A detailed history of Perigon Wealth Management, LLC transactions in Hennessy Advisors Inc stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 47,916 shares of HNNA stock, worth $502,159. This represents 0.01% of its overall portfolio holdings.

Number of Shares
47,916
Previous 48,255 0.7%
Holding current value
$502,159
Previous $343,000 38.78%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$7.12 - $11.07 $2,413 - $3,752
-339 Reduced 0.7%
47,916 $476,000
Q2 2024

Aug 02, 2024

BUY
$6.65 - $7.43 $2,254 - $2,518
339 Added 0.71%
48,255 $343,000
Q4 2023

Jan 29, 2024

BUY
$6.4 - $6.8 $202,291 - $214,934
31,608 Added 193.82%
47,916 $321,000
Q3 2023

Oct 30, 2023

SELL
$6.66 - $7.26 $7,086 - $7,724
-1,064 Reduced 6.12%
16,308 $108,000
Q2 2023

Aug 02, 2023

BUY
$6.77 - $7.8 $117,608 - $135,501
17,372 New
17,372 $122,000

Others Institutions Holding HNNA

About HENNESSY ADVISORS INC


  • Ticker HNNA
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 7,482,190
  • Market Cap $78.4M
  • Description
  • Hennessy Advisors, Inc. is publicly owned investment manager. It provides its services to Hennessy Funds and investment companies. The firm launches and manages equity, fixed income, and balanced mutual funds. It invests in the public equity and fixed income markets across the globe. The firm primarily invests in growth stocks of companies. It c...
More about HNNA
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