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AVTA Insider Trading

Notice: This stock is marked as potentially delisted. It may not be actively trading.
Insider Ownership Percentage: 3.39%
Insider Buying (Last 12 Months): $0.00
Insider Selling (Last 12 Months): $0.00

Avantax Insider Trading History Chart

This chart shows the insider buying and selling history at Avantax by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

Avantax Share Price & Price History

Current Price: $25.99
Price Change: Price Decrease of -0.01 (-0.04%)
As of 11/27/2023 05:00 PM ET

This chart shows the closing price history over time for AVTA up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Critical asset just had biggest fall on record
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Avantax Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
2/28/2023Stacy MurrayInsiderSell8,494$29.04$246,665.763,110View SEC Filing Icon  
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This is the #1 Stock to Buy for the AI Tidal Wave
Marc Chaikin warned people about NVDA before its 2023 bull run - now he’s naming his next pick or the AI tidal wave. Learn more here.
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SEC Filings (Institutional Ownership Changes) for Avantax (NASDAQ:AVTA)

91.63% of Avantax stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at AVTA by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

Avantax Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2023Public Employees Retirement System of Ohio37,681$0.96M0.0%N/A0.103%Search for SEC Filing on Google Icon
12/18/2023Vanguard Group Inc.4,082,841$104.44M0.0%-4.6%11.107%Search for SEC Filing on Google Icon
12/6/2023Citigroup Inc.15,232$0.39M0.0%-56.8%0.041%Search for SEC Filing on Google Icon
11/29/2023Carmignac Gestion56,144$1.44M0.0%N/A0.153%Search for SEC Filing on Google Icon
11/22/2023Public Sector Pension Investment Board45,435$1.16M0.0%-45.8%0.124%Search for SEC Filing on Google Icon
11/22/2023KBC Group NV3,336$85K0.0%N/A0.009%Search for SEC Filing on Google Icon
11/21/2023Walleye Capital LLC10,156$0.26M0.0%N/A0.028%Search for SEC Filing on Google Icon
11/21/2023Comerica Bank16,858$0.43M0.0%N/A0.046%Search for SEC Filing on Google Icon
11/16/2023Public Employees Retirement System of Ohio37,681$0.96M0.0%N/A0.103%Search for SEC Filing on Google Icon
11/16/2023Morgan Stanley1,091,450$27.92M0.0%+264.4%2.969%Search for SEC Filing on Google Icon
11/15/2023The Manufacturers Life Insurance Company 15,904$0.41M0.0%-3.5%0.043%Search for SEC Filing on Google Icon
11/15/2023Schroder Investment Management Group134,524$3.44M0.0%+90.8%0.366%Search for SEC Filing on Google Icon
11/15/2023Sei Investments Co.36,573$0.94M0.0%-32.9%0.099%Search for SEC Filing on Google Icon
11/15/2023Legal & General Group Plc108,548$2.78M0.0%-6.2%0.295%Search for SEC Filing on Google Icon
11/15/2023EJF Capital LLC57,432$1.47M0.7%+68.9%0.156%Search for SEC Filing on Google Icon
11/15/2023Ameriprise Financial Inc.118,856$3.04M0.0%-13.5%0.323%Search for SEC Filing on Google Icon
11/14/2023AQR Arbitrage LLC466,478$11.93M0.5%N/A1.269%Search for SEC Filing on Google Icon
11/14/2023California State Teachers Retirement System40,860$1.05M0.0%-8.0%0.111%Search for SEC Filing on Google Icon
11/14/2023Tower Research Capital LLC TRC 2,691$69K0.0%-45.5%0.007%Search for SEC Filing on Google Icon
11/14/2023Qube Research & Technologies Ltd285,562$7.31M0.0%+51.0%0.777%Search for SEC Filing on Google Icon
11/13/2023Northern Trust Corp424,767$10.87M0.0%-2.0%1.156%Search for SEC Filing on Google Icon
11/13/2023Federated Hermes Inc.92,043$2.35M0.0%-9.0%0.250%Search for SEC Filing on Google Icon
11/13/2023Dark Forest Capital Management LP14,310$0.37M0.0%+9.9%0.039%Search for SEC Filing on Google Icon
11/13/2023CenterBook Partners LP10,270$0.26M0.0%+6.0%0.028%Search for SEC Filing on Google Icon
11/13/2023Invesco Ltd.189,202$4.84M0.0%-90.9%0.515%Search for SEC Filing on Google Icon
11/13/2023Wolverine Asset Management LLC18,314$0.47M0.0%N/A0.050%Search for SEC Filing on Google Icon
