Avantax Advisory Services, Inc. Purchases in Q1 2025

Avantax Advisory Services, Inc.

  • $16 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BALL
Ball Corp

Consumer Cyclical
1.36K
+ 12.58%
$49.04 - $56.53 $66.5K - $76.7K
12.1K $631K
HST
Host Hotels & Resorts, Inc.

Real Estate
5.32K
+ 51.4%
$14.21 - $17.45 $75.7K - $92.9K
15.7K $222K
NDSN
Nordson Corp

Industrials
311
+ 10.64%
$200.12 - $224.07 $62.2K - $69.7K
3.23K $652K
WTW
Willis Towers Watson PLC

Financial Services
67
+ 9.34%
$306.61 - $340.78 $20.5K - $22.8K
784 $264K
BC
Brunswick Corp

Consumer Cyclical
1.99K
+ 32.42%
$53.49 - $70.51 $106K - $140K
8.11K $436K
ENSG
Ensign Group, Inc

Healthcare
498
+ 6.94%
$125.4 - $148.86 $62.4K - $74.1K
7.68K $993K
SCHJ
Schwab Strategic Tr 1 5 Yr C

ETFs
1.37K
+ 5.99%
$24.29 - $24.65 $33.3K - $33.8K
24.2K $597K
EXPD
Expeditors International Of Washington Inc

Industrials
149
+ 6.54%
$109.09 - $126.48 $16.3K - $18.8K
2.43K $291K
AGM
Federal Agricultural Mortgage Corp

Financial Services
382
+ 10.99%
$182.78 - $209.07 $69.8K - $79.9K
3.86K $723K
MSA
Msa Safety Inc

Industrials
486
+ 28.57%
$146.69 - $166.47 $71.3K - $80.9K
2.19K $320K
BMO
Bank Of Montreal

Financial Services
507
+ 7.52%
$94.92 - $104.14 $48.1K - $52.8K
7.25K $692K
EXR
Extra Space Storage Inc.

Real Estate
391
+ 2.12%
$143.8 - $161.28 $56.2K - $63.1K
18.8K $2.8M
RDIV
Invesco Exchange Traded Fd Tr

ETFs
231
+ 0.48%
$47.27 - $50.52 $10.9K - $11.7K
48.1K $2.35M
ICSH
Blackrock Ultra Short Term Bon

ETFs
539
+ 1.36%
$50.44 - $50.7 $27.2K - $27.3K
40.2K $2.04M
MLM
Martin Marietta Materials Inc

Basic Materials
186
+ 14.1%
$460.39 - $552.64 $85.6K - $103K
1.51K $719K
PMAR
Innovator U.S. Equity Power Bu

ETFs
1.01K
+ 6.47%
$39.51 - $41.0 $39.9K - $41.4K
16.6K $664K
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
324
+ 1.14%
$40.5 - $42.02 $13.1K - $13.6K
28.7K $1.2M
ATR
Aptargroup, Inc.

Healthcare
348
+ 18.24%
$141.7 - $159.83 $49.3K - $55.6K
2.26K $334K
YMAR
First Tr Ex Tr Viii Cboe Vest
594
+ 3.5%
$22.77 - $24.61 $13.5K - $14.6K
17.6K $421K
IBKR
Interactive Brokers Group, Inc.

Financial Services
584
+ 10.46%
$161.03 - $235.53 $94K - $138K
6.17K $1.02M
JLL
Jones Lang Lasalle Inc

Real Estate
159
+ 15.36%
$238.0 - $284.76 $37.8K - $45.3K
1.19K $296K
OPEN
Opendoor Technologies Inc.

Real Estate
35.1K
New
$1.02 - $1.72 $35.8K - $60.4K
35.1K $35K
STAG
Stag Industrial, Inc.

Real Estate
507
+ 7.13%
$32.39 - $37.07 $16.4K - $18.8K
7.62K $275K
NYF
Ishares New York Muni Bond ETF

ETFs
721
+ 10.09%
$52.33 - $53.92 $37.7K - $38.9K
7.87K $414K
KD
Kyndryl Holdings, Inc.

