Avista Ownership 2024 | Who Owns Avista Now?
Institutional Ownership
86.16%
Insider Ownership
0.88%
Retail Ownership
12.96%
Institutional Holders
305.00
Avista Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
BLACKROCK INC. | 18.88% | 0.01% | 14,754,575 | 10,231 | 0.07% | 510,655,854 | Jun 30, 2024 |
VANGUARD GROUP INC | 12.42% | 0.01% | 9,711,169 | 151,703 | 1.59% | 336,103,559 | Jun 30, 2024 |
STATE STREET CORP | 6.10% | 0.01% | 4,765,028 | -272,583 | -5.41% | 164,917,619,000 | Jun 30, 2024 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 4.54% | 0.77% | 3,551,460 | 13,445 | 0.38% | 122,916,031 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 3.54% | 0.03% | 2,768,379 | 114,644 | 4.32% | 95,813,605 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.30% | 0.01% | 1,800,902 | 92,877 | 5.44% | 62,341,382 | Jun 30, 2024 |
WESTWOOD HOLDINGS GROUP INC | 2.20% | 0.28% | 1,722,097 | -182,554 | -9.58% | 59,601,777 | Jun 30, 2024 |
DIMENSIONAL FUND ADVISORS LP | 1.96% | 0.01% | 1,534,341 | 61,466 | 4.17% | 53,102,937 | Jun 30, 2024 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.58% | 0.15% | 1,235,689 | -732,230 | -37.21% | 42,767,196 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 1.54% | 0.01% | 1,204,954 | 312,227 | 34.97% | 41,703,458 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.54% | 0.01% | 1,201,593 | 84,855 | 7.60% | 41,587,134 | Jun 30, 2024 |
NUANCE INVESTMENTS, LLC | 1.50% | 1.24% | 1,174,395 | -117,658 | -9.11% | 40,645,804 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 1.41% | 0.01% | 1,100,068 | -60,601 | -5.22% | 38,073,348 | Jun 30, 2024 |
MORGAN STANLEY | 1.31% | 0.00% | 1,020,705 | -390,365 | -27.66% | 35,326,679 | Jun 30, 2024 |
YAUPON CAPITAL MANAGEMENT LP | 1.28% | 1.75% | 1,000,000 | 500,000 | 100.00% | 34,610,000 | Jun 30, 2024 |
INVESCO LTD. | 1.25% | 0.01% | 973,300 | -128,272 | -11.64% | 33,685,914 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.02% | 0.00% | 799,910 | -27,438 | -3.32% | 27,684,885,000 | Jun 30, 2024 |
PRUDENTIAL FINANCIAL INC | 0.99% | 0.04% | 770,352 | 22,260 | 2.98% | 26,661,883 | Jun 30, 2024 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 0.89% | 0.32% | 692,944 | 83,127 | 13.63% | 23,982,792 | Jun 30, 2024 |
OLD REPUBLIC INTERNATIONAL CORP | 0.76% | 0.84% | 597,500 | - | - | 20,679,000 | Jun 30, 2024 |
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
PATRIZIA PTY LTD | 0.20% | 8.36% | 153,491 | - | - | 5,312,324 | Jun 30, 2024 |
DEAN CAPITAL MANAGEMENT | 0.08% | 2.82% | 63,391 | 593 | 0.94% | 2,193,963 | Jun 30, 2024 |
BRUCE & CO., INC. | 0.26% | 2.29% | 201,500 | - | - | 6,973,915 | Jun 30, 2024 |
YAUPON CAPITAL MANAGEMENT LP | 1.28% | 1.75% | 1,000,000 | 500,000 | 100.00% | 34,610,000 | Jun 30, 2024 |
NUANCE INVESTMENTS, LLC | 1.50% | 1.24% | 1,174,395 | -117,658 | -9.11% | 40,645,804 | Jun 30, 2024 |
DEAN INVESTMENT ASSOCIATES, LLC | 0.22% | 0.84% | 171,594 | -11,332 | -6.19% | 5,938,868 | Jun 30, 2024 |
OLD REPUBLIC INTERNATIONAL CORP | 0.76% | 0.84% | 597,500 | - | - | 20,679,000 | Jun 30, 2024 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 4.54% | 0.77% | 3,551,460 | 13,445 | 0.38% | 122,916,031 | Jun 30, 2024 |
INVENOMIC CAPITAL MANAGEMENT LP | 0.42% | 0.56% | 330,583 | 100,126 | 43.45% | 11,441,478 | Jun 30, 2024 |
KENNEDY CAPITAL MANAGEMENT LLC | 0.62% | 0.36% | 482,229 | -7,687 | -1.57% | 16,689,946 | Jun 30, 2024 |
COLUMBIA ADVISORY PARTNERS LLC | 0.01% | 0.34% | 10,073 | 892 | 9.72% | 348,627 | Jun 30, 2024 |
0.41% | 0.32% | 323,775 | 323,775 | 100.00% | 11,205,739 | Jun 30, 2024 | |
TORTOISE CAPITAL ADVISORS, L.L.C. | 0.89% | 0.32% | 692,944 | 83,127 | 13.63% | 23,982,792 | Jun 30, 2024 |
RICHARD C. YOUNG & CO., LTD. | 0.09% | 0.30% | 71,182 | -102,448 | -59.00% | 2,463,611 | Jun 30, 2024 |
LEGATO CAPITAL MANAGEMENT LLC | 0.08% | 0.30% | 63,391 | 593 | 0.94% | 2,193,963 | Jun 30, 2024 |
WESTWOOD HOLDINGS GROUP INC | 2.20% | 0.28% | 1,722,097 | -182,554 | -9.58% | 59,601,777 | Jun 30, 2024 |
VERSOR INVESTMENTS LP | 0.05% | 0.24% | 38,105 | 25,464 | 201.44% | 1,318,814 | Jun 30, 2024 |
CONVERGENCE INVESTMENT PARTNERS, LLC | 0.03% | 0.21% | 20,708 | 20,708 | 100.00% | 716,704 | Jun 30, 2024 |
DYNAMIC TECHNOLOGY LAB PRIVATE LTD | 0.06% | 0.19% | 49,172 | 8,747 | 21.64% | 1,702,000 | Jun 30, 2024 |
PEREGRINE CAPITAL MANAGEMENT LLC | 0.24% | 0.19% | 187,989 | 187,989 | 100.00% | 6,506,299 | Jun 30, 2024 |
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.70% | 0.00% | 547,283 | 547,283 | 100.00% | 18,941,465 | Jun 30, 2024 |
YAUPON CAPITAL MANAGEMENT LP | 1.28% | 1.75% | 1,000,000 | 500,000 | 100.00% | 34,610,000 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.50% | 0.03% | 392,882 | 392,882 | 100.00% | 13,597,646 | Jun 30, 2024 |
0.41% | 0.32% | 323,775 | 323,775 | 100.00% | 11,205,739 | Jun 30, 2024 | |
GOLDMAN SACHS GROUP INC | 1.54% | 0.01% | 1,204,954 | 312,227 | 34.97% | 41,703,458 | Jun 30, 2024 |
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC | 0.36% | 0.07% | 282,542 | 282,542 | 100.00% | 9,778,779 | Jun 30, 2024 |
JUPITER ASSET MANAGEMENT LTD | 0.26% | 0.07% | 206,023 | 206,023 | 100.00% | 7,130,456 | Jun 30, 2024 |
PEREGRINE CAPITAL MANAGEMENT LLC | 0.24% | 0.19% | 187,989 | 187,989 | 100.00% | 6,506,299 | Jun 30, 2024 |
POINT72 ASSET MANAGEMENT, L.P. | 0.21% | 0.01% | 162,900 | 162,900 | 100.00% | 5,637,969 | Jun 30, 2024 |
VANGUARD GROUP INC | 12.42% | 0.01% | 9,711,169 | 151,703 | 1.59% | 336,103,559 | Jun 30, 2024 |
QUBE RESEARCH & TECHNOLOGIES LTD | 0.17% | 0.01% | 136,115 | 136,115 | 100.00% | 4,710,940 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 3.54% | 0.03% | 2,768,379 | 114,644 | 4.32% | 95,813,605 | Jun 30, 2024 |
VOYA INVESTMENT MANAGEMENT LLC | 0.51% | 0.02% | 402,049 | 108,996 | 37.19% | 13,914,916 | Jun 30, 2024 |
INVENOMIC CAPITAL MANAGEMENT LP | 0.42% | 0.56% | 330,583 | 100,126 | 43.45% | 11,441,478 | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | 0.44% | 0.08% | 342,263 | 93,747 | 37.72% | 11,845,722 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.30% | 0.01% | 1,800,902 | 92,877 | 5.44% | 62,341,382 | Jun 30, 2024 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.54% | 0.01% | 1,201,593 | 84,855 | 7.60% | 41,587,134 | Jun 30, 2024 |
