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 268 institutions that hold shares in the stock, with a total of 30.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
379
shares
|
$15,296
0.0% of portfolio
|
Q3 2024
Added 15.55%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
351
shares
|
$14,166
0.0% of portfolio
|
Q2 2022
Reduced 56.98%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
346
shares
|
$13,964
0.0% of portfolio
|
Q2 2024
Added 2371.43%
|
|
|
Estabrook Capital Management
New York, NY |
Nov 13, 2024 Q3 2024 |
310
shares
|
$12,511
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
274
shares
|
$11,058
0.0% of portfolio
|
Q3 2024
Reduced 39.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
271
shares
|
$10,937
0.0% of portfolio
|
Q3 2024
Reduced 9.67%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
235
shares
|
$9,484
0.0% of portfolio
|
Q1 2021
Reduced 47.78%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
228
shares
|
$9,202
0.0% of portfolio
|
Q4 2024
Added 103.57%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
214
shares
|
$8,637
0.0% of portfolio
|
Q3 2024
Added 250.82%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
200
shares
|
$8,072
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
188
shares
|
$7,587
0.0% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Mitsubishi Ufj Kokusai Asset Management Co., Ltd.
|
Nov 07, 2024 Q3 2024 |
180
shares
|
$7,264
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
165
shares
|
$6,659
0.0% of portfolio
|
Q4 2024
Added 5.77%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
150
shares
|
$6,054
0.0% of portfolio
|
Q2 2024
Added 689.47%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
125
shares
|
$5,045
0.0% of portfolio
|
Q3 2024
Reduced 75.82%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
124
shares
|
$5,004
0.0% of portfolio
|
Q4 2024
Added 55.0%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
96
shares
|
$3,874
0.0% of portfolio
|
Q3 2024
Reduced 60.66%
|
|
|
True Wealth Design, LLC
Akron, OH |
Nov 14, 2024 Q3 2024 |
94
shares
|
$3,793
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
75
shares
|
$3,027
0.0% of portfolio
|
Q1 2024
Reduced 40.94%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
66
shares
|
$2,663
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
59
shares
|
$2,381
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
48
shares
|
$1,937
0.0% of portfolio
|
Q3 2024
Added 1500.0%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
38
shares
|
$1,533
0.0% of portfolio
|
Q3 2024
Reduced 98.02%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
37
shares
|
$1,493
0.0% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
30
shares
|
$1,210
0.0% of portfolio
|
Q3 2024
Added 100.0%
|