Institutional Ownership Avista Corp (AVA)
This table provides information about the institutional ownership of Avista Corp (AVA). We have compiled data on the 402 institutions that hold shares in the stock, with a total of 69.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.59 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
6,793
shares
|
$255,009
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
6,793
shares
|
$255,009
0.0% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Hgk Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
6,757
shares
|
$253,657
0.04% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Challenger Wealth Management
Aliso Viejo, CA |
May 15, 2025 Q1 2025 |
6,500
shares
|
$244,010
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
6,473
shares
|
$242,996
0.01% of portfolio
|
Q3 2023
Reduced 33.02%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
6,434
shares
|
$241,532
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,432
shares
|
$241,457
0.0% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
6,353
shares
|
$238,491
0.0% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
6,344
shares
|
$238,153
0.01% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
6,328
shares
|
$237,553
0.02% of portfolio
|
Q2 2022
Reduced 6.24%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
6,262
shares
|
$235,075
0.0% of portfolio
|
Q1 2025
Reduced 34.77%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
6,231
shares
|
$233,911
0.0% of portfolio
|
Q1 2025
Added 4550.0%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
6,111
shares
|
$229,406
0.0% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,101
shares
|
$229,031
0.0% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
6,033
shares
|
$226,478
0.0% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
5,990
shares
|
$224,864
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
5,978
shares
|
$224,414
0.01% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
5,958
shares
|
$223,663
0.0% of portfolio
|
Q1 2025
Added 8.88%
|
|
|
Xponance, Inc.
|
Apr 30, 2025 Q1 2025 |
5,934
shares
|
$222,762
0.0% of portfolio
|
Q1 2025
Added 5.46%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
5,929
shares
|
$222,574
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
5,900
shares
|
$221,486
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
5,871
shares
|
$220,397
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chelsea Counsel CO
|
Jul 18, 2025 Q2 2025 |
5,800
shares
|
$217,732
0.11% of portfolio
|
Q2 2024
Added 1833.33%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
5,685
shares
|
$213,414
0.0% of portfolio
|
Q1 2025
Reduced 66.41%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
5,685
shares
|
$213,414
0.0% of portfolio
|
Q1 2025
Reduced 91.52%
|