Real time Form 13D and 13G transaction reports:
- Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
- Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
- Shares have beem adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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- Peter Lynch
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| Reported DateTime |
Transaction Date |
Type | Company Symbol |
Filed By Symbol |
Shares Owned % Owned |
Shares Vs. Prev Report | View |
| 2023-12-01 4:29 pm Unchanged |
2023-11-21 | 13G | Avantax, Inc. AVTA |
Glazer Capital, LLC | 0 0.000% |
0 (Unchanged) |
Filing History |
| 2023-02-10 2:42 pm Sale |
2023-02-14 | 13G | Avantax, Inc. AVTA |
DIMENSIONAL FUND ADVISORS INC | 1,790,162 3.700% |
-865,694 (-32.60%) |
Filing History |
| 2023-02-09 11:12 am Purchase |
2022-12-30 | 13G | Avantax, Inc. AVTA |
The Vanguard Group | 5,292,463 11.050% |
286,304 (+5.72%) |
Filing History |
| 2023-01-26 08:52 am Unchanged |
2022-12-31 | 13G | Avantax, Inc. AVTA |
BLACKROCK INC BLK |
7,569,360 15.800% |
0 (Unchanged) |
Filing History |
| 2023-01-20 09:43 am Sale |
2022-12-31 | 13G | Avantax, Inc. AVTA |
BLACKROCK INC BLK |
7,569,360 15.800% |
-264,495 (-3.38%) |
Filing History |
| 2022-02-09 3:33 pm Purchase |
2021-12-31 | 13G | Avantax, Inc. AVTA |
The Vanguard Group | 5,006,159 10.280% |
187,700 (+3.90%) |
Filing History |
| 2022-02-08 3:52 pm Sale |
2022-02-14 | 13G | Avantax, Inc. AVTA |
DIMENSIONAL FUND ADVISORS INC | 2,655,856 5.500% |
-701,865 (-20.90%) |
Filing History |
| 2022-01-27 1:59 pm Unchanged |
2021-12-31 | 13G | Avantax, Inc. AVTA |
BLACKROCK INC BLK |
7,833,855 16.100% |
0 (Unchanged) |
Filing History |
| 2022-01-25 6:45 pm Purchase |
2021-12-31 | 13G | Avantax, Inc. AVTA |
BLACKROCK INC BLK |
7,833,855 16.100% |
417,167 (+5.62%) |
Filing History |
| 2021-02-16 2:56 pm Sale |
2020-12-31 | 13G | Avantax, Inc. AVTA |
Armistice Capital, LLC | 1,328,000 2.800% |
-1,220,000 (-47.88%) |
Filing History |
| 2021-02-12 3:55 pm Sale |
2021-02-16 | 13G | Avantax, Inc. AVTA |
DIMENSIONAL FUND ADVISORS INC | 3,357,721 7.000% |
-16,931 (-0.50%) |
Filing History |
| 2021-02-10 3:44 pm Sale |
2020-12-31 | 13G | Avantax, Inc. AVTA |
Renaissance Technologies LLC | 1,853,300 3.860% |
-920,000 (-33.17%) |
Filing History |
| 2021-02-10 1:42 pm Purchase |
2021-01-29 | 13G | Avantax, Inc. AVTA |
The Vanguard Group | 4,818,459 10.030% |
34,873 (+0.73%) |
Filing History |
| 2021-02-10 10:39 am Sale |
2020-12-31 | 13G | Avantax, Inc. AVTA |
The Vanguard Group | 4,783,586 9.960% |
-361,716 (-7.03%) |
Filing History |
| 2021-01-25 4:49 pm Sale |
2020-12-31 | 13G | Avantax, Inc. AVTA |
BLACKROCK INC BLK |
7,416,688 15.400% |
-98,961 (-1.32%) |
Filing History |
| 2020-08-10 09:43 am Sale |
2020-07-31 | 13G | Avantax, Inc. AVTA |
WELLINGTON MANAGEMENT CO LLP | 188,373 0.390% |
-3,138,594 (-94.34%) |
Filing History |
| 2020-07-31 5:11 pm Purchase |
2020-07-21 | 13G | Avantax, Inc. AVTA |
Armistice Capital, LLC | 2,548,000 5.300% |
2,548,000 (New Position) |
Filing History |
| 2020-05-08 08:09 am Sale |
2020-04-30 | 13G | Avantax, Inc. AVTA |
WELLINGTON MANAGEMENT CO LLP | 3,326,967 6.950% |
-3,016,279 (-47.55%) |
Filing History |