MARTINGALE ASSET MANAGEMENT L P | 0.13% | 0.08% | 100,726 | 83,626 | 489.04% | 3,486,128 | Jun 30, 2024 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 0.89% | 0.32% | 692,944 | 83,127 | 13.63% | 23,982,792 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.26% | 0.00% | 202,653 | 80,616 | 66.06% | 7,013,821 | Jun 30, 2024 |
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1.58% | 0.15% | 1,235,689 | -732,230 | -37.21% | 42,767,196 | Jun 30, 2024 |
MORGAN STANLEY | 1.31% | 0.00% | 1,020,705 | -390,365 | -27.66% | 35,326,679 | Jun 30, 2024 |
SEGALL BRYANT & HAMILL, LLC | - | - | - | -346,695 | -100.00% | - | Jun 30, 2024 |
STATE STREET CORP | 6.10% | 0.01% | 4,765,028 | -272,583 | -5.41% | 164,917,619,000 | Jun 30, 2024 |
APG ASSET MANAGEMENT N.V. | - | - | - | -229,000 | -100.00% | - | Jun 30, 2024 |
WESTWOOD HOLDINGS GROUP INC | 2.20% | 0.28% | 1,722,097 | -182,554 | -9.58% | 59,601,777 | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -129,700 | -100.00% | - | Jun 30, 2024 |
INVESCO LTD. | 1.25% | 0.01% | 973,300 | -128,272 | -11.64% | 33,685,914 | Jun 30, 2024 |
NUANCE INVESTMENTS, LLC | 1.50% | 1.24% | 1,174,395 | -117,658 | -9.11% | 40,645,804 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.18% | 0.00% | 144,202 | -112,514 | -43.83% | 4,992,000 | Jun 30, 2024 |
RICHARD C. YOUNG & CO., LTD. | 0.09% | 0.30% | 71,182 | -102,448 | -59.00% | 2,463,611 | Jun 30, 2024 |
BANK OF NEW YORK MELLON CORP | 1.41% | 0.01% | 1,100,068 | -60,601 | -5.22% | 38,073,348 | Jun 30, 2024 |
BNP PARIBAS ARBITRAGE, SNC | 0.05% | 0.00% | 41,994 | -50,325 | -54.51% | 1,453,412 | Jun 30, 2024 |
VICTORY CAPITAL MANAGEMENT INC | 0.53% | 0.01% | 410,502 | -46,466 | -10.17% | 14,207,474 | Jun 30, 2024 |
BARCLAYS PLC | 0.04% | 0.00% | 35,177 | -44,990 | -56.12% | 1,218,000 | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -44,281 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -41,829 | -100.00% | - | Jun 30, 2024 |
JUMP FINANCIAL, LLC | - | - | - | -39,593 | -100.00% | - | Jun 30, 2024 |
PROSHARE ADVISORS LLC | 0.26% | 0.02% | 200,910 | -37,684 | -15.79% | 6,953,495 | Jun 30, 2024 |
STATE OF NEW JERSEY COMMON PENSION FUND D | 0.07% | 0.01% | 51,605 | -32,298 | -38.49% | 1,786,049 | Jun 30, 2024 |
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 0.70% | 0.00% | 547,283 | 547,283 | 100.00% | 18,941,465 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.50% | 0.03% | 392,882 | 392,882 | 100.00% | 13,597,646 | Jun 30, 2024 |
0.41% | 0.32% | 323,775 | 323,775 | 100.00% | 11,205,739 | Jun 30, 2024 | |
COREBRIDGE FINANCIAL, INC. | 0.06% | 0.01% | 45,410 | 45,410 | 100.00% | 1,571,640 | Jun 30, 2024 |
INSPIRE ADVISORS, LLC | 0.05% | 0.19% | 41,018 | 41,018 | 100.00% | 1,419,646 | Jun 30, 2024 |
LEVEL FOUR ADVISORY SERVICES, LLC | 0.05% | 0.06% | 40,298 | 40,298 | 100.00% | 1,394,725 | Jun 30, 2024 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 0.04% | 0.00% | 32,900 | 32,900 | 100.00% | 1,138,669 | Jun 30, 2024 |
HRT FINANCIAL LP | 0.04% | 0.01% | 28,901 | 28,901 | 100.00% | 1,000,000 | Jun 30, 2024 |
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 0.03% | 0.00% | 21,652 | 21,652 | 100.00% | 749,375 | Jun 30, 2024 |
CONVERGENCE INVESTMENT PARTNERS, LLC | 0.03% | 0.21% | 20,708 | 20,708 | 100.00% | 716,704 | Jun 30, 2024 |
BAILARD, INC. | 0.02% | 0.02% | 19,000 | 19,000 | 100.00% | 657,590 | Jun 30, 2024 |
MACKENZIE FINANCIAL CORP | 0.02% | 0.00% | 17,716 | 17,716 | 100.00% | 613,151 | Jun 30, 2024 |
READYSTATE ASSET MANAGEMENT LP | 0.02% | 0.02% | 15,692 | 15,692 | 100.00% | 543,100 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.02% | 0.00% | 14,462 | 14,462 | 100.00% | 501,000 | Jun 30, 2024 |
INTECH INVESTMENT MANAGEMENT LLC | 0.02% | 0.01% | 13,342 | 13,342 | 100.00% | 461,767 | Jun 30, 2024 |
GREAT LAKES ADVISORS, LLC | 0.02% | 0.00% | 12,608 | 12,608 | 100.00% | 436,363 | Jun 30, 2024 |
ATRIA INVESTMENTS, INC | 0.01% | 0.00% | 9,216 | 9,216 | 100.00% | 318,967 | Jun 30, 2024 |
GOTHAM ASSET MANAGEMENT, LLC | 0.01% | 0.00% | 8,095 | 8,095 | 100.00% | 280,168 | Jun 30, 2024 |
XTX TOPCO LTD | 0.01% | 0.02% | 7,978 | 7,978 | 100.00% | 276,119 | Jun 30, 2024 |
VIDENT ADVISORY, LLC | 0.01% | 0.01% | 7,798 | 7,798 | 100.00% | 269,920 | Jun 30, 2024 |
PENSIONMARK FINANCIAL GROUP, LLC | 0.01% | 0.02% | 7,588 | 7,588 | 100.00% | 262,621 | Jun 30, 2024 |
ENTROPY TECHNOLOGIES, LP | 0.01% | 0.02% | 6,655 | 6,655 | 100.00% | 230,330 | Jun 30, 2024 |
AVANTAX ADVISORY SERVICES, INC. | 0.01% | 0.00% | 6,621 | 6,621 | 100.00% | 229,159 | Jun 30, 2024 |
SAVANT CAPITAL, LLC | 0.01% | 0.00% | 6,448 | 6,448 | 100.00% | 223,166 | Jun 30, 2024 |
STEEL PEAK WEALTH MANAGEMENT LLC | 0.01% | 0.01% | 6,406 | 6,406 | 100.00% | 221,712 | Jun 30, 2024 |
FIRST TRUST DIRECT INDEXING L.P. | 0.01% | 0.01% | 5,902 | 5,902 | 100.00% | 204,268 | Jun 30, 2024 |
PICTON MAHONEY ASSET MANAGEMENT | 0.01% | 0.01% | 4,458 | 4,458 | 100.00% | 154,000 | Jun 30, 2024 |
COLONIAL TRUST ADVISORS | 0.00% | 0.01% | 2,192 | 2,192 | 100.00% | 75,865 | Jun 30, 2024 |
LAZARD ASSET MANAGEMENT LLC | 0.00% | 0.00% | 1,479 | 1,479 | 100.00% | 51,000 | Jun 30, 2024 |
QUEST PARTNERS LLC | 0.00% | 0.01% | 1,150 | 1,150 | 100.00% | 39,802 | Jun 30, 2024 |
SRS CAPITAL ADVISORS, INC. | 0.00% | 0.00% | 1,006 | 1,006 | 100.00% | 34,818 | Jun 30, 2024 |
GLEN EAGLE ADVISORS, LLC | 0.00% | 0.00% | 400 | 400 | 100.00% | 13,844 | Jun 30, 2024 |
ST GERMAIN D J CO INC | 0.00% | 0.00% | 378 | 378 | 100.00% | 13,083 | Jun 30, 2024 |
FAMILY FIRM, INC. | 0.00% | 0.00% | 330 | 330 | 100.00% | 11,421 | Jun 30, 2024 |
REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 228 | 228 | 100.00% | 7,891 | Jun 30, 2024 |
ASHTON THOMAS PRIVATE WEALTH, LLC | 0.00% | 0.00% | 200 | 200 | 100.00% | 6,922 | Jun 30, 2024 |
NEO IVY CAPITAL MANAGEMENT | 0.00% | 0.00% | 156 | 156 | 100.00% | 5,000 | Jun 30, 2024 |
SIMPLEX TRADING, LLC | 0.00% | - | 89 | 89 | 100.00% | 3,000 | Jun 30, 2024 |
HORIZON INVESTMENTS, LLC | - | - | 15 | 15 | 100.00% | 519 | Jun 30, 2024 |
LARSON FINANCIAL GROUP LLC | - | - | 13 | 13 | 100.00% | 450 | Jun 30, 2024 |
