Avista Ownership 2024 | Who Owns Avista Now?


OverviewForecastRevenueFinancialsChartTranscripts

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 AssetsCurrent SharesChange AmountChange %Market ValueDate
BLACKROCK INC.18.88%0.01%14,754,57510,2310.07%510,655,854Jun 30, 2024
VANGUARD GROUP INC12.42%0.01%9,711,169151,7031.59%336,103,559Jun 30, 2024
STATE STREET CORP6.10%0.01%4,765,028-272,583-5.41%164,917,619,000Jun 30, 2024
PUBLIC SECTOR PENSION INVESTMENT BOARD4.54%0.77%3,551,46013,4450.38%122,916,031Jun 30, 2024
AMERIPRISE FINANCIAL INC3.54%0.03%2,768,379114,6444.32%95,813,605Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.30%0.01%1,800,90292,8775.44%62,341,382Jun 30, 2024
WESTWOOD HOLDINGS GROUP INC2.20%0.28%1,722,097-182,554-9.58%59,601,777Jun 30, 2024
DIMENSIONAL FUND ADVISORS LP1.96%0.01%1,534,34161,4664.17%53,102,937Jun 30, 2024
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1.58%0.15%1,235,689-732,230-37.21%42,767,196Jun 30, 2024
GOLDMAN SACHS GROUP INC1.54%0.01%1,204,954312,22734.97%41,703,458Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.54%0.01%1,201,59384,8557.60%41,587,134Jun 30, 2024
NUANCE INVESTMENTS, LLC1.50%1.24%1,174,395-117,658-9.11%40,645,804Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.41%0.01%1,100,068-60,601-5.22%38,073,348Jun 30, 2024
MORGAN STANLEY1.31%0.00%1,020,705-390,365-27.66%35,326,679Jun 30, 2024
YAUPON CAPITAL MANAGEMENT LP1.28%1.75%1,000,000500,000100.00%34,610,000Jun 30, 2024
INVESCO LTD.1.25%0.01%973,300-128,272-11.64%33,685,914Jun 30, 2024
NORTHERN TRUST CORP1.02%0.00%799,910-27,438-3.32%27,684,885,000Jun 30, 2024
PRUDENTIAL FINANCIAL INC0.99%0.04%770,35222,2602.98%26,661,883Jun 30, 2024
TORTOISE CAPITAL ADVISORS, L.L.C.0.89%0.32%692,94483,12713.63%23,982,792Jun 30, 2024
OLD REPUBLIC INTERNATIONAL CORP0.76%0.84%597,500--20,679,000Jun 30, 2024

Avista's largest institutional shareholder is BLACKROCK INC., holding 18.88% of the company's total share outstanding, currently valued at $510.66M. The top 10 institutional shareholders own together 55.08% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
PATRIZIA PTY LTD0.20%8.36%153,491--5,312,324Jun 30, 2024
DEAN CAPITAL MANAGEMENT0.08%2.82%63,3915930.94%2,193,963Jun 30, 2024
BRUCE & CO., INC.0.26%2.29%201,500--6,973,915Jun 30, 2024
YAUPON CAPITAL MANAGEMENT LP1.28%1.75%1,000,000500,000100.00%34,610,000Jun 30, 2024
NUANCE INVESTMENTS, LLC1.50%1.24%1,174,395-117,658-9.11%40,645,804Jun 30, 2024
DEAN INVESTMENT ASSOCIATES, LLC0.22%0.84%171,594-11,332-6.19%5,938,868Jun 30, 2024
OLD REPUBLIC INTERNATIONAL CORP0.76%0.84%597,500--20,679,000Jun 30, 2024
PUBLIC SECTOR PENSION INVESTMENT BOARD4.54%0.77%3,551,46013,4450.38%122,916,031Jun 30, 2024
INVENOMIC CAPITAL MANAGEMENT LP0.42%0.56%330,583100,12643.45%11,441,478Jun 30, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.62%0.36%482,229-7,687-1.57%16,689,946Jun 30, 2024
COLUMBIA ADVISORY PARTNERS LLC0.01%0.34%10,0738929.72%348,627Jun 30, 2024
0.41%0.32%323,775323,775100.00%11,205,739Jun 30, 2024
TORTOISE CAPITAL ADVISORS, L.L.C.0.89%0.32%692,94483,12713.63%23,982,792Jun 30, 2024
RICHARD C. YOUNG & CO., LTD.0.09%0.30%71,182-102,448-59.00%2,463,611Jun 30, 2024
LEGATO CAPITAL MANAGEMENT LLC0.08%0.30%63,3915930.94%2,193,963Jun 30, 2024
WESTWOOD HOLDINGS GROUP INC2.20%0.28%1,722,097-182,554-9.58%59,601,777Jun 30, 2024
VERSOR INVESTMENTS LP0.05%0.24%38,10525,464201.44%1,318,814Jun 30, 2024
CONVERGENCE INVESTMENT PARTNERS, LLC0.03%0.21%20,70820,708100.00%716,704Jun 30, 2024
DYNAMIC TECHNOLOGY LAB PRIVATE LTD0.06%0.19%49,1728,74721.64%1,702,000Jun 30, 2024
PEREGRINE CAPITAL MANAGEMENT LLC0.24%0.19%187,989187,989100.00%6,506,299Jun 30, 2024

The largest Avista shareholder by % of total assets is PATRIZIA PTY LTD. The company owns 153.49K shares of Avista (AVA), representing 8.36% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK0.70%0.00%547,283547,283100.00%18,941,465Jun 30, 2024
YAUPON CAPITAL MANAGEMENT LP1.28%1.75%1,000,000500,000100.00%34,610,000Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.50%0.03%392,882392,882100.00%13,597,646Jun 30, 2024
0.41%0.32%323,775323,775100.00%11,205,739Jun 30, 2024
GOLDMAN SACHS GROUP INC1.54%0.01%1,204,954312,22734.97%41,703,458Jun 30, 2024
BRANDYWINE GLOBAL INVESTMENT MANAGEMENT, LLC0.36%0.07%282,542282,542100.00%9,778,779Jun 30, 2024
JUPITER ASSET MANAGEMENT LTD0.26%0.07%206,023206,023100.00%7,130,456Jun 30, 2024
PEREGRINE CAPITAL MANAGEMENT LLC0.24%0.19%187,989187,989100.00%6,506,299Jun 30, 2024
POINT72 ASSET MANAGEMENT, L.P.0.21%0.01%162,900162,900100.00%5,637,969Jun 30, 2024
VANGUARD GROUP INC12.42%0.01%9,711,169151,7031.59%336,103,559Jun 30, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.17%0.01%136,115136,115100.00%4,710,940Jun 30, 2024
AMERIPRISE FINANCIAL INC3.54%0.03%2,768,379114,6444.32%95,813,605Jun 30, 2024
VOYA INVESTMENT MANAGEMENT LLC0.51%0.02%402,049108,99637.19%13,914,916Jun 30, 2024
INVENOMIC CAPITAL MANAGEMENT LP0.42%0.56%330,583100,12643.45%11,441,478Jun 30, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC0.44%0.08%342,26393,74737.72%11,845,722Jun 30, 2024
GEODE CAPITAL MANAGEMENT, LLC2.30%0.01%1,800,90292,8775.44%62,341,382Jun 30, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.54%0.01%1,201,59384,8557.60%41,587,134Jun 30, 2024
MARTINGALE ASSET MANAGEMENT L P0.13%0.08%100,72683,626489.04%3,486,128Jun 30, 2024
TORTOISE CAPITAL ADVISORS, L.L.C.0.89%0.32%692,94483,12713.63%23,982,792Jun 30, 2024
UBS ASSET MANAGEMENT AMERICAS INC0.26%0.00%202,65380,61666.06%7,013,821Jun 30, 2024

