AvistaAVA

13F holders, Q2 2024 (June 30)
315holders +12
45new positions
32sold out
8famous investors
$34.61avg. 13F price*

At the end of Q2 2024, 315 institutions reported holding Avista Corp. (AVA) in their 13F filings, up 12 from Q1 2024. 45 opened new positions and 32 sold out. The largest holders were BlackRock Inc. ($510.7M), Vanguard Group Inc. ($336.1M) and State Street Corp. ($164.9M). 8 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset Management'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 → Q2 2024

InstitutionsTotal Value
New Positions45$51.4M
Exits32$40.5M

All 13F filers, Q1 2024 → Q2 2024: 4,247,493 shares bought and 3,909,704 shares sold, net +337,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 315 holders

BlackRock Inc. 0.01% Add +0.1% 14,754,575 $510.7M
Vanguard Group Inc. 0.01% Add +1.6% 9,711,169 $336.1M
State Street Corp. 0.01% Reduce -5.4% 4,765,028 $164.9M
Public Sector Pension Investment Board 0.78% Add +0.4% 3,551,460 $122.9M
Ameriprise Financial Inc. 0.03% Add +4.3% 2,768,379 $95.8M
Geode Capital Management, LLC 0.01% Add +5.4% 1,800,902 $62.3M
Westwood Holdings Group Inc. 0.49% Reduce -9.6% 1,722,097 $59.6M
Dimensional Fund Advisors LP 0.01% Add +4.2% 1,534,341 $53.1M
Hotchkis & Wiley Capital Management LLC 0.15% Reduce -37.2% 1,235,689 $42.8M
Goldman Sachs Group Inc. 0.01% Add +35.0% 1,204,954 $41.7M
Charles Schwab Investment Management Inc. 0.01% Add +7.6% 1,201,593 $41.6M
Nuance Investments, LLC 1.24% Reduce -9.1% 1,174,395 $40.6M
Bank of New York Mellon Corp 0.01% Reduce -5.2% 1,100,068 $38.1M
Morgan Stanley 0.00% Reduce -27.7% 1,020,705 $35.3M
Invesco Ltd. 0.01% Reduce -11.6% 973,300 $33.7M
Northern Trust Corp. 0.00% Reduce -3.3% 799,910 $27.7M
Prudential Financial Inc. 0.04% Add +3.0% 770,352 $26.7M
Tortoise Capital Advisors, L.L.C. 0.32% Add +13.6% 692,944 $24.0M
Old Republic International Corp. 0.84% No change 597,500 $20.7M
Norges Bank 0.00% Reduce -13.1% 547,283 $18.9M
Legal & General Group Plc 0.01% Reduce -2.3% 532,682 $18.4M
Kennedy Capital Management LLC 0.36% Reduce -1.6% 482,229 $16.7M
Gabelli Funds LLC 0.11% Reduce -2.0% 417,500 $14.4M
Victory Capital Management Inc. 0.01% Reduce -10.2% 410,502 $14.2M
Voya Investment Management LLC 0.02% Add +37.2% 402,049 $13.9M
Millennium Management 0.01% Reduce -6.7% 397,104 $13.7M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.03% — 392,882 $13.6M
JPMorgan Chase & Co. 0.00% Reduce -7.3% 388,802 $13.5M
Principal Financial Group Inc. 0.01% Reduce -4.0% 385,698 $13.3M
Cubist Systematic Strategies, LLC 0.20% Add +37.7% 342,263 $11.8M
Invenomic Capital Management LP 0.60% Add +43.5% 330,583 $11.4M
Northwest & Ethical Investments L.P. 0.32% Add +18.9% 323,775 $11.2M
First Trust Advisors LP 0.01% Add +15.3% 299,887 $10.4M
GAMCO Investors 0.11% Add +5.4% 283,710 $9.8M
Brandywine Global Investment Management, LLC 0.07% New 282,542 $9.8M
Rhumbline Advisers 0.01% Add +0.8% 259,692 $9.0M
Assenagon Asset Management S.A. 0.02% Add +39.5% 256,393 $8.9M
Advisors Asset Management, Inc. 0.17% Add +32.3% 248,932 $8.6M
