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WhiteHorse Finance (WHF) Institutional Ownership

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

Current
Institutional Ownership
Percentage
13.20%
Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$6.05M
Number of
Institutional Sellers
(last 12 months)
9
Total
Institutional Outflows
(last 12 months)
$750.52K
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WHF Institutional Buying and Selling by Quarter

WhiteHorse Finance Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2024 Sound Income Strategies LLC812,395$10.07M0.8%+7.8%3.496%
3/25/2024Quadrature Capital Ltd62,643$772K0.0%+121.4%0.270%
2/12/2024Cape Investment Advisory Inc.7,206$89K0.0%N/A0.031%
2/7/2024Avantax Advisory Services Inc.21,198$261K0.0%+13.1%0.091%
2/6/2024Benjamin F. Edwards & Company Inc.61,800$760K0.0%+50.7%0.266%
2/2/2024Atria Wealth Solutions Inc.58,548$747K0.0%-22.2%0.252%
1/24/2024 International Assets Investment Management LLC2,460$30K0.0%+1,130.0%0.011%
1/16/2024 Raymond James Financial Services Advisors Inc.13,622$168K0.0%N/A0.059%
1/16/2024 Raymond James & Associates98,169$1.21M0.0%-12.5%0.422%
1/11/2024 Sanders Morris Harris LLC31,287$402K0.2%N/A0.135%
1/10/2024 Sound Income Strategies LLC753,932$9.27M0.8%+6.3%3.244%
11/15/2023Toroso Investments LLC60,582$774K0.0%+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$359K0.0%-25.8%0.122%
11/13/2023Connor Clark & Lunn Investment Management Ltd.77,434$989K0.0%+32.3%0.333%
11/13/2023Acadian Asset Management LLC19,471$248K0.0%N/A0.084%
11/9/2023UBS Group AG194,508$2.48M0.0%-1.1%0.837%
11/8/2023Atria Wealth Solutions Inc.75,255$988K0.0%+16.1%0.324%
11/8/2023NewEdge Wealth LLC11,373$145K0.0%N/A0.049%
11/7/2023Virtus ETF Advisers LLC57,966$740K0.4%+74.2%0.249%
10/24/2023 Cambridge Investment Research Advisors Inc.24,787$317K0.0%+5.4%0.107%
10/23/2023Commonwealth Equity Services LLC14,814$189K0.0%-9.7%0.064%
10/12/2023IFP Advisors Inc18,631$238K0.0%-8.7%0.080%
10/12/2023 Sound Income Strategies LLC709,512$9.06M0.8%+4.1%3.053%
10/11/2023Ronald Blue Trust Inc.23,000$295K0.0%+21.1%0.099%
8/3/2023Atria Wealth Solutions Inc.64,833$856K0.0%+118.0%0.279%
8/3/2023 CWM LLC2,000$26K0.0%-42.9%0.009%
8/3/2023Mackenzie Financial Corp38,038$497K0.0%-22.8%0.164%
7/31/2023LPL Financial LLC54,962$705K0.0%+11.4%0.236%
7/14/2023Ronald Blue Trust Inc.19,000$238K0.0%+11.7%0.082%
7/13/2023 Cambridge Investment Research Advisors Inc.23,517$302K0.0%+3.4%0.101%
7/10/2023 Sound Income Strategies LLC681,408$8.74M0.9%+6.7%2.932%
5/10/2023Connor Clark & Lunn Investment Management Ltd.35,758$448K0.0%+140.6%0.154%
5/5/2023Silver Oak Securities Incorporated12,000$153K0.0%+9.8%0.052%
5/2/2023LSV Asset Management9,900$124K0.0%N/A0.043%
5/1/2023 CWM LLC3,500$44K0.0%N/A0.015%
4/27/2023Benjamin F. Edwards & Company Inc.20,000$250K0.0%+11.1%0.086%
4/27/2023DAVENPORT & Co LLC10,973$137K0.0%-8.4%0.047%
4/24/2023Mackenzie Financial Corp49,295$617K0.0%+40.4%0.212%
4/24/2023Ahrens Investment Partners LLC6,825$85K0.0%N/A0.029%
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4/18/2023IFP Advisors Inc20,411$293K0.0%+345.5%0.088%
4/14/2023 Raymond James & Associates111,570$1.40M0.0%+2.7%0.480%
4/10/2023 Sound Income Strategies LLC638,424$7.99M0.9%+6.8%2.747%
3/15/2023B. Riley Wealth Advisors Inc.10,860$146K0.0%-17.1%0.047%
2/13/2023Advisors Asset Management Inc.284,773$3.72M0.1%-5.6%1.225%
2/13/2023Atria Wealth Solutions Inc.29,746$398K0.0%+6.4%0.128%
2/13/2023Advisory Research Inc.37,151$485K0.0%-10.3%0.160%
2/10/2023Connor Clark & Lunn Investment Management Ltd.14,863$194K0.0%N/A0.064%
2/8/2023 Raymond James & Associates108,664$1.42M0.0%-13.6%0.468%
2/8/2023UBS Group AG247,065$3.22M0.0%+6.7%1.063%
2/8/2023 Cambridge Investment Research Advisors Inc.22,328$291K0.0%-3.5%0.096%
2/2/2023Silver Oak Securities Incorporated10,929$143K0.0%-46.1%0.047%
1/11/2023 Sound Income Strategies LLC597,567$7.80M1.0%+52.9%2.571%
11/23/2022Toroso Investments LLC47,584$528K0.0%+2.0%0.205%
11/14/2022Virtus ETF Advisers LLC31,629$351K0.1%-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$111K0.1%+107.8%0.043%
11/1/2022Great West Life Assurance Co. Can19,956$220K0.0%N/A0.086%
11/1/2022Gables Capital Management Inc.89,206$990K0.8%-2.8%0.384%
10/28/2022Benjamin F. Edwards & Company Inc.18,000$200K0.0%+20.0%0.077%
10/25/2022 Raymond James & Associates125,774$1.40M0.0%+2.6%0.541%
