Free Trial
→ Tesla Execs are Freaking Out (From Angel Publishing) (Ad) Free WHF Stock Alerts

WhiteHorse Finance (WHF) Institutional Ownership

WhiteHorse Finance logo
$10.48 -0.05 (-0.47%)
(As of 11/20/2024 ET)
Compare

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

Current
Institutional Ownership
Percentage
13.20%
Number of
Institutional Buyers
(last 12 months)
16
Total
Institutional Inflows
(last 12 months)
$5.26M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.20M
Get WHF Insider Trade Alerts

Want to know when executives and insiders are buying or selling WhiteHorse Finance stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

WHF Institutional Buying and Selling by Quarter

WhiteHorse Finance Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/8/2024 Advisors Asset Management Inc.192,908$2.23M0.0%+12.6%0.830%
11/8/2024 Connor Clark & Lunn Investment Management Ltd.59,353$687K0.0%-17.0%0.255%
10/22/2024 International Assets Investment Management LLC2,314$27K0.0%+1,057.0%0.010%
10/18/2024Blue Trust Inc.38,000$466K0.0%+15.2%0.163%
10/10/2024 Sound Income Strategies LLC895,062$10.36M0.7%+4.7%3.851%
8/14/2024 Squarepoint Ops LLC29,081$357K0.0%N/A0.125%
8/14/2024 Marshall Wace LLP52,715$647K0.0%N/A0.227%
7/31/2024Commonwealth Equity Services LLC21,986$270K0.0%+48.6%0.095%
7/22/2024 Atria Wealth Solutions Inc.64,275$813K0.0%+16.0%0.277%
7/12/2024 Sound Income Strategies LLC855,223$10.49M0.7%+5.3%3.680%
7/12/2024 Sanders Morris Harris LLC32,244$396K0.1%+3.1%0.139%
5/17/2024 Tidal Investments LLC41,086$509K0.0%-28.8%0.177%
5/15/2024 Quadrature Capital Ltd26,885$333K0.0%-57.1%0.116%
5/14/2024 Advisors Asset Management Inc.208,658$2.59M0.0%-1.3%0.898%
5/14/2024 EntryPoint Capital LLC3,114$39K0.0%N/A0.013%
5/14/2024 CANADA LIFE ASSURANCE Co18,292$227K0.0%+19.7%0.079%
4/15/2024 Sound Income Strategies LLC812,395$10.07M0.8%+7.8%3.496%
3/25/2024 Quadrature Capital Ltd62,643$772K0.0%+121.4%0.270%
2/12/2024 Cape Investment Advisory Inc.7,206$89K0.0%N/A0.031%
2/7/2024 Avantax 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%
2/2/2024 Atria 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%
1/16/2024Raymond James Financial Services Advisors Inc.13,622$168K0.0%N/A0.059%
1/16/2024Raymond 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%
11/15/2023 Toroso Investments LLC60,582$774K0.0%+6.4%0.261%
11/15/2023 Advisors Asset Management Inc.280,450$3.58M0.1%+8.0%1.207%
11/14/2023 Quadrature Capital Ltd28,290$359K0.0%-25.8%0.122%
11/13/2023 Connor Clark & Lunn Investment Management Ltd.77,434$989K0.0%+32.3%0.333%
11/13/2023 Acadian Asset Management LLC19,471$248K0.0%N/A0.084%
11/9/2023 UBS Group AG194,508$2.48M0.0%-1.1%0.837%
11/8/2023 Atria Wealth Solutions Inc.75,255$988K0.0%+16.1%0.324%
11/8/2023 NewEdge Wealth LLC11,373$145K0.0%N/A0.049%
11/7/2023 Virtus 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%
When it comes to NVDA… “acceleration cycles” are the key (Ad)

Expert options trader Graham Lindman has been working on a new way to tap into Nvidia’s options… By simply isolating outsized “acceleration cycles” within Nvidia stock (most investors don’t even know it exists)... And thanks to many months and late nights working out the kinks of the systems… They have finally found a way to target these cycles on Nvidia over and over again.