American Century Companies Inc. 0.01% Add +3.8% 236,954 $8.2M
Nuveen Asset Management, LLC 0.00% Add +2.5% 221,468 $7.7M
Voloridge Investment Management, LLC 0.03% Add +53.7% 215,422 $7.5M
Envestnet Asset Management Inc. 0.00% Add +20.0% 208,611 $7.2M
Jupiter Asset Management Ltd. 0.07% New 206,023 $7.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +66.1% 202,653 $7.0M
Bruce & Co., Inc. 2.33% No change 201,500 $7.0M
ProShare Advisors LLC 0.02% Reduce -15.8% 200,910 $7.0M
Peregrine Capital Management LLC 0.19% New 187,989 $6.5M
Bank of America Corp. 0.00% Add +16.3% 172,674 $6.0M
Dean Investment Associates, LLC 0.84% Reduce -6.2% 171,594 $5.9M
Point72 Asset Management 0.02% New 162,900 $5.6M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.04% Add +1.1% 155,609 $5.4M
Swiss National Bank 0.00% Add +0.7% 153,800 $5.3M
PATRIZIA Pty Ltd 8.36% No change 153,491 $5.3M
Royal Bank of Canada 0.00% Reduce -43.8% 144,202 $5.0M
Qube Research & Technologies Ltd 0.01% New 136,115 $4.7M
Citigroup Inc. 0.00% Add +75.7% 135,028 $4.7M
Jane Street Group, LLC 0.01% Add +392.3% 133,828 $4.6M
Two Sigma Advisers, LP 0.01% Add +17.1% 126,900 $4.4M
New York State Teachers Retirement System 0.01% Add +5.4% 126,195 $4.4M
UBS Group AG 0.00% Reduce -11.0% 122,807 $4.3M
Mutual of America Capital Management LLC 0.04% Reduce -1.2% 116,500 $4.0M
Raymond James & Associates 0.00% Reduce -6.9% 110,136 $3.8M
Balyasny Asset Management L.P. 0.01% Add +202.7% 106,101 $3.7M
Martingale Asset Management L P 0.08% Add +489.0% 100,726 $3.5M
Man Group plc 0.01% Reduce -19.3% 99,941 $3.5M
Trexquant Investment LP 0.05% Add +69.4% 97,307 $3.4M
Public Employees Retirement System of Ohio 0.01% Reduce -13.2% 91,201 $3.2M
Sei Investments Co. 0.00% Add +348.4% 89,908 $3.1M
Alliancebernstein L.P. 0.00% Add +7.8% 89,069 $3.1M
Two Sigma Investments, LP 0.01% Reduce -4.7% 87,223 $3.0M
Nisa Investment Advisors, LLC 0.02% Reduce -8.4% 87,103 $3.0M
Deutsche Bank AG 0.00% Add +116.8% 81,981 $2.8M
CANADA LIFE ASSURANCE Co 0.01% Add +16.9% 81,475 $2.8M
Congress Asset Management Co. 0.02% Reduce -1.3% 80,198 $2.8M
Brandes Investment Partners, LP 0.03% Add +11.6% 77,344 $2.7M
California State Teachers Retirement System 0.00% Reduce -1.3% 76,400 $2.6M
Gsa Capital Partners LLP 0.18% Add +157.1% 73,235 $2.5M
Richard C. Young & CO., LTD. 0.30% Reduce -59.0% 71,182 $2.5M
Susquehanna Fundamental Investments, LLC 0.06% No change 70,843 $2.5M
Stifel Financial Corp. 0.00% Add +37.8% 70,835 $2.5M
Cambiar Investors LLC 0.09% No change 66,657 $2.3M
Thrivent Financial for Lutherans 0.00% Reduce -3.3% 65,042 $2.3M
Macquarie Group Ltd. 0.00% Add +37.2% 64,825 $2.2M
Dean Capital Management 2.82% Add +0.9% 63,391 $2.2M
Legato Capital Management LLC 0.30% Add +0.9% 63,391 $2.2M
Guggenheim Capital LLC 0.01% Add +62.9% 59,751 $2.1M
T. Rowe Price Associates Inc. 0.00% Add +5.3% 58,277 $2.0M
Campbell & CO Investment Adviser LLC 0.17% Add +294.9% 57,966 $2.0M
Tudor Investment Corporation 0.02% New 56,880 $2.0M
Magellan Asset Management Ltd 0.02% Add +20.4% 56,780 $2.0M
State of Wisconsin Investment Board 0.01% Reduce -5.5% 54,158 $1.9M
