Purchases and Sales Made in Q1 2022 in Avalara, Inc. (AVLR)
This table provides information about the institutional ownership of Avalara, Inc. (AVLR) during Q1 2022. The information is specifically focused on institutions that hold shares of AVALARA, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
206New |
$15.6K - $26.1K
|
206
$0
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
192+ 2.53% |
$14.6K - $24.3K
|
7.78K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
164+ 86.77% |
$12.4K - $20.8K
|
353
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Riverview Trust CO
|
BUY
|
- |
154New |
$11.7K - $19.5K
|
154
$0
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
153+ 5.24% |
$11.6K - $19.4K
|
3.07K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Xponance, Inc.
|
BUY
|
- |
135+ 1.38% |
$10.2K - $17.1K
|
9.89K
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
127+ 1270.0% |
$9.63K - $16.1K
|
137
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
96+ 1.18% |
$7.28K - $12.2K
|
8.25K
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
90+ 4.59% |
$6.83K - $11.4K
|
2.05K
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
85New |
$6.45K - $10.8K
|
85
$0
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
79+ 493.75% |
$5.99K - $10K
|
95
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
76New |
$5.76K - $9.63K
|
76
$0
|
|
|
May 16, 2022
Q1 2022
|
Elequin Capital LP
New York, NY |
BUY
|
- |
74New |
$5.61K - $9.38K
|
74
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
65+ 1083.33% |
$4.93K - $8.24K
|
71
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
BUY
|
- |
53New |
$4.02K - $6.72K
|
53
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
42New |
$3.19K - $5.32K
|
42
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
39+ 2.05% |
$2.96K - $4.94K
|
1.94K
$0
|
|
|
May 13, 2022
Q1 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
38+ 64.41% |
$2.88K - $4.81K
|
97
$0
|
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
37New |
$2.81K - $4.69K
|
37
$0
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
22New |
$1.67K - $2.79K
|
22
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
20New |
$1.52K - $2.53K
|
20
$0
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
18New |
$1.37K - $2.28K
|
18
$0
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
BUY
|
- |
18New |
$1.37K - $2.28K
|
18
$0
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
17New |
$1.29K - $2.15K
|
17
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
16+ 39.02% |
$1.21K - $2.03K
|
57
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
14+ 155.56% |
$1.06K - $1.77K
|
23
$0
|
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
13+ 4.87% |
$986 - $1.65K
|
280
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
9New |
$683 - $1.14K
|
9
$0
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
8New |
$607 - $1.01K
|
8
$0
|
|
|
May 10, 2022
Q1 2022
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
8New |
$607 - $1.01K
|
8
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
7+ 140.0% |
$531 - $887
|
12
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
6New |
$455 - $760
|
6
$0
|
|
|
May 03, 2022
Q1 2022
|
Sierra Capital LLC
|
BUY
|
- |
6+ 35.29% |
$455 - $760
|
23
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
4+ 18.18% |
$303 - $507
|
26
$0
|
|
|
Aug 23, 2022
Q1 2022
|
Glassman Wealth Services
|
BUY
|
- |
3+ 25.0% |
$228 - $380
|
15
$0
|
|
|
May 16, 2022
Q1 2022
|
Schubert & CO
|
BUY
|
- |
2+ 100.0% |
$152 - $253
|
4
$0
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1New |
$75.8 - $127
|
1
$0
|
|
|
Nov 22, 2024
Q1 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2- 10.53% |
$152 - $253
|
17
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-3- 60.0% |
$228 - $380
|
2
$0
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-5- 1.47% |
$379 - $634
|
334
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5Closed |
$379 - $634
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Cva Family Office, LLC
|
SELL
|
- |
-5- 1.34% |
$379 - $634
|
369
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-6- 27.27% |
$455 - $760
|
16
$0
|
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6Closed |
$455 - $760
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Impax Asset Management Group PLC
|
SELL
|
- |
-6- 0.2% |
$455 - $760
|
3.06K
$0
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-7- 6.36% |
$531 - $887
|
103
$0
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-9- 11.25% |
$683 - $1.14K
|
71
$0
|
|
|
May 16, 2022
Q1 2022
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-13Closed |
$986 - $1.65K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16Closed |
$1.21K - $2.03K
|
0
$0
|