Hennessy Advisors Ownership | Who Owns Hennessy Advisors?
Hennessy Advisors Ownership Summary
Hennessy Advisors is owned by 8.38% institutional investors, 36.84% insiders, and 54.78% retail investors. Vanguard group is the largest institutional shareholder, holding 3.25% of HNNA shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 2.38% of its assets in Hennessy Advisors shares.
HNNA Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Hennessy Advisors | 8.38% | 36.84% | 54.78% |
| Sector | Financial Services Stocks | 40.29% | 14.61% | 45.11% |
| Industry | Asset Management Stocks | 33.12% | 8.74% | 58.14% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 249.43K | 3.25% | $3.15M |
| Aegis financial | 141.35K | 1.84% | $1.80M |
| Renaissance | 90.79K | 1.18% | $1.16M |
| Perigon wealth management | 63.80K | 0.83% | $777.70K |
| Dimensional fund advisors lp | 60.23K | 0.78% | $760.77K |
| Redhawk wealth advisors | 52.94K | 0.69% | $670.70K |
| Geode capital management | 47.78K | 0.62% | $603.64K |
| Navellier & associates | 47.43K | 0.62% | $604.71K |
| Allworth financial lp | 26.90K | 0.35% | $336.25K |
| Northern trust | 20.35K | 0.27% | $144.90K |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Aegis financial | 141.35K | 1.55% | $1.80M |
| Redhawk wealth advisors | 52.94K | 0.09% | $670.70K |
| Navellier & associates | 47.43K | 0.07% | $604.71K |
| Perigon wealth management | 63.80K | 0.02% | $777.70K |
| Quinn opportunity partners | 10.92K | 0.01% | $139.19K |
| Bridgeway capital management | 15.57K | 0.00% | $196.62K |
| Caldwell sutter capital | 505.00 | 0.00% | $6.44K |
| Allworth financial lp | 26.90K | 0.00% | $336.25K |
| Renaissance | 90.79K | 0.00% | $1.16M |
| Clarity asset management | 67.00 | 0.00% | $852.00 |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Navellier & associates | 47.43K | 0.07% | 47.43K |
| Allworth financial lp | 26.90K | 0.00% | 26.90K |
| Perigon wealth management | 63.80K | 0.02% | 15.88K |
| Quinn opportunity partners | 10.92K | 0.01% | 10.92K |
| Geode capital management | 47.78K | - | 2.40K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Advisor group | - | - | -26.90K |
| Morgan stanley | 1.56K | - | -8.79K |
| Renaissance | 90.79K | 0.00% | -2.90K |
| Susquehanna group, llp | 10.80K | - | -2.65K |
| Blackrock | 11.71K | - | -862.00 |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Navellier & associates | 47.43K | 0.07% | 47.43K | $604.71K |
| Allworth financial lp | 26.90K | 0.00% | 26.90K | $336.25K |
| Quinn opportunity partners | 10.92K | 0.01% | 10.92K | $139.19K |
Sold Out
| Holder | Change |
|---|---|
| Innealta capital | -39.00 |
| Advisor group | -26.90K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 12 | -42.86% | 643,998 | -19.93% | 8 | 7.64% | 6 | -45.45% | 1 | -80.00% |
| Sep 30, 2024 | 21 | 5.00% | 804,244 | 4.53% | 10 | 10.42% | 11 | - | 5 | - |
| Jun 30, 2024 | 20 | 5.26% | 769,392 | -0.79% | 10 | 9.82% | 11 | 83.33% | 5 | -28.57% |
| Mar 31, 2024 | 19 | - | 775,512 | -1.89% | 10 | 9.52% | 6 | -50.00% | 7 | 133.33% |
| Dec 31, 2023 | 19 | 11.76% | 790,470 | 9.12% | 10 | 11.32% | 12 | 33.33% | 3 | -50.00% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 185.53K | 2.38% | - |
| Vanguard US Total Market Shares ETF | 185.53K | 2.38% | - |
| Aegis Value I | 140.54K | 1.81% | - |
| Vanguard Institutional Extnd Mkt Idx Tr | 58.40K | 0.75% | - |
| Navellier Small-Mid Cap Growth | 31.45K | 0.40% | - |
| Auer Growth | 25.00K | 0.32% | - |
| Fidelity Extended Market Index | 22.21K | 0.29% | -141.00 |
| Sigma Investment House Selección B FI | 15.51K | 0.20% | - |
| Dimensional US Core Equity 2 ETF | 14.90K | 0.19% | - |
| iShares Micro-Cap ETF | 11.22K | 0.14% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Mar 28, 2025 | NILSEN TERESA M | President, COO and Secretary | Sell | $41.67K |
| Mar 27, 2025 | Newton Kiera | - | Sell | $6.05K |
| Mar 27, 2025 | NILSEN TERESA M | President, COO and Secretary | Sell | $42.11K |
| Mar 25, 2025 | NILSEN TERESA M | President, COO and Secretary | Sell | $31.65K |
| Mar 26, 2025 | NILSEN TERESA M | President, COO and Secretary | Sell | $10.47K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 8 |
| 2024 Q4 | - | 14 |
| 2024 Q3 | - | 3 |
| 2023 Q4 | 5 | - |
| 2023 Q3 | - | 1 |
HNNA Ownership FAQ
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