Carolinas Wealth Consulting LLC Horizon Technology Finance Corp Transaction History

Carolinas Wealth Consulting LLC

$577 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2021 Nov 15, 2021	SELL	$16.18 - $17.85 $37,845 - $41,751	-2,339 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	$14.57 - $17.83 $611 - $748	42 Added 1.83%	2,339 $40,000
Q1 2021 May 17, 2021	BUY	$12.6 - $15.01 $28,942 - $34,477	2,297 New	2,297 $33,000

Others Institutions Holding HRZN

# of Institutions

73

Shares Held

2.61M

Call Options Held

100K

Put Options Held

189K

Legal & General Group PLC London, X0

246K
Shares

$2.26 Million
0.0% of portfolio
Green Alpha Advisors, LLC

227K
Shares

$2.08 Million
1.95% of portfolio
Connecticut Wealth Management, LLC

210K
Shares

$1.93 Million
0.11% of portfolio
Israel Englander Millennium Management LLC | New York, Ny

203K
Shares

$1.87 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

161K
Shares

$1.48 Million
0.0% of portfolio

About Horizon Technology Finance Corp

Ticker HRZN
Exchange NYSE
Sector Financial Services
Industry Asset Management
Description
Horizon Technology Finance Corporation is a business development company specializing in lending and and investing in development-stage investments. It focuses on making secured debt and venture lending investments to venture capital backed companies in the technology, life science, healthcare information and services, and cleantech industries. ...

More about HRZN

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