AvistaAVA

13F holders, Q1 2024 (March 31)
303holders
6famous investors
$35.01avg. 13F price*

At the end of Q1 2024, 303 institutions reported holding Avista Corp. (AVA) in their 13F filings. The largest holders were BlackRock Inc. ($516.3M), Vanguard Group Inc. ($334.8M) and State Street Corp. ($176.4M). 6 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Avista Corp.
CUSIP
05379B107
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400500 Q1 2024: 303Q1 2024Q2 2024: 315Q2 2024Q3 2024: 330Q3 2024Q4 2024: 332Q4 2024Q1 2025: 374Q1 2025Q2 2025: 371Q2 2025Q3 2025: 380Q3 2025Q4 2025: 405Q4 2025Q1 2026: 405Q1 2026Q2 2026: 419Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions44$24.6M
Exits31$34.7M

Ownership 303 holders

BlackRock Inc. 0.01% Reduce -2.0% 14,744,344 $516.3M
Vanguard Group Inc. 0.01% Add +0.3% 9,559,466 $334.8M
State Street Corp. 0.01% Add +9.2% 5,037,611 $176.4M
Public Sector Pension Investment Board 0.90% Reduce -0.1% 3,538,015 $123.9M
Ameriprise Financial Inc. 0.03% Add +37.8% 2,653,735 $92.9M
Hotchkis & Wiley Capital Management LLC 0.23% Add +1.6% 1,967,919 $68.9M
Westwood Holdings Group Inc. 0.53% Add +10.1% 1,904,651 $66.7M
Geode Capital Management, LLC 0.01% Add +3.5% 1,708,025 $59.8M
Dimensional Fund Advisors LP 0.01% Add +1.2% 1,472,875 $51.6M
Morgan Stanley 0.00% Add +1.3% 1,411,070 $49.4M
Nuance Investments, LLC 1.19% Reduce -22.0% 1,292,053 $45.2M
Bank of New York Mellon Corp 0.01% Reduce -1.7% 1,160,669 $40.6M
Charles Schwab Investment Management Inc. 0.01% Add +6.2% 1,116,738 $39.1M
Invesco Ltd. 0.01% Add +5.5% 1,101,572 $38.6M
Goldman Sachs Group Inc. 0.01% Add +25.8% 892,727 $31.3M
Northern Trust Corp. 0.01% Reduce -13.5% 827,348 $29.0M
Prudential Financial Inc. 0.04% Add +26.7% 748,092 $26.2M
Norges Bank 0.00% Add +18.6% 629,935 $22.1M
Tortoise Capital Advisors, L.L.C. 0.30% Add +114.1% 609,817 $21.4M
Old Republic International Corp. 0.82% No change 597,500 $20.9M
Legal & General Group Plc 0.01% Add +2.9% 545,350 $19.1M
Kennedy Capital Management LLC 0.35% Reduce -6.7% 489,916 $17.2M
Victory Capital Management Inc. 0.02% Reduce -1.9% 456,968 $16.0M
Gabelli Funds LLC 0.11% Add +1.9% 426,000 $14.9M
Millennium Management 0.01% Add +28.4% 425,820 $14.9M
JPMorgan Chase & Co. 0.00% Add +9.2% 419,479 $14.7M
Principal Financial Group Inc. 0.01% Reduce -0.4% 401,699 $14.1M
Segall Bryant & Hamill, LLC 0.23% Reduce -2.0% 346,695 $12.1M
Voya Investment Management LLC 0.01% Add +28.6% 293,053 $10.3M
Northwest & Ethical Investments L.P. 0.28% Add +121.1% 272,418 $9.5M
GAMCO Investors 0.10% Add +44.2% 269,120 $9.4M
First Trust Advisors LP 0.01% Reduce -87.5% 259,974 $9.1M
Rhumbline Advisers 0.01% Add +1.1% 257,591 $9.0M
Royal Bank of Canada 0.00% Add +7.7% 256,716 $9.0M
Cubist Systematic Strategies, LLC 0.10% Add +275.6% 248,516 $8.7M
ProShare Advisors LLC 0.02% Add +3.8% 238,594 $8.4M
Invenomic Capital Management LP 0.43% Add +66.0% 230,457 $8.1M
American Century Companies Inc. 0.01% Add +271.7% 228,206 $8.0M
