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
What is insider trading>>
- Peter Lynch
What is insider trading>>
| 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 LP | 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 LP | 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 LP | 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 GROUP 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 GROUP LLP | 3,326,967 6.950% | -3,016,279 (-47.55%) | Filing History |