Who owns HENNESSY FDS TR?
- Ticker: STNC
- CUSIP Number: 42588p692
Tip: Access positions for across all investors
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 |
|---|---|---|---|---|---|
| Stance Capital | 470k | $15M | -1% | Sep 2025 |
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| BlackRock | 424k | $14M | 0% | Sep 2025 |
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| Robertson Stephens Wealth Management | 215k | $7.0M | -7% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 61k | $2.0M | 0% | Sep 2025 |
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| Gts Securities | 28k | $918k | -98% | Sep 2025 |
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| LPL Financial | 16k | $517k | -11% | Sep 2025 |
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| Cetera Investment Advisers | 13k | $415k | 2% | Sep 2025 |
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| Mesirow Financial Investment Management International Equity | 10k | $325k | 0% | Sep 2025 |
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| Morgan Stanley | 5.1k | $157k | 100% | Jun 2025 |
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| Nbc Securities | 4.8k | $158k | 0% | Sep 2025 |
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| UBS Group | 4.5k | $149k | -27% | Sep 2025 |
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| FMR | 3.7k | $121k | 0% | Sep 2025 |
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| Horizon Financial Services | 2.2k | $73k | 0% | Sep 2025 |
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| Royal Bank of Canada | 1.6k | $52k | 100% | Sep 2025 |
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| Atlantic Trust | 1.0k | $33k | 0% | Sep 2025 |
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| Sontag Advisory | 976.00 | $32k | 100% | Sep 2025 |
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| Geneos Wealth Management | 656.00 | $21k | 0% | Sep 2025 |
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| CWM | 634.00 | $21k | 0% | Sep 2025 |
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| Golden State Wealth Management | 530.00 | $17k | 0% | Sep 2025 |
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| Advisor Group Holdings | 474.00 | $16k | -83% | Sep 2025 |
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Who sold out of Hennessy Fds Tr?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Cedar Mountain Advisors | Jun 2025 | 15k | $469k |
| Modern Wealth Management | Jun 2025 | 7.1k | $220k |
| Atlas Private Wealth Advisors | Jun 2025 | 6.9k | $213k |
| Raymond James Financial | Jun 2025 | 3.1k | $96k |
| Abound Wealth Management | Jun 2025 | 490.00 | $15k |