Institutional Ownership Avista Corp (AVA)
This table provides information about the institutional ownership of Avista Corp (AVA). We have compiled data on the 400 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 |
---|---|---|---|---|---|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
41
shares
|
$1,539
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
38
shares
|
$1,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
28
shares
|
$1,051
0.0% of portfolio
|
Q1 2025
Added 12.0%
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
24
shares
|
$900
0.0% of portfolio
|
Q2 2024
Added 41.18%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
22
shares
|
$825
0.0% of portfolio
|
Q1 2024
New holding
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
21
shares
|
$788
0.0% of portfolio
|
Q2 2025
Reduced 57.14%
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
20
shares
|
$750
0.0% of portfolio
|
Q1 2025
New holding
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
20
shares
|
$750
0.0% of portfolio
|
Q1 2025
New holding
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
20
shares
|
$750
0.0% of portfolio
|
Q4 2024
New holding
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
19
shares
|
$713
0.0% of portfolio
|
Q4 2024
Reduced 13.64%
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
10
shares
|
$375
0.0% of portfolio
|
Q4 2024
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
10
shares
|
$375
0.0% of portfolio
|
Q3 2024
Added 25.0%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
9
shares
|
$337
0.0% of portfolio
|
Q2 2025
New holding
|
|
Align Wealth Management, LLC
Oklahoma City, OK |
Jan 09, 2023 Q4 2022 |
8
shares
|
$300
0.0% of portfolio
|
Q4 2022
New holding
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
7
shares
|
$262
0.0% of portfolio
|
Q4 2023
Reduced 36.36%
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
5
shares
|
$187
0.0% of portfolio
|
Q4 2024
New holding
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
5
shares
|
$187
0.0% of portfolio
|
Q2 2025
Reduced 54.55%
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
4
shares
|
$150
0.0% of portfolio
|
Q1 2025
Reduced 92.86%
|
|
Bay Harbor Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
3
shares
|
$112
0.0% of portfolio
|
Q1 2025
New holding
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
2
shares
|
$75
0.0% of portfolio
|
Q4 2024
New holding
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
1
shares
|
$37
0.0% of portfolio
|
Q4 2024
New holding
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
May 16, 2025 Q1 2025 |
1
shares
|
$37
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|