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
SEGALL BRYANT & HAMILL, LLC | - | - | - | -346,695 | -100.00% | - | Jun 30, 2024 |
APG ASSET MANAGEMENT N.V. | - | - | - | -229,000 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -129,700 | -100.00% | - | Jun 30, 2024 |
MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | - | - | - | -44,281 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -41,829 | -100.00% | - | Jun 30, 2024 |
JUMP FINANCIAL, LLC | - | - | - | -39,593 | -100.00% | - | Jun 30, 2024 |
EDGESTREAM PARTNERS, L.P. | - | - | - | -30,990 | -100.00% | - | Jun 30, 2024 |
BOSTON PARTNERS | - | - | - | -24,836 | -100.00% | - | Jun 30, 2024 |
AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -24,200 | -100.00% | - | Jun 30, 2024 |
SCHRODER INVESTMENT MANAGEMENT GROUP | - | - | - | -23,362 | -100.00% | - | Jun 30, 2024 |
JACOBS LEVY EQUITY MANAGEMENT, INC | - | - | - | -22,546 | -100.00% | - | Jun 30, 2024 |
MARSHALL WACE, LLP | - | - | - | -17,633 | -100.00% | - | Jun 30, 2024 |
PEARL RIVER CAPITAL, LLC | - | - | - | -13,853 | -100.00% | - | Jun 30, 2024 |
CLEARALPHA TECHNOLOGIES LP | - | - | - | -13,630 | -100.00% | - | Jun 30, 2024 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | - | - | - | -12,675 | -100.00% | - | Jun 30, 2024 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | - | - | - | -10,581 | -100.00% | - | Jun 30, 2024 |
MOODY NATIONAL BANK TRUST DIVISION | - | - | - | -10,241 | -100.00% | - | Jun 30, 2024 |
AIGEN INVESTMENT MANAGEMENT, LP | - | - | - | -8,274 | -100.00% | - | Jun 30, 2024 |
FOUNDATIONS INVESTMENT ADVISORS, LLC | - | - | - | -7,580 | -100.00% | - | Jun 30, 2024 |
OCCUDO QUANTITATIVE STRATEGIES LP | - | - | - | -7,123 | -100.00% | - | Jun 30, 2024 |
CAPULA MANAGEMENT LTD | - | - | - | -6,967 | -100.00% | - | Jun 30, 2024 |
CIM INVESTMENT MANAGEMENT INC | - | - | - | -5,975 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -4,186 | -100.00% | - | Jun 30, 2024 |
CI INVESTMENTS INC. | - | - | - | -3,382 | -100.00% | - | Jun 30, 2024 |
ENTRYPOINT CAPITAL, LLC | - | - | - | -2,088 | -100.00% | - | Jun 30, 2024 |
FRG FAMILY WEALTH ADVISORS LLC | - | - | - | -200 | -100.00% | - | Jun 30, 2024 |
SIGNATUREFD, LLC | - | - | - | -130 | -100.00% | - | Jun 30, 2024 |
QUARRY LP | - | - | - | -96 | -100.00% | - | Jun 30, 2024 |
SUGARLOAF WEALTH MANAGEMENT, LLC | - | - | - | -41 | -100.00% | - | Jun 30, 2024 |
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -15 | -100.00% | - | Jun 30, 2024 |
Avista Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
DAXOR CORP | 2.18% | 6,000 | 6,000 | - | Sep 30, 2023 |
AGF Investments Trust | 1.60% | -30,326 | -61,421 | -197.53% | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.66% | 346,000 | - | - | Mar 31, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.58% | 300,000 | - | - | Mar 31, 2024 |
GABELLI UTILITIES FUND | 0.41% | 291,000 | 4,000 | 1.39% | Dec 29, 2023 |
Gabelli 787 Fund, Inc. | 0.26% | 22,500 | 2,500 | 12.50% | Jan 31, 2024 |
Gabelli Global Small & Mid Cap Value Trust | 0.19% | 18,500 | - | - | Dec 29, 2023 |
ALLSPRING UTILITIES & HIGH INCOME FUND | 0.16% | 83,045 | - | - | Feb 29, 2024 |
LORD ABBETT RESEARCH FUND INC | 0.16% | 154,448 | - | - | Feb 29, 2024 |
GABELLI GLOBAL UTILITY & INCOME TRUST | 0.14% | 21,500 | -500 | -2.27% | Dec 29, 2023 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.13% | 3,870 | - | - | Mar 31, 2024 |
TOUCHSTONE FUNDS GROUP TRUST | 0.13% | 3,250,000 | - | - | Mar 31, 2024 |
GABELLI UTILITY TRUST | 0.12% | 52,000 | 2,000 | 4.00% | Dec 29, 2023 |
VANGUARD ADMIRAL FUNDS | 0.12% | 508,923 | 12,666 | 2.55% | Feb 29, 2024 |
VANGUARD VALLEY FORGE FUNDS | 0.10% | 53,261 | - | - | Mar 31, 2024 |
BRUCE FUND INC | 0.10% | 200,000 | - | - | Dec 31, 2023 |
PRAXIS MUTUAL FUNDS | 0.09% | 1,000,000 | - | - | Dec 31, 2023 |
Monteagle Funds | 0.07% | 3,000 | - | - | Feb 29, 2024 |
BNY MELLON INDEX FUNDS, INC. | 0.07% | 78,464 | -9,413 | -10.71% | Jan 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.07% | 38,766 | 270 | 0.70% | Mar 31, 2024 |
BRIDGEWAY FUNDS INC | 0.06% | 147,312 | - | - | Mar 28, 2024 |
Ultimus Managers Trust | 0.06% | 701,910 | 30,954 | 4.61% | Jan 31, 2024 |
HOTCHKIS & WILEY FUNDS /DE/ | 0.05% | 675,961 | 14,600 | 2.21% | Mar 31, 2024 |
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC. | 0.05% | 122,749 | 93,402 | 318.27% | Mar 31, 2024 |
SYNTAX ETF TRUST | 0.05% | 1,548 | 20 | 1.31% | Mar 31, 2024 |
OSI ETF Trust | 0.04% | 7,659 | - | - | Mar 31, 2022 |
STATE STREET INSTITUTIONAL FUNDS | 0.04% | 33,027 | -9,428 | -22.21% | Mar 31, 2024 |
Voya EQUITY TRUST | 0.04% | 56,841 | 16,702 | 41.61% | Feb 29, 2024 |
DSS AMERICAFIRST QUANTITATIVE FUNDS | 0.03% | 768 | - | - | Dec 29, 2023 |
Northern Lights Variable Trust | 0.03% | 31,007 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.03% | 120,268 | 29,606 | 32.66% | Jan 31, 2024 |
FRONTIER FUNDS, INC. | 0.03% | 11,347 | - | - | Mar 31, 2024 |
Vericimetry Funds | 0.03% | 2,616 | - | - | Mar 31, 2024 |
BlackRock Advantage SMID Cap Fund, Inc. | 0.03% | 5,097 | - | - | Mar 28, 2024 |
PRUDENTIAL SERIES FUND | 0.03% | 2,005,000 | - | - | Mar 28, 2024 |
TIMOTHY PLAN | 0.02% | 115,653 | 9,956 | 9.42% | Mar 31, 2024 |
QUANTITATIVE MASTER SERIES LLC | 0.02% | 136,205 | -1,278 | -0.93% | Mar 31, 2024 |
Legg Mason ETF Investment Trust | 0.02% | 43,849 | -22,664 | -34.07% | Mar 31, 2024 |
ICON FUNDS | 0.02% | 33,300 | - | - | Jun 30, 2020 |
DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 11,447 | -281 | -2.40% | Mar 31, 2024 |
BLACKROCK ADVANTAGE GLOBAL FUND, INC. | 0.02% | 5,378 | - | - | Mar 31, 2024 |
PRUDENTIAL JENNISON BLEND FUND, INC. | 0.02% | 10,601 | - | - | Feb 29, 2024 |
Series Portfolios Trust | 0.02% | 102,038 | -11,429 | -10.07% | Mar 31, 2024 |
VANGUARD INDEX FUNDS | 0.02% | 6,911,174 | -1,100,883 | -13.74% | Mar 31, 2024 |
AIM GROWTH SERIES (INVESCO GROWTH SERIES) | 0.01% | 432,499 | - | - | Mar 31, 2024 |
FIRST TRUST EXCHANGE-TRADED FUND | 0.01% | 132,200 | -1,833,881 | -93.28% | Mar 31, 2024 |
NORTHERN LIGHTS FUND TRUST II | 0.01% | 147,281 | 2,281 | 1.57% | Jan 31, 2024 |