As of Jun 30 2024, Avista's largest institutional buyer is NORGES BANK. The company purchased 547.28K stocks of AVA, valued at $18.94M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC1.58%0.15%1,235,689-732,230-37.21%42,767,196Jun 30, 2024
MORGAN STANLEY1.31%0.00%1,020,705-390,365-27.66%35,326,679Jun 30, 2024
SEGALL BRYANT & HAMILL, LLC----346,695-100.00%-Jun 30, 2024
STATE STREET CORP6.10%0.01%4,765,028-272,583-5.41%164,917,619,000Jun 30, 2024
APG ASSET MANAGEMENT N.V.----229,000-100.00%-Jun 30, 2024
WESTWOOD HOLDINGS GROUP INC2.20%0.28%1,722,097-182,554-9.58%59,601,777Jun 30, 2024
RENAISSANCE TECHNOLOGIES LLC----129,700-100.00%-Jun 30, 2024
INVESCO LTD.1.25%0.01%973,300-128,272-11.64%33,685,914Jun 30, 2024
NUANCE INVESTMENTS, LLC1.50%1.24%1,174,395-117,658-9.11%40,645,804Jun 30, 2024
ROYAL BANK OF CANADA0.18%0.00%144,202-112,514-43.83%4,992,000Jun 30, 2024
RICHARD C. YOUNG & CO., LTD.0.09%0.30%71,182-102,448-59.00%2,463,611Jun 30, 2024
BANK OF NEW YORK MELLON CORP1.41%0.01%1,100,068-60,601-5.22%38,073,348Jun 30, 2024
BNP PARIBAS ARBITRAGE, SNC0.05%0.00%41,994-50,325-54.51%1,453,412Jun 30, 2024
VICTORY CAPITAL MANAGEMENT INC0.53%0.01%410,502-46,466-10.17%14,207,474Jun 30, 2024
BARCLAYS PLC0.04%0.00%35,177-44,990-56.12%1,218,000Jun 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 LLC0.26%0.02%200,910-37,684-15.79%6,953,495Jun 30, 2024
STATE OF NEW JERSEY COMMON PENSION FUND D0.07%0.01%51,605-32,298-38.49%1,786,049Jun 30, 2024

As of Jun 30 2024, Avista's biggest institutional seller is HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC. The company sold -0.73M shares of AVA, valued at $42.77M.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
NORGES BANK0.70%0.00%547,283547,283100.00%18,941,465Jun 30, 2024
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD.0.50%0.03%392,882392,882100.00%13,597,646Jun 30, 2024
0.41%0.32%323,775323,775100.00%11,205,739Jun 30, 2024
COREBRIDGE FINANCIAL, INC.0.06%0.01%45,41045,410100.00%1,571,640Jun 30, 2024
INSPIRE ADVISORS, LLC0.05%0.19%41,01841,018100.00%1,419,646Jun 30, 2024
LEVEL FOUR ADVISORY SERVICES, LLC0.05%0.06%40,29840,298100.00%1,394,725Jun 30, 2024
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND0.04%0.00%32,90032,900100.00%1,138,669Jun 30, 2024
HRT FINANCIAL LP0.04%0.01%28,90128,901100.00%1,000,000Jun 30, 2024
ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC0.03%0.00%21,65221,652100.00%749,375Jun 30, 2024
CONVERGENCE INVESTMENT PARTNERS, LLC0.03%0.21%20,70820,708100.00%716,704Jun 30, 2024
BAILARD, INC.0.02%0.02%19,00019,000100.00%657,590Jun 30, 2024
MACKENZIE FINANCIAL CORP0.02%0.00%17,71617,716100.00%613,151Jun 30, 2024
READYSTATE ASSET MANAGEMENT LP0.02%0.02%15,69215,692100.00%543,100Jun 30, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.02%0.00%14,46214,462100.00%501,000Jun 30, 2024
INTECH INVESTMENT MANAGEMENT LLC0.02%0.01%13,34213,342100.00%461,767Jun 30, 2024
GREAT LAKES ADVISORS, LLC0.02%0.00%12,60812,608100.00%436,363Jun 30, 2024
ATRIA INVESTMENTS, INC0.01%0.00%9,2169,216100.00%318,967Jun 30, 2024
GOTHAM ASSET MANAGEMENT, LLC0.01%0.00%8,0958,095100.00%280,168Jun 30, 2024
XTX TOPCO LTD0.01%0.02%7,9787,978100.00%276,119Jun 30, 2024
VIDENT ADVISORY, LLC0.01%0.01%7,7987,798100.00%269,920Jun 30, 2024
PENSIONMARK FINANCIAL GROUP, LLC0.01%0.02%7,5887,588100.00%262,621Jun 30, 2024
ENTROPY TECHNOLOGIES, LP0.01%0.02%6,6556,655100.00%230,330Jun 30, 2024
AVANTAX ADVISORY SERVICES, INC.0.01%0.00%6,6216,621100.00%229,159Jun 30, 2024
SAVANT CAPITAL, LLC0.01%0.00%6,4486,448100.00%223,166Jun 30, 2024
STEEL PEAK WEALTH MANAGEMENT LLC0.01%0.01%6,4066,406100.00%221,712Jun 30, 2024
FIRST TRUST DIRECT INDEXING L.P.0.01%0.01%5,9025,902100.00%204,268Jun 30, 2024
PICTON MAHONEY ASSET MANAGEMENT0.01%0.01%4,4584,458100.00%154,000Jun 30, 2024
COLONIAL TRUST ADVISORS0.00%0.01%2,1922,192100.00%75,865Jun 30, 2024
LAZARD ASSET MANAGEMENT LLC0.00%0.00%1,4791,479100.00%51,000Jun 30, 2024
QUEST PARTNERS LLC0.00%0.01%1,1501,150100.00%39,802Jun 30, 2024
SRS CAPITAL ADVISORS, INC.0.00%0.00%1,0061,006100.00%34,818Jun 30, 2024
GLEN EAGLE ADVISORS, LLC0.00%0.00%400400100.00%13,844Jun 30, 2024
ST GERMAIN D J CO INC0.00%0.00%378378100.00%13,083Jun 30, 2024
FAMILY FIRM, INC.0.00%0.00%330330100.00%11,421Jun 30, 2024
REDWOOD WEALTH MANAGEMENT GROUP, LLC0.00%0.01%228228100.00%7,891Jun 30, 2024
ASHTON THOMAS PRIVATE WEALTH, LLC0.00%0.00%200200100.00%6,922Jun 30, 2024
NEO IVY CAPITAL MANAGEMENT0.00%0.00%156156100.00%5,000Jun 30, 2024
SIMPLEX TRADING, LLC0.00%-8989100.00%3,000Jun 30, 2024
HORIZON INVESTMENTS, LLC--1515100.00%519Jun 30, 2024
LARSON FINANCIAL GROUP LLC--1313100.00%450Jun 30, 2024

Avista's largest new institutional shareholder by number of shares is NORGES BANK, purchased 547.28K shares, valued at $18.94M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
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's largest sold out institutional shareholder by shares sold is SEGALL BRYANT & HAMILL, LLC, sold -0.35M shares, valued at -, as of undefined.