Wells Fargo & Company 0.00% Add +24.2% 52,379 $1.8M
State of New Jersey Common Pension Fund D 0.01% Reduce -38.5% 51,605 $1.8M
MML Investors Services, LLC 0.01% Add +14.6% 50,349 $1.7M
Dynamic Technology Lab Private Ltd 0.19% Add +21.6% 49,172 $1.7M
Truist Financial Corp. 0.00% Add +33.2% 49,105 $1.7M
Citadel Advisors 0.00% Reduce -13.7% 48,886 $1.7M
State of Alaska, Department of Revenue 0.02% Reduce -2.6% 45,907 $1.6M
Exchange Traded Concepts, LLC 0.04% Add +5.7% 45,773 $1.6M
Corebridge Financial, Inc. 0.01% — 45,410 $1.6M
MetLife Investment Management, LLC 0.01% Add +12.8% 45,116 $1.6M
Illinois Municipal Retirement Fund 0.02% Add +2.5% 44,489 $1.5M
Manufacturers Life Insurance Company, The 0.00% Add +5.8% 43,267 $1.5M
Point72 Hong Kong Ltd 0.09% Add +445.1% 42,442 $1.5M
BNP Paribas Financial Markets 0.00% Reduce -54.5% 41,994 $1.5M
Inspire Advisors, LLC 0.19% New 41,018 $1.4M
Quinn Opportunity Partners LLC 0.16% No change 40,500 $1.4M
Level Four Advisory Services, LLC 0.06% New 40,298 $1.4M
Louisiana State Employees Retirement System 0.03% Add +2.6% 39,300 $1.4M
Teacher Retirement System of Texas 0.01% Add +17.7% 39,260 $1.4M
Scotia Capital Inc. 0.01% Reduce -9.6% 39,198 $1.4M
Versor Investments LP 0.24% Add +201.4% 38,105 $1.3M
Franklin Resources Inc. 0.00% Reduce -35.5% 37,647 $1.3M
South Dakota Investment Council 0.03% Reduce -0.1% 37,182 $1.3M
Janus Henderson Group PLC 0.00% Reduce -1.1% 35,430 $1.2M
Barclays PLC 0.00% Reduce -56.1% 35,177 $1.2M
Engineers Gate Manager LP 0.03% New 34,655 $1.2M
AQR Capital Management 0.00% Add +38.5% 34,376 $1.2M
D. E. Shaw & Co. 0.00% Add +129.5% 34,313 $1.2M
New York State Common Retirement Fund 0.00% Add +2.3% 34,254 $1.2M
Harbor Capital Advisors, Inc. 0.09% Add +109.6% 34,015 $1.2M
State of Tennessee, Department of Treasury 0.00% Add +38.5% 33,586 $1.2M
Comerica Bank 0.00% Reduce -9.6% 33,002 $1.1M
Healthcare of Ontario Pension Plan Trust Fund 0.00% New 32,900 $1.1M
Schonfeld Strategic Advisors LLC 0.01% Add +134.1% 32,515 $1.1M
Yousif Capital Management, LLC 0.01% Reduce -10.5% 31,262 $1.1M
Wesbanco Bank Inc. 0.04% No change 30,000 $1.0M
Cornercap Investment Counsel Inc. 0.17% Reduce -0.9% 29,835 $1.0M
Natixis Advisors, LLC 0.00% Add +5.2% 29,135 $1.0M
HRT Financial LP 0.01% New 28,901 $1.0M
Russell Investments Group, Ltd. 0.00% Add +14.9% 28,340 $981K
LPL Financial LLC 0.00% Add +12.6% 28,299 $979K
SG Americas Securities, LLC 0.01% Add +383.0% 27,941 $967K
Maryland State Retirement & Pension System 0.02% Reduce -2.2% 27,261 $944K
Susquehanna Portfolio Strategies, LLC 0.04% Reduce -9.3% 27,195 $941K
Cetera Investment Advisers 0.00% Add +13.7% 27,169 $940K
Ensign Peak Advisors, Inc 0.00% No change 26,217 $907K
Sherbrooke Park Advisers LLC 0.16% Add +18.9% 26,143 $905K
WINTON GROUP Ltd 0.06% Add +124.2% 26,120 $904K
Hennessy Advisors Inc. 0.03% Add +3.2% 25,972 $899K
Squarepoint Ops LLC 0.00% New 25,411 $879K
HighTower Advisors, LLC 0.00% Add +2.3% 24,126 $841K
Naples Global Advisors, LLC 0.08% Reduce -5.1% 23,873 $826K
Amalgamated Bank 0.01% Reduce -2.8% 23,869 $826K
