Hennessy Advisors Inc HNNA
Institutional shares held
905,159
0
calls
0
puts
Total value of holdings
$9.37M
$0
calls
$0
puts
Market Cap
$77.4M
7,482,190
Shares Out.
Institutional ownership
12.1%
# of Institutions
27
We take great care to ensure that the data presented and summarized in this overview for HENNESSY ADVISORS INC is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding HNNA
View all-
Vanguard Group Inc Valley Forge, PA249KShares$2.58 Million0.0% of portfolio
-
Aegis Financial Corp Mc Lean, VA141KShares$1.46 Million1.55% of portfolio
-
Jim Simons Renaissance Technologies LLC | New York, Ny90.8KShares$939,6550.0% of portfolio
-
Perigon Wealth Management, LLC San Francisco, CA63.8KShares$660,3090.02% of portfolio
-
Dimensional Fund Advisors LP Austin, TX60.2KShares$623,4320.0% of portfolio
-
Redhawk Wealth Advisors, Inc. Minneapolis, MN52.9KShares$547,8870.09% of portfolio
-
Geode Capital Management, LLC Boston, MA47.8KShares$494,5120.0% of portfolio
-
Navellier & Associates Inc Reno, NV47.4KShares$490,8790.07% of portfolio
-
Northern Trust Corp Chicago, IL34.4KShares$356,3710.0% of portfolio
-
Allworth Financial LP26.9KShares$278,4150.0% of portfolio
Latest Institutional Activity in HNNA
Top Purchases
Top Sells
About HNNA
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 conducts in-house research to make its investments. Hennessy Advisors, Inc. was founded in 1989 and is based in Novato, California with additional offices in Boston, Massachusetts and Chapel Hill, North Carolina.
Insider Transactions at HNNA
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Mar 28
2025
|
Teresa M Nilsen President, COO and Secretary |
SELL
Open market or private sale
|
Indirect |
4,000
-22.96%
|
$40,000
$10.42 P/Share
|
|
Mar 27
2025
|
Kiera Newton Director |
SELL
Open market or private sale
|
Direct |
575
-4.7%
|
$5,750
$10.52 P/Share
|
|
Mar 27
2025
|
Teresa M Nilsen President, COO and Secretary |
BUY
Bona fide gift
|
Indirect |
4,000
+18.67%
|
-
|
|
Mar 27
2025
|
Teresa M Nilsen President, COO and Secretary |
SELL
Bona fide gift
|
Direct |
4,000
-2.78%
|
-
|
|
Mar 27
2025
|
Teresa M Nilsen President, COO and Secretary |
SELL
Open market or private sale
|
Indirect |
4,000
-22.96%
|
$40,000
$10.53 P/Share
|
|
Mar 26
2025
|
Teresa M Nilsen President, COO and Secretary |
SELL
Open market or private sale
|
Indirect |
1,000
-5.43%
|
$10,000
$10.47 P/Share
|
|
Mar 25
2025
|
Teresa M Nilsen President, COO and Secretary |
SELL
Open market or private sale
|
Indirect |
3,000
-14.0%
|
$30,000
$10.55 P/Share
|
|
Mar 24
2025
|
Teresa M Nilsen President, COO and Secretary |
SELL
Open market or private sale
|
Indirect |
3,000
-12.28%
|
$30,000
$10.5 P/Share
|
|
Mar 21
2025
|
Teresa M Nilsen President, COO and Secretary |
SELL
Open market or private sale
|
Indirect |
3,000
-10.94%
|
$30,000
$10.38 P/Share
|
|
Mar 20
2025
|
Teresa M Nilsen President, COO and Secretary |
SELL
Open market or private sale
|
Indirect |
1,860
-6.35%
|
$18,600
$10.46 P/Share
|
|
Mar 04
2025
|
Brian A Hennessy Director |
SELL
Bona fide gift
|
Indirect |
1,000
-0.44%
|
-
|
|
Feb 27
2025
|
Kathryn Fahy SVP and CFO |
SELL
Open market or private sale
|
Direct |
8,000
-9.73%
|
$88,000
$11.07 P/Share
|
|
Dec 30
2024
|
Daniel B Steadman Executive VP |
SELL
Open market or private sale
|
Direct |
1,000
-2.9%
|
$11,000
$11.9 P/Share
|
|
Dec 30
2024
|
Neil J Hennessy CEO |
SELL
Bona fide gift
|
Indirect |
10,000
-0.49%
|
-
|
|
Dec 27
2024
|
Daniel B Steadman Executive VP |
SELL
Open market or private sale
|
Direct |
3,100
-8.26%
|
$34,100
$11.8 P/Share
|
|
Dec 27
2024
|
Kiera Newton Director |
SELL
Open market or private sale
|
Direct |
330
-2.63%
|
$3,960
$12.02 P/Share
|
|
Dec 26
2024
|
Daniel B Steadman Executive VP |
SELL
Bona fide gift
|
Direct |
750
-1.96%
|
-
|
|
Dec 26
2024
|
Daniel B Steadman Executive VP |
SELL
Open market or private sale
|
Direct |
3,407
-8.17%
|
$37,477
$11.99 P/Share
|
|
Dec 24
2024
|
Daniel B Steadman Executive VP |
SELL
Open market or private sale
|
Direct |
500
-1.19%
|
$6,000
$12.0 P/Share
|
|
Dec 23
2024
|
Daniel B Steadman Executive VP |
BUY
Bona fide gift
|
Indirect |
250
+12.5%
|
-
|
Last 12 Months Summary
Buy / Acquisition
108K
Shares
From
14
Insiders
| Grant, award, or other acquisition | 101K shares |
|---|---|
| Bona fide gift | 7.25K shares |
Sell / Disposition
155K
Shares
From
16
Insiders
| Payment of exercise price or tax liability | 23.6K shares |
|---|---|
| Bona fide gift | 52.4K shares |
| Open market or private sale | 78.6K shares |