Avista Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NYSE:AVA Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
27 Aug 24	SellUS$91,968	David Meyer	Individual	2,400	US$38.32
06 Jun 24	SellUS$61,257	Bryan Cox	Individual	1,716	US$35.70
31 May 24	SellUS$92,450	Jason Thackston	Individual	2,500	US$36.98
30 May 24	SellUS$61,557	Latisha Hill	Individual	1,700	US$36.21
10 May 24	SellUS$30,592	Joshua Diluciano	Individual	800	US$38.24

Insider Trading Volume

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of AVA?
Owner Type	Number of Shares	Ownership Percentage
State or Government	30,398	0.0384%
Individual Insiders	705,918	0.892%
General Public	9,028,364	11.4%
Institutions	69,418,137	87.7%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 2.3%.

Top Shareholders

Top 25 shareholders own 67.39% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
18.7%	BlackRock, Inc.	14,823,747	US$525.6m	0.47%	0.01%
12.5%	The Vanguard Group, Inc.	9,933,322	US$352.2m	2.29%	0.01%
5.91%	State Street Global Advisors, Inc.	4,678,280	US$165.9m	-1.82%	0.01%
4.48%	Public Sector Pension Investment Board	3,546,460	US$125.8m	-0.14%	0.62%
3.68%	Columbia Management Investment Advisers, LLC	2,913,950	US$103.3m	5.26%	0.02%
2.31%	Geode Capital Management, LLC	1,828,230	US$64.8m	1.52%	no data
2.09%	Westwood Management Corp.	1,658,125	US$58.8m	-3.71%	0.45%
1.99%	Dimensional Fund Advisors LP	1,576,706	US$55.9m	2.76%	0.01%
1.55%	Charles Schwab Investment Management, Inc.	1,228,299	US$43.6m	2.22%	0.01%
1.27%	BNY Asset Management	1,008,845	US$35.8m	-7.71%	0.01%
1.19%	Northern Trust Global Investments	945,479	US$33.5m	18.2%	0.01%
1.18%	Invesco Capital Management LLC	936,494	US$33.2m	4.46%	0.01%
1.17%	Hotchkis and Wiley Capital Management, LLC	922,849	US$32.7m	-25.3%	0.1%
1.11%	PGIM, Inc.	876,617	US$31.1m	20.9%	0.04%
1.08%	Nuance Investments, LLC	858,376	US$30.4m	-26.9%	1.02%
0.96%	Morgan Stanley, Investment Banking and Brokerage Investments	756,472	US$26.8m	51.8%	no data
0.86%	GAMCO Investors, Inc.	683,574	US$24.2m	-2.52%	0.1%
0.75%	Old Republic International Corp., Asset Management Arm	597,500	US$21.2m	0%	0.84%
0.74%	Goldman Sachs Group, Investment Banking and Securities Investments	583,204	US$20.7m	-14.8%	0.01%
0.7%	Mellon Investments Corporation	553,649	US$19.6m	0.03%	0.02%
0.69%	Norges Bank Investment Management	547,283	US$19.4m	0%	no data
0.67%	Legal & General Investment Management Limited	529,880	US$18.8m	-2.1%	no data
0.6%	Jupiter Fund Management Plc	477,191	US$16.9m	132%	0.05%
0.59%	Eaton Vance Management	463,559	US$16.4m	-10.9%	no data
0.55%	American Beacon Advisors, Inc.	436,909	US$15.5m	-0.93%	0.36%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/19 22:44
End of Day Share Price	2024/12/19 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Avista Corporation is covered by 14 analysts. 4 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Michael Worms	BMO Capital Markets U.S. (Historical)
Julien Dumoulin-Smith	BofA Global Research
Ross Allen Fowler	BofA Global Research