Institutional Ownership Avista Corp (AVA)
This table provides information about the institutional ownership of Avista Corp (AVA). We have compiled data on the 403 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 $2.61 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
200
shares
|
$7,544
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
175
shares
|
$6,601
0.0% of portfolio
|
Q1 2025
Added 66.67%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
149
shares
|
$5,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
148
shares
|
$5,582
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
140
shares
|
$5,280
0.0% of portfolio
|
Q2 2025
Added 64.71%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
120
shares
|
$4,526
0.0% of portfolio
|
Q3 2020
Added 60.0%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
115
shares
|
$4,337
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Asset Managment Co. Inc.
|
Apr 29, 2025 Q1 2025 |
105
shares
|
$3,960
0.0% of portfolio
|
Q4 2024
Reduced 36.36%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
100
shares
|
$3,772
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
100
shares
|
$3,772
0.0% of portfolio
|
Q1 2025
Added 6.38%
|
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
100
shares
|
$3,772
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
100
shares
|
$3,772
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
94
shares
|
$3,545
0.0% of portfolio
|
Q1 2019
Reduced 43.62%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
91
shares
|
$3,432
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
90
shares
|
$3,394
0.0% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
May 12, 2025 Q1 2025 |
88
shares
|
$3,319
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
74
shares
|
$2,791
0.0% of portfolio
|
Q1 2025
Added 146.67%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
69
shares
|
$2,602
0.0% of portfolio
|
Q1 2025
Reduced 96.28%
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
62
shares
|
$2,338
0.0% of portfolio
|
Q3 2023
Reduced 60.51%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
61
shares
|
$2,300
0.0% of portfolio
|
Q1 2025
Added 281.25%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
60
shares
|
$2,263
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
54
shares
|
$2,036
0.0% of portfolio
|
Q4 2023
Reduced 86.29%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
50
shares
|
$1,886
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
47
shares
|
$1,772
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
42
shares
|
$1,584
0.0% of portfolio
|
Q1 2025
Reduced 2.33%
|