HENNESSY FUNDS TRUST | 0.01% | 25,172 | -900 | -3.45% | Jan 31, 2024 |
MASTER LARGE CAP SERIES LLC | 0.01% | 10,700 | - | - | Mar 31, 2022 |
UNIFIED SERIES TRUST | 0.01% | 181,803 | 35,156 | 23.97% | Mar 31, 2024 |
Voya FUNDS TRUST | 0.01% | 2,967,000 | - | - | Mar 31, 2024 |
PFM Multi-Manager Series Trust | 0.01% | 8,446 | - | - | Dec 31, 2023 |
Federated Hermes MDT Series | 0.01% | 24,647 | - | - | Jan 31, 2024 |
BBH Trust | 0.01% | 945,000 | - | - | Jan 31, 2024 |
Nushares ETF Trust | 0.01% | 70,000 | 10,000 | 16.67% | Jan 31, 2024 |
COLLEGE RETIREMENT EQUITIES FUND | 0.01% | 10,275,000 | - | - | Mar 31, 2024 |
GDL FUND | 0.01% | 12,500 | - | - | Dec 29, 2023 |
INVESCO EXCHANGE-TRADED FUND TRUST | 0.01% | 751,749 | -126,164 | -14.37% | Jan 31, 2024 |
WESMARK FUNDS | 0.01% | 30,000 | 8,400 | 38.89% | Mar 31, 2024 |
Victory Portfolios II | 0.01% | 424,334 | 1,926 | 0.46% | Mar 31, 2024 |
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC | 0.01% | 4,115 | 1,181 | 40.25% | Sep 30, 2020 |
SCHWAB CAPITAL TRUST | 0.01% | 295,778 | 9,173 | 3.20% | Jan 31, 2024 |
TIAA SEPARATE ACCOUNT VA 1 | 0.01% | 1,516 | - | - | Mar 31, 2024 |
EXCHANGE TRADED CONCEPTS TRUST | 0.01% | 36,966 | 1,698 | 4.81% | Feb 29, 2024 |
FIDELITY COVINGTON TRUST | 0.01% | 103,574 | -3,279 | -3.07% | Jan 31, 2024 |
VANGUARD HORIZON FUNDS | 0.01% | 121,310 | -31,948 | -20.85% | Mar 31, 2024 |
Segall Bryant & Hamill Trust | 0.01% | 93,834 | -8,383 | -8.20% | Mar 31, 2024 |
Voya VARIABLE PORTFOLIOS INC | 0.00% | 159,337 | 25,894 | 19.40% | Mar 31, 2024 |
GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 19,043 | 17,406 | 1063.29% | Mar 31, 2024 |
Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 3,158 | 75 | 2.43% | Sep 30, 2023 |
Bernstein Fund Inc | 0.00% | 38,009 | - | - | Mar 31, 2024 |
Voya INVESTORS TRUST | 0.00% | 243,000 | - | - | Mar 31, 2024 |
John Hancock Exchange-Traded Fund Trust | 0.00% | 25,950 | - | - | Jan 31, 2024 |
ROYCE VALUE TRUST, INC. | 0.00% | 3,195 | - | - | Mar 31, 2024 |
ETFis Series Trust I | 0.00% | 5,498 | -7,343 | -57.18% | Jan 31, 2024 |
VANGUARD WHITEHALL FUNDS | 0.00% | 338,545 | -673 | -0.20% | Jan 31, 2024 |
IndexIQ ETF Trust | 0.00% | 7,667 | -534 | -6.51% | Jan 31, 2024 |
MASSMUTUAL PREMIER FUNDS | 0.00% | 93,303 | - | - | Dec 31, 2023 |
FIDELITY CONCORD STREET TRUST | 0.00% | 680,535 | 21,768 | 3.30% | Feb 29, 2024 |
SSGA FUNDS | 0.00% | 1,383 | - | - | Feb 29, 2024 |
VICTORY PORTFOLIOS | 0.00% | 97,100 | - | - | Mar 31, 2024 |
Calvert Variable Products, Inc. | 0.00% | 7,945 | - | - | Mar 31, 2024 |
VANGUARD TAX-MANAGED FUNDS | 0.00% | 593,600 | -10,799 | -1.79% | Mar 31, 2024 |
MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 113,772 | -2,268 | -1.95% | Mar 31, 2024 |
ADVISORS' INNER CIRCLE FUND | 0.00% | 64,000 | -1,500 | -2.29% | Jan 31, 2024 |
RBC FUNDS TRUST | 0.00% | 300,000 | - | - | Mar 28, 2024 |
BNY Mellon ETF Trust | 0.00% | 60,000 | -15,000 | -20.00% | Jan 31, 2024 |
Listed Funds Trust | 0.00% | 12,120 | 2,656 | 28.06% | Jan 31, 2024 |
KP Funds | 0.00% | 109,953 | -23,100 | -17.36% | Sep 30, 2020 |
Guggenheim Variable Funds Trust | 0.00% | 9,559 | - | - | Dec 31, 2023 |
OPTIMUM FUND TRUST | 0.00% | 103,690 | - | - | Mar 28, 2024 |
SHELTON FUNDS | 0.00% | 3,485 | -252 | -6.74% | Feb 29, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS 9 | 0.00% | 40,700 | -22,500 | -35.60% | Jan 31, 2024 |
STERLING CAPITAL FUNDS | 0.00% | 40,000 | - | - | Mar 28, 2024 |
VANGUARD WORLD FUND | 0.00% | 464,333 | 14,123 | 3.14% | Feb 29, 2024 |
RYDEX VARIABLE TRUST | 0.00% | 2,220 | 66 | 3.06% | Dec 31, 2023 |
SCHWAB INVESTMENTS | 0.00% | 100,000 | - | - | Jan 31, 2024 |
STEWARD FUNDS, INC. | 0.00% | 3,990 | - | - | Jan 31, 2024 |
BNY Mellon Strategic Funds, Inc. | 0.00% | 3,670 | - | - | Mar 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 48,739 | -3,744 | -7.13% | Mar 31, 2024 |
Avista Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 305 | 0.99% |
31 Mar, 24 | 302 | 4.86% |
31 Dec, 23 | 288 | 8.68% |
30 Sep, 23 | 265 | 1.92% |
30 Jun, 23 | 260 | -4.41% |
31 Mar, 23 | 272 | -5.23% |
31 Dec, 22 | 287 | 3.61% |
30 Sep, 22 | 277 | 2.21% |
30 Jun, 22 | 271 | 1.12% |
31 Mar, 22 | 268 | 5.10% |
31 Dec, 21 | 255 | 1.59% |
30 Sep, 21 | 251 | -0.79% |
30 Jun, 21 | 253 | 2.02% |
31 Mar, 21 | 248 | 5.98% |
31 Dec, 20 | 234 | -4.49% |
30 Sep, 20 | 245 | -3.92% |
30 Jun, 20 | 255 | -4.14% |
31 Mar, 20 | 266 | 2.70% |
31 Dec, 19 | 259 | 1.17% |
30 Sep, 19 | 256 | 4.07% |
30 Jun, 19 | 246 | -6.11% |
31 Mar, 19 | 262 | 5.65% |
31 Dec, 18 | 248 | 5.98% |
30 Sep, 18 | 234 | -2.50% |
30 Jun, 18 | 240 | -3.23% |
31 Mar, 18 | 248 | 2.06% |
31 Dec, 17 | 243 | 8.00% |
30 Sep, 17 | 225 | -7.41% |
30 Jun, 17 | 243 | -2.80% |
31 Mar, 17 | 250 | -4.21% |
31 Dec, 16 | 261 | 4.40% |
30 Sep, 16 | 250 | -1.96% |
30 Jun, 16 | 255 | 1.19% |
31 Mar, 16 | 252 | 14.55% |
31 Dec, 15 | 220 | 3.77% |
30 Sep, 15 | 212 | 1.44% |
30 Jun, 15 | 209 | 0.97% |
31 Mar, 15 | 207 | -6.33% |
31 Dec, 14 | 221 | 2.79% |
30 Sep, 14 | 215 | 1.42% |
30 Jun, 14 | 212 | 1.92% |
31 Mar, 14 | 208 | 13.04% |
31 Dec, 13 | 184 | 5.14% |
30 Sep, 13 | 175 | 1.16% |
30 Jun, 13 | 173 | 124.68% |
31 Mar, 13 | 77 | 1.32% |
31 Dec, 12 | 76 | - |
30 Sep, 12 | 76 | -8.43% |
30 Jun, 12 | 83 | 20.29% |
31 Mar, 12 | 69 | 7.81% |
31 Dec, 11 | 64 | -7.25% |
30 Sep, 11 | 69 | -4.17% |
30 Jun, 11 | 72 | 26.32% |
31 Mar, 11 | 57 | 5.56% |
31 Dec, 10 | 54 | 8.00% |
30 Sep, 10 | 50 | -5.66% |
30 Jun, 10 | 53 | 3.92% |
31 Mar, 10 | 51 | 8.51% |
31 Dec, 09 | 47 | -17.54% |
30 Sep, 09 | 57 | -3.39% |
30 Jun, 09 | 59 | 22.92% |
31 Mar, 09 | 48 | -7.69% |
31 Dec, 08 | 52 | -7.14% |
30 Sep, 08 | 56 | -6.67% |
30 Jun, 08 | 60 | 20.00% |
31 Mar, 08 | 50 | - |
31 Dec, 07 | 50 | 42.86% |
30 Sep, 07 | 35 | -7.89% |
30 Jun, 07 | 38 | 2.70% |
31 Mar, 07 | 37 | -13.95% |
31 Dec, 06 | 43 | 4.88% |
30 Sep, 06 | 41 | -4.65% |
30 Jun, 06 | 43 | 7.50% |
31 Mar, 06 | 40 | 11.11% |
31 Dec, 05 | 36 | 9.09% |
30 Sep, 05 | 33 | 10.00% |
30 Jun, 05 | 30 | -3.23% |
31 Mar, 05 | 31 | 6.90% |
31 Dec, 04 | 29 | 11.54% |
30 Sep, 04 | 26 | -13.33% |
30 Jun, 04 | 30 | -11.76% |
31 Mar, 04 | 34 | 30.77% |
31 Dec, 03 | 26 | -3.70% |
30 Sep, 03 | 27 | 22.73% |
