AvantaxAVTA
13F holders, Q3 2024 (September 30)2holders
0new positions
0sold out
$0.26avg. 13F price*
At the end of Q3 2024, 2 institutions reported holding Avantax Inc. (AVTA) in their 13F filings, unchanged from Q2 2024. 0 opened new positions and 0 sold out. The largest holders were Huntington National Bank ($26) and Ancora Advisors LLC ($0).
- Company
- Avantax Inc.
- CUSIP
- 095229100
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
Ownership 2 holders
| Huntington National Bank | 0.00% | No change | 1 | $26 |
| Ancora Advisors LLC | 0.00% | No change | 100 | $0 |
"% of holder's portfolio" is AVTA's weight in each manager's 13F, not the share of Avantax Inc. the manager owns.