Latest Institutional Transactions on White Horse Finance, Inc. (WHF)
This table provides information on the latest institutional transactions involving White Horse Finance, Inc. (WHF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.24K+ 502.83% |
$11.8K - $14K
|
1.49K
$14.1K
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-18.6K- 30.58% |
$177K - $210K
|
42.2K
$400K
|
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-700- 2.77% |
$6.65K - $7.9K
|
24.6K
$233K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11K- 42.65% |
$104K - $124K
|
14.8K
$140K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
526+ 3.88% |
$5K - $5.94K
|
14.1K
$133K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
222+ 1.14% |
$2.11K - $2.51K
|
19.6K
$186K
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-175- 0.21% |
$1.66K - $1.98K
|
82.9K
$785K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-347- 2.29% |
$3.3K - $3.92K
|
14.8K
$140K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.59K- 5.45% |
$15.1K - $17.9K
|
27.6K
$261K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$10K - $11.9K
|
1.05K
$9.98K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.71K+ 26.9% |
$92.2K - $110K
|
45.8K
$434K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12.3K+ 22.64% |
$117K - $139K
|
66.8K
$632K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
48.1K+ 4.98% |
$457K - $543K
|
1.01M
$9.6M
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
34.6K+ 19.51% |
$329K - $420K
|
212K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.7KNew |
$102K - $130K
|
10.7K
$101K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10KNew |
$95.3K - $122K
|
10K
$94.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-27.7K- 36.09% |
$264K - $337K
|
49.1K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
5.83K+ 42.41% |
$55.5K - $70.8K
|
19.6K
$185K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-14K- 28.54% |
$133K - $169K
|
34.9K
$331K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
8.65K+ 26.5% |
$82.4K - $105K
|
41.3K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.8K+ 258.21% |
$303K - $387K
|
44.1K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.38K+ 23.15% |
$79.9K - $102K
|
44.6K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.31K- 1.82% |
$12.4K - $15.9K
|
70.6K
$668K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
15.9KNew |
$152K - $193K
|
15.9K
$151K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
82.3K+ 172.39% |
$784K - $999K
|
130K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.9KNew |
$237K - $303K
|
24.9K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
25.2K+ 208.26% |
$240K - $306K
|
37.3K
$353K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
6.4K+ 355.56% |
$61K - $77.8K
|
8.2K
$77.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
74.8KNew |
$713K - $909K
|
74.8K
$708K
|
|
|
Feb 14, 2025
Q4 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
25K+ 8.48% |
$238K - $304K
|
320K
$3.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-4.01K- 7.87% |
$38.2K - $48.7K
|
47K
$445K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.11K+ 2.3% |
$10.6K - $13.5K
|
49.5K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-3.83K- 7.83% |
$36.5K - $46.5K
|
45.1K
$427K
|
|
|
Feb 13, 2025
Q4 2024
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
2.27K+ 5.61% |
$21.7K - $27.6K
|
42.8K
$405K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.08KNew |
$38.8K - $49.5K
|
4.08K
$38.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.23K- 8.93% |
$11.7K - $15K
|
12.6K
$119K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.23K- 9.7% |
$11.7K - $14.9K
|
11.4K
$108K
|
|
|
Feb 13, 2025
Q4 2024
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-35K- 45.76% |
$334K - $425K
|
41.5K
$393K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.9K- 65.94% |
$114K - $145K
|
6.17K
$58.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
10K+ 32.97% |
$95.7K - $122K
|
40.5K
$384K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
72New |
$686 - $875
|
72
$682
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
26.1KNew |
$249K - $317K
|
26.1K
$247K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-296- 56.38% |
$2.82K - $3.6K
|
229
$2.17K
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-27.5K- 14.25% |
$262K - $334K
|
165K
$1.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-2K- 1.64% |
$19.1K - $24.3K
|
120K
$1.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
75.9KNew |
$724K - $922K
|
75.9K
$719K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
42KNew |
$400K - $511K
|
42K
$398K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.72K- 99.88% |
$16.4K - $20.9K
|
2
$18.9
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
27New |
$257 - $328
|
27
$256
|
|