Institutional Ownership Ave Point, Inc. (AVPT)
This table provides information about the institutional ownership of Ave Point, Inc. (AVPT). We have compiled data on the 279 institutions that hold shares in the stock, with a total of 127 Million shares, which have been reported (via 13F filing form) to have a value of $2.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
825
shares
|
$15,378
0.0% of portfolio
|
Q1 2025
Added 9.85%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
819
shares
|
$15,266
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
597
shares
|
$11,128
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
488
shares
|
$9,096
0.0% of portfolio
|
Q1 2025
Added 70.63%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
422
shares
|
$7,866
0.0% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
398
shares
|
$7,418
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
385
shares
|
$7,176
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
374
shares
|
$6,971
0.0% of portfolio
|
Q4 2024
Added 320.22%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
360
shares
|
$6,710
0.0% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
284
shares
|
$5,293
0.0% of portfolio
|
Q3 2023
Reduced 47.31%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
275
shares
|
$5,126
0.0% of portfolio
|
Q1 2025
Added 27.91%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
257
shares
|
$4,790
0.0% of portfolio
|
Q1 2025
Added 367.27%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
173
shares
|
$3,224
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
150
shares
|
$2,796
0.0% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
137
shares
|
$2,553
0.0% of portfolio
|
Q1 2025
Added 6.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
126
shares
|
$2,348
0.0% of portfolio
|
Q1 2025
Added 1160.0%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
120
shares
|
$2,236
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
118
shares
|
$2,199
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
115
shares
|
$2,143
0.0% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
112
shares
|
$2,087
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
108
shares
|
$2,013
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
90
shares
|
$1,677
0.0% of portfolio
|
Q1 2025
Added 114.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
86
shares
|
$1,603
0.0% of portfolio
|
Q1 2025
Added 24.64%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
May 15, 2025 Q1 2025 |
85
shares
|
$1,584
0.0% of portfolio
|
Q1 2025
Added 51.79%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
70
shares
|
$1,304
0.0% of portfolio
|
Q4 2024
New holding
|