Avista Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
DAXOR CORP2.18%6,0006,000-Sep 30, 2023
AGF Investments Trust1.60%-30,326-61,421-197.53%Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.66%346,000--Mar 31, 2024
VANGUARD VALLEY FORGE FUNDS0.58%300,000--Mar 31, 2024
GABELLI UTILITIES FUND0.41%291,0004,0001.39%Dec 29, 2023
Gabelli 787 Fund, Inc.0.26%22,5002,50012.50%Jan 31, 2024
Gabelli Global Small & Mid Cap Value Trust0.19%18,500--Dec 29, 2023
ALLSPRING UTILITIES & HIGH INCOME FUND0.16%83,045--Feb 29, 2024
LORD ABBETT RESEARCH FUND INC0.16%154,448--Feb 29, 2024
GABELLI GLOBAL UTILITY & INCOME TRUST0.14%21,500-500-2.27%Dec 29, 2023
Nuveen S&P 500 Dynamic Overwrite Fund0.13%3,870--Mar 31, 2024
TOUCHSTONE FUNDS GROUP TRUST0.13%3,250,000--Mar 31, 2024
GABELLI UTILITY TRUST0.12%52,0002,0004.00%Dec 29, 2023
VANGUARD ADMIRAL FUNDS0.12%508,92312,6662.55%Feb 29, 2024
VANGUARD VALLEY FORGE FUNDS0.10%53,261--Mar 31, 2024
BRUCE FUND INC0.10%200,000--Dec 31, 2023
PRAXIS MUTUAL FUNDS0.09%1,000,000--Dec 31, 2023
Monteagle Funds0.07%3,000--Feb 29, 2024
BNY MELLON INDEX FUNDS, INC.0.07%78,464-9,413-10.71%Jan 31, 2024
BNY MELLON INVESTMENT PORTFOLIOS0.07%38,7662700.70%Mar 31, 2024
BRIDGEWAY FUNDS INC0.06%147,312--Mar 28, 2024
Ultimus Managers Trust0.06%701,91030,9544.61%Jan 31, 2024
HOTCHKIS & WILEY FUNDS /DE/0.05%675,96114,6002.21%Mar 31, 2024
AMERICAN CENTURY QUANTITATIVE EQUITY FUNDS, INC.0.05%122,74993,402318.27%Mar 31, 2024
SYNTAX ETF TRUST0.05%1,548201.31%Mar 31, 2024
OSI ETF Trust0.04%7,659--Mar 31, 2022
STATE STREET INSTITUTIONAL FUNDS0.04%33,027-9,428-22.21%Mar 31, 2024
Voya EQUITY TRUST0.04%56,84116,70241.61%Feb 29, 2024
DSS AMERICAFIRST QUANTITATIVE FUNDS0.03%768--Dec 29, 2023
Northern Lights Variable Trust0.03%31,007--Mar 31, 2024
FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND0.03%120,26829,60632.66%Jan 31, 2024
FRONTIER FUNDS, INC.0.03%11,347--Mar 31, 2024
Vericimetry Funds0.03%2,616--Mar 31, 2024
BlackRock Advantage SMID Cap Fund, Inc.0.03%5,097--Mar 28, 2024
PRUDENTIAL SERIES FUND0.03%2,005,000--Mar 28, 2024
TIMOTHY PLAN0.02%115,6539,9569.42%Mar 31, 2024
QUANTITATIVE MASTER SERIES LLC0.02%136,205-1,278-0.93%Mar 31, 2024
Legg Mason ETF Investment Trust0.02%43,849-22,664-34.07%Mar 31, 2024
ICON FUNDS0.02%33,300--Jun 30, 2020
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.02%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 Trust0.02%102,038-11,429-10.07%Mar 31, 2024
VANGUARD INDEX FUNDS0.02%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 FUND0.01%132,200-1,833,881-93.28%Mar 31, 2024
NORTHERN LIGHTS FUND TRUST II0.01%147,2812,2811.57%Jan 31, 2024
HENNESSY FUNDS TRUST0.01%25,172-900-3.45%Jan 31, 2024
MASTER LARGE CAP SERIES LLC0.01%10,700--Mar 31, 2022
UNIFIED SERIES TRUST0.01%181,80335,15623.97%Mar 31, 2024
Voya FUNDS TRUST0.01%2,967,000--Mar 31, 2024
PFM Multi-Manager Series Trust0.01%8,446--Dec 31, 2023
Federated Hermes MDT Series0.01%24,647--Jan 31, 2024
BBH Trust0.01%945,000--Jan 31, 2024
Nushares ETF Trust0.01%70,00010,00016.67%Jan 31, 2024
COLLEGE RETIREMENT EQUITIES FUND0.01%10,275,000--Mar 31, 2024
GDL FUND0.01%12,500--Dec 29, 2023
INVESCO EXCHANGE-TRADED FUND TRUST0.01%751,749-126,164-14.37%Jan 31, 2024
WESMARK FUNDS0.01%30,0008,40038.89%Mar 31, 2024
Victory Portfolios II0.01%424,3341,9260.46%Mar 31, 2024
MUTUAL OF AMERICA INSTITUTIONAL FUNDS INC0.01%4,1151,18140.25%Sep 30, 2020
SCHWAB CAPITAL TRUST0.01%295,7789,1733.20%Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.01%1,516--Mar 31, 2024
EXCHANGE TRADED CONCEPTS TRUST0.01%36,9661,6984.81%Feb 29, 2024
FIDELITY COVINGTON TRUST0.01%103,574-3,279-3.07%Jan 31, 2024
VANGUARD HORIZON FUNDS0.01%121,310-31,948-20.85%Mar 31, 2024
Segall Bryant & Hamill Trust0.01%93,834-8,383-8.20%Mar 31, 2024
Voya VARIABLE PORTFOLIOS INC0.00%159,33725,89419.40%Mar 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%19,04317,4061063.29%Mar 31, 2024
Mutual of America Variable Insurance Portfolios, Inc.0.00%3,158752.43%Sep 30, 2023
Bernstein Fund Inc0.00%38,009--Mar 31, 2024
Voya INVESTORS TRUST0.00%243,000--Mar 31, 2024
John Hancock Exchange-Traded Fund Trust0.00%25,950--Jan 31, 2024
ROYCE VALUE TRUST, INC.0.00%3,195--Mar 31, 2024
ETFis Series Trust I0.00%5,498-7,343-57.18%Jan 31, 2024
VANGUARD WHITEHALL FUNDS0.00%338,545-673-0.20%Jan 31, 2024
IndexIQ ETF Trust0.00%7,667-534-6.51%Jan 31, 2024
MASSMUTUAL PREMIER FUNDS0.00%93,303--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%680,53521,7683.30%Feb 29, 2024
SSGA FUNDS0.00%1,383--Feb 29, 2024
VICTORY PORTFOLIOS0.00%97,100--Mar 31, 2024
Calvert Variable Products, Inc.0.00%7,945--Mar 31, 2024
VANGUARD TAX-MANAGED FUNDS0.00%593,600-10,799-1.79%Mar 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.00%113,772-2,268-1.95%Mar 31, 2024
ADVISORS' INNER CIRCLE FUND0.00%64,000-1,500-2.29%Jan 31, 2024
RBC FUNDS TRUST0.00%300,000--Mar 28, 2024
BNY Mellon ETF Trust0.00%60,000-15,000-20.00%Jan 31, 2024
Listed Funds Trust0.00%12,1202,65628.06%Jan 31, 2024
KP Funds0.00%109,953-23,100-17.36%Sep 30, 2020
Guggenheim Variable Funds Trust0.00%9,559--Dec 31, 2023
OPTIMUM FUND TRUST0.00%103,690--Mar 28, 2024
SHELTON FUNDS0.00%3,485-252-6.74%Feb 29, 2024
PRUDENTIAL INVESTMENT PORTFOLIOS 90.00%40,700-22,500-35.60%Jan 31, 2024
STERLING CAPITAL FUNDS0.00%40,000--Mar 28, 2024
VANGUARD WORLD FUND0.00%464,33314,1233.14%Feb 29, 2024
RYDEX VARIABLE TRUST0.00%2,220663.06%Dec 31, 2023
SCHWAB INVESTMENTS0.00%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 FUNDS0.00%48,739-3,744-7.13%Mar 31, 2024

Avista's largest mutual fund holder by % of total assets is "DAXOR CORP", owning 6.00K shares, compromising 2.18% of its total assets.