11/9/2023Rhumbline Advisers120,225$3.08M0.0%-3.4%0.327%Search for SEC Filing on Google Icon
11/9/2023Deutsche Bank AG250,168$6.40M0.0%+0.9%0.681%Search for SEC Filing on Google Icon
11/9/2023Citigroup Inc.15,232$0.39M0.0%-56.8%0.041%Search for SEC Filing on Google Icon
11/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS24,576$0.63M0.0%-43.7%0.067%Search for SEC Filing on Google Icon
11/9/2023Texas Permanent School Fund Corp31,220$0.80M0.0%-8.1%0.085%Search for SEC Filing on Google Icon
11/9/2023UBS Group AG260,180$6.66M0.0%+793.4%0.708%Search for SEC Filing on Google Icon
11/8/2023Charles Schwab Investment Management Inc.300,410$7.68M0.0%+0.7%0.817%Search for SEC Filing on Google Icon
11/8/2023Gabelli Funds LLC23,000$0.59M0.0%N/A0.063%Search for SEC Filing on Google Icon
11/8/2023GABELLI & Co INVESTMENT ADVISERS INC.20,950$0.54M0.1%N/A0.057%Search for SEC Filing on Google Icon
11/8/2023Janney Montgomery Scott LLC17,382$0.45M0.0%N/A0.047%Search for SEC Filing on Google Icon
11/8/2023NewEdge Wealth LLC351,247$8.99M0.3%-58.5%0.956%Search for SEC Filing on Google Icon
11/8/2023Swiss National Bank80,600$2.06M0.0%+4.0%0.219%Search for SEC Filing on Google Icon
11/8/2023Amalgamated Bank16,390$0.42M0.0%-8.4%0.045%Search for SEC Filing on Google Icon
11/8/2023BCK Capital Management LP27,000$0.69M0.4%N/A0.073%Search for SEC Filing on Google Icon
11/8/2023Avantax Advisory Services Inc.54,987$1.41M0.0%-28.6%0.150%Search for SEC Filing on Google Icon
11/8/2023Boston Partners469,780$12.04M0.0%-2.2%1.278%Search for SEC Filing on Google Icon
11/7/2023Great Lakes Advisors LLC203,999$5.22M0.0%+10.8%0.555%Search for SEC Filing on Google Icon
11/7/2023Quantbot Technologies LP4,730$0.12M0.0%N/A0.013%Search for SEC Filing on Google Icon
11/7/2023Barclays PLC55,761$1.43M0.0%+118.9%0.152%Search for SEC Filing on Google Icon
11/7/2023Van Berkom & Associates Inc.2,610,995$66.79M2.2%+18.8%7.103%Search for SEC Filing on Google Icon
11/7/2023Arizona State Retirement System10,437$0.27M0.0%+4.4%0.028%Search for SEC Filing on Google Icon
11/6/2023Illinois Municipal Retirement Fund23,275$0.60M0.0%N/A0.063%Search for SEC Filing on Google Icon
11/6/2023Versor Investments LP223,676$5.72M1.2%+998.1%0.608%Search for SEC Filing on Google Icon
11/2/2023Principal Financial Group Inc.197,021$5.04M0.0%-10.4%0.536%Search for SEC Filing on Google Icon
10/30/2023Yousif Capital Management LLC20,706$0.53M0.0%-9.2%0.056%Search for SEC Filing on Google Icon
10/27/2023Allspring Global Investments Holdings LLC983$25K0.0%N/A0.003%Search for SEC Filing on Google Icon
10/27/2023Oregon Public Employees Retirement Fund10,945$0.28M0.0%N/A0.030%Search for SEC Filing on Google Icon
10/25/2023New York State Teachers Retirement System78,213$2M0.0%N/A0.213%Search for SEC Filing on Google Icon
10/24/2023Bank of New York Mellon Corp318,496$8.15M0.0%-7.0%0.866%Search for SEC Filing on Google Icon
10/24/2023Maryland State Retirement & Pension System13,540$0.35M0.0%N/A0.037%Search for SEC Filing on Google Icon
10/16/2023Everence Capital Management Inc.15,340$0.39M0.0%N/A0.042%Search for SEC Filing on Google Icon
10/16/2023State of Alaska Department of Revenue22,888$0.59M0.0%N/A0.062%Search for SEC Filing on Google Icon
8/21/2023California State Teachers Retirement System44,407$0.99M0.0%N/A0.121%Search for SEC Filing on Google Icon
8/16/2023Nuveen Asset Management LLC128,123$2.87M0.0%N/A0.349%Search for SEC Filing on Google Icon
8/15/2023Alliancebernstein L.P.49,674$1.11M0.0%N/A0.135%Search for SEC Filing on Google Icon
8/15/2023Wells Fargo & Company MN18,772$0.42M0.0%N/A0.051%Search for SEC Filing on Google Icon
8/15/2023State of Tennessee Treasury Department26,092$0.58M0.0%N/A0.071%Search for SEC Filing on Google Icon
8/15/2023Goldman Sachs Group Inc.250,370$5.60M0.0%N/A0.681%Search for SEC Filing on Google Icon
8/15/2023Royal Bank of Canada7,430$0.17M0.0%N/A0.020%Search for SEC Filing on Google Icon
8/14/2023Engine Capital Management LP874,857$19.58M4.7%N/A2.380%Search for SEC Filing on Google Icon
8/14/2023State of Wyoming6,916$0.16M0.0%N/A0.019%Search for SEC Filing on Google Icon
