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Disclosery

NWN NORTHWEST NAT HLDG CO

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Stock (common), issuer CIK 1733998

257 managers (263 13F filers) reported a position in NWN shares at 2024-12-31, 30,828,107 shares in all. 26 filers opened a position and 26 filers sold out during the quarter.

Managers
257
13F filers
263
New
26
Added
105
Reduced
70
Sold out
26
Shares held by filers
30,828,107

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Blue Trust, Inc.902$35.7K<0.01%+2313F-HR/ATimeline
Creative Planningin group Creative Planning895$35.4K<0.01%-4,26913F-HRTimelineGroup
Winthrop Capital Management, LLC900$35K0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP863$34.1K<0.01%-76013F-HRTimelineGroup
SIGNATUREFD, LLC649$25.7K<0.01%013F-HRTimeline
MAI Capital Management642$25.4K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC558$22.1K<0.01%+1413F-HRTimeline
First Pacific Financial528$20.9K<0.01%-1913F-HRTimeline
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD520$20.6K<0.01%013F-HRTimelineGroup
ST GERMAIN D J CO INCin group ST GERMAIN D J CO INC500$19.8K<0.01%new13F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC500$19.8K0.01%013F-HRTimeline
Venturi Wealth Management, LLC500$19.8K<0.01%new13F-HRTimeline
Transce3nd, LLC469$18.6K0.01%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC440$17.4K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC388$15.3K<0.01%-1513F-HRTimeline
Smartleaf Asset Management LLC370$14.6K<0.01%+27413F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…361$14.3K<0.01%+1513F-HRTimelineGroup
WR Wealth Planners, LLC351$13.9K<0.01%013F-HRTimeline
Global Retirement Partners, LLC350$13.8K<0.01%new13F-HRTimeline
Estabrook Capital Management314$12.4K<0.01%+413F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC311$12K<0.01%+3713F-HRTimelineGroup
Hartford Financial Management Inc.235$9.3K<0.01%013F-HRTimeline
Versant Capital Management, Inc228$9.02K<0.01%+11613F-HRTimeline
Larson Financial Group LLC216$8.56K<0.01%+21013F-HRTimeline
UMB Bank, n.a.214$8.47K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sandy Spring Bank200$7.91K<0.01%013F-HRTimeline
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…180$7.14K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…165$6.53K<0.01%+913F-HRTimelineGroup
RICHARDS, MERRILL & PETERSON, INC.150$5.93K<0.01%13F-HRTimeline
Private Wealth Management Group, LLC150$5.93K<0.01%013F-HRTimeline
Prudent Man Investment Management, Inc.150$5.93K<0.01%13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…133$5.26K<0.01%+6713F-HRTimelineGroup
MassMutual Private Wealth & Trust, FSB124$4.91K<0.01%+4413F-HRTimeline
Human Investing LLC113$4.47K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…99$3.92K<0.01%-2613F-HRTimelineGroup
Quarry LP95$3.76K<0.01%+5713F-HRTimeline
First Horizon Advisors, Inc.86$3.4K<0.01%+2713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC75$2.97K<0.01%013F-HRTimelineGroup
Physician Wealth Advisors, Inc.75$2.97K<0.01%new13F-HRTimeline
Covestor Ltd52$2K<0.01%+413F-HRTimeline
ROTHSCHILD INVESTMENT LLC45$1.78K<0.01%+1513F-HRTimeline
PSI Advisors, LLC27$1.07K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…26$1.03K<0.01%013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT29$1K<0.01%013F-HR/ATimeline
Brooklyn Investment Group21$831<0.01%new13F-HRTimeline
Riverview Trust Co20$791<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC19$752<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK16$633<0.01%new13F-HRTimelineGroup
Van Hulzen Asset Management, LLC14$554<0.01%new13F-HRTimeline
Bell Investment Advisors, Inc12$475<0.01%013F-HRTimeline
IFP Advisors, Inc7$277<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust6$238<0.01%013F-HRTimeline
Parallel Advisors, LLC6$237<0.01%-3113F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…5$198<0.01%013F-HR/ATimeline
JFS WEALTH ADVISORS, LLC1$40<0.01%013F-HRTimeline
Hemington Wealth Management1$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.