Institutional Ownership Avista Corp (AVA)
This table provides information about the institutional ownership of Avista Corp (AVA). We have compiled data on the 407 institutions that hold shares in the stock, with a total of 68.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.82 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
600
shares
|
$24,666
0.01% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 04, 2025 Q3 2025 |
600
shares
|
$24,666
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
518
shares
|
$21,294
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
508
shares
|
$20,883
0.0% of portfolio
|
Q3 2025
Reduced 23.84%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
500
shares
|
$20,555
0.0% of portfolio
|
Q3 2021
Added 2400.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
442
shares
|
$18,170
0.0% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
400
shares
|
$16,444
0.0% of portfolio
|
Q3 2024
Reduced 40.3%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
400
shares
|
$16,444
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
400
shares
|
$16,444
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2025 Q3 2025 |
379
shares
|
$15,580
0.0% of portfolio
|
Q3 2025
Reduced 70.8%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
378
shares
|
$15,539
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
377
shares
|
$15,498
0.0% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
334
shares
|
$13,730
0.0% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
327
shares
|
$13,442
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
309
shares
|
$12,702
0.0% of portfolio
|
Q3 2025
Added 15.73%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
298
shares
|
$12,250
0.0% of portfolio
|
Q2 2022
Reduced 52.7%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
293
shares
|
$12,045
0.0% of portfolio
|
Q3 2025
Reduced 8.72%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
279
shares
|
$11,469
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
263
shares
|
$10,811
0.0% of portfolio
|
Q1 2018
Reduced 88.17%
|
|
|
Covestor LTD
Boston, MA |
Oct 30, 2025 Q3 2025 |
261
shares
|
$10,729
0.01% of portfolio
|
Q3 2025
Reduced 8.74%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
231
shares
|
$9,496
0.0% of portfolio
|
Q3 2025
Reduced 12.17%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
230
shares
|
$9,455
0.0% of portfolio
|
Q3 2025
Reduced 73.98%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
200
shares
|
$8,222
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
197
shares
|
$8,098
0.0% of portfolio
|
Q3 2025
Added 89.42%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
192
shares
|
$7,893
0.0% of portfolio
|
Q3 2025
Added 2033.33%
|
|