Nuveen Asset Management, LLC 0.00% Reduce -56.6% 216,031 $7.6M
APG Asset Management N.V. 0.01% New 229,000 $7.4M
Bruce & Co., Inc. 2.37% No change 201,500 $7.1M
Advisors Asset Management, Inc. 0.13% Add +57.2% 188,124 $6.6M
Assenagon Asset Management S.A. 0.02% Reduce -18.8% 183,803 $6.4M
Dean Investment Associates, LLC 0.88% Add +23.9% 182,926 $6.4M
Envestnet Asset Management Inc. 0.00% Add +36.8% 173,849 $6.1M
Richard C. Young & CO., LTD. 0.76% Add +1.6% 173,630 $6.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +7.7% 153,958 $5.4M
PATRIZIA Pty Ltd 8.46% Add +1.4% 153,491 $5.4M
Swiss National Bank 0.00% Add +1.3% 152,700 $5.3M
Bank of America Corp. 0.00% Reduce -4.5% 148,522 $5.2M
Voloridge Investment Management, LLC 0.02% Add +75.0% 140,176 $4.9M
UBS Group AG 0.00% Add +16.2% 138,048 $4.8M
Renaissance Technologies 0.01% Reduce -14.4% 129,700 $4.5M
Man Group plc 0.01% Add +318.8% 123,877 $4.3M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -7.3% 122,037 $4.3M
New York State Teachers Retirement System 0.01% Add +0.1% 119,739 $4.2M
Raymond James & Associates 0.00% Reduce -17.6% 118,343 $4.1M
Mutual of America Capital Management LLC 0.04% Reduce -3.7% 117,883 $4.1M
Two Sigma Advisers, LP 0.01% Add +62.3% 108,400 $3.8M
Public Employees Retirement System of Ohio 0.01% Reduce -4.0% 105,023 $3.7M
Credit Suisse AG/ 0.00% Add +2.8% 103,275 $3.6M
Nisa Investment Advisors, LLC 0.02% Add +83.7% 95,113 $3.3M
BNP Paribas Financial Markets 0.00% Add +140.8% 92,319 $3.2M
Two Sigma Investments, LP 0.01% Add +62.3% 91,546 $3.2M
State of New Jersey Common Pension Fund D 0.01% Add +12.7% 83,903 $2.9M
Alliancebernstein L.P. 0.00% Add +0.1% 82,599 $2.9M
Congress Asset Management Co. 0.02% Reduce -4.2% 81,217 $2.8M
Barclays PLC 0.00% Reduce -38.4% 80,167 $2.8M
California State Teachers Retirement System 0.00% Reduce -4.2% 77,411 $2.7M
Citigroup Inc. 0.00% Add +9.7% 76,849 $2.7M
Susquehanna Fundamental Investments, LLC 0.12% New 70,843 $2.5M
CANADA LIFE ASSURANCE Co 0.00% Add +7.0% 69,708 $2.4M
Brandes Investment Partners, LP 0.03% Reduce -12.1% 69,293 $2.4M
Texas Permanent School Fund Corp. 0.02% Add +1.3% 67,712 $2.4M
Thrivent Financial for Lutherans 0.00% Reduce -10.0% 67,252 $2.4M
Cambiar Investors LLC 0.09% Reduce -2.2% 66,657 $2.3M
Dean Capital Management 1.28% Add +25.6% 62,798 $2.2M
Legato Capital Management LLC 0.27% Add +25.6% 62,798 $2.2M
Franklin Resources Inc. 0.00% Reduce -27.9% 58,388 $2.0M
Trexquant Investment LP 0.04% Add +48.3% 57,436 $2.0M
State of Wisconsin Investment Board 0.01% Add +668.3% 57,300 $2.0M
Citadel Advisors 0.00% Add +125.7% 56,658 $2.0M
T. Rowe Price Associates Inc. 0.00% Add +11.8% 55,340 $1.9M
Mirae Asset Global Investments Co., Ltd. 0.00% Add +19.2% 44,281 $1.8M
Stifel Financial Corp. 0.00% Add +46.1% 51,390 $1.8M
Macquarie Group Ltd. 0.00% Reduce -2.0% 47,264 $1.7M
Magellan Asset Management Ltd 0.02% Reduce -1.4% 47,168 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -0.9% 47,132 $1.6M
