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HNW — Performance
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.63,782$757 03/31/2024
     HNW63,782$757 03/31/2024
GWM Advisors LLC51,400$557 12/31/2023
     HNW51,400$557 12/31/2023
Sterneck Capital Management LLC41,450$492 03/31/2024
     HNW41,450$492 03/31/2024
Raymond James & Associates27,509$327 03/31/2024
     HNW27,509$327 03/31/2024
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 LLC16,790$199 03/31/2024
     HNW16,790$199 03/31/2024
Kovack Advisors Inc.14,127$168 03/31/2024
     HNW14,127$168 03/31/2024
Dakota Wealth Management12,650$150 03/31/2024
     HNW12,650$150 03/31/2024
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 Management4,469$53 03/31/2024
     HNW4,469$53 03/31/2024
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

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