Avista Ownership | Who Owns Avista?
Avista Ownership Summary
Avista is owned by 85.50% institutional investors, 0.87% insiders, and 13.62% retail investors. Blackrock is the largest institutional shareholder, holding 18.88% of AVA shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.42% of its assets in Avista shares.
AVA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Avista | 85.50% | 0.87% | 13.62% |
| Sector | Utilities Stocks | 60.46% | 6.54% | 33.00% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock | 14.75M | 18.88% | $510.66M |
| Vanguard group | 9.71M | 12.42% | $336.10M |
| State street | 4.77M | 6.10% | $164.92M |
| Public sector pension investment board | 3.55M | 4.54% | $122.92M |
| Ameriprise financial | 2.77M | 3.54% | $95.81M |
| Geode capital management | 1.80M | 2.30% | $62.34M |
| Westwood group | 1.72M | 2.20% | $59.60M |
| Dimensional fund advisors lp | 1.53M | 1.96% | $53.10M |
| Hotchkis & wiley capital management | 1.24M | 1.58% | $42.77M |
| Goldman sachs group | 1.20M | 1.54% | $41.70M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Patrizia pty | 153.49K | 8.36% | $5.31M |
| Dean capital management | 63.39K | 2.82% | $2.19M |
| Bruce | 201.50K | 2.29% | $6.97M |
| Yaupon capital management lp | 1.00M | 1.75% | $34.61M |
| Nuance investments | 1.17M | 1.24% | $40.65M |
| Dean investment associates | 171.59K | 0.84% | $5.94M |
| Old republic | 597.50K | 0.84% | $20.68M |
| Public sector pension investment board | 3.55M | 0.77% | $122.92M |
| Invenomic capital management lp | 330.58K | 0.56% | $11.44M |
| Kennedy capital management | 482.23K | 0.36% | $16.69M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 547.28K | 0.00% | 547.28K |
| Yaupon capital management lp | 1.00M | 1.75% | 500.00K |
| Mirae asset global etfs | 392.88K | 0.03% | 392.88K |
| Northwest & ethical investments | 323.77K | 0.32% | 323.77K |
| Goldman sachs group | 1.20M | 0.01% | 312.23K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Hotchkis & wiley capital management | 1.24M | 0.15% | -732.23K |
| Morgan stanley | 1.02M | 0.00% | -390.37K |
| Segall bryant & hamill | - | - | -346.69K |
| State street | 4.77M | 0.01% | -272.58K |
| Apg asset management | - | - | -229.00K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 547.28K | 0.00% | 547.28K | $18.94M |
| Mirae asset global etfs | 392.88K | 0.03% | 392.88K | $13.60M |
| Northwest & ethical investments | 323.77K | 0.32% | 323.77K | $11.21M |
| Corebridge financial | 45.41K | 0.01% | 45.41K | $1.57M |
| Inspire advisors | 41.02K | 0.19% | 41.02K | $1.42M |
Sold Out
| Holder | Change |
|---|---|
| Horizon investments | -15.00 |
| Nelson, van denburg & campbell wealth management group | -15.00 |
| Sugarloaf wealth management | -41.00 |
| Quarry lp | -96.00 |
| Pacifica partners | -120.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 329 | 3.13% | 67,406,718 | -0.35% | 85 | 1.14% | 153 | -17.74% | 110 | 54.93% |
| Jun 30, 2024 | 313 | 3.64% | 67,565,154 | 2.35% | 86 | 1.21% | 183 | 6.40% | 69 | -15.85% |
| Mar 31, 2024 | 302 | 4.86% | 66,013,682 | -0.74% | 84 | 1.16% | 172 | 17.01% | 82 | -10.87% |
| Dec 31, 2023 | 288 | 8.68% | 66,503,699 | 0.86% | 85 | 1.15% | 147 | 5.00% | 92 | 12.20% |
| Sep 30, 2023 | 265 | 1.92% | 65,938,930 | -3.39% | 85 | 1.07% | 140 | 32.08% | 82 | -12.77% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 5.09M | 6.42% | 2.42K |
| Vanguard Total Stock Mkt Idx Inv | 2.44M | 3.08% | -17.94K |
| iShares Russell 2000 ETF | 2.22M | 2.81% | -4.65K |
| Vanguard Small Cap Index | 1.97M | 2.49% | 3.85K |
| iShares Select Dividend ETF | 1.66M | 2.10% | 1.67K |
| Vanguard Small Cap Value Index Inv | 1.33M | 1.68% | -460.00 |
| CT (Lux) American Smaller Com 9U USD | 1.20M | 1.52% | -114.13K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.17M | 1.48% | -4.23K |
| CT American Smaller Coms(US) InstAccGBP | 1.15M | 1.45% | -146.87K |
| SPDR® S&P Dividend ETF | 960.87K | 1.21% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Aug 27, 2024 | MEYER DAVID J | Vice President | Sell | $91.97K |
| Jun 06, 2024 | Cox Bryan Alden | Senior Vice President | Sell | $61.26K |
| May 31, 2024 | Thackston Jason R | Senior Vice President & CSCEO | Sell | $92.45K |
| May 30, 2024 | Hill Latisha Diane | Vice President | Sell | $61.56K |
| May 10, 2024 | DiLuciano Joshua D | Vice President | Sell | $30.59K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | - |
| 2024 Q3 | - | 1 |
| 2024 Q2 | - | 4 |
| 2024 Q1 | - | - |
| 2023 Q4 | - | 2 |
AVA Ownership FAQ
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