Hennessy Advisors (HNNA) Institutional Ownership

$6.79
-0.26 (-3.69%)
(As of 04/23/2024 ET)

Institutional Ownership Changes (13F Filings) for Hennessy Advisors (NASDAQ:HNNA)

Current
Institutional Ownership
Percentage
10.31%
Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$1.37M
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
1/29/2024Perigon Wealth Management LLC47,916$322K0.0%+193.8%0.625%
10/20/2023Aegis Financial Corp141,353$947K0.6%+111.9%1.865%
8/2/2023Perigon 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%
11/12/2020O Shaughnessy Asset Management LLC7,430$62K0.0%-31.9%0.102%
11/10/2020Burleson & Company LLC42,143$363K0.1%-25.5%0.580%
8/31/2020Bridgeway Capital Management Inc.13,000$103K0.0%N/A0.179%
8/14/2020Bank of America Corp DE30,785$242K0.0%+4.9%0.424%
2/14/2020Bank of America Corp DE29,834$301K0.0%+23.6%0.398%
(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 ($322K), Burleson & Company LLC ($146K), and OneAscent Financial Services LLC ($89K), 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 ($48.98K), OneAscent Financial Services LLC ($13.05K), Cambridge Investment Research Advisors Inc. ($10.06K), and Burleson & Company LLC ($7.91K).

How much institutional buying is happening at Hennessy Advisors?

Institutional investors have bought a total of 221,353 shares in the last 24 months. This purchase volume represents approximately $1.58M in transactions.

Which Hennessy Advisors major shareholders have been selling company stock?

The following institutional investors have sold Hennessy Advisors stock in the last 24 months: Burleson & Company LLC ($8.44K), and OneAscent Financial Services LLC ($2.75K).

How much institutional selling is happening at Hennessy Advisors?

Institutional investors have sold a total of 11,187 shares in the last 24 months. This volume of shares sold represents approximately $111.93K in transactions.


This page (NASDAQ:HNNA) was last updated on 4/24/2024 by MarketBeat.com Staff

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