Purchases and Sales Made in Q4 2024 in Northwest Natural Holding CO (NWN)
This table provides information about the institutional ownership of Northwest Natural Holding CO (NWN) during Q4 2024. The information is specifically focused on institutions that hold shares of Northwest Natural Holding Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
564+ 10.01% |
$21.7K - $24.7K
|
6.2K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
500New |
$19.2K - $21.9K
|
500
$20.4K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
500New |
$19.2K - $21.9K
|
500
$20.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
400+ 4.41% |
$15.4K - $17.5K
|
9.48K
$387K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
350New |
$13.4K - $15.3K
|
350
$14.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
345+ 13.47% |
$13.3K - $15.1K
|
2.91K
$119K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
274+ 285.42% |
$10.5K - $12K
|
370
$15.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Arizona State Retirement System
|
BUY
|
- |
273+ 2.49% |
$10.5K - $12K
|
11.2K
$458K
|
|
|
Feb 05, 2025
Q4 2024
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
263+ 4.52% |
$10.1K - $11.5K
|
6.08K
$248K
|
|
|
Feb 04, 2025
Q4 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
246+ 2.16% |
$9.45K - $10.8K
|
11.6K
$474K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
210+ 3500.0% |
$8.07K - $9.21K
|
216
$8.82K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
173+ 14.93% |
$6.65K - $7.59K
|
1.33K
$54.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
173+ 2.8% |
$6.65K - $7.59K
|
6.35K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
145+ 1.5% |
$5.57K - $6.36K
|
9.78K
$399K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
135+ 0.91% |
$5.19K - $5.92K
|
15K
$613K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
120+ 9.72% |
$4.61K - $5.26K
|
1.36K
$55.3K
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
116+ 103.57% |
$4.46K - $5.09K
|
228
$9.31K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
BUY
|
- |
113New |
$4.34K - $4.96K
|
113
$4.61K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
111+ 1.97% |
$4.26K - $4.87K
|
5.75K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63+ 7.51% |
$2.42K - $2.76K
|
902
$36.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
44+ 55.0% |
$1.69K - $1.93K
|
124
$5.06K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
27+ 45.76% |
$1.04K - $1.18K
|
86
$3.51K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
21New |
$807 - $921
|
21
$857
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
19New |
$730 - $833
|
19
$776
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
15+ 50.0% |
$576 - $658
|
45
$1.84K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
15+ 4.34% |
$576 - $658
|
361
$14.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
14New |
$538 - $614
|
14
$571
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
14+ 2.57% |
$538 - $614
|
558
$22.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
9+ 5.77% |
$346 - $395
|
165
$6.74K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7+ 0.11% |
$269 - $307
|
6.62K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7New |
$269 - $307
|
7
$286
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
1New |
$38.4 - $43.9
|
1
$40.8
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15- 3.72% |
$576 - $658
|
388
$15.8K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
SELL
|
- |
-19- 3.47% |
$730 - $833
|
528
$21.6K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-26- 20.8% |
$999 - $1.14K
|
99
$4.04K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-31- 83.78% |
$1.19K - $1.36K
|
6
$245
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-40- 4.55% |
$1.54K - $1.75K
|
839
$34.2K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-72- 1.04% |
$2.77K - $3.16K
|
6.88K
$281K
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-100- 1.63% |
$3.84K - $4.39K
|
6.02K
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-103- 0.91% |
$3.96K - $4.52K
|
11.2K
$458K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-111- 1.82% |
$4.26K - $4.87K
|
5.97K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-217- 2.57% |
$8.34K - $9.52K
|
8.22K
$336K
|
|
|
Jan 29, 2025
Q4 2024
|
Ims Capital Management
|
SELL
|
- |
-232- 1.61% |
$8.91K - $10.2K
|
14.2K
$578K
|
|
|
Jan 17, 2025
Q4 2024
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-603- 24.39% |
$23.2K - $26.4K
|
1.87K
$76.3K
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-753- 0.38% |
$28.9K - $33K
|
197K
$8.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-760- 46.83% |
$29.2K - $33.3K
|
863
$35.2K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1K- 2.04% |
$38.4K - $43.9K
|
48K
$1.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.02K- 15.06% |
$39.2K - $44.8K
|
5.76K
$235K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.15K- 10.2% |
$44.1K - $50.3K
|
10.1K
$412K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.16K- 6.29% |
$44.5K - $50.7K
|
17.2K
$704K
|