Sterling Investment Advisors, Ltd. Horizon Technology Finance Corp Transaction History

Sterling Investment Advisors, Ltd.

$370 Million
Q3 2024

Shares

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 05, 2022	BUY	$10.73 - $14.3 $21 - $28	2 Added 2.35%	87 $1,000
Q1 2022 May 03, 2022	BUY	$13.32 - $16.41 $26 - $32	2 Added 2.41%	85 $1,000
Q4 2021 Feb 02, 2022	BUY	$15.48 - $18.5 $15 - $18	1 Added 1.22%	83 $1,000
Q3 2021 Nov 09, 2021	BUY	$16.18 - $17.85 $32 - $35	2 Added 2.5%	82 $1,000
Q2 2021 Jul 29, 2021	BUY	$14.57 - $17.83 $1,165 - $1,426	80 New	80 $1,000

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sterling Investment Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Sterling Investment Advisors, Ltd. with notifications on news.