Avantax Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of AVTA?
Owner TypeNumber of SharesOwnership Percentage
Private Companies2,6910.00731%
General Public1,254,8063.41%
Individual Insiders1,726,2244.69%
Institutions33,828,06391.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 74.95% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
15.7%
BlackRock, Inc.
5,784,266US$150.4m-8.11%no data
11.1%
The Vanguard Group, Inc.
4,082,841US$106.2m-4.64%no data
7.09%
Van Berkom and Associates Inc.
2,610,995US$67.9m18.8%2.13%
4.24%
State Street Global Advisors, Inc.
1,559,615US$40.6m3.21%no data
3.9%
Dimensional Fund Advisors LP
1,436,832US$37.4m-12.7%0.01%
3.07%
Goldman Sachs Group, Investment Banking and Securities Investments
1,128,912US$29.4m478%0.02%
2.52%
Morgan Stanley, Investment Banking and Brokerage Investments
929,404US$24.2m460%no data
2.42%
Magnetar Capital Partners, LP
892,041US$23.2m0%0.84%
2.38%
Engine Capital Management, LP
874,857US$22.7m0%4.53%
2.36%
Renaissance Technologies LLC
867,700US$22.6m-5.3%0.04%
2.35%
Woodline Partners LP
864,304US$22.5m0%0.27%
2.14%
Water Island Capital, LLC
787,549US$20.5m0%3.03%
2.12%
Geode Capital Management, LLC
780,556US$20.3m0.09%no data
1.9%
Christopher Walters
698,856US$18.2m201%no data
1.36%
Simcoe Capital Management, LLC
501,063US$13.0m-60.3%1.95%
1.29%
Glazer Capital, LLC
475,741US$12.4m0%2.25%
1.28%
Boston Partners Global Investors, Inc.
469,780US$12.2m-2.2%0.01%
1.27%
AQR Capital Management, LLC
466,478US$12.1m0%0.02%
1.15%
Northern Trust Global Investments
424,767US$11.0m-2.01%no data
1.1%
Norges Bank Investment Management
404,897US$10.5m0%no data
0.95%
NewEdge Wealth, LLC
351,247US$9.1m-58.6%0.27%
0.87%
BNY Mellon Asset Management
318,496US$8.3m-7.02%no data
0.82%
Charles Schwab Investment Management, Inc.
300,410US$7.8m0.7%no data
0.8%
UBS Asset Management AG
294,991US$7.7m296%no data
0.78%
Qube Research And Technologies Ltd
285,562US$7.4m51%0.02%
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