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 250 institutions that hold shares in the stock, with a total of 118 Million shares, which have been reported (via 13F filing form) to have a value of $2.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
12,777
shares
|
$248,384
0.0% of portfolio
|
Q4 2024
Added 21.28%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Feb 10, 2025 Q4 2024 |
12,641
shares
|
$245,741
0.05% of portfolio
|
Q4 2024
Added 19.1%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
12,635
shares
|
$245,624
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
12,473
shares
|
$242,475
0.0% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Cibc World Markets Corp
New York, NY |
Feb 10, 2025 Q4 2024 |
12,054
shares
|
$234,329
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jan 21, 2025 Q4 2024 |
11,961
shares
|
$232,521
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
11,667
shares
|
$226,806
0.0% of portfolio
|
Q3 2024
Added 240.54%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,650
shares
|
$226,476
0.01% of portfolio
|
Q4 2024
Reduced 4.12%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
11,500
shares
|
$223,560
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
11,416
shares
|
$221,927
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
11,059
shares
|
$214,986
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Investment Partners, LLC
|
Feb 06, 2025 Q4 2024 |
10,981
shares
|
$213,470
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
10,974
shares
|
$213,334
0.0% of portfolio
|
Q4 2024
Reduced 41.33%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,221
shares
|
$198,696
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
9,997
shares
|
$194,341
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
7,563
shares
|
$147,024
0.0% of portfolio
|
Q4 2024
Added 24.74%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
6,861
shares
|
$133,377
0.0% of portfolio
|
Q2 2022
Added 9.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
6,151
shares
|
$119,575
0.0% of portfolio
|
Q4 2024
Reduced 23.27%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Jan 22, 2025 Q4 2024 |
4,409
shares
|
$85,710
0.0% of portfolio
|
Q4 2024
Added 29.71%
|
|
|
Amalgamated Bank
New York, NY |
Feb 04, 2025 Q4 2024 |
4,391
shares
|
$85,361
0.0% of portfolio
|
Q2 2024
Reduced 13.38%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,499
shares
|
$68,020
0.0% of portfolio
|
Q4 2024
Added 23.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,743
shares
|
$53,323
0.0% of portfolio
|
Q4 2024
Added 12961.9%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
2,735
shares
|
$53,168
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Nisa Investment Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,625
shares
|
$51,030
0.0% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
2,398
shares
|
$46,617
0.0% of portfolio
|
Q4 2024
New holding
|