Avantax Advisory Services, Inc. Blucora, Inc. Transaction History

Avantax Advisory Services, Inc.

$14.9 Billion
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	SELL	N/A	-22,058 Reduced 28.63%	54,987 $1.39 Million
Q2 2023 Aug 11, 2023	BUY	N/A	25 Added 0.03%	77,045 $1.94 Million
Q1 2023 Apr 28, 2023	BUY	$0.0 - $29.91 $0 - $148,293	4,958 Added 6.88%	77,020 $1.94 Million
Q4 2022 Feb 13, 2023	SELL	$18.71 - $25.59 $4,677 - $6,397	-250 Reduced 0.35%	72,062 $1.84 Million
Q3 2022 Nov 01, 2022	BUY	$17.77 - $23.22 $5,952 - $7,778	335 Added 0.47%	72,312 $1.4 Million
Q2 2022 Aug 02, 2022	BUY	$15.9 - $21.02 $200,944 - $265,650	12,638 Added 21.3%	71,977 $1.33 Million
Q1 2022 Apr 27, 2022	SELL	$15.4 - $20.03 $5,420 - $7,050	-352 Reduced 0.59%	59,339 $1.16 Million
Q4 2021 Jan 24, 2022	BUY	$15.58 - $18.36 $102,126 - $120,349	6,555 Added 12.34%	59,691 $1.03 Million
Q3 2021 Oct 21, 2021	SELL	$14.87 - $17.38 $42,751 - $49,967	-2,875 Reduced 5.13%	53,136 $829,000
Q2 2021 Jul 29, 2021	BUY	$14.3 - $18.35 $81,510 - $104,595	5,700 Added 11.33%	56,011 $969,000
Q1 2021 May 13, 2021	SELL	$14.96 - $17.97 $103,224 - $123,992	-6,900 Reduced 12.06%	50,311 $837,000
Q4 2020 Jan 22, 2021	SELL	$9.47 - $16.04 $444,389 - $752,693	-46,926 Reduced 45.06%	57,211 $910,000
Q3 2020 Oct 14, 2020	BUY	$8.82 - $12.24 $459,971 - $638,328	52,151 Added 100.32%	104,137 $981,000
Q2 2020 Aug 06, 2020	BUY	$10.41 - $15.48 $14,428 - $21,455	1,386 Added 2.74%	51,986 $592,000
Q1 2020 Apr 30, 2020	BUY	$8.95 - $26.0 $159,802 - $464,230	17,855 Added 54.53%	50,600 $610,000
Q4 2019 Feb 14, 2020	BUY	$19.17 - $26.29 $47,330 - $64,910	2,469 Added 8.15%	32,745 $857,000
Q3 2019 Nov 08, 2019	BUY	$20.81 - $30.58 $178,966 - $262,988	8,600 Added 39.68%	30,276 $655,000
Q2 2019 Aug 06, 2019	BUY	$29.18 - $36.32 $43,828 - $54,552	1,502 Added 7.45%	21,676 $658,000
Q1 2019 May 13, 2019	BUY	$25.47 - $34.02 $82,777 - $110,565	3,250 Added 19.2%	20,174 $673,000
Q4 2018 Feb 13, 2019	BUY	$23.83 - $38.33 $403,298 - $648,696	16,924 New	16,924 $452,000

Others Institutions Holding BCOR

# of Institutions

Shares Held

307K

Call Options Held

Put Options Held

View Full List

About BLUCORA, INC.

Ticker BCOR
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 47,746,200
Market Cap $1.2B
Description
Blucora, Inc. provides technology-enabled financial solutions to consumers, small business owners, tax professionals, financial advisors, and certified public accounting firms in the United States. The company operates through two segments, Wealth Management and Tax Preparation. The Wealth Management segment offers an integrated platform of brok...

More about BCOR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account