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 Type	Number of Shares	Ownership Percentage
Private Companies	2,691	0.00731%
General Public	1,254,806	3.41%
Individual Insiders	1,726,224	4.69%
Institutions	33,828,063	91.9%

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

Top Shareholders

Top 25 shareholders own 74.95% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
15.7%	BlackRock, Inc.	5,784,266	US$150.4m	-8.11%	no data
11.1%	The Vanguard Group, Inc.	4,082,841	US$106.2m	-4.64%	no data
7.09%	Van Berkom and Associates Inc.	2,610,995	US$67.9m	18.8%	2.13%
4.24%	State Street Global Advisors, Inc.	1,559,615	US$40.6m	3.21%	no data
3.9%	Dimensional Fund Advisors LP	1,436,832	US$37.4m	-12.7%	0.01%
3.07%	Goldman Sachs Group, Investment Banking and Securities Investments	1,128,912	US$29.4m	478%	0.02%
2.52%	Morgan Stanley, Investment Banking and Brokerage Investments	929,404	US$24.2m	460%	no data
2.42%	Magnetar Capital Partners, LP	892,041	US$23.2m	0%	0.84%
2.38%	Engine Capital Management, LP	874,857	US$22.7m	0%	4.53%
2.36%	Renaissance Technologies LLC	867,700	US$22.6m	-5.3%	0.04%
2.35%	Woodline Partners LP	864,304	US$22.5m	0%	0.27%
2.14%	Water Island Capital, LLC	787,549	US$20.5m	0%	3.03%
2.12%	Geode Capital Management, LLC	780,556	US$20.3m	0.09%	no data
1.9%	Christopher Walters	698,856	US$18.2m	201%	no data
1.36%	Simcoe Capital Management, LLC	501,063	US$13.0m	-60.3%	1.95%
1.29%	Glazer Capital, LLC	475,741	US$12.4m	0%	2.25%
1.28%	Boston Partners Global Investors, Inc.	469,780	US$12.2m	-2.2%	0.01%
1.27%	AQR Capital Management, LLC	466,478	US$12.1m	0%	0.02%
1.15%	Northern Trust Global Investments	424,767	US$11.0m	-2.01%	no data
1.1%	Norges Bank Investment Management	404,897	US$10.5m	0%	no data
0.95%	NewEdge Wealth, LLC	351,247	US$9.1m	-58.6%	0.27%
0.87%	BNY Mellon Asset Management	318,496	US$8.3m	-7.02%	no data
0.82%	Charles Schwab Investment Management, Inc.	300,410	US$7.8m	0.7%	no data
0.8%	UBS Asset Management AG	294,991	US$7.7m	296%	no data
0.78%	Qube Research And Technologies Ltd	285,562	US$7.4m	51%	0.02%