Recent Quarter Total Invested
$34.69 M
Recent Quarter Institutional Ownership Percentage
61.5%
Total Invested of Last Quarter
$56.13 M
Ownership Percentage of Last Quarter
68.87%
Avalo Therapeutics, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ARMISTICE CAPITAL, LLC | 08/15/2022 | 47.58 M | $23.79 M | 0.00% | 42.17% |
| NANTAHALA CAPITAL MANAGEMENT, LLC | 08/15/2022 | 6.71 M | $3.36 M | -2.03% | 5.95% |
| POINT72 ASSET MANAGEMENT, L.P. | 08/15/2022 | 6.01 M | $3.00 M | 0.00% | 5.33% |
| VANGUARD GROUP INC | 08/12/2022 | 3.07 M | $1.54 M | -9.27% | 2.72% |
| BLACKROCK INC. | 08/12/2022 | 1.24 M | $622,000 | -66.97% | 1.10% |
| MILLENNIUM MANAGEMENT LLC | 08/15/2022 | 1.01 M | $506,000 | 100.00% | 0.90% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2022 | 846,389 | $423,000 | -37.90% | 0.75% |
| GOLDMAN SACHS GROUP INC | 05/14/2024 | 649,653 | $324,000 | 23.77% | 0.58% |
| OPALEYE MANAGEMENT INC. | 08/15/2022 | 450,000 | $225,000 | -69.06% | 0.40% |
| RENAISSANCE TECHNOLOGIES LLC | 08/12/2022 | 340,032 | $170,000 | -7.40% | 0.30% |
| STATE STREET CORP | 08/15/2022 | 307,736 | $154,000 | -68.49% | 0.27% |
| ERGOTELES LLC | 08/12/2022 | 284,569 | $142,000 | 100.00% | 0.25% |
| D. E. SHAW & CO., INC. | 08/15/2022 | 207,683 | $104,000 | -35.17% | 0.18% |
| NORTHERN TRUST CORP | 08/12/2022 | 116,463 | $58,000 | -78.22% | 0.10% |
| CITADEL ADVISORS LLC | 08/15/2022 | 88,974 | $44,000 | 205.13% | 0.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/15/2022 | 56,953 | $29,000 | -57.93% | 0.05% |
| BANK OF NEW YORK MELLON CORP | 08/15/2022 | 48,313 | $24,000 | -70.07% | 0.04% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/15/2022 | 44,308 | $22,000 | 100.00% | 0.04% |
| MORGAN STANLEY | 10/27/2022 | 40,450 | $20,000 | -46.29% | 0.04% |
| MINOT WEALTH MANAGEMENT LLC | 07/12/2022 | 34,645 | $17,000 | 0.00% | 0.03% |
| STIFEL FINANCIAL CORP | 08/15/2022 | 30,000 | $15,000 | 20.00% | 0.03% |
| Y-INTERCEPT (HONG KONG) LTD | 08/08/2022 | 26,079 | $13,000 | 100.00% | 0.02% |
| ORION PORTFOLIO SOLUTIONS, LLC | 07/14/2022 | 25,476 | $13,000 | 100.00% | 0.02% |
| CREATIVE PLANNING | 08/15/2022 | 20,369 | $10,000 | 0.00% | 0.02% |
| CIBC PRIVATE WEALTH GROUP, LLC | 08/03/2022 | 20,000 | $10,000 | 0.00% | 0.02% |
| MEEDER ASSET MANAGEMENT INC | 08/08/2022 | 18,082 | $9,000 | 3.79% | 0.02% |
| BALYASNY ASSET MANAGEMENT L.P. | 08/15/2022 | 15,995 | $8,000 | 100.00% | 0.01% |
| VICTORY CAPITAL MANAGEMENT INC | 08/01/2022 | 15,370 | $8,000 | -0.26% | 0.01% |
| AVANTAX PLANNING PARTNERS, INC. | 07/18/2022 | 12,657 | $6,000 | 100.00% | 0.01% |
| MOODY LYNN & LIEBERSON, LLC | 07/28/2022 | 10,000 | $5,000 | 0.00% | 0.01% |
| MAYFLOWER FINANCIAL ADVISORS, LLC | 07/15/2022 | 10,000 | $5,000 | 0.00% | 0.01% |
| UBS GROUP AG | 08/10/2022 | 8,526 | $4,000 | -61.92% | 0.01% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 08/15/2022 | 5,718 | $3,000 | 51.91% | 0.01% |
| LEGAL & GENERAL GROUP PLC | 08/22/2022 | 4,220 | $2,000 | -24.37% | 0.00% |
| ROYAL BANK OF CANADA | 08/15/2022 | 3,958 | $2,000 | -0.10% | 0.00% |
| TCI WEALTH ADVISORS, INC. | 07/19/2022 | 3,010 | $2,000 | 0.00% | 0.00% |
| WASHINGTON TRUST CO | 07/25/2022 | 3,000 | $2,000 | 0.00% | 0.00% |
| CITIGROUP INC | 08/10/2022 | 2,321 | $1,000 | 2.43% | 0.00% |
| GROUP ONE TRADING, L.P. | 08/11/2022 | 2,198 | $1,000 | -56.41% | 0.00% |
| JPMORGAN CHASE & CO | 08/11/2022 | 1,848 | $1,000 | -93.68% | 0.00% |
| POINT72 HONG KONG LTD | 08/15/2022 | 1,772 | $1,000 | -47.29% | 0.00% |
| FMR LLC | 08/12/2022 | 1,220 | $1,000 | 100.00% | 0.00% |
| CAPTRUST FINANCIAL ADVISORS | 08/16/2022 | 750 | $0 | 100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/10/2022 | 500 | $0 | 0.00% | 0.00% |
| SIMPLEX TRADING, LLC | 08/03/2022 | 400 | $0 | 100.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 07/15/2022 | 129 | $0 | 0.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/12/2022 | 54 | $0 | 0.00% | 0.00% |
| CREDIT SUISSE AG/ | 08/12/2022 | 33 | $0 | 100.00% | 0.00% |
| KISTLER-TIFFANY COMPANIES, LLC | 08/08/2022 | 23 | $0 | 0.00% | 0.00% |
| PARALLEL ADVISORS, LLC | 08/01/2022 | 6 | $0 | 0.00% | 0.00% |
Avalo Therapeutics, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of AVTX shares?
During the previous two years, 4 institutional investors and hedge funds held shares of Avalo Therapeutics, Inc.. The most heavily invested institutionals were:
Minot Wealth Management LLC: 34,645
BREWIN DOLPHIN LTD: 0
Amalgamated Financial Corp.: 9,807
Asymmetry Capital Management, L.P.: 0
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What percentage of Avalo Therapeutics, Inc. stock is owned by institutional investors?
61.50% of Avalo Therapeutics, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at AVTX ?
Institutional investors have bought a total of 44,452 shares in the last 24 months. This purchase volume represents approximately $417,849 in transactions.