30 Jun, 03 | 22 | 4.76% |
31 Mar, 03 | 21 | -4.55% |
31 Dec, 02 | 22 | 4.76% |
30 Sep, 02 | 21 | -19.23% |
30 Jun, 02 | 26 | 23.81% |
31 Mar, 02 | 21 | 50.00% |
31 Dec, 01 | 14 | -17.65% |
30 Sep, 01 | 17 | -15.00% |
30 Jun, 01 | 20 | -4.76% |
31 Mar, 01 | 21 | 10.53% |
31 Dec, 00 | 19 | 26.67% |
30 Sep, 00 | 15 | - |
30 Jun, 00 | 15 | -11.76% |
31 Mar, 00 | 17 | 54.55% |
31 Dec, 99 | 11 | 22.22% |
30 Sep, 99 | 9 | -25.00% |
30 Jun, 99 | 12 | 9.09% |
31 Mar, 99 | 11 | - |
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 67,346,209 | 2.02% |
31 Mar, 24 | 66,013,682 | -0.74% |
31 Dec, 23 | 66,503,699 | 0.86% |
30 Sep, 23 | 65,938,930 | -3.39% |
30 Jun, 23 | 68,252,107 | -0.08% |
31 Mar, 23 | 68,306,173 | 3.55% |
31 Dec, 22 | 65,965,516 | 6.74% |
30 Sep, 22 | 61,801,273 | 1.24% |
30 Jun, 22 | 61,041,873 | 0.15% |
31 Mar, 22 | 60,947,820 | 2.47% |
31 Dec, 21 | 59,479,496 | 2.67% |
30 Sep, 21 | 57,933,080 | 0.50% |
30 Jun, 21 | 57,645,049 | -1.26% |
31 Mar, 21 | 58,381,841 | 0.37% |
31 Dec, 20 | 58,163,854 | 0.79% |
30 Sep, 20 | 57,705,295 | 5.15% |
30 Jun, 20 | 54,880,061 | 1.79% |
31 Mar, 20 | 53,915,996 | -1.29% |
31 Dec, 19 | 54,622,655 | 1.18% |
30 Sep, 19 | 53,985,468 | 1.35% |
30 Jun, 19 | 53,267,736 | 2.10% |
31 Mar, 19 | 52,171,755 | 3.95% |
31 Dec, 18 | 50,191,564 | -5.79% |
30 Sep, 18 | 53,273,958 | 4.89% |
30 Jun, 18 | 50,790,622 | -1.11% |
31 Mar, 18 | 51,362,126 | -3.58% |
31 Dec, 17 | 53,269,502 | 4.95% |
30 Sep, 17 | 50,755,111 | 10.97% |
30 Jun, 17 | 45,739,533 | 0.38% |
31 Mar, 17 | 45,565,109 | 2.04% |
31 Dec, 16 | 44,655,667 | 0.88% |
30 Sep, 16 | 44,267,402 | 1.19% |
30 Jun, 16 | 43,747,628 | 2.72% |
31 Mar, 16 | 42,590,233 | 1.35% |
31 Dec, 15 | 42,022,490 | -15.65% |
30 Sep, 15 | 49,819,575 | 22.84% |
30 Jun, 15 | 40,555,094 | 1.19% |
31 Mar, 15 | 40,080,061 | -2.58% |
31 Dec, 14 | 41,141,419 | 0.05% |
30 Sep, 14 | 41,122,519 | 0.57% |
30 Jun, 14 | 40,891,014 | -0.74% |
31 Mar, 14 | 41,194,399 | -1.04% |
31 Dec, 13 | 41,626,099 | 3.57% |
30 Sep, 13 | 40,190,117 | 1.00% |
30 Jun, 13 | 39,791,986 | 126.19% |
31 Mar, 13 | 17,592,121 | -10.75% |
31 Dec, 12 | 19,710,262 | 17.20% |
30 Sep, 12 | 16,818,063 | -21.43% |
30 Jun, 12 | 21,404,119 | 47.11% |
31 Mar, 12 | 14,549,465 | -10.32% |
31 Dec, 11 | 16,222,887 | 22.75% |
30 Sep, 11 | 13,216,140 | -33.96% |
30 Jun, 11 | 20,011,915 | 10.59% |
31 Mar, 11 | 18,095,588 | 29.67% |
31 Dec, 10 | 13,954,660 | 24.65% |
30 Sep, 10 | 11,195,326 | -21.06% |
30 Jun, 10 | 14,182,584 | 14.07% |
31 Mar, 10 | 12,432,929 | 1.40% |
31 Dec, 09 | 12,261,855 | -2.77% |
30 Sep, 09 | 12,610,837 | -4.28% |
30 Jun, 09 | 13,174,931 | 15.40% |
31 Mar, 09 | 11,416,292 | -28.44% |
31 Dec, 08 | 15,952,719 | 19.67% |
30 Sep, 08 | 13,330,963 | -5.28% |
30 Jun, 08 | 14,073,601 | 6.05% |
31 Mar, 08 | 13,270,388 | 12.34% |
31 Dec, 07 | 11,813,079 | -1.86% |
30 Sep, 07 | 12,036,473 | -11.02% |
30 Jun, 07 | 13,527,685 | 54.58% |
31 Mar, 07 | 8,751,092 | 15.15% |
31 Dec, 06 | 7,600,051 | -4.33% |
30 Sep, 06 | 7,944,146 | -13.07% |
30 Jun, 06 | 9,138,384 | -10.37% |
31 Mar, 06 | 10,196,214 | -2.24% |
31 Dec, 05 | 10,429,335 | 17.66% |
30 Sep, 05 | 8,863,689 | 36.85% |
30 Jun, 05 | 6,477,121 | -16.10% |
31 Mar, 05 | 7,720,147 | -3.80% |
31 Dec, 04 | 8,024,786 | 26.05% |
30 Sep, 04 | 6,366,268 | -18.60% |
30 Jun, 04 | 7,821,259 | 26.99% |
31 Mar, 04 | 6,159,010 | 21.36% |
31 Dec, 03 | 5,074,955 | -23.01% |
30 Sep, 03 | 6,591,670 | 48.52% |
30 Jun, 03 | 4,438,353 | 40.38% |
31 Mar, 03 | 3,161,594 | -28.28% |
31 Dec, 02 | 4,408,290 | 34.74% |
30 Sep, 02 | 3,271,721 | -34.82% |
30 Jun, 02 | 5,019,241 | 22.21% |
31 Mar, 02 | 4,106,901 | 4.18% |
31 Dec, 01 | 3,942,156 | 57.31% |
30 Sep, 01 | 2,505,973 | -36.50% |
30 Jun, 01 | 3,946,456 | 81.09% |
31 Mar, 01 | 2,179,249 | -3.13% |
31 Dec, 00 | 2,249,777 | 179.77% |
30 Sep, 00 | 804,149 | -62.95% |
30 Jun, 00 | 2,170,503 | 13.47% |
31 Mar, 00 | 1,912,864 | -37.72% |
31 Dec, 99 | 3,071,220 | -13.06% |
30 Sep, 99 | 3,532,436 | -33.29% |
30 Jun, 99 | 5,295,086 | -4.56% |
31 Mar, 99 | 5,548,049 | - |
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 86.16% | 1.21% |
31 Mar, 24 | 84.46% | 1.16% |
31 Dec, 23 | 85.18% | 1.15% |
30 Sep, 23 | 85.93% | 1.07% |
30 Jun, 23 | 89.83% | 1.09% |
31 Mar, 23 | 90.87% | 1.11% |
31 Dec, 22 | 90.38% | 1.27% |
30 Sep, 22 | 84.39% | 1.19% |
30 Jun, 22 | 84.05% | 1.17% |
31 Mar, 22 | 84.90% | 1.17% |
31 Dec, 21 | 85.03% | 1.24% |
30 Sep, 21 | 82.70% | 1.20% |
30 Jun, 21 | 83.06% | 1.17% |
31 Mar, 21 | 84.25% | 1.15% |
31 Dec, 20 | 85.58% | 1.20% |
30 Sep, 20 | 84.62% | 1.28% |
30 Jun, 20 | 81.33% | 1.26% |
31 Mar, 20 | 80.19% | 1.20% |
31 Dec, 19 | 81.61% | 1.23% |
30 Sep, 19 | 81.47% | 1.25% |
30 Jun, 19 | 80.84% | 1.28% |
31 Mar, 19 | 79.37% | 1.36% |
31 Dec, 18 | 76.41% | 1.16% |
30 Sep, 18 | 81.10% | 1.36% |
30 Jun, 18 | 77.33% | 1.26% |
31 Mar, 18 | 78.25% | 1.15% |
31 Dec, 17 | 82.59% | 1.33% |
30 Sep, 17 | 78.80% | 1.56% |
30 Jun, 17 | 71.02% | 1.42% |
31 Mar, 17 | 70.80% | 1.46% |
31 Dec, 16 | 69.57% | 1.45% |
30 Sep, 16 | 69.32% | 1.46% |
30 Jun, 16 | 69.02% | 1.49% |
31 Mar, 16 | 68.03% | 1.50% |
31 Dec, 15 | 67.45% | 1.05% |
30 Sep, 15 | 79.97% | 1.89% |
30 Jun, 15 | 65.12% | 1.57% |
31 Mar, 15 | 64.32% | 1.47% |
31 Dec, 14 | 66.05% | 1.60% |
30 Sep, 14 | 64.32% | 1.39% |
30 Jun, 14 | 67.94% | 1.45% |
31 Mar, 14 | 68.52% | 1.42% |
31 Dec, 13 | 69.42% | 1.55% |
30 Sep, 13 | 66.99% | 1.52% |
30 Jun, 13 | 66.39% | 7.69% |
31 Mar, 13 | 29.39% | 2.70% |
31 Dec, 12 | 32.97% | 4.06% |
30 Sep, 12 | 28.48% | 2.14% |
30 Jun, 12 | 36.46% | 5.91% |
31 Mar, 12 | 24.84% | 3.16% |
31 Dec, 11 | 28.03% | 5.41% |
30 Sep, 11 | 22.76% | 1.90% |
30 Jun, 11 | 34.63% | 3.48% |
31 Mar, 11 | 31.56% | 5.01% |
31 Dec, 10 | 25.10% | 6.19% |
30 Sep, 10 | 20.13% | 3.03% |
30 Jun, 10 | 25.77% | 5.02% |
31 Mar, 10 | 22.66% | 4.51% |
31 Dec, 09 | 22.42% | 4.22% |
30 Sep, 09 | 23.05% | 3.97% |
30 Jun, 09 | 24.11% | 5.52% |
31 Mar, 09 | 20.90% | 2.36% |
31 Dec, 08 | 29.74% | 4.84% |
30 Sep, 08 | 24.79% | 3.56% |
30 Jun, 08 | 26.40% | 4.21% |
31 Mar, 08 | 25.03% | 5.04% |
31 Dec, 07 | 22.28% | 4.29% |
30 Sep, 07 | 22.78% | 3.47% |
30 Jun, 07 | 25.63% | 9.29% |
