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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
179New |
$12.8K - $17.1K
|
179
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Assenagon Asset Management S.A.
|
BUY
|
- |
48.1KNew |
$3.44M - $4.6M
|
48.1K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Baillie Gifford & CO
|
BUY
|
- |
222+ 4.67% |
$15.9K - $21.2K
|
4.98K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Strs Ohio
|
BUY
|
- |
100KNew |
$7.14M - $9.56M
|
100K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.58K+ 48.91% |
$185K - $247K
|
7.86K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-76- 4.95% |
$5.43K - $7.26K
|
1.46K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-13.4K- 2.87% |
$957K - $1.28M
|
454K
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2+ 5.0% |
$143 - $191
|
42
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-12.5K- 53.47% |
$891K - $1.19M
|
10.9K
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Peregrine Capital Management LLC
|
SELL
|
- |
-4.39K- 1.35% |
$314K - $419K
|
320K
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-809K- 67.64% |
$57.8M - $77.3M
|
387K
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
392New |
$28K - $37.5K
|
392
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Riverbridge Partners LLC
|
SELL
|
- |
-1.41M- 98.62% |
$101M - $135M
|
19.8K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.4K- 13.59% |
$99.7K - $133K
|
8.87K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-84.6K- 69.81% |
$6.05M - $8.09M
|
36.6K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
SELL
|
CALL |
-500- 33.33% |
$35.7K - $47.8K
|
1K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-604- 99.02% |
$43.1K - $57.7K
|
6
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Lountzis Asset Management, LLC
Wyomissing, PA |
SELL
|
- |
-272- 0.57% |
$19.4K - $26K
|
47.5K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Securities Usa LLC
|
BUY
|
- |
25KNew |
$1.79M - $2.39M
|
25K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-25.5K- 25.39% |
$1.82M - $2.44M
|
74.9K
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
230+ 2.28% |
$16.4K - $22K
|
10.3K
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.11K+ 0.5% |
$79.3K - $106K
|
224K
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
135New |
$9.64K - $12.9K
|
135
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8New |
$572 - $764
|
8
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-835- 19.11% |
$59.7K - $79.8K
|
3.54K
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.99K- 28.74% |
$142K - $190K
|
4.93K
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-336- 9.48% |
$24K - $32.1K
|
3.21K
$0
|
|
|
Oct 20, 2022
Q3 2022
|
Barton Investment Management
|
SELL
|
- |
-41.6K- 14.04% |
$2.97M - $3.98M
|
255K
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Gam Holding Ag
|
BUY
|
- |
29.3KNew |
$2.09M - $2.8M
|
29.3K
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
79.2KNew |
$5.66M - $7.57M
|
79.2K
$0
|
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
60+ 1.25% |
$4.29K - $5.73K
|
4.84K
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
11+ 122.22% |
$786 - $1.05K
|
20
$0
|
|
|
Oct 18, 2022
Q3 2022
|
Pendal Group LTD
|
BUY
|
- |
14.7KNew |
$1.05M - $1.4M
|
14.7K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-51- 4.85% |
$3.64K - $4.87K
|
1K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-275- 0.86% |
$19.6K - $26.3K
|
31.7K
$0
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-17.9K- 82.81% |
$1.28M - $1.71M
|
3.72K
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
285+ 2.07% |
$20.4K - $27.2K
|
14.1K
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
75+ 0.34% |
$5.36K - $7.17K
|
22K
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-681- 9.43% |
$48.7K - $65.1K
|
6.54K
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-1Closed |
$71.4 - $95.6
|
0
$0
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
380New |
$27.1K - $36.3K
|
380
$0
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-21.2K- 98.42% |
$1.51M - $2.02M
|
340
$0
|
|
|
Oct 12, 2022
Q3 2022
|
Havens Advisors LLC
New York, NY |
BUY
|
- |
32KNew |
$2.29M - $3.06M
|
32K
$0
|
|
|
Oct 11, 2022
Q3 2022
|
Syquant Capital Sas
|
BUY
|
- |
422KNew |
$30.2M - $40.4M
|
422K
$0
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 84.21% |
$1.14K - $1.53K
|
3
$0
|
|
|
Oct 03, 2022
Q3 2022
|
Capital Investment Services Of America, Inc.
|
SELL
|
- |
-45.9K- 40.77% |
$3.28M - $4.38M
|
66.7K
$0
|
|
| Q2 2022 | |||||||
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-37Closed |
$2.52K - $3.97K
|
0
$0
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
CALL |
22.5KNew |
$1.53M - $2.42M
|
22.5K
$0
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-19.9KClosed |
$1.36M - $2.14M
|
0
$0
|
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.72K+ 59.75% |
$117K - $184K
|
4.59K
$0
|
|