Institutional Ownership Avalara, Inc. (AVLR)
This table provides information about the institutional ownership of Avalara, Inc. (AVLR). We have compiled data on the 9 institutions that hold shares in the stock, with a total of 131,883 shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sarissa Consulting LLC
Santa Monica, CA |
Nov 14, 2022 Q3 2022 |
39,500
shares
|
$0
3.74% of portfolio
|
Q3 2022
New holding
|
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
35,439
shares
|
$0
0.27% of portfolio
|
Q3 2021
Added 13.85%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
32,946
shares
|
$0
0.0% of portfolio
|
Q3 2022
Reduced 1.22%
|
|
|
S. Muoio & Co. LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
22,515
shares
|
$0
2.73% of portfolio
|
Q3 2022
New holding
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
699
shares
|
$0
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
392
shares
|
$0
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
224
shares
|
$0
0.0% of portfolio
|
Q3 2022
Reduced 95.5%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
85
shares
|
$0
0.0% of portfolio
|
Q2 2022
Added 60.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
83
shares
|
$0
0.0% of portfolio
|
Q2 2020
Added 87.21%
|