MML Investors Services, LLC 0.01% Add +21.6% 43,949 $1.5M
Illinois Municipal Retirement Fund 0.02% Add +1.2% 43,423 $1.5M
Scotia Capital Inc. 0.01% Reduce -1.0% 43,348 $1.5M
Exchange Traded Concepts, LLC 0.04% Add +20.1% 43,296 $1.5M
Wells Fargo & Company 0.00% Add +5.4% 42,175 $1.5M
American International Group, Inc. 0.01% Add +0.1% 41,829 $1.5M
Manufacturers Life Insurance Company, The 0.00% Add +10.2% 40,882 $1.4M
Quinn Opportunity Partners LLC 0.16% Reduce -11.0% 40,500 $1.4M
Dynamic Technology Lab Private Ltd 0.15% New 40,425 $1.4M
MetLife Investment Management, LLC 0.01% No change 39,984 $1.4M
Jump Financial, LLC 0.04% New 39,593 $1.4M
Louisiana State Employees Retirement System 0.03% Reduce -1.0% 38,300 $1.3M
Deutsche Bank AG 0.00% Add +2.9% 37,814 $1.3M
South Dakota Investment Council 0.03% Reduce -6.5% 37,213 $1.3M
Truist Financial Corp. 0.00% Add +39.7% 36,856 $1.3M
Guggenheim Capital LLC 0.01% Add +23.3% 36,675 $1.3M
Comerica Bank 0.01% Reduce -8.9% 36,513 $1.3M
HSBC Holdings PLC 0.00% New 36,300 $1.3M
Janus Henderson Group PLC 0.00% Add +0.0% 35,827 $1.3M
Balyasny Asset Management L.P. 0.00% Reduce -63.5% 35,049 $1.2M
Yousif Capital Management, LLC 0.01% Reduce -8.6% 34,942 $1.2M
New York State Common Retirement Fund 0.00% Reduce -21.5% 33,475 $1.2M
Teacher Retirement System of Texas 0.01% Add +21.6% 33,361 $1.2M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Add +20.6% 32,958 $1.2M
Edgestream Partners, L.P. 0.05% Reduce -50.4% 30,990 $1.1M
Cornercap Investment Counsel Inc. 0.16% Reduce -3.4% 30,100 $1.1M
Wesbanco Bank Inc. 0.04% New 30,000 $1.1M
Susquehanna Portfolio Strategies, LLC 0.02% Reduce -44.3% 29,977 $1.0M
Gsa Capital Partners LLP 0.08% Reduce -41.1% 28,482 $997K
Natixis Advisors, LLC 0.00% Add +26.6% 27,688 $970K
Jane Street Group, LLC 0.00% Reduce -26.5% 27,185 $952K
Maryland State Retirement & Pension System 0.02% Reduce -1.1% 27,879 $929K
Ensign Peak Advisors, Inc 0.00% Reduce -4.8% 26,217 $918K
State Board of Administration of Florida Retirement System 0.00% Reduce -2.8% 20,949 $889K
Hennessy Advisors Inc. 0.04% Reduce -3.5% 25,172 $882K
Naples Global Advisors, LLC 0.09% Reduce -5.0% 25,148 $881K
LPL Financial LLC 0.00% Add +28.7% 25,127 $880K
Boston Partners 0.00% New 24,836 $870K
AQR Capital Management 0.00% Reduce -34.5% 24,824 $869K
Russell Investments Group, Ltd. 0.00% Add +0.7% 24,663 $864K
Amalgamated Bank 0.01% Reduce -14.4% 24,548 $860K
State of Tennessee, Department of Treasury 0.00% Reduce -29.5% 24,252 $849K
Aquatic Capital Management LLC 0.03% Add +261.2% 24,200 $847K
Cetera Investment Advisers 0.00% Add +295.4% 23,901 $837K
HighTower Advisors, LLC 0.00% Add +6.4% 23,575 $833K
Teachers Retirement System of the State of Kentucky 0.01% No change 23,703 $830K
Schroder Investment Management Group 0.00% Add +52.9% 23,362 $818K
Algert Global LLC 0.03% Reduce -23.0% 22,980 $805K
Jacobs Levy Equity Management, Inc. 0.00% No change 22,546 $790K
