Purchases and Sales Made in Q4 2021 in Avalara, Inc. (AVLR)
This table provides information about the institutional ownership of Avalara, Inc. (AVLR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.28K+ 41.3% |
$165K - $239K
|
4.38K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.27K+ 5.43% |
$163K - $236K
|
24.6K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
1.26K+ 966.15% |
$162K - $234K
|
1.39K
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Pendal Group LTD
|
BUY
|
- |
1.19K+ 86.84% |
$153K - $221K
|
2.56K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.11KNew |
$143K - $207K
|
1.11K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
1.11K+ 8.57% |
$143K - $206K
|
14K
$0
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
1.08K+ 2.33% |
$139K - $201K
|
47.4K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.07K+ 8.0% |
$139K - $200K
|
14.5K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.07K+ 50.16% |
$138K - $199K
|
3.19K
$0
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
892+ 10.01% |
$115K - $166K
|
9.8K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
883+ 4.76% |
$114K - $165K
|
19.4K
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
803+ 4.43% |
$104K - $150K
|
18.9K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
797+ 6.61% |
$103K - $149K
|
12.9K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Conestoga Capital Advisors, LLC
|
BUY
|
- |
745+ 0.71% |
$96.2K - $139K
|
106K
$0
|
|
|
Dec 02, 2024
Q4 2021
|
Conway Capital Management, Inc.
Burbank, CA |
BUY
|
- |
695+ 21.42% |
$89.7K - $130K
|
3.94K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
688+ 0.33% |
$88.8K - $128K
|
212K
$0
|
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
676New |
$87.3K - $126K
|
676
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
661+ 56.35% |
$85.3K - $123K
|
1.83K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
650+ 16.11% |
$83.9K - $121K
|
4.68K
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Ifm Investors Pty LTD
|
BUY
|
- |
601+ 5.5% |
$77.6K - $112K
|
11.5K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
BUY
|
- |
598+ 152.16% |
$77.2K - $111K
|
991
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
540+ 15.04% |
$69.7K - $101K
|
4.13K
$0
|
|
|
Apr 01, 2024
Q4 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
480+ 2.81% |
$62K - $89.5K
|
17.6K
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
479+ 3.33% |
$61.8K - $89.3K
|
14.8K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
470+ 1.48% |
$60.7K - $87.6K
|
32.2K
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Montanaro Asset Management LTD
|
BUY
|
- |
450+ 22.5% |
$58.1K - $83.9K
|
2.45K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
BUY
|
- |
430+ 1.17% |
$55.5K - $80.2K
|
37.1K
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
408+ 2.85% |
$52.7K - $76.1K
|
14.7K
$0
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
407+ 4.91% |
$52.5K - $75.9K
|
8.7K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
400+ 1.31% |
$51.6K - $74.6K
|
31K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Pier Capital, LLC
Stamford, CT |
BUY
|
- |
382+ 8.43% |
$49.3K - $71.2K
|
4.91K
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
374New |
$48.3K - $69.7K
|
374
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
348+ 14.37% |
$44.9K - $64.9K
|
2.77K
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
343+ 9.2% |
$44.3K - $63.9K
|
4.07K
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
333+ 8.89% |
$43K - $62.1K
|
4.08K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
324+ 3.03% |
$41.8K - $60.4K
|
11K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
300New |
$38.7K - $55.9K
|
300
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
BUY
|
- |
300+ 2.4% |
$38.7K - $55.9K
|
12.8K
$0
|
|
|
Jan 24, 2022
Q4 2021
|
National Bank Of Canada
|
BUY
|
- |
299New |
$38.6K - $55.7K
|
299
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
296+ 5.14% |
$38.2K - $55.2K
|
6.05K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
277+ 14.03% |
$35.8K - $51.6K
|
2.25K
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
271+ 13.89% |
$35K - $50.5K
|
2.22K
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
BUY
|
- |
267+ 1.35% |
$34.5K - $49.8K
|
20.1K
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
262+ 315.66% |
$33.8K - $48.8K
|
345
$0
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
240+ 11.52% |
$31K - $44.7K
|
2.32K
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
208+ 6.91% |
$26.9K - $38.8K
|
3.22K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
BUY
|
- |
197+ 0.45% |
$25.4K - $36.7K
|
43.7K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
181+ 1.76% |
$23.4K - $33.7K
|
10.4K
$0
|
|
|
Jan 12, 2022
Q4 2021
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
173+ 3.66% |
$22.3K - $32.3K
|
4.9K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
169New |
$21.8K - $31.5K
|
169
$0
|