| Ticker Symbol | Entity Name | Form Type | Access Number | Period | As Of Date | Filing Date | Institution Name | CIK | Name of Issuer | Title of Class | CUSIP | Value | SHRS or PRN Amount | SHRS or PRN Type | PUT_CALL | Investment Discretion | Other Manager | Voting Authority Sole | Voting Authority Shared | Voting Authority None | Date Added | Date Updated | Company Name | Sector | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| nasdaq:tax | nasdaq:tax Shareholders | 13F-HR | 0001463217-18-000006 | Sep 30th, 2018 12:00AM | Nov 14th, 2018 12:00AM | Nov 14th, 2018 12:00AM | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 1463217 | Liberty Tax Inc | Common Stock | 53128T102 | 186 | 15970 | SH | SOLE | 15970 | 0 | 0 | Dec 8th, 2021 01:26PM | Dec 8th, 2021 01:26PM | Liberty Tax | Consumer Services | General Retailers | ||
| nasdaq:tax | nasdaq:tax Shareholders | 13F-HR | 0001642160-18-000005 | Sep 30th, 2018 12:00AM | Nov 13th, 2018 12:00AM | Nov 13th, 2018 12:00AM | Glassman Wealth Services | 1642160 | LIBERTY TAX INC CL A | CL A | 53128T102 | 0 | 26 | SH | SOLE | 0 | 0 | 26 | Dec 8th, 2021 12:54PM | Dec 8th, 2021 12:54PM | Liberty Tax | Consumer Services | General Retailers | ||
| nasdaq:tax | nasdaq:tax Shareholders | 13F-HR | 0001376474-18-000150 | Sep 30th, 2018 12:00AM | Nov 13th, 2018 12:00AM | Nov 13th, 2018 12:00AM | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 937522 | LIBERTY TAX INC. | COM | 53128T102 | 4153 | 356440 | SH | SOLE | 356440 | 0 | 0 | Dec 8th, 2021 12:50PM | Dec 8th, 2021 12:50PM | Liberty Tax | Consumer Services | General Retailers | ||
| nasdaq:tax | nasdaq:tax Shareholders | 13F-HR | 0001050470-18-000055 | Sep 30th, 2018 12:00AM | Nov 6th, 2018 12:00AM | Nov 6th, 2018 12:00AM | LSV ASSET MANAGEMENT | 1050470 | Liberty Tax, Inc. | COM | 53128T102 | 2253 | 193398 | SH | SOLE | 0 | 142998 | 0 | 50400 | Dec 8th, 2021 10:34AM | Dec 8th, 2021 10:34AM | Liberty Tax | Consumer Services | General Retailers | |
| nasdaq:tax | nasdaq:tax Shareholders | 13F-HR | 0001398344-18-015848 | Sep 30th, 2018 12:00AM | Nov 2nd, 2018 12:00AM | Nov 2nd, 2018 12:00AM | MEEDER ASSET MANAGEMENT INC | 809443 | Liberty Tax Inc | Common Stock | 53128T102 | 3 | 263 | SH | DFND | 0 | 263 | 0 | Dec 8th, 2021 09:43AM | Dec 8th, 2021 09:43AM | Liberty Tax | Consumer Services | General Retailers | ||
| nasdaq:tax | nasdaq:tax Shareholders | 13F-HR | 0001398344-18-014676 | Sep 30th, 2018 12:00AM | Oct 9th, 2018 12:00AM | Oct 9th, 2018 12:00AM | Kovack Advisors, Inc. | 1728321 | LIBERTY TAX INC CL A | CL A | 53128T102 | 546 | 46900 | SH | SOLE | 0 | 0 | 46900 | Dec 8th, 2021 05:48AM | Dec 8th, 2021 05:48AM | Liberty Tax | Consumer Services | General Retailers | ||
| nasdaq:tax | nasdaq:tax Shareholders | 13F-HR/A | 0001615774-18-008157 | Jun 30th, 2018 12:00AM | Aug 15th, 2018 12:00AM | Aug 15th, 2018 12:00AM | B. Riley Financial, Inc. | 1464790 | LIBERTY TAX INC | CL A | 53128T102 | 1127 | 139586 | SH | DFND | 139586 | 0 | 0 | Dec 8th, 2021 01:01AM | Dec 8th, 2021 01:01AM | Liberty Tax | Consumer Services | General Retailers | ||
| nasdaq:tax | nasdaq:tax Shareholders | 13F-HR | 0001615774-18-008061 | Jun 30th, 2018 12:00AM | Aug 14th, 2018 12:00AM | Aug 14th, 2018 12:00AM | B. Riley Financial, Inc. | 1464790 | LIBERTY TAX INC | CL A | 53128T102 | 1127 | 139586 | SH | DFND | 139586 | 0 | 0 | Dec 8th, 2021 12:49AM | Dec 8th, 2021 12:49AM | Liberty Tax | Consumer Services | General Retailers | ||
| nasdaq:tax | nasdaq:tax Shareholders | 13F-HR | 0001567619-18-000851 | Jun 30th, 2018 12:00AM | Aug 14th, 2018 12:00AM | Aug 14th, 2018 12:00AM | Parallax Volatility Advisers, L.P. | 1521001 | LIBERTY TAX INC | CL A | 53128T102 | 0 | 1 | SH | SOLE | 1 | 0 | 0 | Dec 8th, 2021 12:45AM | Dec 8th, 2021 12:45AM | Liberty Tax | Consumer Services | General Retailers | ||
| nasdaq:tax | nasdaq:tax Shareholders | 13F-HR | 0001463217-18-000004 | Jun 30th, 2018 12:00AM | Aug 14th, 2018 12:00AM | Aug 14th, 2018 12:00AM | UNITED CAPITAL FINANCIAL ADVISERS, LLC | 1463217 | Liberty Tax Inc | Common Stock | 53128T102 | 129 | 15970 | SH | SOLE | 15970 | 0 | 0 | Dec 8th, 2021 12:43AM | Dec 8th, 2021 12:43AM | Liberty Tax | Consumer Services | General Retailers |