Who owns HENNESSY FDS TR?

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Analyze quarterly positions in Hennessy Fds Tr with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Hennessy Fds Tr stock

Who bought or sold HENNESSY FDS TR this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Robertson Stephens Wealth Management 788k $24M -2% Mar 2024
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Essex 143k $4.3M 100% Mar 2024
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Wealth Enhancement Advisory Services 68k $2.1M 100% Mar 2024
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LPL Financial 31k $928k 100% Mar 2024
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Jane Street 22k $665k 100% Mar 2024
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Cedar Mountain Advisors 18k $557k 100% Mar 2024
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Cetera Investment Advisers 12k $372k 100% Mar 2024
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Gts Securities 12k $371k 10% Mar 2024
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Commonwealth Equity Services 12k $368k 100% Mar 2024
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Susquehanna International 12k $368k 100% Mar 2024
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Royal Bank of Canada 10k $312k 134% Mar 2024
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Modern Wealth Management 7.1k $210k 100% Mar 2024
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Morgan Stanley 6.5k $197k 100% Mar 2024
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UBS Group 5.9k $179k 274% Mar 2024
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FMR 4.5k $136k 100% Mar 2024
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Horizon Financial Services 2.2k $68k 100% Mar 2024
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Atlantic Trust 1.0k $30k 100% Mar 2024
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Wetzel Investment Advisors 754.00 $22k 100% Mar 2024
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Advisor Group Holdings 552.00 $17k 513% Mar 2024
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CWM 297.00 $9.0k 0% Mar 2024
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Wells Fargo & Company 216.00 $6.5k 51% Mar 2024
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Goss Wealth Management 163.00 $4.9k 100% Mar 2024
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Venturi Wealth Management 43.00 $1.3k 100% Mar 2024
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Who sold out of Hennessy Fds Tr?

Fund or Company Name Date Sold Shares Held Valued At
HPM Partners Dec 2023 21k $581k
Envestnet Asset Management Sep 2023 8.2k $207k
Key FInancial Dec 2023 101.00 $2.8k