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WhiteHorse Finance (WHF) Institutional Ownership

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$11.62
-0.13 (-1.11%)
(As of 11/1/2024 ET)
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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)
$6.40M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.21M
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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
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%
8/14/2024Squarepoint Ops LLC29,081$357K0.0%N/A0.125%
8/14/2024Marshall Wace LLP52,715$647K0.0%N/A0.227%
7/31/2024Commonwealth Equity Services LLC21,986$270K0.0%+48.6%0.095%
7/22/2024Atria 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%
5/17/2024Tidal Investments LLC41,086$509K0.0%-28.8%0.177%
5/15/2024Quadrature Capital Ltd26,885$333K0.0%-57.1%0.116%
5/14/2024Advisors Asset Management Inc.208,658$2.59M0.0%-1.3%0.898%
5/14/2024EntryPoint Capital LLC3,114$39K0.0%N/A0.013%
5/14/2024CANADA 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%
3/25/2024Quadrature 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%
1/16/2024Raymond 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%
11/15/2023Toroso 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%
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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%
5/5/2023 Silver 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%
4/27/2023 DAVENPORT & 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%
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%
2/13/2023Advisors 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%
2/8/2023Raymond James & Associates108,664$1.42M0.0%-13.6%0.468%
2/8/2023UBS Group AG247,065$3.22M0.0%+6.7%1.063%
2/8/2023 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%
11/23/2022Toroso 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%
11/1/2022 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%
10/7/2022Mackenzie 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%
7/18/2022 Gables Capital Management Inc.91,756$1.21M0.9%-2.0%0.395%
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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%
(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), Advisors Asset Management Inc. ($2.59M), UBS Group AG ($2.48M), Raymond James & Associates ($1.21M), Connor Clark & Lunn Investment Management Ltd. ($989K), Atria Wealth Solutions Inc. ($813K), 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 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. ($38.99K), 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 1,020,155 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), Virtus ETF Advisers LLC ($16.59K), and Mackenzie Financial Corp ($11.26K).

How much institutional selling is happening at WhiteHorse Finance?

Institutional investors have sold a total of 189,296 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 11/2/2024 by MarketBeat.com Staff
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