Sherbrooke Park Advisers LLC 0.15% New 21,988 $770K
Arizona State Retirement System 0.01% Reduce -0.6% 21,262 $745K
Oregon Public Employees Retirement Fund 0.01% Reduce -8.3% 20,768 $727K
Sei Investments Co. 0.00% Reduce -78.6% 20,051 $703K
Praxis Investment Management Inc. 0.05% Add +56.4% 19,630 $687K
Apella Capital, LLC 0.03% No change 19,277 $681K
Pathstone Holdings, LLC 0.00% Add +5.0% 18,285 $640K
Van Eck Associates Corp. 0.00% Add +5.8% 18,249 $639K
Baird Financial Group, Inc. 0.00% Add +64.5% 18,027 $631K
Bank of Montreal 0.00% Reduce -28.6% 17,972 $630K
Marshall Wace, LLP 0.00% New 17,633 $618K
Martingale Asset Management L P 0.01% Add +6.3% 17,100 $599K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Reduce -3.4% 16,226 $568K
Harbor Capital Advisors, Inc. 0.07% New 16,231 $568K
Alps Advisors Inc. 0.00% Add +17.9% 16,000 $560K
PNC Financial Services Group, Inc. 0.00% Reduce -15.5% 15,874 $556K
FMR LLC 0.00% Add +12.6% 15,189 $532K
D. E. Shaw & Co. 0.00% New 14,951 $524K
Resona Asset Management Co.,Ltd. 0.00% — 14,741 $516K
Campbell & CO Investment Adviser LLC 0.04% New 14,679 $514K
Schonfeld Strategic Advisors LLC 0.00% New 13,890 $486K
Pearl River Capital, LLC 0.08% Add +5.3% 13,853 $485K
ClearAlpha Technologies LP 0.20% New 13,630 $477K
Quantbot Technologies LP 0.03% New 13,409 $470K
Mariner, LLC 0.00% Add +0.7% 13,347 $467K
Pictet Asset Management Holding SA 0.00% No change 13,335 $467K
Capital Fund Management S.A. 0.01% New 13,205 $462K
Osaic Holdings, Inc. 0.00% Reduce -47.7% 13,095 $459K
Groesbeck Investment Management Corp. 0.47% New 12,675 $444K
Versor Investments LP 0.09% Add +1.9% 12,641 $443K
Corton Capital Inc. 0.16% Add +29.1% 12,285 $430K
Allianz Asset Management GmbH 0.00% Add +0.6% 12,242 $429K
Benjamin Edwards Inc. 0.08% Add +6.4% 12,036 $422K
Park Avenue Securities LLC 0.01% Add +5.8% 11,855 $415K
Keybank National Association 0.00% Add +0.3% 11,692 $409K
WINTON GROUP Ltd 0.03% Add +44.1% 11,649 $408K
Daymark Wealth Partners, LLC 0.02% No change 11,200 $392K
Vanguard Personalized Indexing Management, LLC 0.01% Add +16.4% 10,845 $380K
IFM Investors Pty Ltd 0.00% Add +4.4% 10,740 $376K
Creative Planning 0.00% Add +1.1% 10,625 $372K
New York Life Investment Management LLC 0.00% Add +29.1% 10,581 $371K
Moody National Bank Trust Division 0.03% No change 10,241 $359K
Commonwealth Equity Services, LLC 0.00% Add +2.0% 10,013 $351K
Sonora Investment Management Group, LLC 0.03% New 9,997 $350K
IMS Capital Management 0.16% New 9,827 $344K
Point72 (DIFC) Ltd 0.03% — 9,675 $339K
Moors & Cabot, Inc. 0.02% Add +3.8% 9,641 $338K
Meeder Advisory Services, Inc. 0.03% Add +58.6% 9,586 $336K
SPC Financial, Inc. 0.03% Add +31.4% 9,200 $322K
Columbia Advisory Partners LLC 0.33% Add +7.3% 9,181 $322K
Hudson Edge Investment Partners Inc. 0.06% No change 9,126 $320K
Public Employees Retirement Association of Colorado 0.00% No change 9,063 $317K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.08% No change 8,856 $310K
