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Horizon Technology Finance (HRZN) Institutional Ownership

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(As of 04/26/2024 ET)
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Institutional Ownership Changes (13F Filings) for Horizon Technology Finance (NASDAQ:HRZN)

Current
Institutional Ownership
Percentage
4.94%
Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$6.46M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$1.64M
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HRZN Institutional Buying and Selling by Quarter

Horizon Technology Finance Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2024 Astoria Portfolio Advisors LLC.14,605$164K0.1%-13.7%0.044%
4/12/2024 Global Assets Advisory LLC17,669$201K0.0%N/A0.053%
4/10/2024 Green Alpha Advisors LLC228,943$2.60M1.9%+15.1%0.685%
3/22/2024PNC Financial Services Group Inc.58,328$768K0.0%-8.2%0.175%
3/1/2024Creekmur Asset Management LLC3,920$52K0.0%N/A0.012%
2/12/2024Capstone Investment Advisors LLC10,000$132K0.0%N/A0.030%
2/12/2024Cape Investment Advisory Inc.4,278$56K0.0%N/A0.013%
2/9/2024PNC Financial Services Group Inc.58,328$768K0.0%-8.2%0.175%
2/8/2024Sheaff Brock Investment Advisors LLC10,205$134K0.0%N/A0.031%
2/7/2024 Astoria Portfolio Advisors LLC.16,923$223K0.1%N/A0.051%
2/7/2024ETF Store Inc.47,648$628K0.4%+10.8%0.143%
1/25/2024 International Assets Investment Management LLC72,435$954K0.0%N/A0.217%
1/24/2024 International Assets Investment Management LLC72,435$954K0.0%N/A0.217%
1/23/2024 CPR Investments Inc.14,819$195K0.2%-11.5%0.044%
1/18/2024 Parisi Gray Wealth Management10,000$132K0.1%-54.5%0.030%
1/10/2024Creative Financial Designs Inc. ADV19,381$255K0.0%+15.7%0.058%
1/5/2024 Green Alpha Advisors LLC198,987$2.62M1.9%-22.0%0.597%
11/16/2023Financial Gravity Asset Management Inc.3,031$33K0.0%+25,158.3%0.009%
11/15/2023Advisors Asset Management Inc.213,030$2.53M0.1%-0.6%0.639%
11/14/2023Quadrature Capital Ltd43,531$517K0.0%N/A0.131%
11/13/2023PNC Financial Services Group Inc.63,560$755K0.0%N/A0.191%
11/9/2023 CPR Investments Inc.16,738$199K0.2%-16.1%0.050%
11/7/2023Virtus ETF Advisers LLC57,835$687K0.4%+136.4%0.174%
11/7/2023Quantbot Technologies LP3,056$36K0.0%-47.1%0.009%
11/7/2023Jump Financial LLC14,703$175K0.0%N/A0.044%
11/6/2023Wilbanks Smith & Thomas Asset Management LLC14,000$166K0.0%-26.3%0.042%
10/25/2023ETF Store Inc.42,988$511K0.4%+7.8%0.134%
10/23/2023Commonwealth Equity Services LLC31,006$368K0.0%-4.2%0.097%
10/10/2023 Green Alpha Advisors LLC255,273$3.03M2.3%+2.1%0.795%
8/14/2023Eqis Capital Management Inc.135,925$1.64M0.2%-7.0%0.423%
8/11/2023Terrapin Asset Management LLC10,000$121K0.2%N/A0.031%
8/8/2023Wilbanks Smith & Thomas Asset Management LLC19,000$230K0.0%+90.0%0.059%
8/3/2023Mackenzie Financial Corp46,297$569K0.0%-22.2%0.162%
7/31/2023LPL Financial LLC50,408$609K0.0%+39.5%0.176%
7/27/2023ETF Store Inc.39,874$506K0.4%+9.1%0.139%
7/26/2023Creative Financial Designs Inc. ADV16,700$202K0.0%+26.5%0.058%
7/21/2023 CPR Investments Inc.19,941$241K0.2%+33.2%0.070%
7/21/2023 Kovack Advisors Inc.11,003$133K0.0%N/A0.038%
7/14/2023 Parisi Gray Wealth Management22,000$248K0.1%N/A0.077%
7/6/2023 Green Alpha Advisors LLC250,116$3.02M2.0%+7.4%0.873%
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5/12/2023AXS Investments LLC5,245$59K0.0%N/A0.018%
5/9/2023BDO Wealth Advisors LLC5,500$62K0.0%-30.3%0.019%
5/8/2023 CPR Investments Inc.14,973$169K0.2%-32.0%0.052%
5/3/2023Nia Impact Advisors LLC16,249$183K0.1%+8.5%0.057%
5/1/2023Arete Wealth Advisors LLC10,346$116.71B0.0%N/A0.036%
