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Avantax, Inc.
How funds and institutional managers reported voting their shares, year to 30 June 2024
- Filers reporting
- 313year to 30 June 2024
- Against management on pay
- 23.5%68 of 289 reporting filers
- Same, by reported shares
- 0.0%shares reported on Form N-PX
- Meetings on file
- 1across 1 season
foragainstabstain, withhold or otheramber tick: the portion cast against management
For the year to 30 June 2024, 313 funds and managers listed Avantax, Inc. in their Form N-PX filings (one meeting).
On the advisory vote on executive pay, 68 of the 289 filers that reported a position voted against management (23.5%), 16.1 percentage points above the median company on this site (7.5%). By reported shares the figure is 0.0% (median 2.9%). These are shares of the filers reporting on Form N-PX, not of all votes cast at the meeting.
Among the largest fund families, 32 voted with management on pay and 12 voted against: PGIM and Prudential, Dimensional, AllianceBernstein, Nuveen and TIAA, Charles Schwab, Russell Investments, Voya and Northern Trust and FlexShares and others.
Meetings
| Meeting date | Season | Filers reporting | Items | Against management on pay |
|---|---|---|---|---|
| 21 Nov 2023 | year to 30 June 2024 | 312 | 4 | 23.5% |
Meetings with 20 or more reporting filers have their own page with every item. Dates are as filers typed them; dates up to three days apart are treated as one meeting.
Say-on-pay: this company and the median
| year to 30 June 2024 | Avantax, Inc. | Median company |
|---|---|---|
| Reporting filers voting against management | 23.5% | 7.5% |
| Reported shares voted against management | 0.0% | 2.9% |
Among filers reporting on Form N-PX. The median is over 3,781 companies with a say-on-pay item reported by 20 or more filers.
How the largest families voted
Meeting of 21 Nov 2023: say-on-pay and each shareholder proposal that could be told apart.
| Family | Say-on-pay |
|---|---|
| Vanguard | For |
| BlackRock and iShares | For |
| Fidelity | For |
| Dimensional | Against * |
| State Street and SPDR | For |
| American Century | For |
| Franklin Templeton | For |
| Invesco | For |
| Equitable | For |
| Charles Schwab | Against * |
| Nuveen and TIAA | Against * |
| ProShares and ProFunds | For |
| John Hancock and Manulife | For |
| Morgan Stanley, Eaton Vance and Calvert | For |
| J.P. Morgan | For |
| Goldman Sachs | For |
| WisdomTree | For |
| PGIM and Prudential | Against * |
| Jackson National funds | For |
| Northern Trust and FlexShares | Against * |
| SEI | Against * |
| T. Rowe Price | For |
| Thrivent | For |
| Lincoln Financial | For |
| Voya | Abstain or withhold * |
| First Trust | For |
| Russell Investments | Against * |
| Nationwide | For |
| Victory Capital | For |
| Brighthouse Funds | For |
| Guggenheim and Rydex | For |
| Columbia Threadneedle | For |
| BNY Mellon | For |
| Principal | For |
| Pacific Life funds | For |
| Global X | Against * |
| Federated Hermes | Against * |
| AllianceBernstein | Against * |
| DWS | For |
| PIMCO | For |
| Janus Henderson | For |
| Neuberger Berman | For |
| Natixis and Loomis Sayles | Against * |
| Baird | For |
* against management. A family's position is the way most of its reported shares were voted across its filers; "split" means no single position led. "No report" means none of the family's filers listed the item.
By season
| Season | Filers reporting | Against management on pay, filers | By reported shares | Say-on-pay split |
|---|---|---|---|---|
| year to 30 June 2024 | 313 | 23.5% | 0.0% |
Category mix
Share of the vote records reported for this company, by the category filers chose.
| Category | Vote records | Share |
|---|---|---|
| SECTION 14A SAY-ON-PAY VOTES | 461 | 49.7% |
| CORPORATE GOVERNANCE | 255 | 27.5% |
| EXTRAORDINARY TRANSACTIONS | 193 | 20.8% |
| COMPENSATION | 19 | 2.0% |
Questions
How did large funds vote at Avantax, Inc.?
For the year to 30 June 2024, 289 Form N-PX filers reported a say-on-pay vote at Avantax, Inc.; 68 voted against management (23.5%). The table on this page lists the position of each of the largest fund families on say-on-pay and on each shareholder proposal that could be told apart in the filings.
Were there shareholder proposals at Avantax, Inc.?
No proposal from security holders was reported by enough filers to be shown for the year to 30 June 2024.
Is this the meeting result?
No. The figures are shares of the funds and managers that file Form N-PX, and of the shares they reported. Holders that do not file the form (individuals, most foreign investors, insiders) are not included, so the split here can differ widely from the certified result, which Avantax, Inc. reports on Form 8-K.
Where does the data come from?
From Form N-PX filings on the SEC's EDGAR system, grouped by company. Filers type company names and meeting dates themselves; this site groups spellings of the same company and folds meeting dates up to three days apart. Data runs through 30 Sep 2026; the median compares 3,781 companies.
Provenance: SEC EDGAR, Form N-PX and N-PX/A filings that list Avantax, Inc., grouped by company. The name is the most common spelling among filers. Not verified by the SEC. Filings read through 30 Sep 2026; page built 1 Oct 2026.