Latest Institutional Purchases of Avalara, Inc. (AVLR)
This list provides information on the latest institutional transactions involving Avalara, Inc. (AVLR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.32K+ 0.25% |
$94.5K - $126K
|
521K
$0
|
|
Nov 14, 2022
Q3 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
1.32K+ 35.62% |
$94.3K - $126K
|
5.03K
$0
|
|
Nov 10, 2022
Q3 2022
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
1.32K+ 2.75% |
$94.2K - $126K
|
49.2K
$0
|
|
Oct 21, 2022
Q3 2022
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.11K+ 0.5% |
$79.3K - $106K
|
224K
$0
|
|
Nov 14, 2022
Q3 2022
|
Ossiam
Paris, I0 |
BUY
|
- |
1KNew |
$71.7K - $95.9K
|
1K
$0
|
|
Nov 09, 2022
Q3 2022
|
Swiss National Bank
Zurich, V8 |
BUY
|
- |
1K+ 0.26% |
$71.4K - $95.6K
|
380K
$0
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
878+ 6.63% |
$62.7K - $83.9K
|
14.1K
$0
|
|
Nov 14, 2022
Q3 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
782New |
$55.9K - $74.7K
|
782
$0
|
|
Nov 14, 2022
Q3 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
690+ 8.2% |
$49.3K - $65.9K
|
9.1K
$0
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
623+ 120.97% |
$44.5K - $59.5K
|
1.14K
$0
|
|
Nov 09, 2022
Q3 2022
|
Amalgamated Bank
New York, NY |
BUY
|
- |
504+ 2.58% |
$36K - $48.2K
|
20K
$0
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
BUY
|
- |
476+ 1.65% |
$34K - $45.5K
|
29.3K
$0
|
|
Nov 14, 2022
Q3 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
428+ 4.42% |
$30.6K - $40.9K
|
10.1K
$0
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
392New |
$28K - $37.5K
|
392
$0
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
380New |
$27.1K - $36.3K
|
380
$0
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
285+ 2.07% |
$20.4K - $27.2K
|
14.1K
$0
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
283+ 0.34% |
$20.2K - $27K
|
83.1K
$0
|
|
Oct 24, 2022
Q3 2022
|
Xponance, Inc.
|
BUY
|
- |
230+ 2.28% |
$16.4K - $22K
|
10.3K
$0
|
|
Oct 27, 2022
Q3 2022
|
Baillie Gifford & CO
|
BUY
|
- |
222+ 4.67% |
$15.9K - $21.2K
|
4.98K
$0
|
|
Nov 14, 2022
Q3 2022
|
Motley Fool Wealth Management, LLC
Alexandria, VA |
BUY
|
- |
217+ 0.3% |
$15.5K - $20.7K
|
73.8K
$0
|
|
Oct 27, 2022
Q3 2022
|
Riverview Trust CO
|
BUY
|
- |
179New |
$12.8K - $17.1K
|
179
$0
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
170New |
$12.1K - $16.2K
|
170
$0
|
|
Nov 02, 2022
Q3 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
170+ 2.07% |
$12.1K - $16.2K
|
8.37K
$0
|
|
Nov 09, 2022
Q3 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
162New |
$11.6K - $15.5K
|
162
$0
|
|
Nov 14, 2022
Q3 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
140+ 1.83% |
$10K - $13.4K
|
7.81K
$0
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
135New |
$9.64K - $12.9K
|
135
$0
|
|
Nov 08, 2022
Q3 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
121+ 18.76% |
$8.64K - $11.6K
|
766
$0
|
|
Nov 14, 2022
Q3 2022
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.66% |
$7.14K - $9.56K
|
15.3K
$0
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
100New |
$7.14K - $9.56K
|
100
$0
|
|
Nov 09, 2022
Q3 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
80New |
$5.72K - $7.64K
|
80
$0
|
|
Oct 14, 2022
Q3 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
75+ 0.34% |
$5.36K - $7.17K
|
22K
$0
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
65New |
$4.64K - $6.21K
|
65
$0
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
62New |
$4.43K - $5.92K
|
62
$0
|
|
Oct 19, 2022
Q3 2022
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
60+ 1.25% |
$4.29K - $5.73K
|
4.84K
$0
|
|
Feb 23, 2023
Q3 2022
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
BUY
|
- |
42New |
$3K - $4.01K
|
42
$0
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
22New |
$1.57K - $2.1K
|
22
$0
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
19New |
$1.36K - $1.82K
|
19
$0
|
|
Nov 09, 2022
Q3 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
18+ 0.62% |
$1.29K - $1.72K
|
2.91K
$0
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
13New |
$929 - $1.24K
|
13
$0
|
|
Nov 04, 2022
Q3 2022
|
Russell Investments Group, Ltd.
|
BUY
|
- |
13+ 0.08% |
$929 - $1.24K
|
17K
$0
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
11+ 122.22% |
$786 - $1.05K
|
20
$0
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
8+ 5.97% |
$572 - $764
|
142
$0
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
8New |
$572 - $764
|
8
$0
|
|
Nov 09, 2022
Q3 2022
|
Glassman Wealth Services
|
BUY
|
- |
7+ 116.67% |
$500 - $669
|
13
$0
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
5+ 0.37% |
$357 - $478
|
1.36K
$0
|
|
May 10, 2024
Q3 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
3+ 0.06% |
$214 - $287
|
5.38K
$0
|
|
Oct 27, 2022
Q3 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
2+ 5.0% |
$143 - $191
|
42
$0
|
|
Q2 2022 | |||||||
Aug 15, 2022
Q2 2022
|
Rivulet Capital, LLC
Summit, NJ |
BUY
|
- |
1.2MNew |
$81.7M - $129M
|
1.2M
$0
|
|
Aug 15, 2022
Q2 2022
|
Echo Street Capital Management LLC
New York, NY |
BUY
|
- |
462K+ 23.13% |
$31.4M - $49.6M
|
2.46M
$0
|
|
Aug 10, 2022
Q2 2022
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
390K+ 27.59% |
$26.5M - $41.9M
|
1.8M
$0
|