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Funds Holding HNW

On this page, we present all of the funds holding HNW from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding HNW, with a link to that fund's top holdings. The next columns indicate the amount of HNW stock held by each of the funds holding HNW, followed by the HNW position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 29 funds holding HNW within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Sit Investment Associates Inc.. For more details on the positions held by Sit Investment Associates Inc. (or by any of the other funds holding HNW), click the fund name in the "Holder" column of the funds-holding-HNW table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Sit Investment Associates Inc.356,176$3,861 06/30/2022
     HNW356,176$3,861 06/30/2022
Guggenheim Capital LLC134,479$1,458 06/30/2022
     HNW134,479$1,458 06/30/2022
Shaker Financial Services LLC128,296$1,391 06/30/2022
     HNW128,296$1,391 06/30/2022
Ameriprise Financial Inc.91,438$991 06/30/2022
     HNW91,438$991 06/30/2022
Cohen & Steers Inc.87,051$944 06/30/2022
     HNW87,051$944 06/30/2022
Raymond James Financial Services Advisors Inc.68,650$744 06/30/2022
     HNW68,650$744 06/30/2022
Wolverine Asset Management LLC66,981$726 06/30/2022
     HNW66,981$726 06/30/2022
Sterneck Capital Management LLC65,781$713 06/30/2022
     HNW65,781$713 06/30/2022
Colony Group LLC55,935$606 06/30/2022
     HNW55,935$606 06/30/2022
GWM Advisors LLC51,400$557 06/30/2022
     HNW51,400$557 06/30/2022
Advisors Asset Management Inc.49,601$538 06/30/2022
     HNW49,601$538 06/30/2022
Wells Fargo & Company MN39,586$429 06/30/2022
     HNW39,586$429 06/30/2022
Invesco Ltd.27,697$300 06/30/2022
     HNW27,697$300 06/30/2022
18,005$195 06/30/2022
     HNW18,005$195 06/30/2022
SeaCrest Wealth Management LLC17,661$191 06/30/2022
     HNW17,661$191 06/30/2022
Advisor Group Holdings Inc.13,300$145 06/30/2022
     HNW13,300$145 06/30/2022
BOKF NA13,069$141 06/30/2022
     HNW13,069$141 06/30/2022
Morgan Stanley10,104$110 06/30/2022
     HNW10,104$110 06/30/2022
HRT Financial LP10,137$109 06/30/2022
     HNW10,137$109 06/30/2022
Royal Bank of Canada8,577$93 06/30/2022
     HNW8,577$93 06/30/2022
Northwestern Mutual Wealth Management Co.5,271$57 06/30/2022
     HNW5,271$57 06/30/2022
UBS Group AG5,025$54 06/30/2022
     HNW5,025$54 06/30/2022
Geneos Wealth Management Inc.4,705$51 06/30/2022
     HNW4,705$51 06/30/2022
Worth Asset Management LLC3,440$37 06/30/2022
     HNW3,440$37 06/30/2022
Spire Wealth Management2,840$31 06/30/2022
     HNW2,840$31 06/30/2022
US Bancorp DE1,629$18 06/30/2022
     HNW1,629$18 06/30/2022
Bank of America Corp DE1,700$18 06/30/2022
     HNW1,700$18 06/30/2022
Rise Advisors LLC768$8 06/30/2022
     HNW768$8 06/30/2022
Creative Financial Designs Inc. ADV534$6 06/30/2022
     HNW534$6 06/30/2022
Proequities Inc.0$0 06/30/2022
     HNW0$0 06/30/2022

See Summary: Institutional Holders of HNW
See Details: Top 10 Hedge Funds Holding HNW
Also See: HNW Insider Buying
Also See: HNW Holdings Changes

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