Hennessy Advisors Inc HNNA
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$3.03 Million0.0% of portfolio
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Aegis Financial Corp Mc Lean, VA141KShares$1.72 Million1.2% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny93.7KShares$1.14 Million0.0% of portfolio
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Dimensional Fund Advisors LP Austin, TX60.5KShares$736,1290.0% of portfolio
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Redhawk Wealth Advisors, Inc. Minneapolis, MN52.1KShares$633,0610.08% of portfolio
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Perigon Wealth Management, LLC San Francisco, CA47.9KShares$582,6580.01% of portfolio
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Geode Capital Management, LLC Boston, MA45.4KShares$551,8080.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ26.9KShares$327,1040.0% of portfolio
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Northern Trust Corp Chicago, IL21KShares$255,6640.0% of portfolio
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Burleson & Company, LLC17.4KShares$211,2430.04% 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 |
|---|---|---|---|---|---|
|
Dec 20
2024
|
Daniel B Steadman Executive VP |
SELL
Open market or private sale
|
Direct |
2,900
-6.14%
|
$31,900
$11.75 P/Share
|
|
Dec 19
2024
|
Thomas L Seavey Director |
SELL
Open market or private sale
|
Direct |
11,074
-13.59%
|
$121,814
$11.44 P/Share
|
|
Dec 18
2024
|
Daniel B Steadman Executive VP |
SELL
Open market or private sale
|
Direct |
3,200
-6.34%
|
$38,400
$12.19 P/Share
|
|
Dec 18
2024
|
Thomas L Seavey Director |
SELL
Open market or private sale
|
Direct |
1,657
-1.99%
|
$18,227
$11.87 P/Share
|
|
Dec 17
2024
|
Thomas L Seavey Director |
SELL
Open market or private sale
|
Direct |
7,269
-8.04%
|
$87,228
$12.1 P/Share
|
|
Dec 17
2024
|
Kiera Newton Director |
SELL
Open market or private sale
|
Direct |
367
-2.84%
|
$4,404
$12.46 P/Share
|
|
Dec 17
2024
|
Daniel B Steadman Executive VP |
SELL
Open market or private sale
|
Direct |
2
-0.0%
|
$24
$12.7 P/Share
|
|
Dec 16
2024
|
Daniel B Steadman Executive VP |
SELL
Open market or private sale
|
Direct |
2,656
-5.0%
|
$34,528
$13.36 P/Share
|
|
Dec 16
2024
|
Daniel G Libarle |
SELL
Bona fide gift
|
Indirect |
15,882
-20.65%
|
-
|
|
Sep 27
2024
|
Kiera Newton Director |
SELL
Open market or private sale
|
Direct |
520
-3.87%
|
$4,680
$9.4 P/Share
|
|
Sep 26
2024
|
Susan Weber Pomilia Director |
SELL
Open market or private sale
|
Direct |
9,177
-17.16%
|
$82,593
$9.8 P/Share
|
|
Sep 25
2024
|
Susan Weber Pomilia Director |
SELL
Open market or private sale
|
Direct |
1,073
-1.97%
|
$9,657
$9.82 P/Share
|
|
Sep 25
2024
|
Teresa M Nilsen President, COO and Secretary |
BUY
Bona fide gift
|
Indirect |
3,000
+9.29%
|
-
|
|
Sep 25
2024
|
Teresa M Nilsen President, COO and Secretary |
SELL
Bona fide gift
|
Direct |
5,500
-3.68%
|
-
|
|
Sep 23
2024
|
Daniel B Steadman Executive VP |
SELL
Bona fide gift
|
Direct |
2,000
-3.63%
|
-
|
|
Sep 23
2024
|
Kathryn Fahy SVP and CFO |
SELL
Bona fide gift
|
Direct |
2,000
-2.38%
|
-
|
|
Sep 19
2024
|
Brian A Hennessy Director |
SELL
Bona fide gift
|
Indirect |
2,000
-0.83%
|
-
|
|
Sep 18
2024
|
Thomas L Seavey Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,600
+5.83%
|
-
|
|
Sep 18
2024
|
Henry Hansel Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,600
+2.54%
|
-
|
|
Sep 18
2024
|
Brian A Hennessy Director |
BUY
Grant, award, or other acquisition
|
Indirect |
5,600
+2.28%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 101K shares |
|---|---|
| Bona fide gift | 3K shares |
| Payment of exercise price or tax liability | 23.6K shares |
|---|---|
| Bona fide gift | 27.4K shares |
| Open market or private sale | 39.9K shares |