Filing Research | AVTX - AVALO THERAPEUTICS INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

8 / 8 loaded

#		Instrument	quantity
1	NAN FUNG TRINITY (HK) Ltd	Shares	189.0KSH	$3.5M
2	MOODY ALDRICH PARTNERS LLC	Shares	125.6KSH	$2.3M
3	Police & Firemen's Retirement System of New Jersey	Shares	12.3KSH	$227.7K
4	PFS Partners, LLC	Shares	2.0KSH	$37.0K
5	EverSource Wealth Advisors, LLC	Shares	35SH	$647
6	Fortitude Family Office, LLC	Shares	30SH	$554
7	Activest Wealth Management	Shares	1SH	$18
8	Key FInancial Inc	Shares	1SH	$18

Manager changes2026-06-30 vs 2026-03-31

10 / 10 loaded

#		Instrument
1	NAN FUNG TRINITY (HK) Ltd unchanged	Shares	0	+$671.0K	$3.5M
2	Police & Firemen's Retirement System of New Jersey new	Shares	+12.3K	+$227.7K	$227.7K
3	PFS Partners, LLC unchanged	Shares	0	+$7.1K	$37.0K
4	EverSource Wealth Advisors, LLC unchanged	Shares	0	+$124	$647
5	Activest Wealth Management unchanged	Shares	0	+$3	$18
6	Key FInancial Inc unchanged	Shares	0	+$3	$18
7	Fortitude Family Office, LLC trimmed	Shares	-33	-$387	$554
8	Farther Finance Advisors, LLC exited	Shares	-75	-$1.3K	$0
9	MOODY ALDRICH PARTNERS LLC trimmed	Shares	-33.7K	-$58.0K	$2.3M
10	AlphaCentric Advisors LLC exited	Shares	-11.7K	-$174.2K	$0

Filing Research | AVTX - AVALO THERAPEUTICS INC Institutional Holdings