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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 23 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 Karpus Management Inc.. For more details on the positions held by Karpus Management 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.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Karpus Management Inc. | 1,221,203 | $13,102 | 12/31/2023 | | HNW | 1,221,203 | $13,102 | 12/31/2023 | | Sit Investment Associates Inc. | 482,096 | $5,172 | 12/31/2023 | | HNW | 482,096 | $5,172 | 12/31/2023 | | Thomas J. Herzfeld Advisors Inc. | 178,311 | $1,913 | 12/31/2023 | | HNW | 178,311 | $1,913 | 12/31/2023 | | Shaker Financial Services LLC | 154,822 | $1,675 | 12/31/2023 | | HNW | 154,822 | $1,675 | 12/31/2023 | | Envestnet Asset Management Inc. | 136,385 | $1,463 | 12/31/2023 | | HNW | 136,385 | $1,463 | 12/31/2023 | | Ameriprise Financial Inc. | 107,779 | $1,156 | 12/31/2023 | | HNW | 107,779 | $1,156 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 63,782 | $757 | 03/31/2024 | | HNW | 63,782 | $757 | 03/31/2024 | | GWM Advisors LLC | 51,400 | $557 | 12/31/2023 | | HNW | 51,400 | $557 | 12/31/2023 | | Sterneck Capital Management LLC | 41,450 | $492 | 03/31/2024 | | HNW | 41,450 | $492 | 03/31/2024 | | Raymond James & Associates | 27,509 | $327 | 03/31/2024 | | HNW | 27,509 | $327 | 03/31/2024 | | Wells Fargo & Company MN | 26,110 | $280 | 12/31/2023 | | HNW | 26,110 | $280 | 12/31/2023 | | Colony Group LLC | 20,731 | $222 | 12/31/2023 | | HNW | 20,731 | $222 | 12/31/2023 | | AEGON USA Investment Management LLC | 19,260 | $207 | 12/31/2023 | | HNW | 19,260 | $207 | 12/31/2023 | | Clear Creek Financial Management LLC | 16,790 | $199 | 03/31/2024 | | HNW | 16,790 | $199 | 03/31/2024 | | Kovack Advisors Inc. | 14,127 | $168 | 03/31/2024 | | HNW | 14,127 | $168 | 03/31/2024 | | Dakota Wealth Management | 12,650 | $150 | 03/31/2024 | | HNW | 12,650 | $150 | 03/31/2024 | | Advisor Group Holdings Inc. | 11,800 | $127 | 12/31/2023 | | HNW | 11,800 | $127 | 12/31/2023 | | Royal Bank of Canada | 11,148 | $120 | 12/31/2023 | | HNW | 11,148 | $120 | 12/31/2023 | | Morgan Stanley | 8,766 | $94 | 12/31/2023 | | HNW | 8,766 | $94 | 12/31/2023 | | UBS Group AG | 8,725 | $94 | 12/31/2023 | | HNW | 8,725 | $94 | 12/31/2023 | | Spire Wealth Management | 4,469 | $53 | 03/31/2024 | | HNW | 4,469 | $53 | 03/31/2024 | | Northwest Financial Advisors | 2,660 | $29 | 12/31/2023 | | HNW | 2,660 | $29 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 955 | $10 | 12/31/2023 | | HNW | 955 | $10 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 03/31/2024 | | HNW | 0 | $0 | 03/31/2024 |
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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