Institutional Ownership Northwest Natural Holding CO (NWN)
This table provides information about the institutional ownership of Northwest Natural Holding CO (NWN). We have compiled data on the 271 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
500
shares
|
$19,155
0.01% of portfolio
|
Q1 2021
Added 25.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
440
shares
|
$16,856
0.0% of portfolio
|
Q4 2019
Reduced 12.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
403
shares
|
$15,438
0.0% of portfolio
|
Q3 2024
Added 2586.67%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
379
shares
|
$14,519
0.0% of portfolio
|
Q3 2024
Added 15.55%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
351
shares
|
$13,446
0.0% of portfolio
|
Q2 2022
Reduced 56.98%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
346
shares
|
$13,255
0.0% of portfolio
|
Q2 2024
Added 2371.43%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
310
shares
|
$11,876
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
274
shares
|
$10,496
0.0% of portfolio
|
Q3 2024
Reduced 39.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
271
shares
|
$10,382
0.0% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
235
shares
|
$9,002
0.0% of portfolio
|
Q1 2021
Reduced 47.78%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
228
shares
|
$8,734
0.0% of portfolio
|
Q4 2024
Added 103.57%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
214
shares
|
$8,198
0.0% of portfolio
|
Q3 2024
Added 250.82%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
200
shares
|
$7,662
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
188
shares
|
$7,202
0.0% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
180
shares
|
$6,895
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
156
shares
|
$5,976
0.0% of portfolio
|
Q3 2024
Added 54.46%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
150
shares
|
$5,746
0.0% of portfolio
|
Q2 2024
Added 689.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
125
shares
|
$4,788
0.0% of portfolio
|
Q3 2024
Reduced 75.82%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
103
shares
|
$3,945
0.0% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
96
shares
|
$3,677
0.0% of portfolio
|
Q3 2024
Reduced 60.66%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
94
shares
|
$3,601
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
80
shares
|
$3,064
0.0% of portfolio
|
Q3 2024
Reduced 22.33%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
75
shares
|
$2,873
0.0% of portfolio
|
Q1 2024
Reduced 40.94%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
66
shares
|
$2,528
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
59
shares
|
$2,260
0.0% of portfolio
|
Q2 2024
New holding
|