31 Mar, 07 | 16.61% | 6.95% |
31 Dec, 06 | 15.46% | 5.90% |
30 Sep, 06 | 16.18% | 4.64% |
30 Jun, 06 | 18.67% | 4.27% |
31 Mar, 06 | 20.90% | 4.57% |
31 Dec, 05 | 21.37% | 6.41% |
30 Sep, 05 | 18.26% | 10.24% |
30 Jun, 05 | 13.35% | 5.27% |
31 Mar, 05 | 15.93% | 5.79% |
31 Dec, 04 | 16.58% | 9.59% |
30 Sep, 04 | 13.15% | 5.03% |
30 Jun, 04 | 16.16% | 9.96% |
31 Mar, 04 | 12.74% | 11.56% |
31 Dec, 03 | 10.50% | 5.63% |
30 Sep, 03 | 13.65% | 16.12% |
30 Jun, 03 | 9.20% | 21.30% |
31 Mar, 03 | 6.57% | 7.83% |
31 Dec, 02 | 9.16% | 19.62% |
30 Sep, 02 | 6.84% | 6.19% |
30 Jun, 02 | 10.51% | 14.16% |
31 Mar, 02 | 8.62% | 12.54% |
31 Dec, 01 | 8.29% | 29.76% |
30 Sep, 01 | 5.28% | 7.60% |
30 Jun, 01 | 8.33% | 39.14% |
31 Mar, 01 | 4.61% | 20.29% |
31 Dec, 00 | 4.77% | 163.91% |
30 Sep, 00 | 1.71% | 8.04% |
30 Jun, 00 | 4.61% | 21.47% |
31 Mar, 00 | 4.63% | 8.37% |
31 Dec, 99 | 7.44% | 8.00% |
30 Sep, 99 | 9.64% | 5.55% |
30 Jun, 99 | 13.18% | 6.85% |
31 Mar, 99 | 13.87% | - |
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 178 | 3.49% |
31 Mar, 24 | 172 | 17.01% |
31 Dec, 23 | 147 | 5.00% |
30 Sep, 23 | 140 | 32.08% |
30 Jun, 23 | 106 | -14.52% |
31 Mar, 23 | 124 | -18.95% |
31 Dec, 22 | 153 | 11.68% |
30 Sep, 22 | 137 | 4.58% |
30 Jun, 22 | 131 | -2.24% |
31 Mar, 22 | 134 | -6.94% |
31 Dec, 21 | 144 | 24.14% |
30 Sep, 21 | 116 | 7.41% |
30 Jun, 21 | 108 | -6.90% |
31 Mar, 21 | 116 | 7.41% |
31 Dec, 20 | 108 | 3.85% |
30 Sep, 20 | 104 | -3.70% |
30 Jun, 20 | 108 | -9.24% |
31 Mar, 20 | 119 | - |
31 Dec, 19 | 119 | 1.71% |
30 Sep, 19 | 117 | -12.69% |
30 Jun, 19 | 134 | -12.99% |
31 Mar, 19 | 154 | 29.41% |
31 Dec, 18 | 119 | 12.26% |
30 Sep, 18 | 106 | 11.58% |
30 Jun, 18 | 95 | -13.64% |
31 Mar, 18 | 110 | 1.85% |
31 Dec, 17 | 108 | 5.88% |
30 Sep, 17 | 102 | -13.56% |
30 Jun, 17 | 118 | -13.24% |
31 Mar, 17 | 136 | 11.48% |
31 Dec, 16 | 122 | 0.83% |
30 Sep, 16 | 121 | 1.68% |
30 Jun, 16 | 119 | -15.60% |
31 Mar, 16 | 141 | 31.78% |
31 Dec, 15 | 107 | 16.30% |
30 Sep, 15 | 92 | -9.80% |
30 Jun, 15 | 102 | 10.87% |
31 Mar, 15 | 92 | -8.00% |
31 Dec, 14 | 100 | 2.04% |
30 Sep, 14 | 98 | - |
30 Jun, 14 | 98 | -17.65% |
31 Mar, 14 | 119 | 17.82% |
31 Dec, 13 | 101 | 18.82% |
30 Sep, 13 | 85 | -36.57% |
30 Jun, 13 | 134 | 211.63% |
31 Mar, 13 | 43 | -4.44% |
31 Dec, 12 | 45 | 18.42% |
30 Sep, 12 | 38 | -25.49% |
30 Jun, 12 | 51 | 45.71% |
31 Mar, 12 | 35 | -10.26% |
31 Dec, 11 | 39 | 5.41% |
30 Sep, 11 | 37 | -24.49% |
30 Jun, 11 | 49 | 40.00% |
31 Mar, 11 | 35 | 2.94% |
31 Dec, 10 | 34 | 41.67% |
30 Sep, 10 | 24 | -27.27% |
30 Jun, 10 | 33 | 26.92% |
31 Mar, 10 | 26 | 23.81% |
31 Dec, 09 | 21 | -34.38% |
30 Sep, 09 | 32 | -13.51% |
30 Jun, 09 | 37 | 32.14% |
31 Mar, 09 | 28 | - |
31 Dec, 08 | 28 | -3.45% |
30 Sep, 08 | 29 | -34.09% |
30 Jun, 08 | 44 | 51.72% |
31 Mar, 08 | 29 | -12.12% |
31 Dec, 07 | 33 | 94.12% |
30 Sep, 07 | 17 | - |
30 Jun, 07 | 17 | -26.09% |
31 Mar, 07 | 23 | -4.17% |
31 Dec, 06 | 24 | 26.32% |
30 Sep, 06 | 19 | -26.92% |
30 Jun, 06 | 26 | 13.04% |
31 Mar, 06 | 23 | 21.05% |
31 Dec, 05 | 19 | -13.64% |
30 Sep, 05 | 22 | 29.41% |
30 Jun, 05 | 17 | 54.55% |
31 Mar, 05 | 11 | -31.25% |
31 Dec, 04 | 16 | 33.33% |
30 Sep, 04 | 12 | -20.00% |
30 Jun, 04 | 15 | -34.78% |
31 Mar, 04 | 23 | 43.75% |
31 Dec, 03 | 16 | -5.88% |
30 Sep, 03 | 17 | 41.67% |
30 Jun, 03 | 12 | -7.69% |
31 Mar, 03 | 13 | 30.00% |
31 Dec, 02 | 10 | -28.57% |
30 Sep, 02 | 14 | -12.50% |
30 Jun, 02 | 16 | - |
31 Mar, 02 | 16 | 45.45% |
31 Dec, 01 | 11 | 10.00% |
30 Sep, 01 | 10 | -23.08% |
30 Jun, 01 | 13 | - |
31 Mar, 01 | 13 | 18.18% |
31 Dec, 00 | 11 | 83.33% |
30 Sep, 00 | 6 | -45.45% |
30 Jun, 00 | 11 | 10.00% |
31 Mar, 00 | 10 | 66.67% |
31 Dec, 99 | 6 | 100.00% |
30 Sep, 99 | 3 | -50.00% |
30 Jun, 99 | 6 | -45.45% |
31 Mar, 99 | 11 | - |
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 68 | -17.07% |
31 Mar, 24 | 82 | -10.87% |
31 Dec, 23 | 92 | 12.20% |
30 Sep, 23 | 82 | -12.77% |
30 Jun, 23 | 94 | -1.05% |
31 Mar, 23 | 95 | 3.26% |
31 Dec, 22 | 92 | 1.10% |
30 Sep, 22 | 91 | 4.60% |
30 Jun, 22 | 87 | 2.35% |
31 Mar, 22 | 85 | 25.00% |
31 Dec, 21 | 68 | -6.85% |
30 Sep, 21 | 73 | -12.05% |
30 Jun, 21 | 83 | 2.47% |
31 Mar, 21 | 81 | 5.19% |
31 Dec, 20 | 77 | -11.49% |
30 Sep, 20 | 87 | -4.40% |
30 Jun, 20 | 91 | - |
31 Mar, 20 | 91 | -2.15% |
31 Dec, 19 | 93 | 20.78% |
30 Sep, 19 | 77 | 30.51% |
30 Jun, 19 | 59 | -3.28% |
31 Mar, 19 | 61 | -24.69% |
31 Dec, 18 | 81 | 17.39% |
30 Sep, 18 | 69 | -24.18% |
30 Jun, 18 | 91 | 5.81% |
31 Mar, 18 | 86 | 4.88% |
31 Dec, 17 | 82 | -4.65% |
30 Sep, 17 | 86 | 17.81% |
30 Jun, 17 | 73 | 1.39% |
31 Mar, 17 | 72 | -20.88% |
31 Dec, 16 | 91 | 13.75% |
30 Sep, 16 | 80 | -1.23% |
30 Jun, 16 | 81 | 12.50% |
31 Mar, 16 | 72 | 7.46% |
31 Dec, 15 | 67 | -14.10% |
30 Sep, 15 | 78 | 30.00% |
30 Jun, 15 | 60 | -20.00% |
31 Mar, 15 | 75 | -12.79% |
31 Dec, 14 | 86 | - |
30 Sep, 14 | 86 | 21.13% |
30 Jun, 14 | 71 | 14.52% |
31 Mar, 14 | 62 | 1.64% |
31 Dec, 13 | 61 | 1.67% |
30 Sep, 13 | 60 | 160.87% |
30 Jun, 13 | 23 | 15.00% |
31 Mar, 13 | 20 | 11.11% |
31 Dec, 12 | 18 | -21.74% |
30 Sep, 12 | 23 | 21.05% |
30 Jun, 12 | 19 | -5.00% |
31 Mar, 12 | 20 | 5.26% |
31 Dec, 11 | 19 | -5.00% |
30 Sep, 11 | 20 | 17.65% |
30 Jun, 11 | 17 | 30.77% |
31 Mar, 11 | 13 | -7.14% |
31 Dec, 10 | 14 | - |
30 Sep, 10 | 14 | - |
30 Jun, 10 | 14 | 7.69% |
31 Mar, 10 | 13 | -31.58% |
31 Dec, 09 | 19 | 26.67% |
30 Sep, 09 | 15 | -11.76% |
30 Jun, 09 | 17 | 30.77% |
31 Mar, 09 | 13 | -31.58% |
31 Dec, 08 | 19 | -5.00% |
30 Sep, 08 | 20 | 100.00% |
30 Jun, 08 | 10 | -28.57% |
31 Mar, 08 | 14 | 7.69% |
31 Dec, 07 | 13 | -7.14% |
30 Sep, 07 | 14 | -12.50% |
30 Jun, 07 | 16 | 100.00% |
31 Mar, 07 | 8 | -42.86% |
31 Dec, 06 | 14 | -12.50% |
30 Sep, 06 | 16 | 45.45% |
30 Jun, 06 | 11 | - |
31 Mar, 06 | 11 | 37.50% |
31 Dec, 05 | 8 | 33.33% |
30 Sep, 05 | 6 | -45.45% |
30 Jun, 05 | 11 | -8.33% |
31 Mar, 05 | 12 | 71.43% |
31 Dec, 04 | 7 | - |
30 Sep, 04 | 7 | -22.22% |
30 Jun, 04 | 9 | 28.57% |
31 Mar, 04 | 7 | 75.00% |
31 Dec, 03 | 4 | -20.00% |
30 Sep, 03 | 5 | 25.00% |
30 Jun, 03 | 4 | 33.33% |
31 Mar, 03 | 3 | -57.14% |
31 Dec, 02 | 7 | 75.00% |
