HoldingsChannel.com
Institutional Holders of HNW
HolderAmountPosition Size
($ in 1000's)		 As of
Karpus Management Inc.1,221,203$13,102 12/31/2023
     HNW1,221,203$13,102 12/31/2023
Sit Investment Associates Inc.482,096$5,172 12/31/2023
     HNW482,096$5,172 12/31/2023
Thomas J. Herzfeld Advisors Inc.178,311$1,913 12/31/2023
     HNW178,311$1,913 12/31/2023
Shaker Financial Services LLC154,822$1,675 12/31/2023
     HNW154,822$1,675 12/31/2023
Envestnet Asset Management Inc.136,385$1,463 12/31/2023
     HNW136,385$1,463 12/31/2023
Ameriprise Financial Inc.107,779$1,156 12/31/2023
     HNW107,779$1,156 12/31/2023
Raymond James Financial Services Advisors Inc.51,929$557 12/31/2023
     HNW51,929$557 12/31/2023
GWM Advisors LLC51,400$557 12/31/2023
     HNW51,400$557 12/31/2023
Sterneck Capital Management LLC39,340$422 12/31/2023
     HNW39,340$422 12/31/2023
Wells Fargo & Company MN26,110$280 12/31/2023
     HNW26,110$280 12/31/2023
Colony Group LLC20,731$222 12/31/2023
     HNW20,731$222 12/31/2023
AEGON USA Investment Management LLC19,260$207 12/31/2023
     HNW19,260$207 12/31/2023
Clear Creek Financial Management LLC17,670$190 12/31/2023
     HNW17,670$190 12/31/2023
Kovack Advisors Inc.14,090$151 12/31/2023
     HNW14,090$151 12/31/2023
Dakota Wealth Management12,650$136 12/31/2023
     HNW12,650$136 12/31/2023
Advisor Group Holdings Inc.11,800$127 12/31/2023
     HNW11,800$127 12/31/2023
Royal Bank of Canada11,148$120 12/31/2023
     HNW11,148$120 12/31/2023
Morgan Stanley8,766$94 12/31/2023
     HNW8,766$94 12/31/2023
UBS Group AG8,725$94 12/31/2023
     HNW8,725$94 12/31/2023
Spire Wealth Management4,398$48 12/31/2023
     HNW4,398$48 12/31/2023
Northwest Financial Advisors2,660$29 12/31/2023
     HNW2,660$29 12/31/2023
Northwestern Mutual Wealth Management Co.955$10 12/31/2023
     HNW955$10 12/31/2023

See All: Funds Holding HNW
See Details: Top 10 Hedge Funds Holding HNW
Also See: HNW Insider Buying
Also See: HNW Holdings Changes

HNW — Current Quote
Quotes delayed 20 minutes

Email EnvelopeFree HNW Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

HNW — Performance

Institutional Holders of HNW | www.HoldingsChannel.com

Copyright © 2013 - 2024, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.