Patriot Financial Group Insurance Agency, LLC White Horse Finance, Inc. Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 15, 2021	SELL	$9.9 - $14.37 $19 - $28	-2 Closed	0 $0
Q4 2019 Jan 22, 2020	BUY	$13.37 - $14.35 $26 - $28	2 New	2 $0

Others Institutions Holding WHF

# of Institutions

Shares Held

3.36M

Call Options Held

10.1K

Put Options Held

1.8K

Sound Income Strategies, LLC

895K
Shares

$8.63 Million
0.74% of portfolio
David A. Siegel Two Sigma Advisers, LP | New York, Ny

295K
Shares

$2.84 Million
0.01% of portfolio
Advisors Asset Management, Inc. Monument, CO

193K
Shares

$1.86 Million
0.04% of portfolio
Two Sigma Investments, LP New York, NY

177K
Shares

$1.71 Million
0.0% of portfolio
Legal & General Group PLC London, X0

162K
Shares

$1.56 Million
0.0% of portfolio

View Full List

About WhiteHorse Finance, Inc.

Ticker WHF
Exchange NASDAQ
Sector Financial Services
Industry Asset Management
Shares Outstandng 23,243,088
Market Cap $224M
Description
WhiteHorse Finance, Inc. is business development company, non-diversified, closed end management company specializing in originating senior secured loans, lower middle market, growth capital industries. It prefers to invest in United States. It typically invests between $5 million to $25 million in companies having enterprise value of between $5...

More about WHF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account