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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.8K+ 2819.5% |
$82.2K - $90K
|
7.04K
$67.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-1.98K- 2.61% |
$24K - $26.2K
|
73.9K
$712K
|
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
26.2KNew |
$318K - $348K
|
26.2K
$253K
|
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
12.8KNew |
$155K - $170K
|
12.8K
$123K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1KNew |
$12.1K - $13.3K
|
1K
$9.64K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12- 52.17% |
$145 - $159
|
11
$106
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.22K- 12.8% |
$39K - $42.7K
|
22K
$212K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.2KNew |
$14.5K - $15.9K
|
1.2K
$11.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
956+ 3.06% |
$11.6K - $12.7K
|
32.2K
$311K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103+ 0.68% |
$1.26K - $1.33K
|
15.3K
$148K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.4KNew |
$41.5K - $43.7K
|
3.4K
$32.8K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.11KNew |
$38K - $40.1K
|
3.11K
$30K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-500Closed |
$6.1K - $6.44K
|
0
$0
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-3.9K- 25.0% |
$47.6K - $50.2K
|
11.7K
$113K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
6.93K+ 25.76% |
$80.5K - $90.4K
|
33.8K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.2KNew |
$305K - $342K
|
26.2K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-5.36K- 27.55% |
$62.3K - $69.9K
|
14.1K
$136K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7.21KNew |
$83.7K - $94K
|
7.21K
$69.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
88New |
$1.02K - $1.15K
|
88
$848
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20.8K+ 50.73% |
$241K - $271K
|
61.8K
$596K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60+ 2.8% |
$728 - $817
|
2.2K
$21.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
216New |
$2.62K - $2.94K
|
216
$2.08K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-536- 3.0% |
$6.5K - $7.3K
|
17.3K
$167K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-11.9K- 30.54% |
$144K - $162K
|
27.1K
$261K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-575Closed |
$6.97K - $7.83K
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1K- 50.0% |
$12.1K - $13.6K
|
1K
$9.64K
|
|
| Q2 2023 | |||||||
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
11KNew |
$123K - $147K
|
11K
$106K
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
14.3KNew |
$160K - $192K
|
14.3K
$138K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-11.3K- 22.84% |
$126K - $151K
|
38K
$367K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
98New |
$1.1K - $1.31K
|
98
$945
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
133+ 1.22% |
$1.63K - $1.82K
|
11K
$106K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.76KNew |
$82.7K - $92.7K
|
6.76K
$65.1K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.07K+ 9.8% |
$13.1K - $14.7K
|
12K
$116K
|
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
9.9KNew |
$121K - $136K
|
9.9K
$95.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1K- 8.35% |
$12.2K - $13.7K
|
11K
$106K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
6.83KNew |
$83.5K - $93.6K
|
6.83K
$65.8K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46KNew |
$505K - $625K
|
46K
$443K
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
10.9KNew |
$119K - $148K
|
10.9K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$11K - $13.6K
|
1K
$9.64K
|
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
21.5KNew |
$236K - $293K
|
21.5K
$208K
|
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
122KNew |
$1.34M - $1.66M
|
122K
$1.18M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$16.5K - $20.4K
|
1.5K
$14.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.01K- 83.5% |
$11.1K - $13.8K
|
200
$1.93K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.3KNew |
$14.3K - $17.7K
|
1.3K
$12.5K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33KNew |
$14.6K - $18.1K
|
1.33K
$12.8K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-75- 0.32% |
$824 - $1.02K
|
23.1K
$223K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$13.8K - $17.1K
|
1.26K
$12.1K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
300+ 25.0% |
$3.32K - $4.54K
|
1.5K
$14.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3KNew |
$33.2K - $45.4K
|
3K
$28.9K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.49KNew |
$16.5K - $22.5K
|
1.49K
$14.3K
|
|