Avantax Advisory Services, Inc. Purchases in Q4 2024

Avantax Advisory Services, Inc.

  • $15.6 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
FLS
Flowserve Corp

Industrials
4.83K
New
$51.87 - $62.0 $250K - $299K
4.83K $277K
VNO
Vornado Realty Trust

Real Estate
5.96K
+ 61.95%
$38.63 - $45.76 $230K - $273K
15.6K $655K
APG
A Pi Group Corp

Industrials
7.63K
New
$31.48 - $39.26 $240K - $300K
7.63K $274K
ARES
Ares Management Corp

Financial Services
777
+ 12.05%
$153.38 - $183.7 $119K - $143K
7.23K $1.28M
MGC
Vanguard Mega Cap ETF

ETFs
607
+ 2.51%
$204.21 - $220.18 $124K - $134K
24.8K $5.28M
IDOG
Alps ETF Tr Intl Sector Divid

ETFs
72.8K
+ 11.82%
$28.25 - $31.75 $2.06M - $2.31M
689K $19.9M
AXS
Axis Capital Holdings LTD

Financial Services
3.08K
New
$78.26 - $94.05 $241K - $289K
3.08K $272K
MFG
Mizuho Financial Group Inc

Financial Services
43.1K
+ 49.77%
$4.05 - $5.26 $175K - $227K
130K $634K
CMA
Comerica Inc

Financial Services
4.4K
New
$57.88 - $72.73 $254K - $320K
4.4K $271K
ARLP
Alliance Resource Partners LP

Energy
10.3K
New
$24.84 - $28.58 $256K - $295K
10.3K $270K
CRSP
Crispr Therapeutics Ag

Healthcare
6.84K
New
$38.65 - $55.15 $264K - $377K
6.84K $269K
AME
Ametek Inc

Industrials
1.3K
+ 35.38%
$165.89 - $197.38 $215K - $256K
4.97K $896K
MAR
Marriott International Inc

Consumer Cyclical
57
+ 0.69%
$246.06 - $292.59 $14K - $16.7K
8.28K $2.31M
JAZZ
Jazz Pharmaceuticals PLC

Healthcare
2.14K
New
$107.32 - $127.74 $230K - $273K
2.14K $263K
QDEC
First Tr Ex Tr Fd Viii Cboe Ve

ETFs
9.53K
New
$26.53 - $28.09 $253K - $268K
9.53K $262K
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
6.41K
New
$40.59 - $43.47 $260K - $278K
6.41K $260K
VPV
Invesco Pennsylvania Value Municipal Income Trust

Financial Services
25.4K
New
$10.19 - $11.38 $258K - $289K
25.4K $260K
VOE
Vanguard Mid Cap Value Index F

ETFs
2.81K
+ 8.51%
$160.89 - $176.18 $453K - $496K
35.9K $5.8M
AEIS
Advanced Energy Industries Inc

Industrials
600
+ 3.31%
$101.71 - $122.72 $61K - $73.6K
18.7K $2.16M
VERX
Vertex, Inc.

Technology
929
+ 6.62%
$39.21 - $56.92 $36.4K - $52.9K
15K $798K
HWM
Howmet Aerospace Inc.

Industrials
1.75K
+ 24.81%
$99.72 - $120.09 $175K - $211K
8.82K $964K
FSMD
Fidelity Covington Tr Small Mi

ETFs
6.41K
+ 13.54%
$40.75 - $44.85 $261K - $287K
53.7K $2.21M
QQQJ
Invesco Exchange Traded Fd Tr

ETFs
6.99K
+ 9.79%
$29.46 - $32.64 $206K - $228K
78.4K $2.42M
MET
Metlife Inc

Financial Services
3.35K
+ 9.04%
$78.15 - $88.25 $262K - $296K
40.5K $3.31M
AGYS
Agilysys Inc

Technology
717
+ 10.5%
$98.38 - $141.74 $70.5K - $102K
7.55K $994K
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
8.01K
New
$31.31 - $35.01 $251K - $281K
8.01K $250K
SG
Sweetgreen, Inc.

Consumer Cyclical
7.8K
New
$31.7 - $43.97 $247K - $343K
7.8K $250K
AEO
American Eagle Outfitters Inc

Consumer Cyclical
15K
New
$16.36 - $22.16 $245K - $332K
15K $249K
FTEC
Fidelity Covington Tr Msci Inf

ETFs
760
+ 7.21%
$170.03 - $192.78 $129K - $147K
11.3K $2.09M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
15K
+ 21.05%
$18.28 - $18.87 $275K - $284K
86.5K $1.59M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
14.1K
+ 10.26%
$19.42 - $19.76 $273K - $278K
151K $2.95M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
6.66K
+ 71.44%
$38.96 - $43.28 $259K - $288K
16K $628K
HCKT
Hackett Group, Inc.

Technology
1.15K
+ 2.51%
$24.22 - $32.32 $27.8K - $37.1K
46.9K $1.44M
SGOL
Abrdn Gold ETF Trust

ETFs
9.76K
+ 13.25%
$24.46 - $26.62 $239K - $260K
83.4K $2.09M
IBDV
Ishares Tr

Technology
11.1K
New
$21.24 - $22.15 $236K - $246K
11.1K $237K
DRI
Darden Restaurants Inc

Consumer Cyclical
191
+ 2.15%
$155.96 - $188.66 $29.8K - $36K
9.09K $1.7M
CLOI
Vaneck ETF Tr

ETFs
4.46K
New
$52.7 - $53.15 $235K - $237K
4.46K $235K
JBT
John Bean Technologies Corp

Industrials
1.85K
New
$94.76 - $131.66 $175K - $243K
1.85K $234K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
3.39K
New
$63.19 - $73.31 $214K - $248K
3.39K $232K
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
5.77K
+ 34.83%
$46.33 - $48.6 $267K - $280K
22.3K $1.04M
WSC
Will Scot Mobile Mini Holdings Corp.

Industrials
6.95K
New
$32.93 - $39.8 $229K - $277K
6.95K $232K
SNA
Snap On Inc

Industrials
11
+ 0.24%
$285.44 - $371.35 $3.14K - $4.08K
4.57K $1.55M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
4.8K
New
$43.37 - $51.46 $208K - $247K
4.8K $231K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
2.18K
+ 57.4%
$104.52 - $115.08 $228K - $251K
5.98K $630K
HBI
Hanesbrands Inc.

Consumer Cyclical
28.2K
New
$6.91 - $8.91 $195K - $252K
28.2K $229K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
1.76K
New
$107.0 - $142.46 $188K - $251K
1.76K $228K
GAL
Ssga Active ETF Tr

ETFs
5.18K
New
$44.18 - $45.9 $229K - $238K
5.18K $228K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
1.61K
+ 6.97%
$29.11 - $41.59 $47K - $67.1K
24.7K $916K
CW
Curtiss Wright Corp

Industrials
541
+ 40.34%
$335.08 - $389.49 $181K - $211K
1.88K $667K
Activity Summary
Buys All Purchases 1350 New Holdings 188 Increased Positions 1162 Sells All Sells 792 Reductions 792 Sold out 0 Options Calls 0 Puts 0
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