Institutional Ownership Ave Point, Inc. (AVPT)
This table provides information about the institutional ownership of Ave Point, Inc. (AVPT). We have compiled data on the 257 institutions that hold shares in the stock, with a total of 144 Million shares, which have been reported (via 13F filing form) to have a value of $1.87 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
373
shares
|
$4,856
0.0% of portfolio
|
Q3 2025
Added 309.89%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
326
shares
|
$4,244
0.0% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
322
shares
|
$4,192
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
245
shares
|
$3,189
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
173
shares
|
$2,252
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Jan 08, 2026 Q4 2025 |
163
shares
|
$2,122
0.0% of portfolio
|
Q4 2025
Added 22.56%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
150
shares
|
$1,953
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
141
shares
|
$1,835
0.0% of portfolio
|
Q3 2025
Reduced 56.75%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
135
shares
|
$1,757
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
123
shares
|
$1,601
0.0% of portfolio
|
Q3 2025
Added 13.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
117
shares
|
$1,523
0.0% of portfolio
|
Q3 2025
Added 254.55%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
115
shares
|
$1,497
0.0% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
112
shares
|
$1,458
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
111
shares
|
$1,445
0.0% of portfolio
|
Q3 2025
Reduced 21.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
108
shares
|
$1,406
0.0% of portfolio
|
Q3 2025
Reduced 10.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
79
shares
|
$1,028
0.0% of portfolio
|
Q3 2025
Reduced 79.8%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
70
shares
|
$911
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
60
shares
|
$781
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Breakwater Investment Management
Seattle, WA |
Oct 02, 2025 Q3 2025 |
31
shares
|
$403
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
31
shares
|
$403
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
20
shares
|
$260
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
18
shares
|
$234
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
12
shares
|
$156
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
2
shares
|
$26
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|