Recent Quarter Total Invested
$5.48 M
Recent Quarter Institutional Ownership Percentage
10.02%
Total Invested of Last Quarter
$5.35 M
Ownership Percentage of Last Quarter
10.1%
Hennessy Advisors, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 249,430 | $1.78 M | 0.00% | 3.25% |
| AEGIS FINANCIAL CORP | 08/08/2024 | 141,353 | $1.01 M | 0.00% | 1.84% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 95,588 | $680,587 | 1.93% | 1.25% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 60,533 | $430,995 | 1.63% | 0.79% |
| PERIGON WEALTH MANAGEMENT, LLC | 08/02/2024 | 48,255 | $343,576 | 0.71% | 0.63% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 34,831 | $247,997 | -28.59% | 0.45% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 33,502 | $238,625 | 9.16% | 0.44% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 26,900 | $191,528 | 12.08% | 0.35% |
| NORTHERN TRUST CORP | 08/14/2024 | 20,351 | $144,899 | -3.79% | 0.27% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 15,016 | $106,914 | 3.73% | 0.20% |
| BLACKROCK INC. | 08/13/2024 | 11,709 | $83,368 | -6.86% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 10,529 | $74,966 | 0.30% | 0.14% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 10,062 | $72,000 | 0.00% | 0.13% |
| UBS GROUP AG | 08/14/2024 | 7,724 | $54,995 | 11,094.20% | 0.10% |
| MORGAN STANLEY | 10/17/2024 | 1,562 | $11,121 | -84.90% | 0.02% |
| JPMORGAN CHASE & CO | 08/12/2024 | 1,009 | $7,184 | 11,111.11% | 0.01% |
| CALDWELL SUTTER CAPITAL, INC. | 07/23/2024 | 505 | $3,596 | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 493 | $3,510 | 71.18% | 0.01% |
| INNEALTA CAPITAL, LLC | 07/29/2024 | 39 | $278 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 1 | $4 | -96.88% | 0.00% |
Hennessy Advisors, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of HNNA shares?
During the previous two years, 34 institutional investors and hedge funds held shares of Hennessy Advisors, Inc.. The most heavily invested institutionals were:
AEGIS FINANCIAL CORP: 141,353
RENAISSANCE TECHNOLOGIES LLC: 93,688
DIMENSIONAL FUND ADVISORS LP: 60,537
Redhawk Wealth Advisors, Inc.: 52,061
Perigon Wealth Management, LLC: 47,916
GEODE CAPITAL MANAGEMENT, LLC: 45,379
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What percentage of Hennessy Advisors, Inc. stock is owned by institutional investors?
10.02% of Hennessy Advisors, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at HNNA ?
Institutional investors have bought a total of 787,715 shares in the last 24 months. This purchase volume represents approximately $8.23 M in transactions.