Perigon Wealth Management, LLC Hennessy Advisors Inc Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Hennessy Advisors Inc stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 63,798 shares of HNNA stock, worth $800,664. This represents 0.02% of its overall portfolio holdings.
Number of Shares
63,798
Previous 47,916
33.15%
Holding current value
$800,664
Previous $476,000
60.29%
% of portfolio
0.02%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding HNNA
# of Institutions
24Shares Held
838KCall Options Held
0Put Options Held
0-
Vanguard Group Inc Valley Forge, PA249KShares$3.13 Million0.0% of portfolio
-
Aegis Financial Corp Mc Lean, VA141KShares$1.77 Million1.2% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny93.7KShares$1.18 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX60.5KShares$759,7390.0% of portfolio
-
Redhawk Wealth Advisors, Inc. Minneapolis, MN52.9KShares$664,3460.09% of portfolio
About HENNESSY ADVISORS INC
- Ticker HNNA
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 7,482,190
- Market Cap $93.9M
- Description
- Hennessy Advisors, Inc. is publicly owned investment manager. It provides its services to Hennessy Funds and investment companies. The firm launches and manages equity, fixed income, and balanced mutual funds. It invests in the public equity and fixed income markets across the globe. The firm primarily invests in growth stocks of companies. It c...