Teachers Retirement System of the State of Kentucky 0.01% No change 23,703 $820K
Arizona State Retirement System 0.01% Add +2.9% 21,888 $758K
Allspring Global Investments Holdings, LLC 0.00% New 21,652 $749K
State Board of Administration of Florida Retirement System 0.00% Add +2.5% 21,482 $743K
Convergence Investment Partners, LLC 0.21% New 20,708 $717K
Praxis Investment Management Inc. 0.05% No change 19,630 $706K
Van Eck Associates Corp. 0.00% Add +9.9% 20,054 $694K
Pathstone Holdings, LLC 0.00% Add +8.4% 19,814 $686K
Algert Global LLC 0.02% Reduce -17.0% 19,067 $660K
Oregon Public Employees Retirement Fund 0.01% Reduce -8.4% 19,013 $658K
Bailard, Inc. 0.02% New 19,000 $658K
Apella Capital, LLC 0.03% No change 19,277 $654K
Alps Advisors Inc. 0.00% Add +15.6% 18,493 $640K
Connor, Clark & Lunn Investment Management Ltd. 0.00% Reduce -45.1% 18,083 $626K
Mackenzie Financial Corp. 0.00% New 17,716 $613K
Meeder Advisory Services, Inc. 0.04% Add +79.3% 17,183 $595K
Dark Forest Capital Management LP 0.11% Add +94.6% 17,180 $595K
Point72 (DIFC) Ltd 0.05% Add +75.8% 17,011 $589K
Susquehanna International Group, LLP 0.00% New 16,936 $586K
FMR LLC 0.00% Add +10.1% 16,723 $579K
Baird Financial Group, Inc. 0.00% Reduce -10.0% 16,228 $562K
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 16,226 $562K
Tower Research Capital LLC (TRC) 0.01% Add +1094.0% 15,856 $549K
Y-Intercept (Hong Kong) Ltd 0.03% Add +102.3% 15,703 $543K
Readystate Asset Management LP 0.05% New 15,692 $543K
Quantbot Technologies LP 0.03% Add +15.2% 15,443 $534K
Mariner, LLC 0.00% Add +12.0% 14,943 $517K
Benjamin Edwards Inc. 0.10% Add +23.7% 14,891 $515K
Osaic Holdings, Inc. 0.00% Add +10.7% 14,497 $502K
Arrowstreet Capital, Limited Partnership 0.00% New 14,462 $501K
HSBC Holdings PLC 0.00% Reduce -62.6% 13,587 $469K
Petrus Trust Company, LTA 0.04% Add +112.3% 13,517 $468K
Intech Investment Management LLC 0.01% New 13,342 $462K
Pictet Asset Management Holding SA 0.00% No change 13,335 $462K
Great Lakes Advisors, LLC 0.00% New 12,608 $436K
Centiva Capital, LP 0.02% Add +66.6% 12,529 $434K
B. Riley Wealth Advisors, Inc. 0.01% New 12,334 $427K
Allianz Asset Management GmbH 0.00% Add +0.6% 12,316 $426K
O'shaughnessy Asset Management, LLC 0.00% Add +61.1% 12,160 $421K
Keybank National Association 0.00% Add +0.1% 11,706 $405K
Park Avenue Securities LLC 0.00% Reduce -2.7% 11,540 $399K
Bank of Montreal 0.00% Reduce -36.9% 11,335 $392K
Brevan Howard Capital Management LP 0.03% Add +37.9% 11,288 $391K
IMS Capital Management 0.18% Add +1.1% 9,934 $383K
SPC Financial, Inc. 0.04% Add +19.6% 11,000 $381K
Capital Fund Management S.A. 0.00% Reduce -17.0% 10,957 $379K
IFM Investors Pty Ltd 0.00% Add +1.6% 10,906 $377K
Daymark Wealth Partners, LLC 0.02% Reduce -2.9% 10,875 $376K
PNC Financial Services Group, Inc. 0.00% Reduce -31.8% 10,828 $375K
Creative Planning 0.00% Add +1.7% 10,802 $374K
Vanguard Personalized Indexing Management, LLC 0.01% Reduce -5.6% 10,234 $354K
Sonora Investment Management Group, LLC 0.03% No change 9,997 $350K
Columbia Advisory Partners LLC 0.34% Add +9.7% 10,073 $349K