30 Sep, 02 | 4 | -33.33% |
30 Jun, 02 | 6 | 200.00% |
31 Mar, 02 | 2 | - |
31 Dec, 01 | 2 | -60.00% |
30 Sep, 01 | 5 | - |
30 Jun, 01 | 5 | 25.00% |
31 Mar, 01 | 4 | - |
31 Dec, 00 | 4 | -20.00% |
30 Sep, 00 | 5 | 150.00% |
30 Jun, 00 | 2 | -60.00% |
31 Mar, 00 | 5 | 150.00% |
31 Dec, 99 | 2 | -50.00% |
30 Sep, 99 | 4 | - |
30 Jun, 99 | 4 | - |
31 Mar, 99 | - | - |
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 305 | 0.99% | 67,346,209 | 2.02% | 86.16% | 1.21% | 178 | 3.49% | 68 | -17.07% |
31 Mar, 24 | 302 | 4.86% | 66,013,682 | -0.74% | 84.46% | 1.16% | 172 | 17.01% | 82 | -10.87% |
31 Dec, 23 | 288 | 8.68% | 66,503,699 | 0.86% | 85.18% | 1.15% | 147 | 5.00% | 92 | 12.20% |
30 Sep, 23 | 265 | 1.92% | 65,938,930 | -3.39% | 85.93% | 1.07% | 140 | 32.08% | 82 | -12.77% |
30 Jun, 23 | 260 | -4.41% | 68,252,107 | -0.08% | 89.83% | 1.09% | 106 | -14.52% | 94 | -1.05% |
31 Mar, 23 | 272 | -5.23% | 68,306,173 | 3.55% | 90.87% | 1.11% | 124 | -18.95% | 95 | 3.26% |
31 Dec, 22 | 287 | 3.61% | 65,965,516 | 6.74% | 90.38% | 1.27% | 153 | 11.68% | 92 | 1.10% |
30 Sep, 22 | 277 | 2.21% | 61,801,273 | 1.24% | 84.39% | 1.19% | 137 | 4.58% | 91 | 4.60% |
30 Jun, 22 | 271 | 1.12% | 61,041,873 | 0.15% | 84.05% | 1.17% | 131 | -2.24% | 87 | 2.35% |
31 Mar, 22 | 268 | 5.10% | 60,947,820 | 2.47% | 84.90% | 1.17% | 134 | -6.94% | 85 | 25.00% |
31 Dec, 21 | 255 | 1.59% | 59,479,496 | 2.67% | 85.03% | 1.24% | 144 | 24.14% | 68 | -6.85% |
30 Sep, 21 | 251 | -0.79% | 57,933,080 | 0.50% | 82.70% | 1.20% | 116 | 7.41% | 73 | -12.05% |
30 Jun, 21 | 253 | 2.02% | 57,645,049 | -1.26% | 83.06% | 1.17% | 108 | -6.90% | 83 | 2.47% |
31 Mar, 21 | 248 | 5.98% | 58,381,841 | 0.37% | 84.25% | 1.15% | 116 | 7.41% | 81 | 5.19% |
31 Dec, 20 | 234 | -4.49% | 58,163,854 | 0.79% | 85.58% | 1.20% | 108 | 3.85% | 77 | -11.49% |
30 Sep, 20 | 245 | -3.92% | 57,705,295 | 5.15% | 84.62% | 1.28% | 104 | -3.70% | 87 | -4.40% |
30 Jun, 20 | 255 | -4.14% | 54,880,061 | 1.79% | 81.33% | 1.26% | 108 | -9.24% | 91 | - |
31 Mar, 20 | 266 | 2.70% | 53,915,996 | -1.29% | 80.19% | 1.20% | 119 | - | 91 | -2.15% |
31 Dec, 19 | 259 | 1.17% | 54,622,655 | 1.18% | 81.61% | 1.23% | 119 | 1.71% | 93 | 20.78% |
30 Sep, 19 | 256 | 4.07% | 53,985,468 | 1.35% | 81.47% | 1.25% | 117 | -12.69% | 77 | 30.51% |
30 Jun, 19 | 246 | -6.11% | 53,267,736 | 2.10% | 80.84% | 1.28% | 134 | -12.99% | 59 | -3.28% |
31 Mar, 19 | 262 | 5.65% | 52,171,755 | 3.95% | 79.37% | 1.36% | 154 | 29.41% | 61 | -24.69% |
31 Dec, 18 | 248 | 5.98% | 50,191,564 | -5.79% | 76.41% | 1.16% | 119 | 12.26% | 81 | 17.39% |
30 Sep, 18 | 234 | -2.50% | 53,273,958 | 4.89% | 81.10% | 1.36% | 106 | 11.58% | 69 | -24.18% |
30 Jun, 18 | 240 | -3.23% | 50,790,622 | -1.11% | 77.33% | 1.26% | 95 | -13.64% | 91 | 5.81% |
31 Mar, 18 | 248 | 2.06% | 51,362,126 | -3.58% | 78.25% | 1.15% | 110 | 1.85% | 86 | 4.88% |
31 Dec, 17 | 243 | 8.00% | 53,269,502 | 4.95% | 82.59% | 1.33% | 108 | 5.88% | 82 | -4.65% |
30 Sep, 17 | 225 | -7.41% | 50,755,111 | 10.97% | 78.80% | 1.56% | 102 | -13.56% | 86 | 17.81% |
30 Jun, 17 | 243 | -2.80% | 45,739,533 | 0.38% | 71.02% | 1.42% | 118 | -13.24% | 73 | 1.39% |
31 Mar, 17 | 250 | -4.21% | 45,565,109 | 2.04% | 70.80% | 1.46% | 136 | 11.48% | 72 | -20.88% |
31 Dec, 16 | 261 | 4.40% | 44,655,667 | 0.88% | 69.57% | 1.45% | 122 | 0.83% | 91 | 13.75% |
30 Sep, 16 | 250 | -1.96% | 44,267,402 | 1.19% | 69.32% | 1.46% | 121 | 1.68% | 80 | -1.23% |
30 Jun, 16 | 255 | 1.19% | 43,747,628 | 2.72% | 69.02% | 1.49% | 119 | -15.60% | 81 | 12.50% |
31 Mar, 16 | 252 | 14.55% | 42,590,233 | 1.35% | 68.03% | 1.50% | 141 | 31.78% | 72 | 7.46% |
31 Dec, 15 | 220 | 3.77% | 42,022,490 | -15.65% | 67.45% | 1.05% | 107 | 16.30% | 67 | -14.10% |
30 Sep, 15 | 212 | 1.44% | 49,819,575 | 22.84% | 79.97% | 1.89% | 92 | -9.80% | 78 | 30.00% |
30 Jun, 15 | 209 | 0.97% | 40,555,094 | 1.19% | 65.12% | 1.57% | 102 | 10.87% | 60 | -20.00% |
31 Mar, 15 | 207 | -6.33% | 40,080,061 | -2.58% | 64.32% | 1.47% | 92 | -8.00% | 75 | -12.79% |
31 Dec, 14 | 221 | 2.79% | 41,141,419 | 0.05% | 66.05% | 1.60% | 100 | 2.04% | 86 | - |
30 Sep, 14 | 215 | 1.42% | 41,122,519 | 0.57% | 64.32% | 1.39% | 98 | - | 86 | 21.13% |
30 Jun, 14 | 212 | 1.92% | 40,891,014 | -0.74% | 67.94% | 1.45% | 98 | -17.65% | 71 | 14.52% |
31 Mar, 14 | 208 | 13.04% | 41,194,399 | -1.04% | 68.52% | 1.42% | 119 | 17.82% | 62 | 1.64% |
31 Dec, 13 | 184 | 5.14% | 41,626,099 | 3.57% | 69.42% | 1.55% | 101 | 18.82% | 61 | 1.67% |
30 Sep, 13 | 175 | 1.16% | 40,190,117 | 1.00% | 66.99% | 1.52% | 85 | -36.57% | 60 | 160.87% |
30 Jun, 13 | 173 | 124.68% | 39,791,986 | 126.19% | 66.39% | 7.69% | 134 | 211.63% | 23 | 15.00% |
31 Mar, 13 | 77 | 1.32% | 17,592,121 | -10.75% | 29.39% | 2.70% | 43 | -4.44% | 20 | 11.11% |
31 Dec, 12 | 76 | - | 19,710,262 | 17.20% | 32.97% | 4.06% | 45 | 18.42% | 18 | -21.74% |
30 Sep, 12 | 76 | -8.43% | 16,818,063 | -21.43% | 28.48% | 2.14% | 38 | -25.49% | 23 | 21.05% |
30 Jun, 12 | 83 | 20.29% | 21,404,119 | 47.11% | 36.46% | 5.91% | 51 | 45.71% | 19 | -5.00% |
31 Mar, 12 | 69 | 7.81% | 14,549,465 | -10.32% | 24.84% | 3.16% | 35 | -10.26% | 20 | 5.26% |
31 Dec, 11 | 64 | -7.25% | 16,222,887 | 22.75% | 28.03% | 5.41% | 39 | 5.41% | 19 | -5.00% |
30 Sep, 11 | 69 | -4.17% | 13,216,140 | -33.96% | 22.76% | 1.90% | 37 | -24.49% | 20 | 17.65% |
30 Jun, 11 | 72 | 26.32% | 20,011,915 | 10.59% | 34.63% | 3.48% | 49 | 40.00% | 17 | 30.77% |
31 Mar, 11 | 57 | 5.56% | 18,095,588 | 29.67% | 31.56% | 5.01% | 35 | 2.94% | 13 | -7.14% |
31 Dec, 10 | 54 | 8.00% | 13,954,660 | 24.65% | 25.10% | 6.19% | 34 | 41.67% | 14 | - |
30 Sep, 10 | 50 | -5.66% | 11,195,326 | -21.06% | 20.13% | 3.03% | 24 | -27.27% | 14 | - |
30 Jun, 10 | 53 | 3.92% | 14,182,584 | 14.07% | 25.77% | 5.02% | 33 | 26.92% | 14 | 7.69% |
31 Mar, 10 | 51 | 8.51% | 12,432,929 | 1.40% | 22.66% | 4.51% | 26 | 23.81% | 13 | -31.58% |
31 Dec, 09 | 47 | -17.54% | 12,261,855 | -2.77% | 22.42% | 4.22% | 21 | -34.38% | 19 | 26.67% |
30 Sep, 09 | 57 | -3.39% | 12,610,837 | -4.28% | 23.05% | 3.97% | 32 | -13.51% | 15 | -11.76% |
30 Jun, 09 | 59 | 22.92% | 13,174,931 | 15.40% | 24.11% | 5.52% | 37 | 32.14% | 17 | 30.77% |
