Purchases and Sales Made in Q3 2021 in Avalara, Inc. (AVLR)
This table provides information about the institutional ownership of Avalara, Inc. (AVLR) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
1.23K+ 9.74% |
$180K - $234K
|
13.9K
$0
|
|
Nov 12, 2021
Q3 2021
|
Barings LLC
|
BUY
|
- |
1.17KNew |
$171K - $222K
|
1.17K
$0
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
1.05K+ 13.37% |
$154K - $200K
|
8.91K
$0
|
|
Oct 22, 2021
Q3 2021
|
Deka Bank Deutsche Girozentrale
|
BUY
|
- |
1.05K+ 12.25% |
$154K - $199K
|
9.62K
$0
|
|
Nov 01, 2021
Q3 2021
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
BUY
|
- |
1.05K+ 18.13% |
$153K - $199K
|
6.82K
$0
|
|
Nov 03, 2021
Q3 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
1.03K+ 3.35% |
$151K - $195K
|
31.7K
$0
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.01K+ 1.34% |
$148K - $191K
|
76.3K
$0
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
1K+ 3.11% |
$147K - $190K
|
33.3K
$0
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
929+ 25.81% |
$136K - $176K
|
4.53K
$0
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
928+ 13.53% |
$136K - $176K
|
7.79K
$0
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
824+ 40.2% |
$121K - $156K
|
2.87K
$0
|
|
Nov 02, 2021
Q3 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
706+ 24.47% |
$103K - $134K
|
3.59K
$0
|
|
Apr 01, 2024
Q3 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
654+ 3.98% |
$95.8K - $124K
|
17.1K
$0
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
646+ 2.45% |
$94.6K - $123K
|
27.1K
$0
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
627+ 4.56% |
$91.8K - $119K
|
14.4K
$0
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
588+ 43.27% |
$86.1K - $112K
|
1.95K
$0
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
540+ 32.26% |
$79.1K - $103K
|
2.21K
$0
|
|
Nov 15, 2021
Q3 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
510+ 9.72% |
$74.7K - $96.8K
|
5.76K
$0
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
500New |
$73.2K - $94.9K
|
500
$0
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
459+ 51.0% |
$67.2K - $87.2K
|
1.36K
$0
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
449+ 4.38% |
$65.8K - $85.3K
|
10.7K
$0
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
441+ 5.4% |
$64.6K - $83.7K
|
8.61K
$0
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
417+ 4.63% |
$61.1K - $79.2K
|
9.43K
$0
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
407+ 490.36% |
$59.6K - $77.3K
|
490
$0
|
|
Nov 10, 2021
Q3 2021
|
California Public Employees Retirement System
Sacramento, CA |
BUY
|
- |
399+ 0.23% |
$58.4K - $75.8K
|
172K
$0
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
393+ 8.92% |
$57.6K - $74.6K
|
4.8K
$0
|
|
Nov 15, 2021
Q3 2021
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
382+ 25.88% |
$56K - $72.5K
|
1.86K
$0
|
|
Oct 22, 2021
Q3 2021
|
Ddd Partners, LLC
|
BUY
|
- |
374+ 0.84% |
$54.8K - $71K
|
44.9K
$0
|
|
Nov 10, 2021
Q3 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
362+ 4.23% |
$53K - $68.7K
|
8.92K
$0
|
|
Nov 10, 2021
Q3 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
354+ 0.52% |
$51.9K - $67.2K
|
68.9K
$0
|
|
Oct 13, 2021
Q3 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
354+ 3.34% |
$51.9K - $67.2K
|
10.9K
$0
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
BUY
|
- |
345+ 5.79% |
$50.5K - $65.5K
|
6.31K
$0
|
|
Nov 15, 2021
Q3 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
335+ 4.65% |
$49.1K - $63.6K
|
7.54K
$0
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
325+ 2.48% |
$47.6K - $61.7K
|
13.4K
$0
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
299+ 3.94% |
$43.8K - $56.8K
|
7.89K
$0
|
|
Nov 12, 2021
Q3 2021
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
278+ 12.55% |
$40.7K - $52.8K
|
2.49K
$0
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
263+ 1.19% |
$38.5K - $49.9K
|
22.4K
$0
|
|
Nov 12, 2021
Q3 2021
|
Tobam
|
BUY
|
- |
251+ 760.61% |
$36.8K - $47.7K
|
284
$0
|
|
Nov 15, 2021
Q3 2021
|
Montanaro Asset Management LTD
|
BUY
|
- |
250+ 14.29% |
$36.6K - $47.5K
|
2K
$0
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
249+ 2.19% |
$36.5K - $47.3K
|
11.6K
$0
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
249+ 0.49% |
$36.5K - $47.3K
|
51.5K
$0
|
|
Nov 12, 2021
Q3 2021
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
229+ 2.0% |
$33.5K - $43.5K
|
11.7K
$0
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
222+ 0.19% |
$32.5K - $42.2K
|
119K
$0
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
218+ 13.87% |
$31.9K - $41.4K
|
1.79K
$0
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
200New |
$29.3K - $38K
|
200
$0
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
197New |
$28.9K - $37.4K
|
197
$0
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
195+ 19.38% |
$28.6K - $37K
|
1.2K
$0
|
|
Nov 12, 2021
Q3 2021
|
Achmea Investment Management B.V.
|
BUY
|
- |
189+ 4.51% |
$27.7K - $35.9K
|
4.38K
$0
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
183+ 10.25% |
$26.8K - $34.7K
|
1.97K
$0
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
182+ 4.52% |
$26.7K - $34.6K
|
4.21K
$0
|