8/14/2023Tower Research Capital LLC TRC 4,936$0.11M0.0%N/A0.013%Search for SEC Filing on Google Icon
8/14/2023Schonfeld Strategic Advisors LLC16,309$0.37M0.0%N/A0.044%Search for SEC Filing on Google Icon
8/14/2023State Street Corp1,511,041$33.82M0.0%N/A4.111%Search for SEC Filing on Google Icon
8/14/2023Nuveen Asset Management LLC128,123$2.87M0.0%N/A0.349%Search for SEC Filing on Google Icon
8/14/2023Thrivent Financial for Lutherans36,914$0.83M0.0%N/A0.100%Search for SEC Filing on Google Icon
8/11/2023Renaissance Technologies LLC916,300$20.51M0.0%N/A2.374%Search for SEC Filing on Google Icon
8/11/2023Credit Suisse AG39,728$0.89M0.0%N/A0.103%Search for SEC Filing on Google Icon
8/11/2023BlackRock Inc.6,294,995$140.88M0.0%N/A16.313%Search for SEC Filing on Google Icon
8/11/2023Ameritas Investment Partners Inc.3,251$73K0.0%N/A0.008%Search for SEC Filing on Google Icon
8/11/2023State Board of Administration of Florida Retirement System11,175$0.25M0.0%N/A0.029%Search for SEC Filing on Google Icon
8/11/2023The Manufacturers Life Insurance Company 16,485$0.37M0.0%N/A0.043%Search for SEC Filing on Google Icon
8/11/2023Franklin Resources Inc.23,740$0.53M0.0%N/A0.062%Search for SEC Filing on Google Icon
8/11/2023Schroder Investment Management Group70,514$1.58M0.0%N/A0.183%Search for SEC Filing on Google Icon
8/11/2023Geode Capital Management LLC779,817$17.45M0.0%N/A2.021%Search for SEC Filing on Google Icon
8/11/2023Sei Investments Co.54,504$1.22M0.0%N/A0.141%Search for SEC Filing on Google Icon
8/11/2023JPMorgan Chase & Co.306,209$6.85M0.0%N/A0.793%Search for SEC Filing on Google Icon
8/11/2023PNC Financial Services Group Inc.3,219$72K0.0%N/A0.008%Search for SEC Filing on Google Icon
8/11/2023Northern Trust Corp433,459$9.70M0.0%N/A1.123%Search for SEC Filing on Google Icon
8/10/2023MetLife Investment Management LLC20,779$0.47M0.0%N/A0.054%Search for SEC Filing on Google Icon
8/10/2023Metropolitan Life Insurance Co NY2,153$48K0.0%N/A0.006%Search for SEC Filing on Google Icon
8/10/2023Great West Life Assurance Co. Can34,585$0.77M0.0%N/A0.090%Search for SEC Filing on Google Icon
8/10/2023Mirae Asset Global Investments Co. Ltd.90,540$2.03M0.0%N/A0.235%Search for SEC Filing on Google Icon
8/10/2023Great Lakes Advisors LLC184,077$4.12M0.0%N/A0.477%Search for SEC Filing on Google Icon
8/10/2023Boston Partners480,357$10.96M0.0%N/A1.245%Search for SEC Filing on Google Icon
8/10/2023Russell Investments Group Ltd.183,210$4.10M0.0%N/A0.475%Search for SEC Filing on Google Icon
8/10/2023Charles Schwab Investment Management Inc.298,336$6.68M0.0%N/A0.773%Search for SEC Filing on Google Icon
8/10/2023Citigroup Inc.35,256$0.79M0.0%N/A0.091%Search for SEC Filing on Google Icon
8/9/2023Dimensional Fund Advisors LP1,645,915$36.84M0.0%N/A4.265%Search for SEC Filing on Google Icon
8/9/2023BNP Paribas Arbitrage SNC21,594$0.48M0.0%N/A0.056%Search for SEC Filing on Google Icon
8/9/2023Swiss National Bank77,500$1.73M0.0%N/A0.201%Search for SEC Filing on Google Icon
8/9/2023Commonwealth of Pennsylvania Public School Empls Retrmt SYS43,619$0.98M0.0%N/A0.113%Search for SEC Filing on Google Icon
8/8/2023Rhumbline Advisers124,457$2.79M0.0%N/A0.323%Search for SEC Filing on Google Icon
8/7/2023Principal Financial Group Inc.219,899$4.92M0.0%N/A0.570%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Avantax logo
Avantax, Inc. provides wealth management solutions to consumers, small business owners, tax professionals, financial professionals, and certified public accounting firms in the United States. The company offers an integrated platform of technical, practice, compliance, operations, sales, and product support tools that enable to offer tax-advantaged planning, investing, and wealth management services. It also provides financial planning and advisory services, and retirement plan solutions. The company was formerly known as Blucora, Inc. and changed its name to Avantax, Inc. in January 2023. Avantax, Inc. was founded in 1983 and is headquartered in Dallas, Texas.
Read More on Avantax