Moors & Cabot, Inc. 0.02% Add +4.0% 10,031 $347K
Atria Investments, Inc 0.00% New 9,216 $319K
Hudson Edge Investment Partners Inc. 0.06% No change 9,126 $316K
Public Employees Retirement Association of Colorado 0.00% No change 9,063 $314K
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 0.08% No change 8,856 $307K
Commonwealth Equity Services, LLC 0.00% Reduce -14.7% 8,543 $296K
D.A. Davidson & Co. 0.00% Add +0.5% 8,516 $295K
US Bancorp \de 0.00% No change 8,431 $292K
Gotham Asset Management 0.00% New 8,095 $280K
XTX Topco Ltd 0.02% New 7,978 $276K
Ameritas Investment Partners, Inc. 0.01% No change 7,945 $275K
Vident Advisory, LLC 0.01% New 7,798 $270K
World Investment Advisors 0.02% New 7,588 $263K
CIBC Asset Management Inc 0.00% Reduce -6.5% 7,452 $258K
Farther Finance Advisors, LLC 0.01% Add +8313.5% 7,488 $256K
Parcion Private Wealth LLC 0.02% No change 7,333 $254K
Townsquare Capital LLC 0.00% Reduce -0.1% 7,240 $251K
Cwm, LLC 0.00% Add +32.1% 7,115 $246K
Corton Capital Inc. 0.13% Reduce -43.0% 7,007 $243K
Alliance Wealth Advisors, LLC 0.07% No change 6,839 $237K
Wealth Enhancement Advisory Services, LLC 0.00% Add +6.9% 6,836 $237K
Envestnet Portfolio Solutions, Inc. 0.00% Add +6.8% 6,696 $232K
Entropy Technologies, LP 0.02% New 6,655 $230K
Avantax Advisory Services, Inc. 0.00% New 6,621 $229K
Savant Capital, LLC 0.00% New 6,448 $223K
SteelPeak Wealth, LLC 0.01% New 6,406 $222K
Crossmark Global Holdings, Inc. 0.00% Reduce -0.6% 6,228 $216K
Principal Securities, Inc. 0.01% Add +12.0% 6,201 $215K
Corient Private Wealth LP 0.00% Reduce -24.8% 6,127 $212K
First Trust Direct Indexing L.P. 0.01% New 5,902 $204K
Chelsea Counsel Co. 0.10% Add +1833.3% 5,800 $201K
Virtus Advisers, LLC 0.09% Add +4.9% 5,376 $186K
Trust Co. of Vermont 0.01% Reduce -12.1% 5,094 $176K
Picton Mahoney Asset Management 0.01% New 4,458 $154K
IFP Advisors, Inc 0.00% Add +21.2% 2,855 $99K
Headlands Technologies LLC 0.01% Add +256.6% 2,714 $94K
Point72 Asia (Singapore) Pte. Ltd. 0.02% Reduce -42.3% 2,620 $91K
Colonial Trust Advisors 0.01% New 2,192 $76K
Concourse Financial Group Securities, Inc. 0.00% Add +16.2% 1,783 $62K
Northwestern Mutual Wealth Management Co. 0.00% No change 1,510 $52K
Bartlett & Co. Wealth Management LLC 0.00% No change 1,500 $52K
Lazard Asset Management LLC 0.00% New 1,479 $51K
KBC Group NV 0.00% No change 1,428 $49K
Kepos Capital LP 0.02% Add +5.9% 1,391 $48K
STRS Ohio 0.00% Add +225.0% 1,300 $45K
State of Wyoming 0.01% Reduce -65.8% 1,215 $42K
Versant Capital Management, Inc 0.01% Add +1.5% 1,191 $41K
AlphaQuest LLC 0.01% New 1,150 $40K
Quadrant Capital Group LLC 0.00% Add +223.9% 1,140 $39K
Arax Advisory Partners 0.00% New 1,006 $35K
Hussman Strategic Advisors, Inc. 0.01% No change 1,000 $35K
EverSource Wealth Advisors, LLC 0.00% Add +18.8% 866 $34K
Wolverine Asset Management LLC 0.00% No change 967 $33K
Mather Group, Llc. 0.00% No change 900 $32K
Catalyst Funds Management Pty Ltd 0.01% Reduce -83.5% 900 $31K
Nomura Asset Management Co. Ltd. 0.00% No change 900 $31K
Bessemer Group Inc. 0.00% Add +10.6% 822 $29K