Dark Forest Capital Management LP 0.05% New 8,829 $309K
D.A. Davidson & Co. 0.00% Reduce -92.0% 8,471 $297K
US Bancorp \de 0.00% Reduce -3.5% 8,431 $295K
Aigen Investment Management, LP 0.06% New 8,274 $290K
Brevan Howard Capital Management LP 0.03% Reduce -30.8% 8,188 $287K
Corient Private Wealth LP 0.00% Add +12.6% 8,148 $285K
CIBC Asset Management Inc 0.00% Reduce -1.1% 7,968 $279K
Ameritas Investment Partners, Inc. 0.01% No change 7,945 $278K
Point72 Hong Kong Ltd 0.01% Add +70.9% 7,786 $273K
Y-Intercept (Hong Kong) Ltd 0.02% New 7,761 $272K
Foundations Investment Advisors, LLC 0.01% Reduce -5.7% 7,580 $265K
O'shaughnessy Asset Management, LLC 0.00% New 7,547 $264K
Centiva Capital, LP 0.02% New 7,520 $263K
Parcion Private Wealth LLC 0.02% No change 7,333 $257K
Townsquare Capital LLC 0.00% Add +3.2% 7,251 $254K
Occudo Quantitative Strategies LP 0.04% Reduce -54.4% 7,123 $249K
Capula Management Ltd 0.01% New 6,967 $244K
Alliance Wealth Advisors, LLC 0.07% No change 6,839 $240K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -0.3% 6,394 $224K
Petrus Trust Company, LTA 0.02% New 6,368 $223K
Envestnet Portfolio Solutions, Inc. 0.00% New 6,272 $220K
Crossmark Global Holdings, Inc. 0.00% Add +3.8% 6,264 $219K
Cim Investment Management Inc. 0.06% No change 5,975 $209K
SG Americas Securities, LLC 0.00% Add +8.4% 5,785 $203K
Trust Co. of Vermont 0.01% Reduce -3.4% 5,794 $203K
Principal Securities, Inc. 0.01% Add +1065.5% 5,536 $194K
Catalyst Funds Management Pty Ltd 0.05% — 5,470 $192K
Cwm, LLC 0.00% Reduce -0.2% 5,385 $189K
Virtus Advisers, LLC 0.10% New 5,126 $180K
Point72 Asia (Singapore) Pte. Ltd. 0.04% New 4,541 $159K
Metropolitan Life Insurance Co 0.01% Reduce -3.6% 4,186 $147K
State of Wyoming 0.02% Add +222.5% 3,557 $125K
CI Investments Inc. 0.00% New 3,382 $118K
Ziegler Capital Management, LLC 0.00% Add +7.1% 25,775 $90K
IFP Advisors, Inc 0.00% No change 2,355 $82K
EntryPoint Capital, LLC 0.07% New 2,088 $73K
Shell Asset Management Co. 0.00% Reduce -6.4% 1,606 $56K
Concourse Financial Group Securities, Inc. 0.00% Add +44.4% 1,535 $54K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -21.4% 1,510 $53K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,500 $53K
KBC Group NV 0.00% Reduce -27.2% 1,428 $50K
Tower Research Capital LLC (TRC) 0.00% Reduce -47.9% 1,328 $47K
Kepos Capital LP 0.01% Add +45.7% 1,313 $46K
Versant Capital Management, Inc 0.01% Add +3.5% 1,173 $41K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $35K
Wolverine Asset Management LLC 0.00% No change 967 $34K
Mather Group, Llc. 0.00% New 900 $32K
Nomura Asset Management Co. Ltd. 0.00% No change 900 $32K
WealthCollab, LLC 0.02% Add +33.0% 887 $31K
Bessemer Group Inc. 0.00% Add +15.7% 743 $27K
Cedar Mountain Advisors, LLC 0.01% No change 768 $27K
Financial Perspectives, Inc 0.01% No change 768 $27K
Headlands Technologies LLC 0.01% New 761 $27K
EverSource Wealth Advisors, LLC 0.00% Add +19.9% 729 $26K
IAG Wealth Partners, LLC 0.01% No change 670 $23K
