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 16, 2021
Q4 2020
|
Parian Global Management LP
Pound Ridge, NY |
SELL
|
- |
-50.7KClosed |
$6.63M - $9.32M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Broad Bay Capital Management, LP
New York, NY |
SELL
|
- |
-184KClosed |
$24.1M - $33.8M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Whale Rock Capital Management LLC
Boston, MA |
SELL
|
- |
-2.07MClosed |
$271M - $381M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Js Capital Management LLC
New York, NY |
SELL
|
- |
-2.3KClosed |
$301K - $423K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-29Closed |
$3.79K - $5.33K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Pat Dorsey
Dorsey Asset Management, LLC | Chicago, Il
|
SELL
|
- |
-293KClosed |
$38.4M - $53.9M
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Maplelane Capital, LLC
New York, NY |
SELL
|
- |
-1Closed |
$131 - $184
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-88.6KClosed |
$11.6M - $16.3M
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Wolverine Asset Management LLC
|
SELL
|
- |
-975Closed |
$128K - $179K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12.3KNew |
$1.61M - $2.26M
|
12.3K
$0
|
|
Feb 12, 2021
Q4 2020
|
Stevard, LLC
Chicago, IL |
SELL
|
- |
-1.7KClosed |
$222K - $313K
|
0
$0
|
|
Feb 12, 2021
Q4 2020
|
Cna Financial Corp
Chicago, IL |
SELL
|
- |
-2.53KClosed |
$331K - $465K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.1KClosed |
$405K - $570K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-20Closed |
$2.62K - $3.68K
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-40Closed |
$5.23K - $7.35K
|
0
$0
|
|
Feb 04, 2021
Q4 2020
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-139Closed |
$18.2K - $25.5K
|
0
$0
|
|
Feb 01, 2021
Q4 2020
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.85KClosed |
$242K - $341K
|
0
$0
|
|
Jan 14, 2021
Q4 2020
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
2KNew |
$262K - $368K
|
2K
$0
|
|
Q3 2020 | |||||||
Nov 17, 2020
Q3 2020
|
Jackson Square Capital, LLC
|
BUY
|
PUT |
1.6KNew |
$188K - $226K
|
1.6K
$0
|
|
Nov 16, 2020
Q3 2020
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
46New |
$5.4K - $6.5K
|
46
$0
|
|
Nov 16, 2020
Q3 2020
|
Athanor Capital, LP
New York, NY |
SELL
|
- |
-6.26KClosed |
$734K - $884K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-49.4KClosed |
$5.8M - $6.98M
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
PUT |
-6.5KClosed |
$763K - $918K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-300Closed |
$35.2K - $42.4K
|
0
$0
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-48Closed |
$5.63K - $6.78K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-2KClosed |
$235K - $283K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
First Manhattan CO
New York, NY |
SELL
|
- |
-15Closed |
$1.76K - $2.12K
|
0
$0
|
|
Nov 12, 2020
Q3 2020
|
Column Capital Advisors, LLC
|
SELL
|
- |
-39Closed |
$4.58K - $5.51K
|
0
$0
|
|
Nov 10, 2020
Q3 2020
|
Aperture Investors, LLC
New York, NY |
SELL
|
- |
-42.7KClosed |
$5.01M - $6.03M
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-2KClosed |
$235K - $283K
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-21.3KClosed |
$2.49M - $3M
|
0
$0
|
|
Nov 09, 2020
Q3 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3.56KClosed |
$418K - $503K
|
0
$0
|
|
Nov 05, 2020
Q3 2020
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-8Closed |
$939 - $1.13K
|
0
$0
|
|
Oct 28, 2020
Q3 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-125Closed |
$14.7K - $17.7K
|
0
$0
|
|
Oct 21, 2020
Q3 2020
|
Edge Wealth Management LLC
|
SELL
|
- |
-100Closed |
$11.7K - $14.1K
|
0
$0
|
|
Oct 16, 2020
Q3 2020
|
Toth Financial Advisory Corp
|
SELL
|
- |
-775Closed |
$90.9K - $109K
|
0
$0
|
|
Oct 08, 2020
Q3 2020
|
Engrave Wealth Partners LLC
|
SELL
|
- |
-95Closed |
$11.1K - $13.4K
|
0
$0
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
75+ 87.21% |
$4.77K - $10.3K
|
161
$0
|
|
Aug 14, 2020
Q2 2020
|
Capital World Investors
Los Angeles, CA |
SELL
|
- |
-966KClosed |
$61.5M - $133M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Newbrook Capital Advisors LP
New York, NY |
SELL
|
- |
-459KClosed |
$29.2M - $63.1M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Calixto Global Investors, LP
Coral Gables, FL |
SELL
|
- |
-64.2KClosed |
$4.09M - $8.84M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Prospect Capital Advisors, LLC
Sausalito, CA |
SELL
|
- |
-28.1KClosed |
$1.78M - $3.86M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Potrero Capital Research LLC
San Francisco, CA |
SELL
|
- |
-32.2KClosed |
$2.05M - $4.43M
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-6.57KClosed |
$418K - $904K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
1492 Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-6.77KClosed |
$431K - $931K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
50.2KNew |
$3.19M - $6.91M
|
50.2K
$0
|
|
Aug 12, 2020
Q2 2020
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
SELL
|
- |
-43.5KClosed |
$2.77M - $5.98M
|
0
$0
|
|
Aug 12, 2020
Q2 2020
|
Crestwood Capital Management, L.P.
|
SELL
|
- |
-43.2KClosed |
$2.75M - $5.94M
|
0
$0
|
|
Aug 10, 2020
Q2 2020
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.02KClosed |
$192K - $416K
|
0
$0
|
|
Aug 04, 2020
Q2 2020
|
Ccg Wealth Management, LLC
|
SELL
|
- |
-4.05KClosed |
$258K - $557K
|
0
$0
|