Use this link to see Nvidia Unchained right away!
10/11/2023Ronald Blue Trust Inc.23,000$295K0.0%+21.1%0.099%
8/3/2023 Atria Wealth Solutions Inc.64,833$856K0.0%+118.0%0.279%
8/3/2023 CWM LLC2,000$26K0.0%-42.9%0.009%
8/3/2023 Mackenzie Financial Corp38,038$497K0.0%-22.8%0.164%
7/31/2023 LPL 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%
5/10/2023 Connor Clark & Lunn Investment Management Ltd.35,758$448K0.0%+140.6%0.154%
5/5/2023 Silver Oak Securities Incorporated12,000$153K0.0%+9.8%0.052%
5/2/2023 LSV 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%
4/27/2023 DAVENPORT & Co LLC10,973$137K0.0%-8.4%0.047%
4/24/2023 Mackenzie Financial Corp49,295$617K0.0%+40.4%0.212%
4/24/2023Ahrens Investment Partners LLC6,825$85K0.0%N/A0.029%
4/18/2023IFP Advisors Inc20,411$293K0.0%+345.5%0.088%
4/14/2023Raymond 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%
2/13/2023 Advisors Asset Management Inc.284,773$3.72M0.1%-5.6%1.225%
2/13/2023 Atria Wealth Solutions Inc.29,746$398K0.0%+6.4%0.128%
2/13/2023 Advisory Research Inc.37,151$485K0.0%-10.3%0.160%
2/10/2023 Connor Clark & Lunn Investment Management Ltd.14,863$194K0.0%N/A0.064%
2/8/2023Raymond James & Associates108,664$1.42M0.0%-13.6%0.468%
2/8/2023 UBS 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%
2/2/2023 Silver 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%
11/23/2022 Toroso Investments LLC47,584$528K0.0%+2.0%0.205%
11/14/2022 Virtus ETF Advisers LLC31,629$351K0.1%-34.4%0.136%
11/10/2022 UBS Group AG231,466$2.57M0.0%-2.9%0.996%
11/8/2022 Advisors 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%
11/1/2022 Great West Life Assurance Co. Can19,956$220K0.0%N/A0.086%
11/1/2022 Gables 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%
10/25/2022Raymond James & Associates125,774$1.40M0.0%+2.6%0.541%
10/20/2022 Silver 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%
10/7/2022 Mackenzie 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%
8/12/2022 Natixis16,663$217K0.0%N/A0.072%
8/12/2022 Virtus ETF Advisers LLC48,214$634K0.2%+8.2%0.207%
8/12/2022 Capital Analysts LLC2,813$37K0.0%N/A0.012%
8/10/2022 Mackenzie Financial Corp48,205$633K0.0%-37.5%0.207%
8/8/2022 Advisors 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%
When it comes to NVDA… “acceleration cycles” are the key (Ad)

Expert options trader Graham Lindman has been working on a new way to tap into Nvidia’s options… By simply isolating outsized “acceleration cycles” within Nvidia stock (most investors don’t even know it exists)... And thanks to many months and late nights working out the kinks of the systems… They have finally found a way to target these cycles on Nvidia over and over again.

Use this link to see Nvidia Unchained right away!
8/2/2022 Avantax Advisory Services Inc.17,322$228K0.0%+10.0%0.075%
7/18/2022 Gables 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%
5/25/2022 Fortitude 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%
4/18/2022 AE Wealth Management LLC10,483$158K0.0%N/A0.045%
4/11/2022 Sound Income Strategies LLC308,664$4.66M0.5%+27.8%1.331%
2/23/2022 Cornerstone Advisory LLC1,976$30K0.0%N/A0.009%
2/15/2022 Advisors Asset Management Inc.275,462$4.27M0.1%+3.3%1.190%
(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, 36 institutional investors and hedge funds held shares of WhiteHorse Finance. The most heavily invested institutionals were Sound Income Strategies LLC ($10.36M), UBS Group AG ($2.48M), Advisors Asset Management Inc. ($2.23M), Raymond James & Associates ($1.21M), Atria Wealth Solutions Inc. ($813K), Toroso Investments LLC ($774K), and Benjamin F. Edwards & Company Inc. ($760K).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 32 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 ($504.37K), Atria Wealth Solutions Inc. ($56.16K), Connor Clark & Lunn Investment Management Ltd. ($54.64K), Marshall Wace LLP ($52.72K), Advisors Asset Management Inc. ($42.50K), Quadrature Capital Ltd ($34.35K), and Sanders Morris Harris LLC ($32.24K).

How much institutional buying is happening at WhiteHorse Finance?

Institutional investors have bought a total of 1,018,462 shares in the last 24 months. This purchase volume represents approximately $12.80M in transactions.

Which WhiteHorse Finance major shareholders have been selling company stock?

Of the 16 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: Quadrature Capital Ltd ($45.59K), Raymond James & Associates ($31.13K), Advisors Asset Management Inc. ($19.76K), Atria Wealth Solutions Inc. ($16.71K), Tidal Investments LLC ($16.66K), Connor Clark & Lunn Investment Management Ltd. ($12.12K), and Mackenzie Financial Corp ($11.26K).

How much institutional selling is happening at WhiteHorse Finance?

Institutional investors have sold a total of 177,887 shares in the last 24 months. This volume of shares sold represents approximately $2.24M in transactions.


Related Companies

This page (NASDAQ:WHF) was last updated on 11/21/2024 by MarketBeat.com Staff
From Our Partners
Missed Nvidia? Watch this ASAP
This little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...
Brownstone Research | Sponsored
Musk’s new company could top a trillion?
The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...
Paradigm Press | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
Unveiled: NVIDIA’s "Secret Royalty" Program
Did you know that there's an investment that will give you the opportunity to collect "royalties" every time N...
Behind the Markets | Sponsored
$2 Trillion Disappears Because of Fed's Secretive New Move
$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being c...
Stansberry Research | Sponsored
24/7 Automated Profits in Crypto
The 4th quarter of 2024 is shaping up to be one of the most explosive periods for crypto in recent memory. But...
Crypto Swap Profits | Sponsored
Trump Wins… But Elon Says Get Ready to Brace
Trump's back in the White House, ready to hit the gas on America's comeback. He's taking on the economy wi...
Genesis Gold Group | Sponsored
But another coin could soar even higher …
Donald Trump wants to be America’s first crypto president. He was the keynote speaker at the recent Bitcoin co...
Weiss Ratings | Sponsored