4/25/2023Creative Financial Designs Inc. ADV13,200$149K0.0%+37.0%0.046%
4/24/2023Mackenzie Financial Corp59,509$671K0.0%+40.4%0.210%
4/6/2023 Green Alpha Advisors LLC232,829$2.63M1.8%+20.6%0.822%
2/13/2023Advisors Asset Management Inc.273,064$3.17M0.1%+0.7%1.034%
2/13/2023Shelton Capital Management362,400$4.20M0.4%-7.0%1.373%
2/9/2023Nia Impact Advisors LLC14,982$174K0.1%N/A0.057%
2/8/2023Belpointe Asset Management LLC12,006$139K0.0%-38.8%0.045%
2/7/2023Envestnet Asset Management Inc.21,214$246K0.0%+4.5%0.080%
1/27/2023Natixis Advisors L.P.55,821$648K0.0%+4.5%0.211%
1/23/2023 Parisi Gray Wealth Management22,000$255K0.1%N/A0.083%
1/23/2023 CPR Investments Inc.22,027$256K0.3%-23.9%0.083%
1/18/2023Mckinley Capital Management LLC Delaware75,053$871K0.1%N/A0.284%
1/12/2023 Green Alpha Advisors LLC193,040$2.24M1.9%+28.1%0.731%
11/15/2022Quadrature Capital Ltd32,268$323K0.0%N/A0.122%
11/14/2022Virtus ETF Advisers LLC37,229$373K0.1%-28.5%0.141%
11/8/2022Advisors Asset Management Inc.271,106$2.71M0.1%+6.1%1.027%
11/7/2022Arete Wealth Advisors LLC10,126$101K0.0%N/A0.038%
11/2/2022BDO Wealth Advisors LLC7,890$79K0.0%+34.0%0.031%
11/2/2022ETF Store Inc.27,799$278K0.2%+10.2%0.110%
11/1/2022Great West Life Assurance Co. Can23,251$231K0.0%N/A0.092%
11/1/2022Creative Financial Designs Inc. ADV10,007$100K0.0%+13.3%0.039%
10/31/2022Graypoint LLC29,000$290K0.0%N/A0.114%
10/27/2022Gitterman Wealth Management LLC38,996$390K0.4%+17.1%0.154%
10/14/2022 Green Alpha Advisors LLC150,659$1.51M1.3%-74.6%0.594%
10/7/2022Mackenzie Financial Corp42,989$430K0.0%-26.2%0.169%
9/9/2022B. Riley Wealth Management Inc.8,354$88.64M0.1%N/A0.033%
8/25/2022BDO Wealth Advisors LLC5,890$68K0.0%+146.4%0.023%
8/12/2022Virtus ETF Advisers LLC52,073$601K0.2%+42.9%0.205%
8/11/2022 CPR Investments Inc.47,460$548K0.8%+5.5%0.187%
8/10/2022Mackenzie Financial Corp58,271$672K0.0%-37.3%0.230%
8/8/2022Eqis Capital Management Inc.182,790$2.11M0.2%-4.8%0.720%
8/8/2022Advisors Asset Management Inc.255,584$2.95M0.1%-2.7%1.007%
8/3/2022Gitterman Wealth Management LLC33,297$381K0.4%-7.4%0.139%
8/2/2022Belpointe Asset Management LLC19,962$230K0.0%-17.4%0.083%
8/2/2022ETF Store Inc.25,223$303K0.2%+11.4%0.105%
7/27/2022Alphastar Capital Management LLC10,020$116K0.0%N/A0.042%
7/8/2022 Green Alpha Advisors LLC592,570$6.84M1.6%+364.2%2.471%
5/12/2022Gitterman Wealth Management LLC35,949$467K0.4%+11.5%0.150%
5/12/2022Shelton Capital Management410,000$5.70M0.2%+8.5%1.710%
5/11/2022Nia Impact Advisors LLC10,041$140K0.1%N/A0.042%
5/9/2022Brown Advisory Securities LLC14,262$199K0.1%-8.9%0.059%
5/6/2022 CPR Investments Inc.44,980$625K0.5%+31.5%0.188%
5/5/2022Wilbanks Smith & Thomas Asset Management LLC10,000$128K0.0%N/A0.042%
5/4/2022Commonwealth Equity Services LLC22,669$315K0.0%+12.5%0.095%
5/2/2022National Asset Management Inc.10,385$145K0.0%N/A0.043%
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4/28/2022Belpointe Asset Management LLC24,162$336K0.0%+89.5%0.113%
4/19/2022 Green Alpha Advisors LLC127,663$1.78M1.2%+4.6%0.595%
4/12/2022 First Affirmative Financial Network15,559$216K0.2%+45.6%0.072%
2/16/2022ETF Store Inc.22,234$355K0.3%N/A0.109%
2/15/2022 First Affirmative Financial Network10,683$170K0.2%N/A0.052%
2/15/2022Advisors Asset Management Inc.249,486$3.97M0.1%+7.4%1.221%
2/14/2022Virtus ETF Advisers LLC27,718$441K0.2%-11.2%0.136%
2/10/2022Tredje AP fonden40,000$4.31M0.1%-33.3%0.196%
2/8/2022Natixis Advisors L.P.41,932$668K0.0%+22.3%0.205%
2/4/2022Envestnet Asset Management Inc.26,118$416K0.0%+14.2%0.128%
(Data available from 1/1/2016 forward)

