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Hennessy Advisors (HNNA) Institutional Ownership

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$12.30 +0.17 (+1.40%)
Closing price 01/31/2025 04:00 PM Eastern
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$12.30 0.00 (0.00%)
As of 01/31/2025 05:30 PM Eastern
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Institutional Ownership Changes (13F Filings) for Hennessy Advisors (NASDAQ:HNNA)

Current
Institutional Ownership
Percentage
10.31%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$1.21M
Number of
Institutional Sellers
(last 12 months)
0
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HNNA Institutional Buying and Selling by Quarter

Hennessy Advisors Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/30/2025 Allworth Financial LP26,900$336K0.0%N/A0.346%
1/22/2025 Perigon Wealth Management LLC63,798$778K0.0%+33.1%0.820%
1/14/2025 Redhawk Wealth Advisors Inc.52,936$671K0.1%+1.7%0.680%
11/16/2024Geode Capital Management LLC45,379$452K0.0%+35.5%0.591%
10/11/2024 Redhawk Wealth Advisors Inc.52,061$518K0.1%N/A0.678%
8/9/2024Renaissance Technologies LLC95,588$681K0.0%+1.9%1.245%
1/29/2024 Perigon Wealth Management LLC47,916$322K0.0%+193.8%0.625%
10/20/2023Aegis Financial Corp141,353$947K0.6%+111.9%1.865%
8/2/2023 Perigon Wealth Management LLC17,372$123K0.0%N/A0.229%
7/21/2023Aegis Financial Corp66,717$471K0.3%N/A0.880%
7/13/2023Cambridge Investment Research Advisors Inc.10,062$71K0.0%N/A0.133%
1/31/2023Burleson & Company LLC17,372$146K0.0%+83.6%0.229%
11/2/2022OneAscent Financial Services LLC10,303$89K0.0%-21.0%0.138%
8/8/2022OneAscent Financial Services LLC13,050$136K0.1%N/A0.174%
7/13/2022Burleson & Company LLC9,464$99K0.0%-47.1%0.127%
1/25/2022Burleson & Company LLC17,904$194K0.0%+88.4%0.243%
11/22/2021Seaport Global Asset Management LLC90,000$865K2.2%-1.5%1.223%
11/12/2021Renaissance Technologies LLC132,825$1.28M0.0%-5.6%1.804%
11/9/2021BlackRock Inc.17,045$164K0.0%-36.8%0.232%
8/16/2021Punch & Associates Investment Management Inc.12,980$121K0.0%N/A0.176%
8/13/2021Renaissance Technologies LLC140,725$1.32M0.0%-5.1%1.911%
8/12/2021Dimensional Fund Advisors LP69,440$647K0.0%-1.6%0.943%
5/18/2021Perritt Capital Management Inc.47,014$405K0.2%-21.6%0.638%
5/14/2021Dimensional Fund Advisors LP70,601$606K0.0%+1.7%0.959%
5/13/2021Renaissance Technologies LLC148,336$1.28M0.0%+14.3%2.015%
5/12/2021Burleson & Company LLC9,954$86K0.0%-31.4%0.135%
5/12/2021UBS Group AG12,867$111K0.0%+24.1%0.175%
5/7/2021BlackRock Inc.23,821$206K0.0%+52.4%0.324%
2/10/2021Renaissance Technologies LLC129,829$1.11M0.0%+13.2%1.764%
2/8/2021Burleson & Company LLC14,504$124K0.0%-65.6%0.197%
2/8/2021Lokken Investment Group LLC12,336$105K0.1%N/A0.168%
(Data available from 1/1/2016 forward)

HNNA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HNNA shares?

During the previous two years, the following institutional investors and hedge funds held shares of Hennessy Advisors shares: Aegis Financial Corp ($947K), Perigon Wealth Management LLC ($778K), Renaissance Technologies LLC ($681K), Redhawk Wealth Advisors Inc. ($671K), Geode Capital Management LLC ($452K), and Allworth Financial LP ($336K), and Cambridge Investment Research Advisors Inc. ($71K).Learn more on HNNA's institutional investors.

What percentage of Hennessy Advisors stock is owned by institutional investors?

10.31% of Hennessy Advisors stock is owned by institutional investors. Learn more on HNNA's institutional investor holdings.

Which institutional investors have been buying Hennessy Advisors stock?

The following institutional investors have purchased Hennessy Advisors stock in the last 24 months: Aegis Financial Corp ($141.35K), Perigon Wealth Management LLC ($64.86K), Redhawk Wealth Advisors Inc. ($52.94K), Allworth Financial LP ($26.90K), Geode Capital Management LLC ($11.88K), Cambridge Investment Research Advisors Inc. ($10.06K), and Renaissance Technologies LLC ($1.81K).

How much institutional buying is happening at Hennessy Advisors?

Institutional investors have bought a total of 309,803 shares in the last 24 months. This purchase volume represents approximately $2.58M in transactions.



This page (NASDAQ:HNNA) was last updated on 2/1/2025 by MarketBeat.com Staff
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