Cedar Mountain Advisors, LLC 0.01% No change 768 $27K
Financial Perspectives, Inc 0.01% No change 768 $27K
Benjamin F. Edwards & Company, Inc. 0.00% Add +40.3% 707 $24K
IAG Wealth Partners, LLC 0.00% No change 670 $23K
Global Retirement Partners, LLC 0.00% Add +85.7% 663 $23K
WealthCollab, LLC 0.02% Reduce -29.4% 626 $22K
Delta Asset Management LLC 0.00% No change 600 $21K
Fifth Third Bancorp 0.00% Add +14.8% 573 $20K
Princeton Global Asset Management LLC 0.00% No change 500 $17K
Smartleaf Asset Management LLC 0.00% Add +147.4% 485 $17K
Blue Trust, Inc. 0.00% Add +625.0% 464 $16K
Glen Eagle Advisors, LLC 0.00% New 400 $14K
Heritage Wealth Advisors 0.00% No change 400 $14K
CENTRAL TRUST Co 0.00% No change 400 $14K
St Germain D J Co. Inc. 0.00% New 378 $13K
Family Firm, Inc. 0.00% New 330 $11K
Hilltop National Bank 0.00% No change 300 $10K
Private Ocean, LLC 0.00% No change 263 $9K
Covestor Ltd 0.01% Add +5460.0% 278 $9K
Capital Advisors, Ltd. LLC 0.00% Add +58.2% 261 $9K
Allworth Financial LP 0.00% Add +1.3% 238 $9K
Redwood Wealth Management Group, LLC 0.01% New 228 $8K
Bell Investment Advisors, Inc 0.00% Add +32.0% 227 $8K
Ashton Thomas Private Wealth, LLC 0.00% New 200 $7K
Steward Partners Investment Advisory, LLC 0.00% No change 200 $7K
CIBC Private Wealth Group LLC 0.00% No change 200 $7K
First Horizon Advisors, Inc. 0.00% Add +70.2% 177 $6K
Riggs Asset Managment Co. Inc. 0.00% No change 165 $6K
Neo Ivy Capital Management 0.00% — 156 $5K
Sachetta, LLC 0.00% No change 111 $4K
Pacifica Partners Inc. 0.00% No change 120 $4K
Smithfield Trust Co 0.00% No change 120 $4K
CGC Financial Services, LLC 0.00% No change 100 $3K
UMB Bank, n.a. 0.00% Add +124.4% 92 $3K
Hexagon Capital Partners LLC 0.00% Add +9.9% 89 $3K
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 88 $3K
Harbour Investments, Inc. 0.00% Add +1.2% 87 $3K
Simplex Trading, LLC 0.00% New 89 $3K
Parallel Advisors, LLC 0.00% No change 85 $3K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -4.8% 79 $3K
Key Financial Inc 0.00% No change 62 $2K
GAMMA Investing LLC 0.00% Reduce -55.5% 57 $2K
Farmers & Merchants Investments Inc. 0.00% No change 54 $2K
City State Bank 0.00% No change 50 $2K
Fortitude Family Office, LLC 0.00% No change 49 $2K
Caitlin John, LLC 0.00% No change 41 $1K
Private Trust Co. NA 0.00% No change 41 $1K
Rothschild Investment LLC 0.00% Add +700.0% 40 $1K
JFS Wealth Advisors, LLC 0.00% No change 39 $1K
Private Wealth Management Group, LLC 0.00% No change 25 $866
Cornerstone Planning Group LLC 0.00% No change 22 $831
Huntington National Bank 0.00% Add +41.2% 24 $830
Manchester Capital Management LLC 0.00% No change 22 $762
AdvisorNet Financial, Inc 0.00% Reduce -55.3% 17 $588
Parkside Financial Bank & Trust 0.00% Reduce -5.9% 16 $554
Horizon Investments, LLC 0.00% New 15 $519
Larson Financial Group LLC 0.00% New 13 $450
SJS Investment Consulting Inc. 0.00% No change 10 $347
Peoples Bank 0.00% No change 10 $346
DiNuzzo Private Wealth, Inc. 0.00% Add +14.3% 8 $277
Abound Wealth Management 0.00% No change 7 $243

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