Hennessy Advisors Inc HNNA
We take great care to ensure that the data presented and summarized in this overview for HENNESSY ADVISORS INC is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding HNNA
View all-
Vanguard Group Inc Valley Forge, PA259KShares$2.61 Million0.0% of portfolio
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Truffle Hound Capital, LLC Bethesda, MD151KShares$1.52 Million0.44% of portfolio
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Aegis Financial Corp Mc Lean, VA141KShares$1.42 Million0.57% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny95.8KShares$965,5430.0% of portfolio
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Allworth Financial LP81.4KShares$820,3100.0% of portfolio
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Redhawk Wealth Advisors, Inc. Minneapolis, MN75.3KShares$759,1650.11% of portfolio
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Navellier & Associates Inc Reno, NV73.6KShares$742,3610.09% of portfolio
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Perigon Wealth Management, LLC San Francisco, CA63.8KShares$643,0830.02% of portfolio
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Geode Capital Management, LLC Boston, MA54.6KShares$550,4180.0% of portfolio
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Dimensional Fund Advisors LP Austin, TX47.8KShares$482,1060.0% of portfolio
Latest Institutional Activity in HNNA
Top Purchases
Top Sells
About HNNA
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 conducts in-house research to make its investments. Hennessy Advisors, Inc. was founded in 1989 and is based in Novato, California with additional offices in Boston, Massachusetts and Chapel Hill, North Carolina.
Insider Transactions at HNNA
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Sep 29
2025
|
Kiera Newton Director |
SELL
Open market or private sale
|
Direct |
390
-2.26%
|
$3,900
$10.73 P/Share
|
|
Sep 23
2025
|
Kiera Newton Director |
SELL
Open market or private sale
|
Direct |
3
-0.02%
|
$33
$11.0 P/Share
|
|
Sep 18
2025
|
Neil J Hennessy CEO |
SELL
Payment of exercise price or tax liability
|
Indirect |
9,000
-0.43%
|
$99,000
$11.08 P/Share
|
|
Sep 18
2025
|
Neil J Hennessy CEO |
BUY
Grant, award, or other acquisition
|
Indirect |
19,700
+0.94%
|
-
|
|
Sep 18
2025
|
Teresa M Nilsen President, COO and Secretary |
SELL
Payment of exercise price or tax liability
|
Direct |
9,000
-5.63%
|
$99,000
$11.08 P/Share
|
|
Sep 18
2025
|
Teresa M Nilsen President, COO and Secretary |
BUY
Grant, award, or other acquisition
|
Direct |
19,700
+10.97%
|
-
|
|
Sep 18
2025
|
Kathryn Fahy SVP and CFO |
SELL
Payment of exercise price or tax liability
|
Direct |
4,022
-5.24%
|
$44,242
$11.08 P/Share
|
|
Sep 18
2025
|
Kathryn Fahy SVP and CFO |
BUY
Grant, award, or other acquisition
|
Direct |
12,500
+14.01%
|
-
|
|
Sep 18
2025
|
Daniel B Steadman Executive VP |
SELL
Payment of exercise price or tax liability
|
Direct |
3,008
-7.37%
|
$33,088
$11.08 P/Share
|
|
Sep 18
2025
|
Daniel B Steadman Executive VP |
BUY
Grant, award, or other acquisition
|
Direct |
9,400
+18.71%
|
-
|
|
Sep 18
2025
|
Henry Hansel Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,600
+2.48%
|
-
|
|
Sep 18
2025
|
Thomas L Seavey Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,600
+9.09%
|
-
|
|
Sep 18
2025
|
Susan Weber Pomilia Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,600
+10.09%
|
-
|
|
Sep 18
2025
|
Brian A Hennessy Director |
BUY
Grant, award, or other acquisition
|
Indirect |
5,600
+2.34%
|
-
|
|
Sep 18
2025
|
Kiera Newton Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,600
+24.5%
|
-
|
|
Sep 18
2025
|
O Riordan Lydia D Knight Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,600
+20.82%
|
-
|
|
Sep 18
2025
|
Rodger Offenbach |
BUY
Grant, award, or other acquisition
|
Indirect |
2,800
+2.41%
|
-
|
|
Sep 18
2025
|
Daniel G Libarle |
BUY
Grant, award, or other acquisition
|
Indirect |
2,800
+4.2%
|
-
|
|
Aug 27
2025
|
Daniel B Steadman Executive VP |
SELL
Bona fide gift
|
Direct |
2,000
-5.98%
|
-
|
|
Aug 15
2025
|
Thomas L Seavey Director |
SELL
Open market or private sale
|
Direct |
2,603
-4.91%
|
$26,030
$10.63 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 101K shares |
|---|---|
| Bona fide gift | 4.25K shares |
| Payment of exercise price or tax liability | 25K shares |
|---|---|
| Open market or private sale | 98.2K shares |
| Bona fide gift | 42.9K shares |