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NVDA   694.52 (-4.35%)
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AMD   165.69 (-4.70%)
BABA   73.15 (-1.03%)
T   16.92 (-0.29%)
F   12.26 (-0.33%)
MU   80.71 (+1.52%)
CGC   3.54 (-7.33%)
GE   148.62 (-0.36%)
DIS   109.44 (-1.94%)
AMC   4.67 (-3.52%)
PFE   27.60 (-0.07%)
PYPL   58.63 (-0.86%)
XOM   102.75 (-0.94%)
QQQ   427.32 (-0.75%)
AAPL   181.56 (-0.41%)
MSFT   402.79 (-0.31%)
META   471.75 (-0.33%)
GOOGL   141.12 (+0.43%)
AMZN   167.08 (-1.43%)
TSLA   193.76 (-3.10%)
NVDA   694.52 (-4.35%)
NIO   5.96 (-2.93%)
AMD   165.69 (-4.70%)
BABA   73.15 (-1.03%)
T   16.92 (-0.29%)
F   12.26 (-0.33%)
MU   80.71 (+1.52%)
CGC   3.54 (-7.33%)
GE   148.62 (-0.36%)
DIS   109.44 (-1.94%)
AMC   4.67 (-3.52%)
PFE   27.60 (-0.07%)
PYPL   58.63 (-0.86%)
XOM   102.75 (-0.94%)
QQQ   427.32 (-0.75%)
AAPL   181.56 (-0.41%)
MSFT   402.79 (-0.31%)
META   471.75 (-0.33%)
GOOGL   141.12 (+0.43%)
AMZN   167.08 (-1.43%)
TSLA   193.76 (-3.10%)
NVDA   694.52 (-4.35%)
NIO   5.96 (-2.93%)
AMD   165.69 (-4.70%)
BABA   73.15 (-1.03%)
T   16.92 (-0.29%)
F   12.26 (-0.33%)
MU   80.71 (+1.52%)
CGC   3.54 (-7.33%)
GE   148.62 (-0.36%)
DIS   109.44 (-1.94%)
AMC   4.67 (-3.52%)
PFE   27.60 (-0.07%)
PYPL   58.63 (-0.86%)
XOM   102.75 (-0.94%)

WhiteHorse Finance (WHF) Institutional Ownership

$12.70
+0.02 (+0.16%)
(As of 02/20/2024 ET)

Institutional Ownership Changes (13F Filings) for WhiteHorse Finance (NASDAQ:WHF)

Current
Institutional Ownership
Percentage
12.30%
Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$8.74 M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$3.17 M
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Skip Chart & View Institutional Buying and Selling Data

