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
Stance Capital 446k $17M 1% Jun 2026
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Robertson Stephens Wealth Management 440k $17M -5% Jun 2026
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Wealth Enhancement Advisory Services 61k $2.3M 100% Jun 2026
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BlackRock 27k $1.1M 0% Jun 2026
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LPL Financial 19k $741k 9% Jun 2026
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Ausdal Financial Partners 17k $661k 0% Jun 2026
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Cetera Investment Advisers 13k $481k 0% Jun 2026
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Mesirow Financial Investment Management International Equity 10k $385k 0% Jun 2026
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Gts Securities 9.8k $377k -56% Jun 2026
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Hrt Financial 6.3k $242k -15% Jun 2026
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Commonwealth Equity Services 6.0k $231k 0% Jun 2026
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IHT Wealth Management 5.7k $218k 100% Jun 2026
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Mayflower Financial Advisors 5.3k $206k 100% Jun 2026
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Morgan Stanley 5.1k $173k 0% Mar 2026
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Nbc Securities 4.9k $188k 0% Jun 2026
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FMR 3.7k $142k 0% Jun 2026
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Horizon Financial Services 2.2k $87k 0% Jun 2026
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Geneos Wealth Management 656.00 $25k 0% Jun 2026
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CWM 638.00 $22k 0% Mar 2026
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SRS Capital Advisors 588.00 $23k 0% Jun 2026
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Advisor Group Holdings 407.00 $16k -7% Jun 2026
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Who sold out of Hennessy Fds Tr?

Fund or Company Name Date Sold Shares Held Valued At
Wells Fargo & Company Mar 2026 748.00 $25k
Golden State Wealth Management Mar 2026 522.00 $18k