AVA — AVISTA CORP

Ownership history in MATHER GROUP, LLC.  ·  6 quarters on record

This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in AVISTA CORP (AVA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 400 — 0% 0.00% $15K $36.93
2025 Q1 UNCHANGED 400 — 0% 0.00% $17K $39.85
2024 Q4 UNCHANGED 400 — 0% 0.00% $15K $34.42
2024 Q3 REDUCED 400 -500 -55.6% 0.00% $16K $35.97
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% of Fund (quarterly)    AVA price (monthly, adj. close)

Other funds also holding AVA

As of 2025 Q4 — sorted by position size

Bruce & Co., Inc. 3Y 7Y 2.41% NUANCE INVESTMENTS, LLC 3Y 7Y 1.35% MOODY ALDRICH PARTNERS LLC 3Y 7Y 1.23% A. D. Beadell Investment Counsel, Inc. 3Y 7Y 1.11% OLD REPUBLIC INTERNATIONAL CORP 3Y 7Y 0.93% WESTWOOD HOLDINGS GROUP INC 3Y 7Y 0.82% RWC Asset Management LLP 3Y 7Y 0.47% Invenomic Capital Management LP 3Y 0.42% AIGEN INVESTMENT MANAGEMENT, LP 3Y 0.36% ALGERT GLOBAL LLC 3Y 7Y 0.36%
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