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 2.61 Million shares, which have been reported (via 13F filing form) to have a value of $23.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,572
shares
|
$32,755
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
2,427
shares
|
$22,255
0.0% of portfolio
|
Q3 2024
Added 70.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,315
shares
|
$21,228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,551
shares
|
$14,222
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Nov 13, 2024 Q3 2024 |
800
shares
|
$7,336
0.01% of portfolio
|
Q3 2024
Reduced 57.96%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
496
shares
|
$4,548
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
292
shares
|
$2,677
0.0% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
225
shares
|
$2,063
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
106
shares
|
$972
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
100
shares
|
$917
0.0% of portfolio
|
Q1 2024
Added 100.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
83
shares
|
$761
0.0% of portfolio
|
Q2 2024
Reduced 18.63%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
79
shares
|
$724
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
51
shares
|
$467
0.0% of portfolio
|
Q3 2024
Added 325.0%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
50
shares
|
$458
0.0% of portfolio
|
Q4 2023
Reduced 16.67%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
25
shares
|
$229
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
2
shares
|
$18
0.0% of portfolio
|
Q3 2023
Added 100.0%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
2
shares
|
$18
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|