Latest Institutional Transactions on Avalara, Inc. (AVLR)
This table provides information on the latest institutional transactions involving Avalara, Inc. (AVLR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
2.97KNew |
$202K - $318K
|
2.97K
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-16- 22.54% |
$1.09K - $1.72K
|
55
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
BUY
|
- |
32+ 60.38% |
$2.18K - $3.44K
|
85
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-13Closed |
$884 - $1.4K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
16.8K+ 166.73% |
$1.14M - $1.8M
|
26.8K
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.5KNew |
$102K - $161K
|
1.5K
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
27+ 26.21% |
$1.84K - $2.9K
|
130
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Westwood Management Corp
|
SELL
|
- |
-5K- 5.14% |
$340K - $537K
|
92.3K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
546+ 16.14% |
$37.1K - $58.6K
|
3.93K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.57KNew |
$311K - $491K
|
4.57K
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Conestoga Capital Advisors, LLC
|
SELL
|
- |
-864- 0.6% |
$58.8K - $92.8K
|
142K
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-2.38KClosed |
$162K - $256K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Econ Financial Services Corp
|
SELL
|
- |
-29Closed |
$1.97K - $3.11K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5New |
$340 - $537
|
5
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-2.16K- 19.54% |
$147K - $232K
|
8.91K
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
2.88K+ 9.71% |
$196K - $309K
|
32.5K
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
696+ 5.93% |
$47.3K - $74.7K
|
12.4K
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3.7K- 83.79% |
$252K - $397K
|
716
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Ifm Investors Pty LTD
|
BUY
|
- |
93+ 0.68% |
$6.33K - $9.98K
|
13.8K
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-800- 6.43% |
$54.4K - $85.9K
|
11.6K
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
449+ 12.02% |
$30.5K - $48.2K
|
4.18K
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.05KClosed |
$140K - $220K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-353Closed |
$24K - $37.9K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-3.32KClosed |
$226K - $356K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-191- 2.08% |
$13K - $20.5K
|
8.97K
$0
|
|
|
Jul 08, 2022
Q2 2022
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-4.75KClosed |
$323K - $510K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-394- 58.28% |
$29.9K - $49.9K
|
282
$0
|
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
PUT |
-5K- 25.0% |
$379K - $634K
|
15K
$0
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.05KNew |
$156K - $260K
|
2.05K
$0
|
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.57KClosed |
$119K - $199K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
PUT |
-26.5K- 31.66% |
$2.01M - $3.36M
|
57.2K
$0
|
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
SELL
|
- |
-292Closed |
$22.1K - $37K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-4.42K- 3.66% |
$335K - $560K
|
116K
$0
|
|
|
May 16, 2022
Q1 2022
|
Cota Capital Management, LLC
San Francisco, CA |
BUY
|
- |
18K+ 5.34% |
$1.36M - $2.28M
|
355K
$0
|
|
|
May 16, 2022
Q1 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
PUT |
-10K- 33.33% |
$758K - $1.27M
|
20K
$0
|
|
|
May 16, 2022
Q1 2022
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-151KClosed |
$11.5M - $19.1M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-9.84KClosed |
$746K - $1.25M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-50Closed |
$3.79K - $6.34K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Petrus Trust Company, Lta
Dallas, TX |
SELL
|
- |
-2.33KClosed |
$177K - $296K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-12.8KClosed |
$974K - $1.63M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-61Closed |
$4.63K - $7.73K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Achmea Investment Management B.V.
|
SELL
|
- |
-4.2K- 95.69% |
$318K - $532K
|
189
$0
|
|
|
May 16, 2022
Q1 2022
|
Tiger Global
Tiger Global Management LLC | New York, Ny
|
SELL
|
- |
-100KClosed |
$7.58M - $12.7M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-44.6KClosed |
$3.38M - $5.65M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Worldquant Millennium Advisors LLC
New York, NY |
SELL
|
- |
-96.1KClosed |
$7.29M - $12.2M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6Closed |
$455 - $760
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Lee Capital Holdings LLC
New York, NY |
SELL
|
- |
-8.84KClosed |
$670K - $1.12M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Nellore Capital Management LLC
Palo Alto, CA |
BUY
|
- |
6.01K+ 11.51% |
$455K - $761K
|
58.2K
$0
|
|
|
May 16, 2022
Q1 2022
|
Putnam Investments LLC
Boston, MA |
SELL
|
- |
-109KClosed |
$8.3M - $13.9M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-3.5KClosed |
$266K - $444K
|
0
$0
|
|