31 Mar, 09 | 48 | -7.69% | 11,416,292 | -28.44% | 20.90% | 2.36% | 28 | - | 13 | -31.58% |
31 Dec, 08 | 52 | -7.14% | 15,952,719 | 19.67% | 29.74% | 4.84% | 28 | -3.45% | 19 | -5.00% |
30 Sep, 08 | 56 | -6.67% | 13,330,963 | -5.28% | 24.79% | 3.56% | 29 | -34.09% | 20 | 100.00% |
30 Jun, 08 | 60 | 20.00% | 14,073,601 | 6.05% | 26.40% | 4.21% | 44 | 51.72% | 10 | -28.57% |
31 Mar, 08 | 50 | - | 13,270,388 | 12.34% | 25.03% | 5.04% | 29 | -12.12% | 14 | 7.69% |
31 Dec, 07 | 50 | 42.86% | 11,813,079 | -1.86% | 22.28% | 4.29% | 33 | 94.12% | 13 | -7.14% |
30 Sep, 07 | 35 | -7.89% | 12,036,473 | -11.02% | 22.78% | 3.47% | 17 | - | 14 | -12.50% |
30 Jun, 07 | 38 | 2.70% | 13,527,685 | 54.58% | 25.63% | 9.29% | 17 | -26.09% | 16 | 100.00% |
31 Mar, 07 | 37 | -13.95% | 8,751,092 | 15.15% | 16.61% | 6.95% | 23 | -4.17% | 8 | -42.86% |
31 Dec, 06 | 43 | 4.88% | 7,600,051 | -4.33% | 15.46% | 5.90% | 24 | 26.32% | 14 | -12.50% |
30 Sep, 06 | 41 | -4.65% | 7,944,146 | -13.07% | 16.18% | 4.64% | 19 | -26.92% | 16 | 45.45% |
30 Jun, 06 | 43 | 7.50% | 9,138,384 | -10.37% | 18.67% | 4.27% | 26 | 13.04% | 11 | - |
31 Mar, 06 | 40 | 11.11% | 10,196,214 | -2.24% | 20.90% | 4.57% | 23 | 21.05% | 11 | 37.50% |
31 Dec, 05 | 36 | 9.09% | 10,429,335 | 17.66% | 21.37% | 6.41% | 19 | -13.64% | 8 | 33.33% |
30 Sep, 05 | 33 | 10.00% | 8,863,689 | 36.85% | 18.26% | 10.24% | 22 | 29.41% | 6 | -45.45% |
30 Jun, 05 | 30 | -3.23% | 6,477,121 | -16.10% | 13.35% | 5.27% | 17 | 54.55% | 11 | -8.33% |
31 Mar, 05 | 31 | 6.90% | 7,720,147 | -3.80% | 15.93% | 5.79% | 11 | -31.25% | 12 | 71.43% |
31 Dec, 04 | 29 | 11.54% | 8,024,786 | 26.05% | 16.58% | 9.59% | 16 | 33.33% | 7 | - |
30 Sep, 04 | 26 | -13.33% | 6,366,268 | -18.60% | 13.15% | 5.03% | 12 | -20.00% | 7 | -22.22% |
30 Jun, 04 | 30 | -11.76% | 7,821,259 | 26.99% | 16.16% | 9.96% | 15 | -34.78% | 9 | 28.57% |
31 Mar, 04 | 34 | 30.77% | 6,159,010 | 21.36% | 12.74% | 11.56% | 23 | 43.75% | 7 | 75.00% |
31 Dec, 03 | 26 | -3.70% | 5,074,955 | -23.01% | 10.50% | 5.63% | 16 | -5.88% | 4 | -20.00% |
30 Sep, 03 | 27 | 22.73% | 6,591,670 | 48.52% | 13.65% | 16.12% | 17 | 41.67% | 5 | 25.00% |
30 Jun, 03 | 22 | 4.76% | 4,438,353 | 40.38% | 9.20% | 21.30% | 12 | -7.69% | 4 | 33.33% |
31 Mar, 03 | 21 | -4.55% | 3,161,594 | -28.28% | 6.57% | 7.83% | 13 | 30.00% | 3 | -57.14% |
31 Dec, 02 | 22 | 4.76% | 4,408,290 | 34.74% | 9.16% | 19.62% | 10 | -28.57% | 7 | 75.00% |
30 Sep, 02 | 21 | -19.23% | 3,271,721 | -34.82% | 6.84% | 6.19% | 14 | -12.50% | 4 | -33.33% |
30 Jun, 02 | 26 | 23.81% | 5,019,241 | 22.21% | 10.51% | 14.16% | 16 | - | 6 | 200.00% |
31 Mar, 02 | 21 | 50.00% | 4,106,901 | 4.18% | 8.62% | 12.54% | 16 | 45.45% | 2 | - |
31 Dec, 01 | 14 | -17.65% | 3,942,156 | 57.31% | 8.29% | 29.76% | 11 | 10.00% | 2 | -60.00% |
30 Sep, 01 | 17 | -15.00% | 2,505,973 | -36.50% | 5.28% | 7.60% | 10 | -23.08% | 5 | - |
30 Jun, 01 | 20 | -4.76% | 3,946,456 | 81.09% | 8.33% | 39.14% | 13 | - | 5 | 25.00% |
31 Mar, 01 | 21 | 10.53% | 2,179,249 | -3.13% | 4.61% | 20.29% | 13 | 18.18% | 4 | - |
31 Dec, 00 | 19 | 26.67% | 2,249,777 | 179.77% | 4.77% | 163.91% | 11 | 83.33% | 4 | -20.00% |
30 Sep, 00 | 15 | - | 804,149 | -62.95% | 1.71% | 8.04% | 6 | -45.45% | 5 | 150.00% |
30 Jun, 00 | 15 | -11.76% | 2,170,503 | 13.47% | 4.61% | 21.47% | 11 | 10.00% | 2 | -60.00% |
31 Mar, 00 | 17 | 54.55% | 1,912,864 | -37.72% | 4.63% | 8.37% | 10 | 66.67% | 5 | 150.00% |
31 Dec, 99 | 11 | 22.22% | 3,071,220 | -13.06% | 7.44% | 8.00% | 6 | 100.00% | 2 | -50.00% |
30 Sep, 99 | 9 | -25.00% | 3,532,436 | -33.29% | 9.64% | 5.55% | 3 | -50.00% | 4 | - |
30 Jun, 99 | 12 | 9.09% | 5,295,086 | -4.56% | 13.18% | 6.85% | 6 | -45.45% | 4 | - |
31 Mar, 99 | 11 | - | 5,548,049 | - | 13.87% | - | 11 | - | - | - |
Avista Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
Avista Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 1 | - | - |
Q2 2024 | 11 | 5 | 220.00% |
Q1 2024 | 52 | 64 | 81.25% |
Q4 2023 | - | 4 | - |
Q3 2023 | 12 | 3 | 400.00% |
Q2 2023 | 16 | 8 | 200.00% |
Q1 2023 | 40 | 58 | 68.97% |
Q4 2022 | 1 | 1 | 100.00% |
Q3 2022 | 13 | 6 | 216.67% |
Q2 2022 | 10 | 2 | 500.00% |
Q1 2022 | 60 | 91 | 65.93% |
Q4 2021 | 1 | 4 | 25.00% |
Q3 2021 | 10 | 5 | 200.00% |
Q2 2021 | 11 | 5 | 220.00% |
Q1 2021 | 37 | 47 | 78.72% |
Q4 2020 | 1 | 4 | 25.00% |
Q3 2020 | - | 4 | - |
Q2 2020 | 10 | 1 | 1000.00% |
Q1 2020 | 42 | 57 | 73.68% |
Q4 2019 | 9 | 5 | 180.00% |
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | - | - |
Q2 2024 | - | 4 | - |
Q1 2024 | - | - | - |
Q4 2023 | - | 2 | - |
Q3 2023 | 2 | 2 | 100.00% |
Q2 2023 | 1 | 4 | 25.00% |
Q1 2023 | - | 1 | - |
Q4 2022 | - | - | - |
Q3 2022 | - | 4 | - |
Q2 2022 | - | 2 | - |
Q1 2022 | - | 6 | - |
Q4 2021 | - | 2 | - |
Q3 2021 | 1 | 4 | 25.00% |
Q2 2021 | - | 3 | - |
Q1 2021 | - | 7 | - |
Q4 2020 | - | 4 | - |
Q3 2020 | - | 3 | - |
Q2 2020 | - | 1 | - |
Q1 2020 | - | 6 | - |
Q4 2019 | - | 4 | - |
AVA Ownership FAQ
Who Owns Avista?
Avista is owned by institutional shareholders (86.16%), insiders (0.88%), and public (12.96%). The largest institutional shareholder of Avista is BLACKROCK INC. (18.88% of total shares) and the top mutual fund owner is DAXOR CORP (2.18% of total shares).
Who are the major institutional shareholders of Avista?
Avista's major institutional shareholders are BLACKROCK INC., VANGUARD GROUP INC, STATE STREET CORP, PUBLIC SECTOR PENSION INVESTMENT BOARD, and AMERIPRISE FINANCIAL INC. The top five shareholders own together 45.48% of the company's share outstanding.
How many Avista shareholders are there?
As of Jun 2024, there are 305 institutional shareholders of Avista.
What percentage of Avista is owned by BLACKROCK INC?
BLACKROCK INC owns 14.75M shares of Avista, representing 18.88% of the company's total shares outstanding, valued at $510.66M (as of Jun 2024).
What percentage of Avista is owned by VANGUARD GROUP INC?
As of Jun 2024, VANGUARD GROUP INC holds 9.71M shares of Avista (AVA), compromising 12.42% of the company, valued at $336.1M.
What percentage of Avista is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Avista. The company owns 4.77M of the company's shares outstanding (worth $164.92B).