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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-20Closed |
$2.58K - $3.73K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Investments, LP
New York, NY |
BUY
|
PUT |
7.4K+ 17.62% |
$955K - $1.38M
|
49.4K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-41.1KClosed |
$5.3M - $7.66M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
- |
-16KClosed |
$2.07M - $2.98M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-30.9KClosed |
$3.99M - $5.75M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
ETF Managers Group, LLC
Summit, NJ |
SELL
|
- |
-7.21KClosed |
$931K - $1.34M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
40New |
$5.16K - $7.46K
|
40
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
SELL
|
- |
-6.26KClosed |
$808K - $1.17M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
CALL |
2KNew |
$258K - $373K
|
2K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.45KClosed |
$187K - $270K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-66.3K- 96.23% |
$8.56M - $12.4M
|
2.6K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.2KClosed |
$155K - $224K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Oribel Capital Management, LP
New York, NY |
SELL
|
- |
-13.5KClosed |
$1.74M - $2.52M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.7KClosed |
$220K - $318K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-2.49KClosed |
$322K - $465K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-10Closed |
$1.29K - $1.86K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.9K+ 39.58% |
$245K - $354K
|
6.7K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Winton Group LTD
London, X0 |
SELL
|
- |
-3.44KClosed |
$444K - $642K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-1K- 43.48% |
$129K - $186K
|
1.3K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
8.01K+ 648.74% |
$1.03M - $1.49M
|
9.25K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
SELL
|
- |
-1.17KClosed |
$151K - $218K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
SELL
|
- |
-2.93KClosed |
$378K - $545K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-42Closed |
$5.42K - $7.83K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.32KClosed |
$171K - $246K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Abrdn PLC
|
SELL
|
- |
-1.75KClosed |
$226K - $327K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-1.45KClosed |
$187K - $270K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.37KClosed |
$177K - $255K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-1.73KClosed |
$223K - $322K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.26KClosed |
$162K - $234K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-141Closed |
$18.2K - $26.3K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.09% |
$129 - $186
|
93
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-25Closed |
$3.23K - $4.66K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Lattice Capital Management, LLC
|
BUY
|
- |
3KNew |
$387K - $559K
|
3K
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Jackson Square Capital, LLC
|
SELL
|
- |
-3.67KClosed |
$474K - $685K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Ibm Retirement Fund
|
SELL
|
- |
-2.41KClosed |
$312K - $450K
|
0
$0
|
|
|
Jan 13, 2022
Q4 2021
|
Perkins Coie Trust CO
|
SELL
|
- |
-11Closed |
$1.42K - $2.05K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-100Closed |
$12.9K - $18.6K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
4.03K+ 13.85% |
$591K - $766K
|
33.1K
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-159Closed |
$23.3K - $30.2K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Nomura Holdings Inc
Tokyo, M0 |
SELL
|
CALL |
-99.5KClosed |
$14.6M - $18.9M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-1.65KClosed |
$241K - $313K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Cinctive Capital Management LP
New York, NY |
SELL
|
- |
-40.2KClosed |
$5.89M - $7.64M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-31Closed |
$4.54K - $5.89K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Polar Capital Holdings PLC
London, X0 |
SELL
|
- |
-475KClosed |
$69.6M - $90.2M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
SELL
|
- |
-185KClosed |
$27M - $35M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-138- 0.98% |
$20.2K - $26.2K
|
14K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-305Closed |
$44.7K - $57.9K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-74Closed |
$10.8K - $14.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Caption Management, LLC
Oklahoma City, OK |
SELL
|
CALL |
-50KClosed |
$7.32M - $9.49M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6New |
$879 - $1.14K
|
6
$0
|
|