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 01, 2022
Q4 2021
|
Bell Bank
|
BUY
|
- |
161+ 2.55% |
$20.8K - $30K
|
6.47K
$0
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
156New |
$20.1K - $29.1K
|
156
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
149+ 1.12% |
$19.2K - $27.8K
|
13.4K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
142+ 1.82% |
$18.3K - $26.5K
|
7.93K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
134+ 1.5% |
$17.3K - $25K
|
9.05K
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
126+ 7.04% |
$16.3K - $23.5K
|
1.92K
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Xponance, Inc.
|
BUY
|
- |
119+ 1.24% |
$15.4K - $22.2K
|
9.75K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
100+ 0.65% |
$12.9K - $18.6K
|
15.4K
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
- |
95+ 48.22% |
$12.3K - $17.7K
|
292
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
64New |
$8.26K - $11.9K
|
64
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
61New |
$7.88K - $11.4K
|
61
$0
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
60New |
$7.75K - $11.2K
|
60
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
59New |
$7.62K - $11K
|
59
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
55+ 3.35% |
$7.1K - $10.3K
|
1.7K
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
48+ 0.64% |
$6.2K - $8.95K
|
7.59K
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
43New |
$5.55K - $8.02K
|
43
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
40New |
$5.16K - $7.46K
|
40
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
36New |
$4.65K - $6.71K
|
36
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
30New |
$3.87K - $5.59K
|
30
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Econ Financial Services Corp
|
BUY
|
- |
29New |
$3.74K - $5.41K
|
29
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
28+ 0.02% |
$3.62K - $5.22K
|
151K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
21+ 21.0% |
$2.71K - $3.91K
|
121
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
17New |
$2.19K - $3.17K
|
17
$0
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
17+ 0.3% |
$2.19K - $3.17K
|
5.7K
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Sierra Capital LLC
|
BUY
|
- |
17New |
$2.19K - $3.17K
|
17
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
17+ 0.3% |
$2.19K - $3.17K
|
5.7K
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16New |
$2.07K - $2.98K
|
16
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
16New |
$2.07K - $2.98K
|
16
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
14+ 127.27% |
$1.81K - $2.61K
|
25
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Standard Family Office LLC
Sioux Falls, SD |
BUY
|
- |
13New |
$1.68K - $2.42K
|
13
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9New |
$1.16K - $1.68K
|
9
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6New |
$775 - $1.12K
|
6
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6+ 0.06% |
$775 - $1.12K
|
10K
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
5New |
$646 - $932
|
5
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
5New |
$646 - $932
|
5
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
4+ 0.81% |
$516 - $746
|
496
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
4New |
$516 - $746
|
4
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3+ 2.8% |
$387 - $559
|
110
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.89% |
$387 - $559
|
339
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Schubert & CO
|
BUY
|
- |
2New |
$258 - $373
|
2
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
2+ 0.0% |
$258 - $373
|
46.5K
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
1+ 1.09% |
$129 - $186
|
93
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Mizuho Securities Co. Ltd.
|
BUY
|
- |
1+ 2.5% |
$129 - $186
|
41
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-1- 16.67% |
$129 - $186
|
5
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
SELL
|
- |
-2- 0.04% |
$258 - $373
|
4.8K
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-2- 9.52% |
$258 - $373
|
19
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-5- 45.45% |
$646 - $932
|
6
$0
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-5- -0.0% |
$646 - $932
|
119K
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-5- 1.84% |
$646 - $932
|
267
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 41.67% |
$1.29K - $1.86K
|
14
$0
|