Who owns Hennessy Advisors?

Tip: Access positions for across all investors

Analyze quarterly positions in Hennessy Advisors with up to 7 years of data, all consolidated into one spreadsheet

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Top investors of Hennessy Advisors stock

Who bought or sold Hennessy Advisors this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Vanguard Group 249k $1.7M 1% Dec 2023
 View chart
Aegis Financial Corporation 141k $949k 0% Dec 2023
 View chart
Dimensional Fund Advisors 60k $400k -3% Dec 2023
 View chart
Perigon Wealth Management 48k $322k 194% Dec 2023
 View chart
Advisor Group Holdings 20k $134k 33% Dec 2023
 View chart
Bank of America Corporation 11k $70k 0% Dec 2023
 View chart
Cambridge Investment Research Advisors 10k $69k 0% Mar 2024
 View chart
UBS Group 2.0k $14k 1022% Dec 2023
 View chart
Caldwell Sutter Capital 505.00 $3.5k 0% Mar 2024
 View chart
Capital Advisors 41.00 $0 100% Mar 2024
 View chart
Wells Fargo & Company 31.00 $93.000000 3% Dec 2023
 View chart
Royal Bank of Canada 12.00 $0 33% Dec 2023
 View chart
Jpmorgan Chase & Co 6.00 $40.000200 20% Dec 2023
 View chart