Cambridge Trust Co. 0.00% Reduce -12.1% 615 $22K
Delta Asset Management LLC 0.00% No change 600 $21K
Benjamin F. Edwards & Company, Inc. 0.00% Add +3.7% 504 $18K
Princeton Global Asset Management LLC 0.00% No change 500 $18K
Fifth Third Bancorp 0.00% Add +2.9% 499 $17K
Heritage Wealth Advisors 0.00% No change 400 $14K
CENTRAL TRUST Co 0.00% No change 400 $14K
STRS Ohio 0.00% Reduce -80.0% 400 $14K
Global Retirement Partners, LLC 0.00% Add +382.4% 357 $13K
Quadrant Capital Group LLC 0.00% Add +2.0% 352 $12K
Chelsea Counsel Co. 0.01% No change 300 $11K
Hilltop National Bank 0.00% — 300 $11K
Private Ocean, LLC 0.00% No change 263 $9K
Allworth Financial LP 0.00% Add +1.3% 235 $8K
FRG Family Wealth Advisors LLC 0.00% New 200 $7K
Steward Partners Investment Advisory, LLC 0.00% Reduce -60.0% 200 $7K
CIBC Private Wealth Group LLC 0.00% New 200 $7K
Smartleaf Asset Management LLC 0.00% New 196 $7K
Bell Investment Advisors, Inc 0.00% Reduce -21.8% 172 $6K
Capital Advisors, Ltd. LLC 0.00% No change 165 $6K
Riggs Asset Managment Co. Inc. 0.00% New 165 $6K
Signaturefd, LLC 0.00% No change 130 $5K
GAMMA Investing LLC 0.00% Add +75.3% 128 $4K
Pacifica Partners Inc. 0.00% No change 120 $4K
Smithfield Trust Co 0.00% No change 120 $4K
Sachetta, LLC 0.00% No change 111 $4K
First Horizon Advisors, Inc. 0.00% New 104 $4K
CGC Financial Services, LLC 0.00% No change 100 $4K
Quarry LP 0.00% Reduce -91.9% 96 $3K
Farther Finance Advisors, LLC 0.00% Add +27.1% 89 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 88 $3K
Harbour Investments, Inc. 0.00% Reduce -74.1% 86 $3K
Parallel Advisors, LLC 0.00% No change 85 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -8.8% 83 $3K
Hexagon Capital Partners LLC 0.00% Reduce -29.6% 81 $3K
Blue Trust, Inc. 0.00% Add +3.2% 64 $2K
Key Financial Inc 0.00% No change 62 $2K
City State Bank 0.00% New 50 $2K
Farmers & Merchants Investments Inc. 0.00% No change 54 $2K
Fortitude Family Office, LLC 0.00% Reduce -58.1% 49 $2K
Sugarloaf Wealth Management, LLC 0.00% New 41 $1K
Private Trust Co. NA 0.00% No change 41 $1K
UMB Bank, n.a. 0.00% New 41 $1K
Caitlin John, LLC 0.00% Reduce -35.9% 41 $1K
JFS Wealth Advisors, LLC 0.00% No change 39 $1K
AdvisorNet Financial, Inc 0.00% Add +850.0% 38 $1K
Private Wealth Management Group, LLC 0.00% No change 25 $876
Cornerstone Planning Group LLC 0.00% New 22 $821
Manchester Capital Management LLC 0.00% Add +633.3% 22 $771
Parkside Financial Bank & Trust 0.00% Reduce -15.0% 17 $596
Huntington National Bank 0.00% No change 17 $595
Avior Wealth Management, LLC 0.00% New 15 $525
SJS Investment Consulting Inc. 0.00% Reduce -9.1% 10 $351
Peoples Bank 0.00% No change 10 $350
Abound Wealth Management 0.00% No change 7 $246
DiNuzzo Private Wealth, Inc. 0.00% Reduce -22.2% 7 $246
Rothschild Investment LLC 0.00% New 5 $175
Covestor Ltd 0.00% Reduce -99.9% 5 $0

"% of holder's portfolio" is AVA's weight in each manager's 13F, not the share of Avista Corp. the manager owns.