Latest Institutional Transactions on Hennessy Advisors Inc (HNNA)
This table provides information on the latest institutional transactions involving Hennessy Advisors Inc (HNNA) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-13- 0.13% |
$115 - $164
|
10.3K
$109K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.85K- 34.98% |
$60.8K - $86.3K
|
12.7K
$136K
|
|
|
Aug 14, 2025
Q2 2025
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
1.07K+ 6.71% |
$9.51K - $13.5K
|
17.1K
$182K
|
|
|
Aug 14, 2025
Q2 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
15.1KNew |
$134K - $190K
|
15.1K
$161K
|
|
|
Aug 13, 2025
Q2 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
500+ 0.54% |
$4.44K - $6.3K
|
93.8K
$1M
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
251+ 0.76% |
$2.23K - $3.16K
|
33.2K
$354K
|
|
|
Aug 12, 2025
Q2 2025
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
508+ 0.82% |
$4.51K - $6.4K
|
62.7K
$669K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Heron Bay Capital Management
|
SELL
|
- |
-42- 0.4% |
$373 - $529
|
10.4K
$111K
|
|
|
Aug 11, 2025
Q2 2025
|
Empowered Funds, LLC
|
BUY
|
- |
10.1KNew |
$89.2K - $127K
|
10.1K
$107K
|
|
|
Aug 11, 2025
Q2 2025
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
18.2K+ 7.3% |
$162K - $230K
|
268K
$2.85M
|
|
|
Aug 11, 2025
Q2 2025
|
Truffle Hound Capital, LLC
Bethesda, MD |
BUY
|
- |
44.1KNew |
$391K - $556K
|
44.1K
$470K
|
|
|
Aug 08, 2025
Q2 2025
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
1.01K+ 1.99% |
$8.99K - $12.8K
|
51.9K
$553K
|
|
|
Aug 07, 2025
Q2 2025
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
642+ 1.52% |
$5.69K - $8.09K
|
42.8K
$456K
|
|
|
Jul 21, 2025
Q2 2025
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
13.9KNew |
$123K - $175K
|
13.9K
$148K
|
|
|
Jul 10, 2025
Q2 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.2K+ 1.79% |
$10.7K - $15.2K
|
68.6K
$731K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-5.99K- 95.28% |
$59.7K - $77.1K
|
297
$3.17K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-782- 99.87% |
$7.79K - $10.1K
|
1
$10.7
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44New |
$438 - $566
|
44
$469
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
11.4KNew |
$113K - $146K
|
11.4K
$121K
|
|
|
May 14, 2025
Q1 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
1+ 1.49% |
$9.96 - $12.9
|
68
$725
|
|
|
May 14, 2025
Q1 2025
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
BUY
|
- |
4K+ 36.64% |
$39.8K - $51.4K
|
14.9K
$159K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1- 0.24% |
$9.96 - $12.9
|
408
$4.35K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
54.5K+ 202.53% |
$543K - $701K
|
81.4K
$868K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
33New |
$317 - $449
|
33
$352
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-470- 99.79% |
$4.52K - $6.39K
|
1
$10.7
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
15.9K+ 33.15% |
$153K - $216K
|
63.8K
$680K
|
|
| Q3 2024 | |||||||
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
750+ 75000.0% |
$5.34K - $8.3K
|
751
$8.01K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-862- 6.86% |
$5.73K - $6.4K
|
11.7K
$125K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.9K+ 12.08% |
$19.3K - $21.5K
|
26.9K
$287K
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
39New |
$259 - $290
|
39
$416
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
13+ 31.71% |
$86.5 - $96.6
|
54
$576
|
|
| Q3 2023 | |||||||
|
Oct 20, 2023
Q3 2023
|
Aegis Financial Corp
Mc Lean, VA |
BUY
|
- |
74.6K+ 111.87% |
$497K - $542K
|
141K
$1.51M
|
|
| Q2 2023 | |||||||
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.1KNew |
$68.1K - $78.5K
|
10.1K
$107K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
505New |
$4.19K - $4.69K
|
505
$5.38K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
7.91K+ 83.56% |
$65.6K - $73.4K
|
17.4K
$185K
|
|
| Q3 2022 | |||||||
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-2.75K- 21.05% |
$23.4K - $68.1K
|
10.3K
$110K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-9.08K- 29.18% |
$82.5K - $98.9K
|
22K
$235K
|
|
|
Aug 15, 2022
Q2 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-13KClosed |
$118K - $141K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
22New |
$214 - $249
|
22
$235
|
|
|
May 12, 2022
Q1 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-5K- 27.62% |
$48.7K - $56.7K
|
13.1K
$140K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
300+ 138.25% |
$2.92K - $3.4K
|
517
$5.51K
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-291Closed |
$2.89K - $3.37K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-12.3KClosed |
$122K - $143K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-197Closed |
$1.7K - $1.97K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Arbiter Partners Capital Management LLC
New York, NY |
SELL
|
- |
-15.6KClosed |
$135K - $156K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-400Closed |
$3.46K - $3.99K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 11, 2021
Q1 2021
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-461Closed |
$3.83K - $5.11K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 12, 2020
Q3 2020
|
Barclays PLC
London, X0 |
SELL
|
- |
-4Closed |
$31.4 - $38
|
0
$0
|
|