Avista Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
30 Jun, 243050.99%
31 Mar, 243024.86%
31 Dec, 232888.68%
30 Sep, 232651.92%
30 Jun, 23260-4.41%
31 Mar, 23272-5.23%
31 Dec, 222873.61%
30 Sep, 222772.21%
30 Jun, 222711.12%
31 Mar, 222685.10%
31 Dec, 212551.59%
30 Sep, 21251-0.79%
30 Jun, 212532.02%
31 Mar, 212485.98%
31 Dec, 20234-4.49%
30 Sep, 20245-3.92%
30 Jun, 20255-4.14%
31 Mar, 202662.70%
31 Dec, 192591.17%
30 Sep, 192564.07%
30 Jun, 19246-6.11%
31 Mar, 192625.65%
31 Dec, 182485.98%
30 Sep, 18234-2.50%
30 Jun, 18240-3.23%
31 Mar, 182482.06%
31 Dec, 172438.00%
30 Sep, 17225-7.41%
30 Jun, 17243-2.80%
31 Mar, 17250-4.21%
31 Dec, 162614.40%
30 Sep, 16250-1.96%
30 Jun, 162551.19%
31 Mar, 1625214.55%
31 Dec, 152203.77%
30 Sep, 152121.44%
30 Jun, 152090.97%
31 Mar, 15207-6.33%
31 Dec, 142212.79%
30 Sep, 142151.42%
30 Jun, 142121.92%
31 Mar, 1420813.04%
31 Dec, 131845.14%
30 Sep, 131751.16%
30 Jun, 13173124.68%
31 Mar, 13771.32%
31 Dec, 1276-
30 Sep, 1276-8.43%
30 Jun, 128320.29%
31 Mar, 12697.81%
31 Dec, 1164-7.25%
30 Sep, 1169-4.17%
30 Jun, 117226.32%
31 Mar, 11575.56%
31 Dec, 10548.00%
30 Sep, 1050-5.66%
30 Jun, 10533.92%
31 Mar, 10518.51%
31 Dec, 0947-17.54%
30 Sep, 0957-3.39%
30 Jun, 095922.92%
31 Mar, 0948-7.69%
31 Dec, 0852-7.14%
30 Sep, 0856-6.67%
30 Jun, 086020.00%
31 Mar, 0850-
31 Dec, 075042.86%
30 Sep, 0735-7.89%
30 Jun, 07382.70%
31 Mar, 0737-13.95%
31 Dec, 06434.88%
30 Sep, 0641-4.65%
30 Jun, 06437.50%
31 Mar, 064011.11%
31 Dec, 05369.09%
30 Sep, 053310.00%
30 Jun, 0530-3.23%
31 Mar, 05316.90%
31 Dec, 042911.54%
30 Sep, 0426-13.33%
30 Jun, 0430-11.76%
31 Mar, 043430.77%
31 Dec, 0326-3.70%
30 Sep, 032722.73%
30 Jun, 03224.76%
31 Mar, 0321-4.55%
31 Dec, 02224.76%
30 Sep, 0221-19.23%
30 Jun, 022623.81%
31 Mar, 022150.00%
31 Dec, 0114-17.65%
30 Sep, 0117-15.00%
30 Jun, 0120-4.76%
31 Mar, 012110.53%
31 Dec, 001926.67%
30 Sep, 0015-
30 Jun, 0015-11.76%
31 Mar, 001754.55%
31 Dec, 991122.22%
30 Sep, 999-25.00%
30 Jun, 99129.09%
31 Mar, 9911-

As of 30 Jun 24, 305 institutions are holding Avista's shares, representing an increase of 0.99% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
30 Jun, 2467,346,2092.02%
31 Mar, 2466,013,682-0.74%
31 Dec, 2366,503,6990.86%
30 Sep, 2365,938,930-3.39%
30 Jun, 2368,252,107-0.08%
31 Mar, 2368,306,1733.55%
31 Dec, 2265,965,5166.74%
30 Sep, 2261,801,2731.24%
30 Jun, 2261,041,8730.15%
31 Mar, 2260,947,8202.47%
31 Dec, 2159,479,4962.67%
30 Sep, 2157,933,0800.50%
30 Jun, 2157,645,049-1.26%
31 Mar, 2158,381,8410.37%
31 Dec, 2058,163,8540.79%
30 Sep, 2057,705,2955.15%
30 Jun, 2054,880,0611.79%
31 Mar, 2053,915,996-1.29%
31 Dec, 1954,622,6551.18%
30 Sep, 1953,985,4681.35%
30 Jun, 1953,267,7362.10%
31 Mar, 1952,171,7553.95%
31 Dec, 1850,191,564-5.79%
30 Sep, 1853,273,9584.89%
30 Jun, 1850,790,622-1.11%
31 Mar, 1851,362,126-3.58%
31 Dec, 1753,269,5024.95%
30 Sep, 1750,755,11110.97%
30 Jun, 1745,739,5330.38%
31 Mar, 1745,565,1092.04%
31 Dec, 1644,655,6670.88%
30 Sep, 1644,267,4021.19%
30 Jun, 1643,747,6282.72%
31 Mar, 1642,590,2331.35%
31 Dec, 1542,022,490-15.65%
30 Sep, 1549,819,57522.84%
30 Jun, 1540,555,0941.19%
31 Mar, 1540,080,061-2.58%
31 Dec, 1441,141,4190.05%
30 Sep, 1441,122,5190.57%
30 Jun, 1440,891,014-0.74%
31 Mar, 1441,194,399-1.04%
31 Dec, 1341,626,0993.57%
30 Sep, 1340,190,1171.00%
30 Jun, 1339,791,986126.19%
31 Mar, 1317,592,121-10.75%
31 Dec, 1219,710,26217.20%
30 Sep, 1216,818,063-21.43%
30 Jun, 1221,404,11947.11%
31 Mar, 1214,549,465-10.32%
31 Dec, 1116,222,88722.75%
30 Sep, 1113,216,140-33.96%
30 Jun, 1120,011,91510.59%
31 Mar, 1118,095,58829.67%
31 Dec, 1013,954,66024.65%
30 Sep, 1011,195,326-21.06%
30 Jun, 1014,182,58414.07%
31 Mar, 1012,432,9291.40%
31 Dec, 0912,261,855-2.77%
30 Sep, 0912,610,837-4.28%
30 Jun, 0913,174,93115.40%
31 Mar, 0911,416,292-28.44%
31 Dec, 0815,952,71919.67%
30 Sep, 0813,330,963-5.28%
30 Jun, 0814,073,6016.05%
31 Mar, 0813,270,38812.34%
31 Dec, 0711,813,079-1.86%
30 Sep, 0712,036,473-11.02%
30 Jun, 0713,527,68554.58%
31 Mar, 078,751,09215.15%
31 Dec, 067,600,051-4.33%
30 Sep, 067,944,146-13.07%
30 Jun, 069,138,384-10.37%
31 Mar, 0610,196,214-2.24%
31 Dec, 0510,429,33517.66%
30 Sep, 058,863,68936.85%
30 Jun, 056,477,121-16.10%
31 Mar, 057,720,147-3.80%
31 Dec, 048,024,78626.05%
30 Sep, 046,366,268-18.60%
30 Jun, 047,821,25926.99%
31 Mar, 046,159,01021.36%
31 Dec, 035,074,955-23.01%
30 Sep, 036,591,67048.52%
30 Jun, 034,438,35340.38%
31 Mar, 033,161,594-28.28%
31 Dec, 024,408,29034.74%
30 Sep, 023,271,721-34.82%
30 Jun, 025,019,24122.21%
31 Mar, 024,106,9014.18%
31 Dec, 013,942,15657.31%
30 Sep, 012,505,973-36.50%
30 Jun, 013,946,45681.09%
31 Mar, 012,179,249-3.13%
31 Dec, 002,249,777179.77%
30 Sep, 00804,149-62.95%
30 Jun, 002,170,50313.47%
31 Mar, 001,912,864-37.72%
31 Dec, 993,071,220-13.06%
30 Sep, 993,532,436-33.29%
30 Jun, 995,295,086-4.56%
31 Mar, 995,548,049-

