Purchases and Sales Made in Q2 2022 in Avalara, Inc. (AVLR)
This table provides information about the institutional ownership of Avalara, Inc. (AVLR) during Q2 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 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.22K+ 5.31% |
$82.8K - $131K
|
24.1K
$0
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.18K+ 1.5% |
$80K - $126K
|
79.3K
$0
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
1.05KNew |
$71.5K - $113K
|
1.05K
$0
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
1.05K+ 7.18% |
$71.1K - $112K
|
15.6K
$0
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
962+ 7.51% |
$65.4K - $103K
|
13.8K
$0
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
952+ 8.89% |
$64.8K - $102K
|
11.7K
$0
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
947+ 20.43% |
$64.4K - $102K
|
5.58K
$0
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
947+ 17.98% |
$64.4K - $102K
|
6.21K
$0
|
|
Aug 15, 2022
Q2 2022
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
918+ 45.2% |
$62.5K - $98.5K
|
2.95K
$0
|
|
Aug 15, 2022
Q2 2022
|
Center Book Partners LP
Greenwich, CT |
BUY
|
- |
914+ 22.94% |
$62.2K - $98.1K
|
4.9K
$0
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
897+ 15.96% |
$61K - $96.3K
|
6.52K
$0
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
883+ 111.49% |
$60.1K - $94.8K
|
1.68K
$0
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
773+ 2.83% |
$52.6K - $83K
|
28.1K
$0
|
|
Aug 09, 2022
Q2 2022
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
738+ 17.73% |
$50.2K - $79.2K
|
4.9K
$0
|
|
Aug 16, 2022
Q2 2022
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
700+ 23.29% |
$47.6K - $75.1K
|
3.71K
$0
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
696+ 5.93% |
$47.3K - $74.7K
|
12.4K
$0
|
|
Aug 15, 2022
Q2 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
661+ 48.11% |
$45K - $71K
|
2.04K
$0
|
|
Aug 09, 2022
Q2 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
647+ 16.01% |
$44K - $69.5K
|
4.69K
$0
|
|
Aug 09, 2022
Q2 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
581+ 2.52% |
$39.5K - $62.4K
|
23.6K
$0
|
|
Jul 29, 2022
Q2 2022
|
Asset Management One Co., Ltd.
|
BUY
|
- |
551+ 1.53% |
$37.5K - $59.1K
|
36.6K
$0
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
546+ 16.14% |
$37.1K - $58.6K
|
3.93K
$0
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
507+ 8.12% |
$34.5K - $54.4K
|
6.75K
$0
|
|
Jul 13, 2022
Q2 2022
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
497+ 2.32% |
$33.8K - $53.4K
|
21.9K
$0
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
495+ 2475.0% |
$33.7K - $53.1K
|
515
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
490+ 5.01% |
$33.3K - $52.6K
|
10.3K
$0
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
463+ 138.62% |
$31.5K - $49.7K
|
797
$0
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
BUY
|
- |
459+ 1.21% |
$31.2K - $49.3K
|
38.3K
$0
|
|
Aug 02, 2022
Q2 2022
|
Tobam
|
BUY
|
- |
451New |
$30.7K - $48.4K
|
451
$0
|
|
Jul 14, 2022
Q2 2022
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
449+ 12.02% |
$30.5K - $48.2K
|
4.18K
$0
|
|
Aug 12, 2022
Q2 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
443+ 4.04% |
$30.1K - $47.6K
|
11.4K
$0
|
|
Aug 15, 2022
Q2 2022
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
418+ 4.75% |
$28.4K - $44.9K
|
9.23K
$0
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
369+ 12.53% |
$25.1K - $39.6K
|
3.32K
$0
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
361+ 5.51% |
$24.6K - $38.8K
|
6.92K
$0
|
|
Aug 15, 2022
Q2 2022
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
359+ 3.85% |
$24.4K - $38.5K
|
9.68K
$0
|
|
Aug 16, 2022
Q2 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
300+ 5.16% |
$20.4K - $32.2K
|
6.12K
$0
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
250+ 25.0% |
$17K - $26.8K
|
1.25K
$0
|
|
Jul 28, 2022
Q2 2022
|
Arizona State Retirement System
|
BUY
|
- |
223+ 0.92% |
$15.2K - $23.9K
|
24.4K
$0
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
209+ 251.81% |
$14.2K - $22.4K
|
292
$0
|
|
Aug 08, 2022
Q2 2022
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
204+ 46.26% |
$13.9K - $21.9K
|
645
$0
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
BUY
|
- |
199+ 48.42% |
$13.5K - $21.4K
|
610
$0
|
|
Aug 02, 2022
Q2 2022
|
Xponance, Inc.
|
BUY
|
- |
194+ 1.96% |
$13.2K - $20.8K
|
10.1K
$0
|
|
Aug 15, 2022
Q2 2022
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
183+ 1.87% |
$12.4K - $19.6K
|
9.97K
$0
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
175New |
$11.9K - $18.8K
|
175
$0
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
175New |
$11.9K - $18.8K
|
175
$0
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
171+ 25.41% |
$11.6K - $18.4K
|
844
$0
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
166+ 0.77% |
$11.3K - $17.8K
|
21.6K
$0
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
144New |
$9.8K - $15.5K
|
144
$0
|
|
Aug 02, 2022
Q2 2022
|
Aigen Investment Management, LP
|
BUY
|
- |
142+ 3.97% |
$9.66K - $15.2K
|
3.72K
$0
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
134+ 134.0% |
$9.12K - $14.4K
|
234
$0
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
105+ 28.46% |
$7.14K - $11.3K
|
474
$0
|