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Happen Bank (HAPN) Institutional Ownership

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$15.72 +0.05 (+0.32%)
Closing price 04:00 PM Eastern
Extended Trading
$15.53 -0.19 (-1.21%)
As of 05:25 PM Eastern
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Institutional Ownership Changes (13F Filings) for Happen Bank (NASDAQ:HAPN)

Current
Institutional Ownership
Percentage
74.08%
Number of
Institutional Buyers
(last 12 months)
5
Total
Institutional Inflows
(last 12 months)
$10.04M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$923.50K
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HAPN Institutional Buying and Selling by Quarter

Happen Bank Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/10/2026Voya Investment Management LLC305,582$4.52M0.0%+466.0%0.265%
11/10/2026Sompo Asset Management Co. Ltd.17,380$257K0.0%+20.0%0.015%
11/10/2026Edgestream Partners L.P.363,662$5.38M0.1%N/A0.316%
11/6/2026 Russell Investments Group Ltd.386,263$5.71M0.0%+18.3%0.335%
11/5/2026 Joel Isaacson & Co. LLC70,000$1.04M0.0%-41.8%0.061%
11/5/2026 Knights of Columbus Asset Advisors LLC173,804$2.57M0.1%+0.6%0.151%
11/4/2026 Brighton Jones LLC289,370$4.28M0.1%-4.0%0.251%


HAPN Institutional Ownership - Frequently Asked Questions

During the previous two years, the following institutional investors and hedge funds held shares of Happen Bank shares: Russell Investments Group Ltd. ($5.71M), Edgestream Partners L.P. ($5.38M), Voya Investment Management LLC ($4.52M), Brighton Jones LLC ($4.28M), Knights of Columbus Asset Advisors LLC ($2.57M), and Joel Isaacson & Co. LLC ($1.04M), and Sompo Asset Management Co. Ltd. ($257K).Learn more on Happen Bank's institutional investors.

74.08% of Happen Bank's stock is owned by institutional investors. Learn more on HAPN's institutional investor holdings.

The following institutional investors have purchased Happen Bank's stock in the last 24 months: Edgestream Partners L.P. ($363.66K), Voya Investment Management LLC ($251.60K), Russell Investments Group Ltd. ($59.89K), Sompo Asset Management Co. Ltd. ($2.90K), and Knights of Columbus Asset Advisors LLC ($1.08K).

Institutional investors have bought a total of 679,128 shares in the last 24 months. This purchase volume represents approximately $10.04M in transactions.

The following institutional investors have sold Happen Bank stock in the last 24 months: Joel Isaacson & Co. LLC ($50.30K), and Brighton Jones LLC ($12.18K).

Institutional investors have sold a total of 62,483 shares in the last 24 months. This volume of shares sold represents approximately $923.50K in transactions.



Institutional ownership data for NASDAQ:HAPN is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/10/2026. New 13F filings are added each quarter as they're published.
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