10/20/2022Silver Oak Securities Incorporated20,276$225K0.1%N/A0.087%
10/18/2022 Sound Income Strategies LLC390,695$4.34M0.6%+14.3%1.681%
10/17/2022 Cambridge Investment Research Advisors Inc.23,127$257K0.0%-5.6%0.100%
10/7/2022Mackenzie Financial Corp40,953$455K0.0%-15.0%0.176%
8/13/2022Ronald Blue Trust Inc.17,006$256K0.0%N/A0.073%
8/13/2022Virtu Financial LLC10,657$140K0.0%N/A0.046%
8/12/2022Natixis16,663$217K0.0%N/A0.072%
8/12/2022Virtus ETF Advisers LLC48,214$634K0.2%+8.2%0.207%
8/12/2022Capital Analysts LLC2,813$37K0.0%N/A0.012%
8/10/2022Mackenzie Financial Corp48,205$633K0.0%-37.5%0.207%
8/8/2022Advisors Asset Management Inc.283,704$3.73M0.1%-1.3%1.221%
8/2/2022Ahrens Investment Partners LLC4,825$63K0.0%-17.2%0.021%
8/2/2022Avantax Advisory Services Inc.17,322$228K0.0%+10.0%0.075%
7/18/2022Gables Capital Management Inc.91,756$1.21M0.9%-2.0%0.395%
7/13/2022 Cambridge Investment Research Advisors Inc.24,494$322K0.0%-7.5%0.105%
7/11/2022 Sound Income Strategies LLC341,942$4.49M0.6%+10.8%1.471%
5/25/2022Fortitude Advisory Group L.L.C.2,830$43K0.0%-60.5%0.012%
5/11/2022Capital Financial Services LLC23,175$349K0.4%N/A0.100%
4/18/2022AE Wealth Management LLC10,483$158K0.0%N/A0.045%
4/11/2022 Sound Income Strategies LLC308,664$4.66M0.5%+27.8%1.331%
2/23/2022Cornerstone Advisory LLC1,976$30K0.0%N/A0.009%
2/15/2022Advisors Asset Management Inc.275,462$4.27M0.1%+3.3%1.190%
2/14/2022Virtus ETF Advisers LLC40,397$626K0.2%-9.1%0.175%
2/14/2022Ares Management LLC292,735$4.54M0.1%-0.8%1.265%
2/8/2022 Raymond James Financial Services Advisors Inc.16,606$257K0.0%N/A0.072%
2/8/2022 Raymond James & Associates91,127$1.41M0.0%+34.2%0.394%
2/7/2022Benjamin F. Edwards & Company Inc.10,000$155K0.0%N/A0.043%
2/3/2022Advisor Group Holdings Inc.28,859$447K0.0%-29.5%0.125%
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2/1/2022Eidelman Virant Capital10,000$156K0.1%N/A0.043%
1/31/2022Commonwealth Equity Services LLC15,984$247K0.0%-66.1%0.069%
1/28/2022National Asset Management Inc.17,715$275K0.0%-4.1%0.077%
1/24/2022Avantax Advisory Services Inc.15,741$244K0.0%+11.8%0.068%
1/21/2022Ahrens Investment Partners LLC5,825$90K0.0%N/A0.025%
1/14/2022 Powell Investment Advisors LLC11,060$179K0.1%+6.3%0.048%
1/13/2022 Sound Income Strategies LLC241,452$3.74M0.4%+31.8%1.043%
11/16/2021Cetera Advisors LLC16,125$245K0.0%+5.3%0.070%
11/16/2021National Asset Management Inc.18,472$282K0.0%-11.2%0.080%
11/16/2021Two Sigma Advisers LP84,568$1.29M0.0%-31.6%0.365%
(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, 37 institutional investors and hedge funds held shares of WhiteHorse Finance. The most heavily invested institutionals were Sound Income Strategies LLC ($10.07M), Advisors Asset Management Inc. ($3.58M), UBS Group AG ($2.48M), Raymond James & Associates ($1.21M), Gables Capital Management Inc. ($990K), Connor Clark & Lunn Investment Management Ltd. ($989K), and Toroso Investments LLC ($774K).Learn more on WHF's institutional investors.

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

13.20% 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 31 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 ($503.73K), Connor Clark & Lunn Investment Management Ltd. ($54.64K), Atria Wealth Solutions Inc. ($47.29K), Advisors Asset Management Inc. ($38.99K), Quadrature Capital Ltd ($34.35K), Sanders Morris Harris LLC ($31.29K), and Virtus ETF Advisers LLC ($28.34K).

How much institutional buying is happening at WhiteHorse Finance?

Institutional investors have bought a total of 1,029,390 shares in the last 24 months. This purchase volume represents approximately $12.98M in transactions.

Which WhiteHorse Finance major shareholders have been selling company stock?

Of the 18 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: Mackenzie Financial Corp ($47.45K), Raymond James & Associates ($31.13K), Advisors Asset Management Inc. ($20.85K), Atria Wealth Solutions Inc. ($16.71K), Virtus ETF Advisers LLC ($16.59K), Quadrature Capital Ltd ($9.84K), and Silver Oak Securities Incorporated ($9.35K).

How much institutional selling is happening at WhiteHorse Finance?

Institutional investors have sold a total of 187,311 shares in the last 24 months. This volume of shares sold represents approximately $2.36M in transactions.


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

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