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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.9K+ 39.58% |
$245K - $354K
|
6.7K
$0
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
40New |
$5.16K - $7.46K
|
40
$0
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.09% |
$129 - $186
|
93
$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
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
1.79KNew |
$262K - $339K
|
1.79K
$0
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6New |
$879 - $1.14K
|
6
$0
|
|
Q2 2021 | |||||||
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
25KNew |
$3.02M - $4.14M
|
25K
$0
|
|
Aug 05, 2021
Q2 2021
|
Los Angeles Capital Management LLC
|
BUY
|
- |
2.71K+ 79.97% |
$328K - $449K
|
6.1K
$0
|
|
Feb 11, 2022
Q2 2021
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
227New |
$27.4K - $37.6K
|
227
$0
|
|
Jul 29, 2021
Q2 2021
|
Concord Wealth Partners
|
BUY
|
- |
47+ 671.43% |
$5.68K - $7.78K
|
54
$0
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
20New |
$2.42K - $3.31K
|
20
$0
|
|
Jul 29, 2021
Q2 2021
|
Addison Advisors LLC
|
BUY
|
- |
7New |
$846 - $1.16K
|
7
$0
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Shannon River Fund Management LLC
|
BUY
|
- |
52KNew |
$6.41M - $9.35M
|
52K
$0
|
|
May 17, 2021
Q1 2021
|
Rbf Capital, LLC
San Francisco, CA |
BUY
|
- |
5KNew |
$617K - $899K
|
5K
$0
|
|
May 10, 2021
Q1 2021
|
Maryland State Retirement & Pension System
|
BUY
|
- |
4.98K+ 374.06% |
$614K - $894K
|
6.31K
$0
|
|
Sep 07, 2021
Q1 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
70New |
$8.63K - $12.6K
|
70
$0
|
|
Aug 06, 2024
Q1 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
35New |
$4.32K - $6.29K
|
35
$0
|
|
Q4 2020 | |||||||
Feb 12, 2021
Q4 2020
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12.3KNew |
$1.61M - $2.26M
|
12.3K
$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
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
50.2KNew |
$3.19M - $6.91M
|
50.2K
$0
|
|
Jul 28, 2020
Q2 2020
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
CALL |
30KNew |
$1.91M - $4.13M
|
30K
$0
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
75+ 87.21% |
$4.77K - $10.3K
|
161
$0
|
|
Q3 2019 | |||||||
Nov 14, 2019
Q3 2019
|
Maplelane Capital, LLC
New York, NY |
BUY
|
CALL |
335KNew |
$22.5M - $30M
|
335K
$0
|
|
Nov 14, 2019
Q3 2019
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
CALL |
75New |
$5.05K - $6.71K
|
75
$0
|
|
Q2 2019 | |||||||
Aug 14, 2019
Q2 2019
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
CALL |
13.1KNew |
$718K - $978K
|
13.1K
$0
|
|
Aug 13, 2019
Q2 2019
|
Texas Treasury Safekeeping Trust CO
Austin, TX |
BUY
|
- |
1.42KNew |
$77.8K - $106K
|
1.42K
$0
|
|
Q3 2018 | |||||||
Jul 13, 2023
Q3 2018
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
4.76KNew |
$165K - $236K
|
4.76K
$0
|