Institutional Ownership Horizon Technology Finance Corp (HRZN)
This table provides information about the institutional ownership of Horizon Technology Finance Corp (HRZN). We have compiled data on the 73 institutions that hold shares in the stock, with a total of 3.21 Million shares, which have been reported (via 13F filing form) to have a value of $24.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
24,341
shares
|
$187,425
0.0% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
20,293
shares
|
$156,256
0.0% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
19,314
shares
|
$148,717
0.0% of portfolio
|
Q1 2025
Added 13.13%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
18,823
shares
|
$144,937
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
17,710
shares
|
$136,367
0.01% of portfolio
|
Q1 2024
Added 26.5%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
15,080
shares
|
$116,116
0.01% of portfolio
|
Q1 2025
Reduced 52.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
14,716
shares
|
$113,313
0.0% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
14,638
shares
|
$112,712
0.0% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
13,937
shares
|
$107,314
0.0% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
12,000
shares
|
$92,400
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crew Capital Management, Ltd.
|
Apr 29, 2025 Q1 2025 |
10,671
shares
|
$82,166
0.09% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
10,205
shares
|
$78,578
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
10,084
shares
|
$77,646
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
10,056
shares
|
$77,431
0.0% of portfolio
|
Q1 2025
Reduced 12.72%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
5,500
shares
|
$42,350
0.01% of portfolio
|
Q1 2023
Reduced 30.29%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
4,325
shares
|
$33,302
0.0% of portfolio
|
Q1 2025
Reduced 67.46%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
4,220
shares
|
$32,494
0.0% of portfolio
|
Q2 2020
Added 79.06%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
3,800
shares
|
$29,260
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
3,722
shares
|
$28,659
0.02% of portfolio
|
Q1 2025
Added 20.06%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
2,429
shares
|
$18,703
0.0% of portfolio
|
Q1 2025
Added 13.88%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
2,120
shares
|
$16,324
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,453
shares
|
$11,188
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,233
shares
|
$9,494
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,177
shares
|
$9,062
0.0% of portfolio
|
Q1 2025
Reduced 20.31%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
1,075
shares
|
$8,277
0.0% of portfolio
|
Q1 2025
New holding
|