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 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.4KNew |
$41.5K - $43.7K
|
3.4K
$42.2K
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-16.7K- 28.85% |
$203K - $214K
|
41.1K
$510K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-714- 74.76% |
$8.71K - $9.19K
|
241
$2.99K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
358+ 3.11% |
$4.37K - $4.61K
|
11.9K
$148K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.7K+ 8.66% |
$155K - $163K
|
159K
$1.98M
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.58K- 5.71% |
$68.1K - $71.8K
|
92.1K
$1.14M
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
6K+ 7.03% |
$73.2K - $77.2K
|
91.4K
$1.13M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103+ 0.68% |
$1.26K - $1.33K
|
15.3K
$190K
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
15.4K+ 34.02% |
$188K - $198K
|
60.6K
$753K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.8K+ 87.4% |
$388K - $410K
|
68.3K
$848K
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-21.2K- 32.57% |
$259K - $273K
|
43.9K
$545K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.42K- 7.74% |
$17.3K - $18.3K
|
17K
$211K
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
PUT |
-500- 10.2% |
$6.1K - $6.44K
|
4.4K
$54.6K
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.9K+ 6125.81% |
$23.2K - $24.4K
|
1.93K
$24K
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.33K+ 3.07% |
$65K - $68.6K
|
179K
$2.22M
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.11KNew |
$38K - $40.1K
|
3.11K
$38.7K
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
26.9KNew |
$328K - $346K
|
26.9K
$334K
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.72K- 1.28% |
$33.1K - $34.9K
|
209K
$2.59M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-500Closed |
$6.1K - $6.44K
|
0
$0
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.01K+ 19.72% |
$36.8K - $38.8K
|
18.3K
$227K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.14K- 5.36% |
$38.3K - $40.4K
|
55.4K
$688K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.16K+ 1.19% |
$26.4K - $27.8K
|
183K
$2.27M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.31K+ 122.18% |
$40.3K - $42.5K
|
6.01K
$74.6K
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15K+ 24.59% |
$183K - $193K
|
75.9K
$942K
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.61K- 12.47% |
$80.7K - $85.1K
|
46.4K
$577K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23New |
$281 - $296
|
23
$286
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-817- 6.79% |
$9.97K - $10.5K
|
11.2K
$139K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.19K- 10.83% |
$26.7K - $28.2K
|
18K
$224K
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-9.74K- 12.5% |
$119K - $125K
|
68.2K
$846K
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.04% |
$110 - $116
|
21.2K
$263K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.9K- 25.0% |
$47.6K - $50.2K
|
11.7K
$145K
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
737+ 6.3% |
$8.99K - $9.49K
|
12.4K
$154K
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.1K+ 1.24% |
$13.4K - $14.2K
|
89.5K
$1.11M
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.23KNew |
$15K - $15.8K
|
1.23K
$15.3K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10K+ 43.45% |
$122K - $129K
|
33K
$410K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
846+ 6.07% |
$10.3K - $10.9K
|
14.8K
$184K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-190- 87.96% |
$2.32K - $2.45K
|
26
$323
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
227+ 0.92% |
$2.77K - $2.92K
|
25K
$310K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.12K+ 8.2% |
$13.6K - $14.4K
|
14.7K
$183K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.61K- 9.79% |
$117K - $124K
|
88.6K
$1.1M
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
58.5K+ 7.75% |
$713K - $752K
|
812K
$10.1M
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1+ 0.0% |
$12.2 - $12.9
|
31.3K
$389K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
6.93K+ 25.76% |
$80.5K - $90.4K
|
33.8K
$420K
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.2KNew |
$130K - $146K
|
11.2K
$139K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.2KNew |
$305K - $342K
|
26.2K
$326K
|
|
Feb 13, 2024
Q4 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
565+ 1.68% |
$6.56K - $7.37K
|
34.1K
$424K
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-5.36K- 27.55% |
$62.3K - $69.9K
|
14.1K
$175K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7.21KNew |
$83.7K - $94K
|
7.21K
$89.5K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
88New |
$1.02K - $1.15K
|
88
$1.09K
|