HRZN Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of HRZN shares?

During the previous two years, 42 institutional investors and hedge funds held shares of Horizon Technology Finance. The most heavily invested institutionals were Arete Wealth Advisors LLC ($116.71B), B. Riley Wealth Management Inc. ($88.64M), Shelton Capital Management ($4.20M), Green Alpha Advisors LLC ($2.60M), Advisors Asset Management Inc. ($2.53M), Eqis Capital Management Inc. ($1.64M), and International Assets Investment Management LLC ($954K).Learn more on HRZN's institutional investors.

What percentage of Horizon Technology Finance stock is owned by institutional investors?

4.94% of Horizon Technology Finance stock is owned by institutional investors. Learn more on HRZN's institutional investor holdings.

Which institutional investors have been buying Horizon Technology Finance stock?

Of the 39 institutional investors that purchased Horizon Technology Finance stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Green Alpha Advisors LLC ($599.48K), International Assets Investment Management LLC ($144.87K), Quadrature Capital Ltd ($75.80K), Mckinley Capital Management LLC Delaware ($75.05K), PNC Financial Services Group Inc. ($63.56K), Virtus ETF Advisers LLC ($49.01K), and Parisi Gray Wealth Management ($44K).

How much institutional buying is happening at Horizon Technology Finance?

Institutional investors have bought a total of 1,463,864 shares in the last 24 months. This purchase volume represents approximately $17.33M in transactions.

Which Horizon Technology Finance major shareholders have been selling company stock?

Of the 17 institutional investors that sold Horizon Technology Finance stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Green Alpha Advisors LLC ($498.20K), Mackenzie Financial Corp ($63.21K), Shelton Capital Management ($27.30K), Eqis Capital Management Inc. ($19.53K), CPR Investments Inc. ($19.10K), Virtus ETF Advisers LLC ($14.84K), and Parisi Gray Wealth Management ($12K).

How much institutional selling is happening at Horizon Technology Finance?

Institutional investors have sold a total of 702,738 shares in the last 24 months. This volume of shares sold represents approximately $7.54M in transactions.


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This page (NASDAQ:HRZN) was last updated on 4/27/2024 by MarketBeat.com Staff

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