Institutional Ownership Northwest Natural Holding CO (NWN)
This table provides information about the institutional ownership of Northwest Natural Holding CO (NWN). We have compiled data on the 306 institutions that hold shares in the stock, with a total of 31.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,107
shares
|
$45,885
0.0% of portfolio
|
Q1 2025
Reduced 98.94%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,104
shares
|
$45,760
0.01% of portfolio
|
Q3 2020
Added 15.72%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,060
shares
|
$43,937
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
1,052
shares
|
$43,605
0.01% of portfolio
|
Q3 2024
Reduced 18.45%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,046
shares
|
$43,356
0.0% of portfolio
|
Q3 2024
Added 692.42%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
1,009
shares
|
$41,823
0.01% of portfolio
|
Q4 2024
Added 11111.11%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,000
shares
|
$41,450
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
961
shares
|
$39,833
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
925
shares
|
$38,341
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
902
shares
|
$37,387
0.0% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
900
shares
|
$37,305
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
900
shares
|
$37,305
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
882
shares
|
$36,558
0.01% of portfolio
|
Q4 2021
Reduced 3.5%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
803
shares
|
$33,284
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
792
shares
|
$32,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
702
shares
|
$29,097
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
685
shares
|
$28,393
0.0% of portfolio
|
Q1 2025
Reduced 75.8%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
649
shares
|
$26,901
0.0% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
572
shares
|
$23,709
0.0% of portfolio
|
Q1 2025
Reduced 10.9%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
558
shares
|
$23,129
0.0% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
528
shares
|
$21,885
0.01% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
May 12, 2025 Q1 2025 |
520
shares
|
$21,554
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
515
shares
|
$21,346
0.0% of portfolio
|
Q1 2025
Added 32.73%
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
500
shares
|
$20,725
0.01% of portfolio
|
Q1 2021
Added 25.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
455
shares
|
$18,859
0.0% of portfolio
|
Q1 2025
Added 26.04%
|