WHF Institutional Buying and Selling by Quarter


WhiteHorse Finance Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/15/2024Mercer Global Advisors Inc. ADV26,248$0.32M0.0%N/A0.113%
2/15/2024Virtus ETF Advisers LLC45,214$0.56M0.4%-22.0%0.195%
2/15/2024Legal & General Group Plc173,754$2.14M0.0%+3.0%0.748%
2/14/2024Royal Bank of Canada36,419$0.45M0.0%+473.6%0.157%
2/14/2024Putnam Investments LLC33,829$0.42M0.0%+25.8%0.146%
2/14/2024Quadrature Capital Ltd62,643$0.77M0.0%+121.4%0.270%
2/13/2024Goldman Sachs Group Inc.15,214$0.19M0.0%+46.5%0.065%
2/12/2024Cape Investment Advisory Inc.7,206$89K0.0%N/A0.031%
2/9/2024UBS Group AG180,949$2.23M0.0%-7.0%0.779%
2/7/2024Avantax Advisory Services Inc.21,198$0.26M0.0%+13.1%0.091%
2/6/2024Benjamin F. Edwards & Company Inc.61,800$0.76M0.0%+50.7%0.266%
2/2/2024Atria Wealth Solutions Inc.58,548$0.75M0.0%-22.2%0.252%
1/25/2024International Assets Investment Management LLC2,460$30K0.0%+1,130.0%0.011%
1/24/2024International Assets Investment Management LLC2,460$30K0.0%+1,130.0%0.011%
1/16/2024Raymond James Financial Services Advisors Inc.13,622$0.17M0.0%N/A0.059%
1/16/2024Raymond James & Associates98,169$1.21M0.0%-12.5%0.422%
1/11/2024Sanders Morris Harris LLC31,287$0.40M0.2%N/A0.135%
1/10/2024Sound Income Strategies LLC753,932$9.27M0.8%+6.3%3.244%
11/15/2023Toroso Investments LLC60,582$0.77M0.0%+6.4%0.261%
11/15/2023Advisors Asset Management Inc.280,450$3.58M0.1%+8.0%1.207%
11/14/2023Quadrature Capital Ltd28,290$0.36M0.0%-25.8%0.122%
11/14/2023Qube Research & Technologies Ltd5,591$71K0.0%N/A0.024%
11/13/2023Connor Clark & Lunn Investment Management Ltd.77,434$0.99M0.0%+32.3%0.333%
11/13/2023Acadian Asset Management LLC19,471$0.25M0.0%N/A0.084%
11/9/2023UBS Group AG194,508$2.48M0.0%-1.1%0.837%
11/8/2023Atria Wealth Solutions Inc.75,255$0.99M0.0%+16.1%0.324%
11/8/2023NewEdge Wealth LLC11,373$0.15M0.0%N/A0.049%
11/7/2023Virtus ETF Advisers LLC57,966$0.74M0.4%+74.2%0.249%
10/24/2023Cambridge Investment Research Advisors Inc.24,787$0.32M0.0%+5.4%0.107%
10/23/2023Commonwealth Equity Services LLC14,814$0.19M0.0%-9.7%0.064%
10/12/2023IFP Advisors Inc18,631$0.24M0.0%-8.7%0.080%
10/12/2023Sound Income Strategies LLC709,512$9.06M0.8%+4.1%3.053%
10/11/2023Ronald Blue Trust Inc.23,000$0.30M0.0%+21.1%0.099%
8/21/2023Osaic Holdings Inc.21,363$0.27M0.0%-49.2%0.092%
8/15/2023Raymond James Trust N.A.14,298$0.18M0.0%N/A0.062%
8/15/2023Benjamin F. Edwards & Company Inc.25,000$0.32M0.0%+25.0%0.108%
8/15/2023Quadrature Capital Ltd38,126$0.49M0.0%+60.1%0.164%
8/14/2023Marshall Wace LLP33,966$0.44M0.0%N/A0.146%
8/11/2023BlackRock Inc.85,736$1.10M0.0%-5.1%0.369%
8/10/2023Osaic Holdings Inc.21,363$0.27M0.0%-49.2%0.092%
8/3/2023Atria Wealth Solutions Inc.64,833$0.86M0.0%+118.0%0.279%
8/3/2023CWM LLC2,000$26K0.0%-42.9%0.009%
8/3/2023Mackenzie Financial Corp38,038$0.50M0.0%-22.8%0.164%
7/31/2023LPL Financial LLC54,962$0.71M0.0%+11.4%0.236%
7/14/2023Ronald Blue Trust Inc.19,000$0.24M0.0%+11.7%0.082%
7/13/2023Cambridge Investment Research Advisors Inc.23,517$0.30M0.0%+3.4%0.101%
7/10/2023Sound Income Strategies LLC681,408$8.74M0.9%+6.7%2.932%
5/23/2023Toroso Investments LLC56,914$0.71M0.0%+13.0%0.245%
5/22/2023Putnam Investments LLC21,380$0.27M0.0%N/A0.092%
5/15/2023Two Sigma Advisers LP80,679$1.01M0.0%-26.0%0.347%
5/12/2023Great West Life Assurance Co. Can15,629$0.20M0.0%-19.9%0.067%
5/12/2023BlackRock Inc.90,369$1.13M0.0%-28.0%0.389%
5/12/2023Advisors Asset Management Inc.295,284$3.70M0.1%+3.7%1.271%
5/12/2023UBS Group AG198,489$2.49M0.0%-19.7%0.854%
5/10/2023Connor Clark & Lunn Investment Management Ltd.35,758$0.45M0.0%+140.6%0.154%
5/9/2023Tower Research Capital LLC TRC 6,683$84K0.0%+342.3%0.029%
5/5/2023Silver Oak Securities Incorporated12,000$0.15M0.0%+9.8%0.052%
5/2/2023LSV Asset Management9,900$0.12M0.0%N/A0.043%
5/1/2023CWM LLC3,500$44K0.0%N/A0.015%
4/27/2023Benjamin F. Edwards & Company Inc.20,000$0.25M0.0%+11.1%0.086%
4/27/2023DAVENPORT & Co LLC10,973$0.14M0.0%-8.4%0.047%
4/24/2023Mackenzie Financial Corp49,295$0.62M0.0%+40.4%0.212%
4/24/2023Ahrens Investment Partners LLC6,825$85K0.0%N/A0.029%
4/18/2023IFP Advisors Inc20,411$0.29M0.0%+345.5%0.088%
4/14/2023Raymond James & Associates111,570$1.40M0.0%+2.7%0.480%
4/10/2023Sound Income Strategies LLC638,424$7.99M0.9%+6.8%2.747%
3/15/2023B. Riley Wealth Advisors Inc.10,860$0.15M0.0%-17.1%0.047%
2/21/2023B. Riley Wealth Advisors Inc.10,860$0.15M0.0%-17.1%0.047%
2/15/2023Jane Street Group LLC45,950$0.60M0.0%N/A0.198%
2/15/2023Toroso Investments LLC50,383$0.66M0.0%+5.9%0.217%
2/15/2023Legal & General Group Plc153,819$2.01M0.0%+3.4%0.662%
2/15/2023Mackenzie Financial Corp35,113$0.46M0.0%-14.3%0.151%
2/15/2023Millennium Management LLC165,410$2.16M0.0%+1,085.5%0.712%
2/15/2023Morgan Stanley25,075$0.33M0.0%+4.5%0.108%
2/14/2023Susquehanna International Group LLP49,712$0.65M0.0%N/A0.214%
2/14/2023Marshall Wace LLP12,167$0.16M0.0%N/A0.052%
2/14/2023Two Sigma Investments LP69,729$0.91M0.0%+101.1%0.300%
2/13/2023Advisors Asset Management Inc.284,773$3.72M0.1%-5.6%1.225%
2/13/2023ExodusPoint Capital Management LP21,528$0.28M0.0%N/A0.093%
2/13/2023Atria Wealth Solutions Inc.29,746$0.40M0.0%+6.4%0.128%
2/13/2023Advisory Research Inc.37,151$0.49M0.0%-10.3%0.160%
2/10/2023Connor Clark & Lunn Investment Management Ltd.14,863$0.19M0.0%N/A0.064%
2/10/2023HRT Financial LP11,255$0.15M0.0%N/A0.048%
2/10/2023Advisor Group Holdings Inc.40,260$0.53M0.0%+32.2%0.173%
2/8/2023Raymond James & Associates108,664$1.42M0.0%-13.6%0.468%
2/8/2023UBS Group AG247,065$3.22M0.0%+6.7%1.063%
2/8/2023Cambridge Investment Research Advisors Inc.22,328$0.29M0.0%-3.5%0.096%
2/7/2023LPL Financial LLC19,403$0.25M0.0%-66.8%0.083%
2/2/2023Silver Oak Securities Incorporated10,929$0.14M0.0%-46.1%0.047%
1/11/2023Sound Income Strategies LLC597,567$7.80M1.0%+52.9%2.571%
11/23/2022Toroso Investments LLC47,584$0.53M0.0%+2.0%0.205%
11/15/2022Two Sigma Advisers LP75,479$0.84M0.0%-32.5%0.325%
11/15/2022Two Sigma Investments LP34,682$0.39M0.0%+46.6%0.149%
11/15/2022BlackRock Inc.116,708$1.30M0.0%-5.0%0.502%
11/15/2022Commonwealth Equity Services LLC16,747$0.19M0.0%+7.2%0.072%
11/14/2022Royal Bank of Canada7,097$79K0.0%-14.2%0.031%
11/14/2022Virtus ETF Advisers LLC31,629$0.35M0.1%-34.4%0.136%
11/10/2022UBS Group AG231,466$2.57M0.0%-2.9%0.996%
11/8/2022Advisors Asset Management Inc.301,813$3.35M0.1%+6.4%1.299%
11/8/2022Ahrens Investment Partners LLC10,025$0.11M0.1%+107.8%0.043%
(Data available from 1/1/2016 forward)













