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 462k $16M 140% Mar 2026
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Stance Capital 441k $15M 0% Mar 2026
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Gts Securities 52k $1.7M 86% Dec 2025
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BlackRock 27k $931k -87% Mar 2026
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LPL Financial 18k $600k 14% Mar 2026
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Ausdal Financial Partners 17k $583k 100% Mar 2026
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Cetera Investment Advisers 13k $424k 0% Mar 2026
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Mesirow Financial Investment Management International Equity 10k $340k 53% Mar 2026
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Susquehanna International 7.5k $249k 100% Dec 2025
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Hrt Financial 7.4k $252k 100% Mar 2026
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Commonwealth Equity Services 6.0k $204k 100% Mar 2026
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Morgan Stanley 5.1k $173k 0% Mar 2026
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Nbc Securities 4.9k $166k 0% Mar 2026
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FMR 3.7k $122k 0% Dec 2025
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Horizon Financial Services 2.2k $76k 0% Mar 2026
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Atlantic Trust 1.0k $33k 0% Dec 2025
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Wells Fargo & Company 748.00 $25k 100% Mar 2026
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Geneos Wealth Management 656.00 $22k 0% Mar 2026
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CWM 638.00 $21k 1% Dec 2025
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SRS Capital Advisors 588.00 $20k 100% Mar 2026
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Golden State Wealth Management 522.00 $18k -2% Mar 2026
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Advisor Group Holdings 476.00 $16k 0% Dec 2025
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UBS Group 70.00 $2.4k -49% Mar 2026
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Who sold out of Hennessy Fds Tr?

Fund or Company Name Date Sold Shares Held Valued At
Wealth Enhancement Advisory Services Dec 2025 61k $2.1M
O'shaughnessy Asset Management Dec 2025 6.1k $202k
Royal Bank of Canada Sep 2025 1.6k $52k