Who owns HENNESSY FDS TR?
- Ticker: STNC
- CUSIP Number: 42588p692
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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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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 |