Avista (AVA) has 67.35M shares outstanding as of 30 Jun 24, up 2.02% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
30 Jun, 2486.16%1.21%
31 Mar, 2484.46%1.16%
31 Dec, 2385.18%1.15%
30 Sep, 2385.93%1.07%
30 Jun, 2389.83%1.09%
31 Mar, 2390.87%1.11%
31 Dec, 2290.38%1.27%
30 Sep, 2284.39%1.19%
30 Jun, 2284.05%1.17%
31 Mar, 2284.90%1.17%
31 Dec, 2185.03%1.24%
30 Sep, 2182.70%1.20%
30 Jun, 2183.06%1.17%
31 Mar, 2184.25%1.15%
31 Dec, 2085.58%1.20%
30 Sep, 2084.62%1.28%
30 Jun, 2081.33%1.26%
31 Mar, 2080.19%1.20%
31 Dec, 1981.61%1.23%
30 Sep, 1981.47%1.25%
30 Jun, 1980.84%1.28%
31 Mar, 1979.37%1.36%
31 Dec, 1876.41%1.16%
30 Sep, 1881.10%1.36%
30 Jun, 1877.33%1.26%
31 Mar, 1878.25%1.15%
31 Dec, 1782.59%1.33%
30 Sep, 1778.80%1.56%
30 Jun, 1771.02%1.42%
31 Mar, 1770.80%1.46%
31 Dec, 1669.57%1.45%
30 Sep, 1669.32%1.46%
30 Jun, 1669.02%1.49%
31 Mar, 1668.03%1.50%
31 Dec, 1567.45%1.05%
30 Sep, 1579.97%1.89%
30 Jun, 1565.12%1.57%
31 Mar, 1564.32%1.47%
31 Dec, 1466.05%1.60%
30 Sep, 1464.32%1.39%
30 Jun, 1467.94%1.45%
31 Mar, 1468.52%1.42%
31 Dec, 1369.42%1.55%
30 Sep, 1366.99%1.52%
30 Jun, 1366.39%7.69%
31 Mar, 1329.39%2.70%
31 Dec, 1232.97%4.06%
30 Sep, 1228.48%2.14%
30 Jun, 1236.46%5.91%
31 Mar, 1224.84%3.16%
31 Dec, 1128.03%5.41%
30 Sep, 1122.76%1.90%
30 Jun, 1134.63%3.48%
31 Mar, 1131.56%5.01%
31 Dec, 1025.10%6.19%
30 Sep, 1020.13%3.03%
30 Jun, 1025.77%5.02%
31 Mar, 1022.66%4.51%
31 Dec, 0922.42%4.22%
30 Sep, 0923.05%3.97%
30 Jun, 0924.11%5.52%
31 Mar, 0920.90%2.36%
31 Dec, 0829.74%4.84%
30 Sep, 0824.79%3.56%
30 Jun, 0826.40%4.21%
31 Mar, 0825.03%5.04%
31 Dec, 0722.28%4.29%
30 Sep, 0722.78%3.47%
30 Jun, 0725.63%9.29%
31 Mar, 0716.61%6.95%
31 Dec, 0615.46%5.90%
30 Sep, 0616.18%4.64%
30 Jun, 0618.67%4.27%
31 Mar, 0620.90%4.57%
31 Dec, 0521.37%6.41%
30 Sep, 0518.26%10.24%
30 Jun, 0513.35%5.27%
31 Mar, 0515.93%5.79%
31 Dec, 0416.58%9.59%
30 Sep, 0413.15%5.03%
30 Jun, 0416.16%9.96%
31 Mar, 0412.74%11.56%
31 Dec, 0310.50%5.63%
30 Sep, 0313.65%16.12%
30 Jun, 039.20%21.30%
31 Mar, 036.57%7.83%
31 Dec, 029.16%19.62%
30 Sep, 026.84%6.19%
30 Jun, 0210.51%14.16%
31 Mar, 028.62%12.54%
31 Dec, 018.29%29.76%
30 Sep, 015.28%7.60%
30 Jun, 018.33%39.14%
31 Mar, 014.61%20.29%
31 Dec, 004.77%163.91%
30 Sep, 001.71%8.04%
30 Jun, 004.61%21.47%
31 Mar, 004.63%8.37%
31 Dec, 997.44%8.00%
30 Sep, 999.64%5.55%
30 Jun, 9913.18%6.85%
31 Mar, 9913.87%-

