Gitterman Wealth Management, LLC Horizon Technology Finance Corp Transaction History

Gitterman Wealth Management, LLC

$238 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$10.01 - $13.39 $4,944 - $6,614	494 Added 1.27%	39,490 $458,000
Q3 2022 Oct 27, 2022	BUY	$9.86 - $25.45 $56,192 - $145,039	5,699 Added 17.12%	38,996 $390,000
Q2 2022 Aug 03, 2022	SELL	$10.73 - $14.3 $28,455 - $37,923	-2,652 Reduced 7.38%	33,297 $381,000
Q1 2022 May 12, 2022	BUY	$13.32 - $16.41 $49,430 - $60,897	3,711 Added 11.51%	35,949 $467,000
Q4 2021 Feb 01, 2022	BUY	$15.48 - $18.5 $33,282 - $39,775	2,150 Added 7.15%	32,238 $520,000
Q3 2021 Nov 09, 2021	BUY	$16.18 - $17.85 $59,008 - $65,098	3,647 Added 13.79%	30,088 $489,000
Q2 2021 Jul 30, 2021	SELL	$14.57 - $17.83 $92,563 - $113,273	-6,353 Reduced 19.37%	26,441 $457,000
Q1 2021 May 14, 2021	BUY	$12.6 - $15.01 $413,204 - $492,237	32,794 New	32,794 $472,000

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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