Today's Range

Now: $25.99
Low: $25.99
High: $26.00

50 Day Range

MA: $25.92
Low: $25.68
High: $26.00

52 Week Range

Now: $25.99
Low: $19.13
High: $30.23

Volume

826,400 shs

Average Volume

532,742 shs

Market Capitalization

$955.39 million

P/E Ratio

3.35

Dividend Yield

N/A

Beta

1.09

Who are the company insiders with the largest holdings of Avantax?

Avantax's top insider shareholders include:
  1. Stacy Murray (Insider)
Learn More about top insider investors at Avantax.

Who are the major institutional investors of Avantax?

Avantax's top institutional investors include:
  1. Parallax Volatility Advisers L.P. — 0.00%
  2. Citadel Advisors LLC — 0.00%
  3. PEAK6 Investments LLC — 0.00%
  4. Concourse Financial Group Securities Inc. — 0.00%
Learn More about top institutional investors of Avantax stock.

Which institutional investors are selling Avantax stock?

During the last quarter, AVTA stock was sold by these institutional investors:
  1. PEAK6 Investments LLC
  2. Parallax Volatility Advisers L.P.
  3. Citadel Advisors LLC
Critical asset just had biggest fall on record
What many consider America's critical financial asset suffers biggest fall on record. Expert says: "it's very bad for millions, protect yourself now."
Full details and steps to take here.