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 289 institutions that hold shares in the stock, with a total of 31 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mcmillion Capital Management Inc
|
Aug 08, 2023 Q2 2023 |
925
shares
|
$40,283
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
902
shares
|
$39,282
0.0% of portfolio
|
Q4 2024
Added 7.51%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
900
shares
|
$39,195
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
900
shares
|
$39,195
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
895
shares
|
$38,977
0.0% of portfolio
|
Q4 2024
Reduced 82.67%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
882
shares
|
$38,411
0.01% of portfolio
|
Q4 2021
Reduced 3.5%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
863
shares
|
$37,583
0.0% of portfolio
|
Q4 2024
Reduced 46.83%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
803
shares
|
$34,970
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
649
shares
|
$28,263
0.0% of portfolio
|
Q3 2024
Reduced 8.2%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
642
shares
|
$27,959
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
558
shares
|
$24,300
0.0% of portfolio
|
Q4 2024
Added 2.57%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
528
shares
|
$22,994
0.01% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
520
shares
|
$22,646
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
515
shares
|
$22,428
0.0% of portfolio
|
Q1 2025
Added 32.73%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
500
shares
|
$21,775
0.0% of portfolio
|
Q1 2021
Added 25.0%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
440
shares
|
$19,162
0.0% of portfolio
|
Q4 2019
Reduced 12.0%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
379
shares
|
$16,505
0.0% of portfolio
|
Q3 2024
Added 15.55%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
370
shares
|
$16,113
0.0% of portfolio
|
Q4 2024
Added 285.42%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
363
shares
|
$15,808
0.0% of portfolio
|
Q1 2025
Added 59.21%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
361
shares
|
$15,721
0.0% of portfolio
|
Q4 2024
Added 4.34%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
351
shares
|
$15,286
0.0% of portfolio
|
Q2 2022
Reduced 56.98%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
350
shares
|
$15,242
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Estabrook Capital Management
New York, NY |
Feb 13, 2025 Q4 2024 |
314
shares
|
$13,674
0.0% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
273
shares
|
$11,889
0.0% of portfolio
|
Q1 2025
Added 26.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
271
shares
|
$11,802
0.0% of portfolio
|
Q3 2024
Reduced 9.67%
|