As of 30 Jun 24, Avista is held by 86.16% institutional shareholders, representing a 1.21% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
30 Jun, 241783.49%
31 Mar, 2417217.01%
31 Dec, 231475.00%
30 Sep, 2314032.08%
30 Jun, 23106-14.52%
31 Mar, 23124-18.95%
31 Dec, 2215311.68%
30 Sep, 221374.58%
30 Jun, 22131-2.24%
31 Mar, 22134-6.94%
31 Dec, 2114424.14%
30 Sep, 211167.41%
30 Jun, 21108-6.90%
31 Mar, 211167.41%
31 Dec, 201083.85%
30 Sep, 20104-3.70%
30 Jun, 20108-9.24%
31 Mar, 20119-
31 Dec, 191191.71%
30 Sep, 19117-12.69%
30 Jun, 19134-12.99%
31 Mar, 1915429.41%
31 Dec, 1811912.26%
30 Sep, 1810611.58%
30 Jun, 1895-13.64%
31 Mar, 181101.85%
31 Dec, 171085.88%
30 Sep, 17102-13.56%
30 Jun, 17118-13.24%
31 Mar, 1713611.48%
31 Dec, 161220.83%
30 Sep, 161211.68%
30 Jun, 16119-15.60%
31 Mar, 1614131.78%
31 Dec, 1510716.30%
30 Sep, 1592-9.80%
30 Jun, 1510210.87%
31 Mar, 1592-8.00%
31 Dec, 141002.04%
30 Sep, 1498-
30 Jun, 1498-17.65%
31 Mar, 1411917.82%
31 Dec, 1310118.82%
30 Sep, 1385-36.57%
30 Jun, 13134211.63%
31 Mar, 1343-4.44%
31 Dec, 124518.42%
30 Sep, 1238-25.49%
30 Jun, 125145.71%
31 Mar, 1235-10.26%
31 Dec, 11395.41%
30 Sep, 1137-24.49%
30 Jun, 114940.00%
31 Mar, 11352.94%
31 Dec, 103441.67%
30 Sep, 1024-27.27%
30 Jun, 103326.92%
31 Mar, 102623.81%
31 Dec, 0921-34.38%
30 Sep, 0932-13.51%
30 Jun, 093732.14%
31 Mar, 0928-
31 Dec, 0828-3.45%
30 Sep, 0829-34.09%
30 Jun, 084451.72%
31 Mar, 0829-12.12%
31 Dec, 073394.12%
30 Sep, 0717-
30 Jun, 0717-26.09%
31 Mar, 0723-4.17%
31 Dec, 062426.32%
30 Sep, 0619-26.92%
30 Jun, 062613.04%
31 Mar, 062321.05%
31 Dec, 0519-13.64%
30 Sep, 052229.41%
30 Jun, 051754.55%
31 Mar, 0511-31.25%
31 Dec, 041633.33%
30 Sep, 0412-20.00%
30 Jun, 0415-34.78%
31 Mar, 042343.75%
31 Dec, 0316-5.88%
30 Sep, 031741.67%
30 Jun, 0312-7.69%
31 Mar, 031330.00%
31 Dec, 0210-28.57%
30 Sep, 0214-12.50%
30 Jun, 0216-
31 Mar, 021645.45%
31 Dec, 011110.00%
30 Sep, 0110-23.08%
30 Jun, 0113-
31 Mar, 011318.18%
31 Dec, 001183.33%
30 Sep, 006-45.45%
30 Jun, 001110.00%
31 Mar, 001066.67%
31 Dec, 996100.00%
30 Sep, 993-50.00%
30 Jun, 996-45.45%
31 Mar, 9911-

178 institutional shareholders have increased their position in AVA stock as of 30 Jun 24 compared to 172 in the previous quarter (a 3.49% increase).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
30 Jun, 2468-17.07%
31 Mar, 2482-10.87%
31 Dec, 239212.20%
30 Sep, 2382-12.77%
30 Jun, 2394-1.05%
31 Mar, 23953.26%
31 Dec, 22921.10%
30 Sep, 22914.60%
30 Jun, 22872.35%
31 Mar, 228525.00%
31 Dec, 2168-6.85%
30 Sep, 2173-12.05%
30 Jun, 21832.47%
31 Mar, 21815.19%
31 Dec, 2077-11.49%
30 Sep, 2087-4.40%
30 Jun, 2091-
31 Mar, 2091-2.15%
31 Dec, 199320.78%
30 Sep, 197730.51%
30 Jun, 1959-3.28%
31 Mar, 1961-24.69%
31 Dec, 188117.39%
30 Sep, 1869-24.18%
30 Jun, 18915.81%
31 Mar, 18864.88%
31 Dec, 1782-4.65%
30 Sep, 178617.81%
30 Jun, 17731.39%
31 Mar, 1772-20.88%
31 Dec, 169113.75%
30 Sep, 1680-1.23%
30 Jun, 168112.50%
31 Mar, 16727.46%
31 Dec, 1567-14.10%
30 Sep, 157830.00%
30 Jun, 1560-20.00%
31 Mar, 1575-12.79%
31 Dec, 1486-
30 Sep, 148621.13%
30 Jun, 147114.52%
31 Mar, 14621.64%
31 Dec, 13611.67%
30 Sep, 1360160.87%
30 Jun, 132315.00%
31 Mar, 132011.11%
31 Dec, 1218-21.74%
30 Sep, 122321.05%
30 Jun, 1219-5.00%
31 Mar, 12205.26%
31 Dec, 1119-5.00%
30 Sep, 112017.65%
30 Jun, 111730.77%
31 Mar, 1113-7.14%
31 Dec, 1014-
30 Sep, 1014-
30 Jun, 10147.69%
31 Mar, 1013-31.58%
31 Dec, 091926.67%
30 Sep, 0915-11.76%
30 Jun, 091730.77%
31 Mar, 0913-31.58%
31 Dec, 0819-5.00%
30 Sep, 0820100.00%
30 Jun, 0810-28.57%
31 Mar, 08147.69%
31 Dec, 0713-7.14%
30 Sep, 0714-12.50%
30 Jun, 0716100.00%
31 Mar, 078-42.86%
31 Dec, 0614-12.50%
30 Sep, 061645.45%
30 Jun, 0611-
31 Mar, 061137.50%
31 Dec, 05833.33%
30 Sep, 056-45.45%
30 Jun, 0511-8.33%
31 Mar, 051271.43%
31 Dec, 047-
30 Sep, 047-22.22%
30 Jun, 04928.57%
31 Mar, 04775.00%
31 Dec, 034-20.00%
30 Sep, 03525.00%
30 Jun, 03433.33%
31 Mar, 033-57.14%
31 Dec, 02775.00%
30 Sep, 024-33.33%
30 Jun, 026200.00%
31 Mar, 022-
31 Dec, 012-60.00%
30 Sep, 015-
30 Jun, 01525.00%
31 Mar, 014-
31 Dec, 004-20.00%
30 Sep, 005150.00%
30 Jun, 002-60.00%
31 Mar, 005150.00%
31 Dec, 992-50.00%
30 Sep, 994-
30 Jun, 994-
31 Mar, 99--

