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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
1,623
shares
|
$62,177
0.0% of portfolio
|
Q3 2024
Added 224.6%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
1,500
shares
|
$57,465
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Federated Hermes, Inc.
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
1,457
shares
|
$55,817
0.0% of portfolio
|
Q2 2024
Reduced 11.75%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,355
shares
|
$51,910
0.0% of portfolio
|
Q4 2024
Added 9.72%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,292
shares
|
$49,496
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
1,251
shares
|
$47,925
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Kbc Group Nv
|
Nov 06, 2024 Q3 2024 |
1,180
shares
|
$45,205
0.0% of portfolio
|
Q3 2023
Reduced 87.15%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,159
shares
|
$44,401
0.01% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,104
shares
|
$42,294
0.01% of portfolio
|
Q3 2020
Added 15.72%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,060
shares
|
$40,608
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,052
shares
|
$40,302
0.01% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,046
shares
|
$40,072
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
1,000
shares
|
$38,310
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
961
shares
|
$36,815
0.01% of portfolio
|
Q3 2020
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
925
shares
|
$35,436
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
900
shares
|
$34,479
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
882
shares
|
$33,789
0.01% of portfolio
|
Q4 2021
Reduced 3.5%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
879
shares
|
$33,674
0.0% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
863
shares
|
$33,061
0.0% of portfolio
|
Q3 2024
Reduced 16.54%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
840
shares
|
$32,180
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
649
shares
|
$24,863
0.0% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
547
shares
|
$20,955
0.01% of portfolio
|
Q3 2024
Reduced 31.71%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
544
shares
|
$20,840
0.0% of portfolio
|
Q3 2024
Added 31.4%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
520
shares
|
$19,921
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
500
shares
|
$19,155
0.0% of portfolio
|
Q4 2024
New holding
|