AVA

Avista Corp

Latest period2024 - Q4Total superinvestors33

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 33 superinvestors own shares of Avista Corp (AVA), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Avista Corp (AVA), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Avista Corp (AVA) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Avista Corp (AVA) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Ashleigh Swayze@San Luis Wealth Advisors Llc
Recent Activity
New Position
0.13%
$685,000
18,711 shares@ 36.61 avg price
Thomas J Bellaro@Park Avenue Securities Llc
Recent Activity
Increased 18.29%
0.01%
$593,000
16,199 shares@ 36.61 avg price
Erin E Antill@Janney Montgomery Scott Llc
Recent Activity
Decreased -3.83%
0.01%
$589,000
16,088 shares@ 36.62 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
0.02%
$398,351
10,875 shares@ 36.63 avg price
Kim Smith@Columbia Advisory Partners Llc
Recent Activity
Increased 14.39%
0.33%
$344,652
9,409 shares@ 36.64 avg price
FRANK TABAR@Farmers & Merchants Trust Co Of Long Beach
Recent Activity
Decreased -5.64%
0.08%
$306,080
8,356 shares@ 36.63 avg price
Kenneth D Hochstetler@Everence Capital Management Inc
Recent Activity
Decreased -46.11%
0.02%
$259,000
7,070 shares@ 36.64 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
0.01%
$266,217
6,870 shares@ 38.76 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -0.45%
0.01%
$227,000
6,173 shares@ 36.78 avg price
Andrea Freeman@Trust Co Of Vermont
Recent Activity
0.01%
$186,593
5,094 shares@ 36.63 avg price