shares
32,584,425
Share change
-1,164,536
Total reported value
$833,533,622
Put/Call ratio
886%
Price per share
$25.58
Number of holders
159
Value change
-$15,866,648
Number of buys
74
Number of sells
86

Institutional Holders of AVANTAX INC - COMMON STOCK (AVTA) as of Q3 2023

As of 30 Sep 2023, AVANTAX INC - COMMON STOCK (AVTA) was held by 159 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 32,584,425 shares. The 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 page lists 159 institutional shareholders reporting positions in this security for the Q3 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.