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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2024
Q3 2021
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
175+ 5.7% |
$25.6K - $33.2K
|
3.25K
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
157+ 4.38% |
$23K - $29.8K
|
3.74K
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
148+ 5.17% |
$21.7K - $28.1K
|
3.01K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
147+ 408.33% |
$21.5K - $27.9K
|
183
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
141New |
$20.7K - $26.8K
|
141
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
139+ 0.42% |
$20.4K - $26.4K
|
33.4K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
137+ 0.16% |
$20.1K - $26K
|
83.2K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
130New |
$19K - $24.7K
|
130
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100+ 5.45% |
$14.6K - $19K
|
1.94K
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Symmetry Partners, LLC
|
BUY
|
- |
100+ 1.85% |
$14.6K - $19K
|
5.52K
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
96+ 2.41% |
$14.1K - $18.2K
|
4.09K
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
96+ 7.55% |
$14.1K - $18.2K
|
1.37K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
90+ 900.0% |
$13.2K - $17.1K
|
100
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Capital Research Global Investors
Los Angeles, CA |
BUY
|
- |
82+ 0.01% |
$12K - $15.6K
|
839K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
71+ 2.34% |
$10.4K - $13.5K
|
3.1K
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
62New |
$9.08K - $11.8K
|
62
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
58+ 0.57% |
$8.5K - $11K
|
10.3K
$0
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
57+ 4.1% |
$8.35K - $10.8K
|
1.45K
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
50+ 1.74% |
$7.32K - $9.49K
|
2.93K
$0
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
49+ 21.97% |
$7.18K - $9.3K
|
272
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
48+ 3.01% |
$7.03K - $9.11K
|
1.64K
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
48+ 11.24% |
$7.03K - $9.11K
|
475
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
42New |
$6.15K - $7.97K
|
42
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
38+ 1.52% |
$5.57K - $7.22K
|
2.54K
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
32+ 2.96% |
$4.69K - $6.08K
|
1.11K
$0
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30New |
$4.39K - $5.7K
|
30
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
28+ 26.92% |
$4.1K - $5.32K
|
132
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24New |
$3.52K - $4.56K
|
24
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
22+ 1.89% |
$3.22K - $4.18K
|
1.19K
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
22+ 1.54% |
$3.22K - $4.18K
|
1.45K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22+ 1.76% |
$3.22K - $4.18K
|
1.27K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
21+ 6.67% |
$3.08K - $3.99K
|
336
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
18+ 0.75% |
$2.64K - $3.42K
|
2.41K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
18+ 180.0% |
$2.64K - $3.42K
|
28
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
15+ 0.89% |
$2.2K - $2.85K
|
1.7K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
11+ 2.29% |
$1.61K - $2.09K
|
492
$0
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
10New |
$1.46K - $1.9K
|
10
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6New |
$879 - $1.14K
|
6
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
5+ 500.0% |
$732 - $949
|
6
$0
|
|
|
Nov 22, 2024
Q3 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-3- 2.73% |
$439 - $570
|
107
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9- 0.01% |
$1.32K - $1.71K
|
73.6K
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Standard Family Office LLC
Sioux Falls, SD |
SELL
|
- |
-13Closed |
$1.9K - $2.47K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15Closed |
$2.2K - $2.85K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-19- 0.05% |
$2.78K - $3.61K
|
41.1K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Arizona State Retirement System
|
SELL
|
- |
-20- 0.08% |
$2.93K - $3.8K
|
24.1K
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-25- 0.25% |
$3.66K - $4.75K
|
10K
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-28- 1.41% |
$4.1K - $5.32K
|
1.95K
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-28- 0.58% |
$4.1K - $5.32K
|
4.81K
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-29- 50.0% |
$4.25K - $5.51K
|
29
$0
|