Technology
1.89K
+ 23.33%
$31.32 - $43.45 $59.3K - $82.2K
10K $314K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
4.01K
+ 21.48%
$8.38 - $8.86 $33.6K - $35.5K
22.7K $190K
AAL
American Airlines Group Inc.

Industrials
2.98K
+ 20.22%
N/A
17.7K $195K
AUR
Aurora Innovation, Inc.

Technology
4.23K
+ 40.82%
$6.1 - $10.19 $25.8K - $43.1K
14.6K $98K
FICO
Fair Isaac Corp

Technology
91
+ 9.87%
$1695.35 - $2030.47 $154K - $185K
1.01K $1.87M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
3.87K
+ 4.59%
$75.47 - $84.24 $292K - $326K
88K $6.78M
WYNN
Wynn Resorts LTD

Consumer Cyclical
628
+ 8.46%
$77.0 - $93.47 $48.4K - $58.7K
8.05K $672K
CLF
Cleveland Cliffs Inc.

Basic Materials
6.46K
+ 36.17%
$8.22 - $12.02 $53.1K - $77.6K
24.3K $199K
ODFL
Old Dominion Freight Line, Inc.

Industrials
404
+ 12.75%
$161.13 - $209.29 $65.1K - $84.6K
3.57K $590K
VVV
Valvoline Inc

Energy
1.55K
+ 9.72%
$34.44 - $40.19 $53.3K - $62.2K
17.5K $607K
DHS
Wisdomtree Tr U.S

ETFs
99
+ 2.63%
$91.55 - $99.74 $9.06K - $9.87K
3.87K $383K
KHC
Kraft Heinz CO

Consumer Defensive
1.27K
+ 4.34%
$28.51 - $32.22 $36.2K - $40.9K
30.5K $927K
NEOG
Neogen Corp

Healthcare
9.71K
+ 63.42%
$8.43 - $13.07 $81.8K - $127K
25K $216K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
3.79K
+ 15.73%
$8.11 - $8.58 $30.7K - $32.5K
27.8K $226K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
305
+ 2.65%
$21.95 - $24.74 $6.69K - $7.55K
11.8K $285K
TEF
Telefonica S A

Communication Services
3.92K
+ 21.01%
$3.89 - $4.73 $15.3K - $18.6K
22.6K $105K
AMH
American Homes 4 Rent

Real Estate
391
+ 1.13%
$34.43 - $37.81 $13.5K - $14.8K
35K $1.32M
ARW
Arrow Electronics Inc

Technology
539
+ 18.59%
$101.93 - $119.3 $54.9K - $64.3K
3.44K $356K
HTD
John Hancock Tax Advantaged Dividend Income Fund

Financial Services
213
+ 1.72%
$21.64 - $23.93 $4.61K - $5.1K
12.6K $301K
MMSI
Merit Medical Systems Inc

Healthcare
75
+ 3.2%
$95.64 - $110.29 $7.17K - $8.27K
2.42K $256K
SBSW
Sibanye Stillwater LTD

Basic Materials
2.05K
+ 13.13%
$3.19 - $4.58 $6.54K - $9.39K
17.7K $80K
HNDL
Strategy Shs

ETFs
1.87K
+ 4.42%
$20.7 - $21.8 $38.6K - $40.7K
44.1K $930K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
338
+ 1.17%
$42.36 - $43.8 $14.3K - $14.8K
29.2K $1.27M
ADUS
Addus Home Care Corp

Healthcare
911
+ 38.87%
$89.83 - $135.92 $81.8K - $124K
3.26K $321K
ALLY
Ally Financial Inc.

Financial Services
708
+ 12.19%
$32.99 - $40.09 $23.4K - $28.4K
6.52K $237K
Activity Summary
Buys All Purchases 1530 New Holdings 172 Increased Positions 1358 Sells All Sells 647 Reductions 647 Sold out 0 Options Calls 0 Puts 0
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