Who owns HENNESSY FDS TR?

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

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Top investors of Hennessy Fds Tr stock

Who bought or sold HENNESSY FDS TR this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Robertson Stephens Wealth Management 653k $20M -3% Dec 2024
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Wealth Enhancement Advisory Services 67k $2.1M 0% Dec 2024
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Gts Securities 35k $1.0M 3% Dec 2024
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LPL Financial 20k $604k 0% Dec 2024
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Cedar Mountain Advisors 18k $558k 0% Dec 2024
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Commonwealth Equity Services 12k $366k 0% Dec 2024
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Cetera Investment Advisers 9.8k $297k -7% Dec 2024
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Modern Wealth Management 7.1k $226k 0% Dec 2024
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Morgan Stanley 5.4k $164k 0% Dec 2024
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FMR 3.7k $112k -7% Dec 2024
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Horizon Financial Services 2.2k $68k 0% Dec 2024
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UBS Group 1.6k $49k 6891% Dec 2024
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Atlantic Trust 1.0k $31k 0% Dec 2024
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Geneos Wealth Management 656.00 $20k 100% Dec 2024
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CWM 634.00 $19k 0% Dec 2024
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Golden State Wealth Management 530.00 $16k 100% Dec 2024
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Advisor Group Holdings 474.00 $14k 0% Dec 2024
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Goss Wealth Management 163.00 $4.9k 0% Dec 2024
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Venturi Wealth Management 43.00 $1.3k 0% Dec 2024
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Tower Research Capital 10.00 $303.000000 100% Dec 2024
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Who sold out of Hennessy Fds Tr?

Fund or Company Name Date Sold Shares Held Valued At
Susquehanna International Sep 2024 6.7k $211k