HolderBook

AVALO THERAPEUTICS INC (AVTX)

Institutional ownership reported to the SEC as of Q3 2026, across 21 quarters.

4
Reporting holders
$4.1K
Reported value
0.0%
Calls
0.0%
Puts
-127
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
GAMMA Investing LLC$2.9K1890.00%newNEW
Versant Capital Management, Inc$782510.00%newNEW
CoreCap Advisors, LLC$199130.00%newNEW
Farther Finance Advisors, LLC$184120.00%newNEW

Five percent filings

Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →

FiledFormFiler % of class
2026-08-1413G/AAvoro Capital Advisors LLCwith 1 co-filers4.4%
2026-08-1413G/ABVF PARTNERS L P/ILwith 9 co-filers5.3%
2026-08-1413G/ANantahala Capital Management, LLCwith 2 co-filers3.5%
2026-08-1413G/ADeep Track Capital, LPwith 2 co-filers6.9%
2026-08-1413G/ARA Capital Management, L.P.with 3 co-filers6.3%
2026-08-1413G/ACaligan Partners LPwith 1 co-filers5.9%
2026-08-1413G/AT. Rowe Price Investment Management, Inc.0.0%
2026-08-1313G/AAffinity Asset Advisors, LLCwith 1 co-filers5.5%
2026-08-0713GSTATE STREET CORPORATION5.5%
2026-08-0713G/AFMR LLCwith 1 co-filers10.8%
2026-08-0613G/AFMR LLCwith 1 co-filers9.7%
2026-07-2713GBlackRock, Inc.6.5%
2026-07-0613G/AMillennium Management LLCwith 2 co-filers0.0%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-05-06Doyle MittieChief Medical OfficerSold106,555$2.2M ×5
2026-05-06VARKI PAULChief Legal OfficerSold75,063$1.5M ×5
2026-05-06Sullivan Christopher RyanChief Financial OfficerSold47,000$948.7K ×5
2026-08-17Sullivan Christopher RyanChief Financial OfficerSold41,694$828.1K ×2
2026-08-18Sullivan Christopher RyanChief Financial OfficerSold31,031$622.3K
2026-05-07Sullivan Christopher RyanChief Financial OfficerSold18,606$448.8K
2026-09-16Sullivan Christopher RyanChief Financial OfficerSold12,394$202.4K
2026-09-10Sullivan Christopher RyanChief Financial OfficerSold10,185$179.5K
2026-04-30Sullivan Christopher RyanChief Financial OfficerSold8,457$111.9K
2026-04-29Sullivan Christopher RyanChief Financial OfficerSold8,458$110.7K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 20264$4.1K2654000.0%
Q2 2026131$1.4B76,088,9175647161.4%
Q1 2026103$518.2M31,411,2833332209.5%
Q4 202586$370.5M19,885,5173227142.5%
Q3 202565$196.8M15,319,258331581.0%
Q2 202536$39.2M7,843,04059120.0%
Q1 202533$66.1M8,255,0574840.0%
Q4 202433$56.0M7,530,5217820.0%
Q3 202428$63.2M6,656,9359310.0%
Q2 202421$9.6M771,1047440.0%
Q1 202418$1.9M87,5878430.0%
Q4 202312$209.8K23,01212000.0%
Q3 202326$158.9K1,339,66610550.0%
Q2 202325$862.7K2,427,6915650.0%
Q1 202331$16.0M9,130,9839750.0%
Q4 202227$28.0M5,550,97912240.0%
Q3 202217$18.4M5,549,37518000.0%
Q2 202244$34.7M69,408,11297180.0%
Q1 202264$56.2M77,717,621710280.0%
Q4 202171$136.5M80,056,2021529130.3%
Q3 202174$176.0M80,496,80576000.2%