Institutional Ownership Hennessy Advisors Inc (HNNA)
This table provides information about the institutional ownership of Hennessy Advisors Inc (HNNA). We have compiled data on the 29 institutions that hold shares in the stock, with a total of 1.24 Million shares, which have been reported (via 13F filing form) to have a value of $12.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
505
shares
|
$5,090
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Clarity Asset Management, Inc.
Ames, IA |
Oct 27, 2025 Q3 2025 |
69
shares
|
$695
0.0% of portfolio
|
Q3 2025
Added 1.47%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
54
shares
|
$544
0.0% of portfolio
|
Q2 2024
Added 31.71%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|