68 institutional shareholders have reduced their position in AVA stock as of 30 Jun 24 compared to 82 in the previous quarter (a -17.07% decrease).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
30 Jun, 243050.99%67,346,2092.02%86.16%1.21%1783.49%68-17.07%
31 Mar, 243024.86%66,013,682-0.74%84.46%1.16%17217.01%82-10.87%
31 Dec, 232888.68%66,503,6990.86%85.18%1.15%1475.00%9212.20%
30 Sep, 232651.92%65,938,930-3.39%85.93%1.07%14032.08%82-12.77%
30 Jun, 23260-4.41%68,252,107-0.08%89.83%1.09%106-14.52%94-1.05%
31 Mar, 23272-5.23%68,306,1733.55%90.87%1.11%124-18.95%953.26%
31 Dec, 222873.61%65,965,5166.74%90.38%1.27%15311.68%921.10%
30 Sep, 222772.21%61,801,2731.24%84.39%1.19%1374.58%914.60%
30 Jun, 222711.12%61,041,8730.15%84.05%1.17%131-2.24%872.35%
31 Mar, 222685.10%60,947,8202.47%84.90%1.17%134-6.94%8525.00%
31 Dec, 212551.59%59,479,4962.67%85.03%1.24%14424.14%68-6.85%
30 Sep, 21251-0.79%57,933,0800.50%82.70%1.20%1167.41%73-12.05%
30 Jun, 212532.02%57,645,049-1.26%83.06%1.17%108-6.90%832.47%
31 Mar, 212485.98%58,381,8410.37%84.25%1.15%1167.41%815.19%
31 Dec, 20234-4.49%58,163,8540.79%85.58%1.20%1083.85%77-11.49%
30 Sep, 20245-3.92%57,705,2955.15%84.62%1.28%104-3.70%87-4.40%
30 Jun, 20255-4.14%54,880,0611.79%81.33%1.26%108-9.24%91-
31 Mar, 202662.70%53,915,996-1.29%80.19%1.20%119-91-2.15%
31 Dec, 192591.17%54,622,6551.18%81.61%1.23%1191.71%9320.78%
30 Sep, 192564.07%53,985,4681.35%81.47%1.25%117-12.69%7730.51%
30 Jun, 19246-6.11%53,267,7362.10%80.84%1.28%134-12.99%59-3.28%
31 Mar, 192625.65%52,171,7553.95%79.37%1.36%15429.41%61-24.69%
31 Dec, 182485.98%50,191,564-5.79%76.41%1.16%11912.26%8117.39%
30 Sep, 18234-2.50%53,273,9584.89%81.10%1.36%10611.58%69-24.18%
30 Jun, 18240-3.23%50,790,622-1.11%77.33%1.26%95-13.64%915.81%
31 Mar, 182482.06%51,362,126-3.58%78.25%1.15%1101.85%864.88%
31 Dec, 172438.00%53,269,5024.95%82.59%1.33%1085.88%82-4.65%
30 Sep, 17225-7.41%50,755,11110.97%78.80%1.56%102-13.56%8617.81%
30 Jun, 17243-2.80%45,739,5330.38%71.02%1.42%118-13.24%731.39%
31 Mar, 17250-4.21%45,565,1092.04%70.80%1.46%13611.48%72-20.88%
31 Dec, 162614.40%44,655,6670.88%69.57%1.45%1220.83%9113.75%
30 Sep, 16250-1.96%44,267,4021.19%69.32%1.46%1211.68%80-1.23%
30 Jun, 162551.19%43,747,6282.72%69.02%1.49%119-15.60%8112.50%
31 Mar, 1625214.55%42,590,2331.35%68.03%1.50%14131.78%727.46%
31 Dec, 152203.77%42,022,490-15.65%67.45%1.05%10716.30%67-14.10%
30 Sep, 152121.44%49,819,57522.84%79.97%1.89%92-9.80%7830.00%
30 Jun, 152090.97%40,555,0941.19%65.12%1.57%10210.87%60-20.00%
31 Mar, 15207-6.33%40,080,061-2.58%64.32%1.47%92-8.00%75-12.79%
31 Dec, 142212.79%41,141,4190.05%66.05%1.60%1002.04%86-
30 Sep, 142151.42%41,122,5190.57%64.32%1.39%98-8621.13%
30 Jun, 142121.92%40,891,014-0.74%67.94%1.45%98-17.65%7114.52%
31 Mar, 1420813.04%41,194,399-1.04%68.52%1.42%11917.82%621.64%
31 Dec, 131845.14%41,626,0993.57%69.42%1.55%10118.82%611.67%
30 Sep, 131751.16%40,190,1171.00%66.99%1.52%85-36.57%60160.87%
30 Jun, 13173124.68%39,791,986126.19%66.39%7.69%134211.63%2315.00%
31 Mar, 13771.32%17,592,121-10.75%29.39%2.70%43-4.44%2011.11%
31 Dec, 1276-19,710,26217.20%32.97%4.06%4518.42%18-21.74%
30 Sep, 1276-8.43%16,818,063-21.43%28.48%2.14%38-25.49%2321.05%
30 Jun, 128320.29%21,404,11947.11%36.46%5.91%5145.71%19-5.00%
31 Mar, 12697.81%14,549,465-10.32%24.84%3.16%35-10.26%205.26%
31 Dec, 1164-7.25%16,222,88722.75%28.03%5.41%395.41%19-5.00%
30 Sep, 1169-4.17%13,216,140-33.96%22.76%1.90%37-24.49%2017.65%
30 Jun, 117226.32%20,011,91510.59%34.63%3.48%4940.00%1730.77%
31 Mar, 11575.56%18,095,58829.67%31.56%5.01%352.94%13-7.14%
31 Dec, 10548.00%13,954,66024.65%25.10%6.19%3441.67%14-
30 Sep, 1050-5.66%11,195,326-21.06%20.13%3.03%24-27.27%14-
30 Jun, 10533.92%14,182,58414.07%25.77%5.02%3326.92%147.69%
31 Mar, 10518.51%12,432,9291.40%22.66%4.51%2623.81%13-31.58%
31 Dec, 0947-17.54%12,261,855-2.77%22.42%4.22%21-34.38%1926.67%
30 Sep, 0957-3.39%12,610,837-4.28%23.05%3.97%32-13.51%15-11.76%
30 Jun, 095922.92%13,174,93115.40%24.11%5.52%3732.14%1730.77%
31 Mar, 0948-7.69%11,416,292-28.44%20.90%2.36%28-13-31.58%
31 Dec, 0852-7.14%15,952,71919.67%29.74%4.84%28-3.45%19-5.00%
30 Sep, 0856-6.67%13,330,963-5.28%24.79%3.56%29-34.09%20100.00%
30 Jun, 086020.00%14,073,6016.05%26.40%4.21%4451.72%10-28.57%
31 Mar, 0850-13,270,38812.34%25.03%5.04%29-12.12%147.69%
31 Dec, 075042.86%11,813,079-1.86%22.28%4.29%3394.12%13-7.14%
30 Sep, 0735-7.89%12,036,473-11.02%22.78%3.47%17-14-12.50%
30 Jun, 07382.70%13,527,68554.58%25.63%9.29%17-26.09%16100.00%
31 Mar, 0737-13.95%8,751,09215.15%16.61%6.95%23-4.17%8-42.86%
31 Dec, 06434.88%7,600,051-4.33%15.46%5.90%2426.32%14-12.50%
30 Sep, 0641-4.65%7,944,146-13.07%16.18%4.64%19-26.92%1645.45%
30 Jun, 06437.50%9,138,384-10.37%18.67%4.27%2613.04%11-
31 Mar, 064011.11%10,196,214-2.24%20.90%4.57%2321.05%1137.50%
31 Dec, 05369.09%10,429,33517.66%21.37%6.41%19-13.64%833.33%
30 Sep, 053310.00%8,863,68936.85%18.26%10.24%2229.41%6-45.45%
30 Jun, 0530-3.23%6,477,121-16.10%13.35%5.27%1754.55%11-8.33%
31 Mar, 05316.90%7,720,147-3.80%15.93%5.79%11-31.25%1271.43%
31 Dec, 042911.54%8,024,78626.05%16.58%9.59%1633.33%7-
30 Sep, 0426-13.33%6,366,268-18.60%13.15%5.03%12-20.00%7-22.22%
30 Jun, 0430-11.76%7,821,25926.99%16.16%9.96%15-34.78%928.57%
31 Mar, 043430.77%6,159,01021.36%12.74%11.56%2343.75%775.00%
31 Dec, 0326-3.70%5,074,955-23.01%10.50%5.63%16-5.88%4-20.00%
30 Sep, 032722.73%6,591,67048.52%13.65%16.12%1741.67%525.00%
30 Jun, 03224.76%4,438,35340.38%9.20%21.30%12-7.69%433.33%
31 Mar, 0321-4.55%3,161,594-28.28%6.57%7.83%1330.00%3-57.14%
31 Dec, 02224.76%4,408,29034.74%9.16%19.62%10-28.57%775.00%
30 Sep, 0221-19.23%3,271,721-34.82%6.84%6.19%14-12.50%4-33.33%
30 Jun, 022623.81%5,019,24122.21%10.51%14.16%16-6200.00%
31 Mar, 022150.00%4,106,9014.18%8.62%12.54%1645.45%2-
31 Dec, 0114-17.65%3,942,15657.31%8.29%29.76%1110.00%2-60.00%
30 Sep, 0117-15.00%2,505,973-36.50%5.28%7.60%10-23.08%5-
30 Jun, 0120-4.76%3,946,45681.09%8.33%39.14%13-525.00%
31 Mar, 012110.53%2,179,249-3.13%4.61%20.29%1318.18%4-
31 Dec, 001926.67%2,249,777179.77%4.77%163.91%1183.33%4-20.00%
30 Sep, 0015-804,149-62.95%1.71%8.04%6-45.45%5150.00%
30 Jun, 0015-11.76%2,170,50313.47%4.61%21.47%1110.00%2-60.00%
31 Mar, 001754.55%1,912,864-37.72%4.63%8.37%1066.67%5150.00%
31 Dec, 991122.22%3,071,220-13.06%7.44%8.00%6100.00%2-50.00%
30 Sep, 999-25.00%3,532,436-33.29%9.64%5.55%3-50.00%4-
30 Jun, 99129.09%5,295,086-4.56%13.18%6.85%6-45.45%4-
31 Mar, 9911-5,548,049-13.87%-11---

