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, PA249KShares$1.78 Million0.0% of portfolio
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Aegis Financial Corp Mc Lean, VA141KShares$1.01 Million0.83% of portfolio
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Jim Simons Renaissance Technologies LLC | New York, Ny93.8KShares$667,6780.0% of portfolio
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Dimensional Fund Advisors LP Austin, TX59.6KShares$424,0670.0% of portfolio
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Susquehanna International Group, LLP Bala Cynwyd, PA48.8KShares$347,2920.0% of portfolio
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Perigon Wealth Management, LLC San Francisco, CA47.9KShares$341,1610.01% of portfolio
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Geode Capital Management, LLC Boston, MA30.7KShares$218,5270.0% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ24KShares$170,8800.0% of portfolio
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Northern Trust Corp Chicago, IL21.2KShares$150,6090.0% of portfolio
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Burleson & Company, LLC17.4KShares$123,6880.04% 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 |
|---|---|---|---|---|---|
|
Dec 22
2023
|
Brian A Hennessy Director |
SELL
Bona fide gift
|
Indirect |
11,250
-4.57%
|
-
|
|
Dec 20
2023
|
Teresa M Nilsen President, COO and Secretary |
BUY
Bona fide gift
|
Indirect |
3,000
+10.24%
|
-
|
|
Dec 20
2023
|
Teresa M Nilsen President, COO and Secretary |
SELL
Bona fide gift
|
Direct |
5,856
-4.06%
|
-
|
|
Dec 20
2023
|
Brian A Hennessy Director |
SELL
Bona fide gift
|
Indirect |
3,750
-1.5%
|
-
|
|
Dec 19
2023
|
Neil J Hennessy CEO |
BUY
Open market or private purchase
|
Indirect |
100
+0.0%
|
$600
$6.5 P/Share
|
|
Dec 19
2023
|
Neil J Hennessy CEO |
SELL
Bona fide gift
|
Indirect |
20,000
-0.97%
|
-
|
|
Dec 18
2023
|
Neil J Hennessy CEO |
BUY
Open market or private purchase
|
Indirect |
2,075
+0.05%
|
$12,450
$6.5 P/Share
|
|
Dec 15
2023
|
Daniel B Steadman Executive VP |
BUY
Bona fide gift
|
Indirect |
250
+14.29%
|
-
|
|
Dec 15
2023
|
Daniel B Steadman Executive VP |
SELL
Bona fide gift
|
Direct |
3,000
-5.82%
|
-
|
|
Dec 15
2023
|
Neil J Hennessy CEO |
BUY
Open market or private purchase
|
Indirect |
75
+0.0%
|
$450
$6.5 P/Share
|
|
Dec 13
2023
|
Daniel G Libarle |
SELL
Bona fide gift
|
Indirect |
31,608
-29.9%
|
-
|
|
Dec 12
2023
|
Neil J Hennessy CEO |
BUY
Open market or private purchase
|
Indirect |
7,190
+0.35%
|
$43,140
$6.5 P/Share
|
|
Sep 18
2023
|
Brian A Hennessy Director |
BUY
Grant, award, or other acquisition
|
Indirect |
5,600
+2.06%
|
-
|
|
Sep 18
2023
|
Daniel G Libarle |
BUY
Grant, award, or other acquisition
|
Indirect |
2,800
+2.58%
|
-
|
|
Sep 18
2023
|
Susan Weber Pomilia Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,600
+10.27%
|
-
|
|
Sep 18
2023
|
Henry Hansel Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,600
+2.61%
|
-
|
|
Sep 18
2023
|
Thomas L Seavey Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,600
+6.19%
|
-
|
|
Sep 18
2023
|
Rodger Offenbach |
BUY
Grant, award, or other acquisition
|
Indirect |
2,800
+2.52%
|
-
|
|
Sep 18
2023
|
Kiera Newton Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,600
+41.64%
|
-
|
|
Sep 18
2023
|
O Riordan Lydia D Knight Director |
BUY
Grant, award, or other acquisition
|
Direct |
5,600
+35.67%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 101K shares |
|---|---|
| Bona fide gift | 3.25K shares |
| Open market or private purchase | 9.44K shares |
| Payment of exercise price or tax liability | 21.6K shares |
|---|---|
| Bona fide gift | 75.5K shares |
| Open market or private sale | 10K shares |