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
CUZ
Cousins Properties Inc

Real Estate
1K
+ 3.7%
$28.06 - $31.21 $28.1K - $31.2K
28K $826K
FMF
First Trust Managed Futures St

ETFs
1.99K
+ 3.14%
$45.87 - $48.39 $91.4K - $96.4K
65.5K $3.02M
LIT
Global X Fds Global X Lithium

ETFs
421
+ 4.62%
$38.8 - $42.84 $16.3K - $18K
9.54K $370K
OSK
Oshkosh Corp

Industrials
15
+ 0.61%
$89.56 - $116.4 $1.34K - $1.75K
2.47K $232K
RYAAY
Ryanair Holdings PLC

Industrials
206
+ 2.61%
$41.54 - $50.08 $8.56K - $10.3K
8.09K $342K
IT
Gartner Inc

Technology
129
+ 14.91%
$418.25 - $548.38 $54K - $70.7K
994 $417K
IVW
Ishares S&P 500 Growth ETF

ETFs
84.5K
+ 9.37%
$92.45 - $106.69 $7.82M - $9.02M
987K $91.6M
TOST
Toast, Inc.

Technology
839
+ 9.34%
$32.61 - $41.98 $27.4K - $35.2K
9.82K $325K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
195
+ 12.01%
$634.14 - $744.83 $124K - $145K
1.82K $1.15M
SLGN
Silgan Holdings Inc

Consumer Cyclical
23
+ 0.49%
$48.82 - $56.15 $1.12K - $1.29K
4.68K $239K
CW
Curtiss Wright Corp

Industrials
208
+ 11.05%
$304.82 - $384.07 $63.4K - $79.9K
2.09K $663K
FCNCA
First Citizens Bancshares Inc

Financial Services
26
+ 12.81%
$1728.36 - $2231.14 $44.9K - $58K
229 $424K
LPSN
Liveperson Inc

Technology
11K
+ 57.88%
$0.8 - $1.66 $8.8K - $18.3K
30K $24K
R
Ryder System Inc

Industrials
130
+ 7.54%
$136.38 - $170.92 $17.7K - $22.2K
1.85K $266K
WK
Workiva Inc

Technology
846
+ 41.86%
$75.91 - $114.09 $64.2K - $96.5K
2.87K $217K
HMC
Honda Motor CO LTD

Consumer Cyclical
215
+ 2.67%
$26.9 - $30.41 $5.78K - $6.54K
8.26K $224K
SYY
Sysco Corp

Consumer Defensive
438
+ 1.67%
$70.0 - $77.13 $30.7K - $33.8K
26.7K $2M
DNL
Wiswisdomtree Tr

ETFs
11
+ 0.06%
$35.56 - $38.21 $391 - $420
17.9K $639K
FIZZ
National Beverage Corp

Consumer Defensive
39
+ 0.58%
$38.95 - $43.68 $1.52K - $1.7K
6.72K $279K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
999
+ 4.31%
$10.61 - $16.49 $10.6K - $16.5K
24.2K $301K
XAR
Spdr S&P Aerospace & Defense E

ETFs
55
+ 1.85%
$157.71 - $180.77 $8.67K - $9.94K
3.04K $487K
LFST
Life Stance Health Group, Inc.

Healthcare
211
+ 1.68%
$6.6 - $8.17 $1.39K - $1.72K
12.7K $84K
RF
Regions Financial Corp

Financial Services
5.03K
+ 7.68%
$20.84 - $24.77 $105K - $125K
70.5K $1.53M
SIGI
Selective Insurance Group Inc

Financial Services
2
+ 0.05%
$78.49 - $95.48 $157 - $191
3.71K $339K
VRNS
Varonis Systems Inc

Technology
469
+ 6.74%
$39.16 - $46.84 $18.4K - $22K
7.42K $300K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
23
+ 0.18%
$7.72 - $9.45 $178 - $217
12.9K $103K
PFLD
ETF Ser Solutions Aam Low Dura

ETFs
1.77K
+ 1.42%
$20.2 - $20.86 $35.8K - $37K
126K $2.55M
PB
Prosperity Bancshares Inc

Financial Services
273
+ 3.75%
$69.3 - $80.69 $18.9K - $22K
7.55K $539K
HPQ
Hp Inc

Technology
8.36K
+ 17.06%
$27.69 - $34.72 $231K - $290K
57.4K $1.59M
TROW
Price T Rowe Group Inc

Financial Services
1.06K
+ 20.83%
$91.57 - $116.93 $97K - $124K
6.14K $564K
CRL
Charles River Laboratories International, Inc.

Healthcare
312
+ 18.26%
$150.52 - $190.14 $47K - $59.3K
2.02K $304K
ROBT
First Tr Exchange Traded Fd Vi

ETFs
619
+ 7.3%
$40.67 - $48.92 $25.2K - $30.3K
9.1K $370K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
1.34K
+ 7.0%
$25.57 - $29.31 $34.2K - $39.2K
20.5K $525K
BIP
Brookfield Infrastructure Partners L.P.

Utilities
150
+ 1.85%
$27.52 - $33.6 $4.13K - $5.04K
8.25K $245K
PKW
Invesco Exchange Traded Fd Tr

ETFs
8
+ 0.16%
$109.15 - $120.99 $873 - $968
5.16K $581K
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
395
+ 22.46%
$96.88 - $148.78 $38.3K - $58.8K
2.15K $216K
MRTN
Marten Transport LTD

Industrials
2.59K
+ 10.37%
$13.63 - $16.49 $35.3K - $42.8K
27.6K $378K
TMFX
Rbb Fd Inc Motley Fool Next In
250
+ 1.87%
$17.76 - $20.97 $4.44K - $5.24K
13.7K $249K
CBZ
Cbiz, Inc.

Industrials
209
+ 4.4%
$68.46 - $88.65 $14.3K - $18.5K
4.96K $375K
PTMC
Pacer Fds Tr Trendpilot Us Mid

ETFs
8.05K
+ 6.32%
$34.5 - $38.9 $278K - $313K
135K $4.69M
CPB
Campbell Soup CO

Consumer Defensive
54
+ 0.7%
$37.29 - $42.04 $2.01K - $2.27K
7.81K $311K
DT
Dynatrace, Inc.

Technology
1.89K
+ 13.13%
$47.15 - $62.42 $89K - $118K
16.3K $767K
EXAS
Exact Sciences Corp

Healthcare
1.26K
+ 23.63%
$43.04 - $58.51 $54.2K - $73.7K
6.59K $285K
PSMT
Pricesmart Inc

Consumer Defensive
72
+ 1.55%
$82.4 - $94.86 $5.93K - $6.83K
4.73K $415K
CLOU
Global X Fds Cloud Computing E

ETFs
605
+ 6.51%
$20.99 - $26.34 $12.7K - $15.9K
9.89K $207K
DFAT
Dimensional ETF Tr U S Target

ETFs
3.54K
+ 7.43%
$50.44 - $58.1 $178K - $205K
51.1K $2.63M
FNDA
Schwab Fundamental U S Small C

ETFs
3.99K
+ 7.36%
$26.87 - $30.99 $107K - $124K
58.3K $1.6M
CF
Cf Industries Holdings, Inc.

Basic Materials
65
+ 2.05%
$75.03 - $97.25 $4.88K - $6.32K
3.23K $252K
EQAL
Invesco ETF

ETFs
186
+ 0.76%
$46.28 - $50.51 $8.61K - $9.39K
24.8K $1.17M
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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