Avista Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 10, 2024Cox Bryan Aldenofficer Senior Vice PresidentS-SaleSell1,716$35.70$61.26K7,196
Jun 03, 2024Thackston Jason Rofficer Senior Vice President & CSCEOS-SaleSell2,500$36.98$92.45K32,506
May 30, 2024Hill Latisha Dianeofficer Vice PresidentS-SaleSell1,700$36.21$61.56K11,085
May 13, 2024DiLuciano Joshua Dofficer Vice PresidentS-SaleSell800$38.24$30.59K6,342

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jun 10, 2024Cox Bryan Aldenofficer Senior Vice PresidentS-SaleSell1,716$35.70$61.26K7,196
Jun 03, 2024Thackston Jason Rofficer Senior Vice President & CSCEOS-SaleSell2,500$36.98$92.45K32,506
May 30, 2024Hill Latisha Dianeofficer Vice PresidentS-SaleSell1,700$36.21$61.56K11,085
May 13, 2024DiLuciano Joshua Dofficer Vice PresidentS-SaleSell800$38.24$30.59K6,342
May 13, 2024MORRIS SCOTT Ldirector, other Chairman of the BoardG-GiftSell3,952$37.95$149.98K120,400
Mar 06, 2024MORRIS SCOTT Ldirector, other Chairman of the BoardG-GiftSell7,400$33.47$247.68K120,819
Feb 21, 2024KENSOK JAMES Mofficer Vice President - RetiredF-InKindSell279$33.57$9.37K14,135

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Jul 02, 2024Jacobsen Kevin Bdirector-A-AwardBuy675$34.61$23.36K8,366
Jun 10, 2024Cox Bryan Aldenofficer Senior Vice PresidentS-SaleSell1,716$35.70$61.26K7,196
Jun 03, 2024Thackston Jason Rofficer Senior Vice President & CSCEOS-SaleSell2,500$36.98$92.45K32,506
May 30, 2024Hill Latisha Dianeofficer Vice PresidentS-SaleSell1,700$36.21$61.56K11,085
May 13, 2024DiLuciano Joshua Dofficer Vice PresidentS-SaleSell800$38.24$30.59K6,342
May 13, 2024MORRIS SCOTT Ldirector, other Chairman of the BoardG-GiftSell3,952$37.95$149.98K120,400
May 07, 2024Widmann Janet D.director-A-AwardBuy3,533$36.79$129.98K23,280
May 07, 2024STANLEY HEIDI Bdirector-A-AwardBuy3,533$36.79$129.98K24,379
May 07, 2024Philipps Jeffry L.director-A-AwardBuy3,533$36.79$129.98K14,029
May 07, 2024MORRIS SCOTT Ldirector, other Chairman of the BoardA-AwardBuy3,533$36.79$129.98K124,352
May 07, 2024Maw Scott Harlandirector-A-AwardBuy3,533$36.79$129.98K26,481
May 07, 2024Kwawu Sena Mdirector-A-AwardBuy3,533$36.79$129.98K11,511
May 07, 2024KLEIN REBECCA Adirector-A-AwardBuy3,533$36.79$129.98K23,026
May 07, 2024Jacobsen Kevin Bdirector-A-AwardBuy3,480$36.79$128.03K7,691
May 07, 2024BURKE DONALD Cdirector-A-AwardBuy3,533$36.79$129.98K29,138
May 07, 2024Bentz Julie A.director-A-AwardBuy3,533$36.79$129.98K9,904
Apr 02, 2024Jacobsen Kevin Bdirector-A-AwardBuy668$35.02$23.39K4,211
Mar 06, 2024MORRIS SCOTT Ldirector, other Chairman of the BoardG-GiftSell7,400$33.47$247.68K120,819
Feb 21, 2024KENSOK JAMES Mofficer Vice President - RetiredM-ExemptBuy938--14,414
Feb 21, 2024KENSOK JAMES Mofficer Vice President - RetiredF-InKindSell279$33.57$9.37K14,135

The last insider sell of Avista's stock was made by Cox Bryan Alden on Jun 10 2024, selling 1,716 shares at $35.70 per share (valued at $61.26K).

Avista Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 20241--
Q2 2024115220.00%
Q1 2024526481.25%
Q4 2023-4-
Q3 2023123400.00%
Q2 2023168200.00%
Q1 2023405868.97%
Q4 202211100.00%
Q3 2022136216.67%
Q2 2022102500.00%
Q1 2022609165.93%
Q4 20211425.00%
Q3 2021105200.00%
Q2 2021115220.00%
Q1 2021374778.72%
Q4 20201425.00%
Q3 2020-4-
Q2 20201011000.00%
Q1 2020425773.68%
Q4 201995180.00%

1 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Avista's insiders, as of Q3 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q3 2024---
Q2 2024-4-
Q1 2024---
Q4 2023-2-
Q3 202322100.00%
Q2 20231425.00%
Q1 2023-1-
Q4 2022---
Q3 2022-4-
Q2 2022-2-
Q1 2022-6-
Q4 2021-2-
Q3 20211425.00%
Q2 2021-3-
Q1 2021-7-
Q4 2020-4-
Q3 2020-3-
Q2 2020-1-
Q1 2020-6-
Q4 2019-4-

As of Q3 2024, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Avista's stocks.

Avista Peer Ownership


TickerCompany
AESThe AES Corporation
MNTKMontauk Renewables, Inc.
BKHBlack Hills Corporation
ALEALLETE, Inc.
UTLUnitil Corporation
ELPCompanhia Paranaense de Energia - COPEL
NWENorthWestern Corporation
BIPBrookfield Infrastructure Finance ULC
OTTROtter Tail Corporation

AVA Ownership FAQ


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).

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.

As of Jun 2024, there are 305 institutional shareholders of Avista.

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).

As of Jun 2024, VANGUARD GROUP INC holds 9.71M shares of Avista (AVA), compromising 12.42% of the company, valued at $336.1M.

STATE STREET CORP is the third largest holder of Avista. The company owns 4.77M of the company's shares outstanding (worth $164.92B).