WHF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of WHF shares?

During the previous two years, 59 institutional investors and hedge funds held shares of WhiteHorse Finance. The most heavily invested institutionals were Sound Income Strategies LLC ($9.27M), Advisors Asset Management Inc. ($3.58M), UBS Group AG ($2.23M), Millennium Management LLC ($2.16M), Legal & General Group Plc ($2.14M), Raymond James & Associates ($1.21M), and BlackRock Inc. ($1.10M).Learn more on WHF's institutional investors.

What percentage of WhiteHorse Finance stock is owned by institutional investors?

12.30% of WhiteHorse Finance stock is owned by institutional investors. Learn more on WHF's institutional investor holdings.

Which institutional investors have been buying WhiteHorse Finance stock?

Of the 51 institutional investors that purchased WhiteHorse Finance stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Sound Income Strategies LLC ($0.51M), Millennium Management LLC ($0.15M), LPL Financial LLC ($65.41K), Advisors Asset Management Inc. ($61.56K), Connor Clark & Lunn Investment Management Ltd. ($54.64K), Susquehanna International Group LLP ($49.71K), and Quadrature Capital Ltd ($48.67K).

How much institutional buying is happening at WhiteHorse Finance?

Institutional investors have bought a total of 1,713,278 shares in the last 24 months. This purchase volume represents approximately $22.07M in transactions.

Which WhiteHorse Finance major shareholders have been selling company stock?

Of the 25 institutional investors that sold WhiteHorse Finance stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: UBS Group AG ($0.11M), Two Sigma Advisers LP ($64.74K), BlackRock Inc. ($54.39K), Mackenzie Financial Corp ($53.29K), Osaic Holdings Inc. ($41.40K), LPL Financial LLC ($38.98K), and Raymond James & Associates ($31.13K).

How much institutional selling is happening at WhiteHorse Finance?

Institutional investors have sold a total of 515,998 shares in the last 24 months. This volume of shares sold represents approximately $6.54M in transactions.


This page (NASDAQ:WHF) was last updated on 2/20/2024 by MarketBeat.com Staff