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Horizon Technology Finance (HRZN) Institutional Ownership

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$11.56
-0.01 (-0.09%)
(As of 05/17/2024 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)
$8.94M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$1.55M
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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
5/16/2024 Paloma Partners Management Co18,384$209K0.0%N/A0.052%
5/14/2024 Advisors Asset Management Inc.126,277$1.44M0.0%-1.3%0.361%
5/14/2024 CANADA LIFE ASSURANCE Co32,204$367K0.0%+17.5%0.092%
5/1/2024 Connecticut Wealth Management LLC210,424$2.39M0.1%N/A0.601%
4/29/2024 ETF Store Inc.48,806$555K0.3%+2.4%0.139%
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%
3/22/2024 PNC Financial Services Group Inc.58,328$768K0.0%-8.2%0.175%
3/1/2024 Creekmur Asset Management LLC3,920$52K0.0%N/A0.012%
2/12/2024 Capstone Investment Advisors LLC10,000$132K0.0%N/A0.030%
2/12/2024Cape Investment Advisory Inc.4,278$56K0.0%N/A0.013%
2/9/2024 PNC Financial Services Group Inc.58,328$768K0.0%-8.2%0.175%
2/8/2024 Sheaff Brock Investment Advisors LLC10,205$134K0.0%N/A0.031%
2/7/2024 Astoria Portfolio Advisors LLC.16,923$223K0.1%N/A0.051%
2/7/2024 ETF 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%
1/10/2024 Creative 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%
11/16/2023 Financial Gravity Asset Management Inc.3,031$33K0.0%+25,158.3%0.009%
11/15/2023 Advisors Asset Management Inc.213,030$2.53M0.1%-0.6%0.639%
11/14/2023 Quadrature Capital Ltd43,531$517K0.0%N/A0.131%
11/13/2023 PNC 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%
11/7/2023 Virtus ETF Advisers LLC57,835$687K0.4%+136.4%0.174%
11/7/2023 Quantbot Technologies LP3,056$36K0.0%-47.1%0.009%
11/7/2023 Jump Financial LLC14,703$175K0.0%N/A0.044%
11/6/2023 Wilbanks Smith & Thomas Asset Management LLC14,000$166K0.0%-26.3%0.042%
10/25/2023 ETF 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%
8/14/2023 Eqis Capital Management Inc.135,925$1.64M0.2%-7.0%0.423%
8/11/2023Terrapin Asset Management LLC10,000$121K0.2%N/A0.031%
8/8/2023 Wilbanks Smith & Thomas Asset Management LLC19,000$230K0.0%+90.0%0.059%
8/3/2023 Mackenzie Financial Corp46,297$569K0.0%-22.2%0.162%
7/31/2023 LPL Financial LLC50,408$609K0.0%+39.5%0.176%
7/27/2023 ETF Store Inc.39,874$506K0.4%+9.1%0.139%
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7/26/2023 Creative 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%
5/12/2023 AXS 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%
5/3/2023 Nia Impact Advisors LLC16,249$183K0.1%+8.5%0.057%
5/1/2023 Arete Wealth Advisors LLC10,346$116.71B0.0%N/A0.036%
4/25/2023 Creative Financial Designs Inc. ADV13,200$149K0.0%+37.0%0.046%
4/24/2023 Mackenzie Financial Corp59,509$671K0.0%+40.4%0.210%
4/6/2023 Green Alpha Advisors LLC232,829$2.63M1.8%+20.6%0.822%
2/13/2023 Advisors Asset Management Inc.273,064$3.17M0.1%+0.7%1.034%
2/13/2023 Shelton Capital Management362,400$4.20M0.4%-7.0%1.373%
2/9/2023 Nia Impact Advisors LLC14,982$174K0.1%N/A0.057%
2/8/2023 Belpointe Asset Management LLC12,006$139K0.0%-38.8%0.045%
2/7/2023 Envestnet Asset Management Inc.21,214$246K0.0%+4.5%0.080%
1/27/2023 Natixis 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%
1/18/2023 Mckinley 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%
11/15/2022 Quadrature Capital Ltd32,268$323K0.0%N/A0.122%
11/14/2022 Virtus ETF Advisers LLC37,229$373K0.1%-28.5%0.141%
11/8/2022 Advisors Asset Management Inc.271,106$2.71M0.1%+6.1%1.027%
11/7/2022 Arete Wealth Advisors LLC10,126$101K0.0%N/A0.038%
11/2/2022BDO Wealth Advisors LLC7,890$79K0.0%+34.0%0.031%
11/2/2022 ETF Store Inc.27,799$278K0.2%+10.2%0.110%
11/1/2022 Great West Life Assurance Co. Can23,251$231K0.0%N/A0.092%
11/1/2022 Creative Financial Designs Inc. ADV10,007$100K0.0%+13.3%0.039%
10/31/2022 Graypoint LLC29,000$290K0.0%N/A0.114%
10/27/2022 Gitterman 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%
10/7/2022 Mackenzie 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%
8/12/2022 Virtus ETF Advisers LLC52,073$601K0.2%+42.9%0.205%
8/11/2022 CPR Investments Inc.47,460$548K0.8%+5.5%0.187%
8/10/2022 Mackenzie Financial Corp58,271$672K0.0%-37.3%0.230%
8/8/2022 Eqis Capital Management Inc.182,790$2.11M0.2%-4.8%0.720%
8/8/2022 Advisors Asset Management Inc.255,584$2.95M0.1%-2.7%1.007%
8/3/2022 Gitterman Wealth Management LLC33,297$381K0.4%-7.4%0.139%
8/2/2022 Belpointe Asset Management LLC19,962$230K0.0%-17.4%0.083%
8/2/2022 ETF Store Inc.25,223$303K0.2%+11.4%0.105%
7/27/2022 Alphastar Capital Management LLC10,020$116K0.0%N/A0.042%
7/8/2022 Green Alpha Advisors LLC592,570$6.84M1.6%+364.2%2.471%
5/12/2022 Gitterman Wealth Management LLC35,949$467K0.4%+11.5%0.150%
5/12/2022 Shelton Capital Management410,000$5.70M0.2%+8.5%1.710%
5/11/2022 Nia Impact Advisors LLC10,041$140K0.1%N/A0.042%
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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%
5/5/2022 Wilbanks Smith & Thomas Asset Management LLC10,000$128K0.0%N/A0.042%
5/4/2022Commonwealth Equity Services LLC22,669$315K0.0%+12.5%0.095%
5/2/2022 National Asset Management Inc.10,385$145K0.0%N/A0.043%
4/28/2022 Belpointe 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%
2/16/2022 ETF Store Inc.22,234$355K0.3%N/A0.109%
2/15/2022 First Affirmative Financial Network10,683$170K0.2%N/A0.052%
(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, 43 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), Connecticut Wealth Management LLC ($2.39M), Eqis Capital Management Inc. ($1.64M), and Advisors Asset Management Inc. ($1.44M).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 38 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), Connecticut Wealth Management LLC ($210.42K), 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), and Virtus ETF Advisers LLC ($49.01K).

How much institutional buying is happening at Horizon Technology Finance?

Institutional investors have bought a total of 1,607,776 shares in the last 24 months. This purchase volume represents approximately $18.74M in transactions.

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

Of the 16 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 703,000 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 5/19/2024 by MarketBeat.com Staff

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