Latest Institutional Transactions on Northwest Natural Holding CO (NWN)
This table provides information on the latest institutional transactions involving Northwest Natural Holding CO (NWN) 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 |
---|---|---|---|---|---|---|---|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.76K- 3.7% |
$106K - $118K
|
71.8K
$2.98M
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
803New |
$30.8K - $34.3K
|
803
$33.3K
|
|
Apr 16, 2025
Q1 2025
|
Hennessy Advisors Inc
Novato, CA |
SELL
|
- |
-1.2K- 2.09% |
$46K - $51.3K
|
56.3K
$2.33M
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-15.5K- 77.23% |
$592K - $660K
|
4.56K
$189K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
84+ 50.91% |
$3.22K - $3.59K
|
249
$10.3K
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
113New |
$4.33K - $4.83K
|
113
$4.68K
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
SELL
|
- |
-8.15K- 14.49% |
$312K - $348K
|
48.1K
$1.99M
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
5.05KNew |
$193K - $216K
|
5.05K
$209K
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-40- 18.69% |
$1.53K - $1.71K
|
174
$7.21K
|
|
Apr 14, 2025
Q1 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
15+ 1.13% |
$575 - $641
|
1.35K
$55.8K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
127+ 32.73% |
$4.87K - $5.43K
|
515
$21.3K
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-183- 1.22% |
$7.01K - $7.82K
|
14.8K
$615K
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-70.5K- 97.66% |
$2.7M - $3.01M
|
1.69K
$70K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
100New |
$3.83K - $4.27K
|
100
$4.15K
|
|
Apr 08, 2025
Q1 2025
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-1.2K- 19.89% |
$45.9K - $51.1K
|
4.82K
$200K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
35+ 77.78% |
$1.34K - $1.5K
|
80
$3.32K
|
|
Apr 07, 2025
Q1 2025
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
23.2KNew |
$889K - $991K
|
23.2K
$962K
|
|
Q4 2024 | |||||||
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
20.2K+ 22.39% |
$774K - $884K
|
110K
$4.57M
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
230+ 14.78% |
$8.84K - $10.1K
|
1.79K
$74K
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
4.07K+ 3.26% |
$156K - $178K
|
129K
$5.35M
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.25K- 18.92% |
$48.1K - $54.9K
|
5.37K
$223K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
36+ 0.86% |
$1.38K - $1.58K
|
4.22K
$175K
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
265K+ 238.23% |
$10.2M - $11.6M
|
376K
$15.6M
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
100+ 1.53% |
$3.84K - $4.39K
|
6.64K
$275K
|
|
Feb 14, 2025
Q4 2024
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-139K- 36.5% |
$5.33M - $6.08M
|
241K
$10M
|
|
Feb 14, 2025
Q4 2024
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-11.8K- 43.34% |
$452K - $516K
|
15.4K
$638K
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-6.28K- 17.62% |
$241K - $275K
|
29.3K
$1.22M
|
|
Feb 14, 2025
Q4 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
22.1KNew |
$850K - $971K
|
22.1K
$918K
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
150New |
$5.76K - $6.58K
|
150
$6.22K
|
|
Feb 13, 2025
Q4 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
8K+ 1.56% |
$307K - $351K
|
520K
$21.6M
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-379- 4.2% |
$14.6K - $16.6K
|
8.65K
$359K
|
|
Feb 13, 2025
Q4 2024
|
Mesirow Institutional Investment Management, Inc.
Chicago, IL |
SELL
|
- |
-1.24K- 0.41% |
$47.6K - $54.3K
|
301K
$12.5M
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
469New |
$18K - $20.6K
|
469
$19.4K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
16New |
$615 - $702
|
16
$663
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
150New |
$5.76K - $6.58K
|
150
$6.22K
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
75New |
$2.88K - $3.29K
|
75
$3.11K
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
5.16KNew |
$198K - $226K
|
5.16K
$214K
|
|
Feb 11, 2025
Q4 2024
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
15.3KNew |
$588K - $671K
|
15.3K
$634K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.06KNew |
$40.8K - $46.5K
|
1.06K
$44K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26- 20.8% |
$999 - $1.14K
|
99
$4.1K
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
19New |
$730 - $833
|
19
$788
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
654+ 2.15% |
$25.1K - $28.7K
|
31K
$1.29M
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
14New |
$538 - $614
|
14
$580
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1K- 2.04% |
$38.4K - $43.9K
|
48K
$1.99M
|
|
Feb 07, 2025
Q4 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
1.74K+ 20.94% |
$66.9K - $76.3K
|
10K
$416K
|
|
Feb 06, 2025
Q4 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
8.83KNew |
$339K - $387K
|
8.83K
$366K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 2.57% |
$538 - $614
|
558
$23.1K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
6.83KNew |
$262K - $299K
|
6.83K
$283K
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
16.1KNew |
$617K - $704K
|
16.1K
$666K
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1K+ 11111.11% |
$38.4K - $43.9K
|
1.01K
$41.8K
|