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 |
---|---|---|---|---|---|---|---|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20.8K+ 50.73% |
$241K - $271K
|
61.8K
$761K
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.46KNew |
$28.6K - $32.1K
|
2.46K
$30.3K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.79K+ 36.47% |
$78.9K - $88.6K
|
25.4K
$313K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60+ 2.8% |
$728 - $817
|
2.2K
$27.1K
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
216New |
$2.62K - $2.94K
|
216
$2.66K
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-536- 3.0% |
$6.5K - $7.3K
|
17.3K
$214K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.8KNew |
$155K - $174K
|
12.8K
$158K
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-31.8K- 50.0% |
$386K - $433K
|
31.8K
$392K
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-11.9K- 30.54% |
$144K - $162K
|
27.1K
$334K
|
|
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
$12.3K
|
|
Q2 2023 | |||||||
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
11KNew |
$123K - $147K
|
11K
$136K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
14.3KNew |
$160K - $192K
|
14.3K
$176K
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
34KNew |
$380K - $455K
|
34K
$418K
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-11.3K- 22.84% |
$126K - $151K
|
38K
$469K
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
98New |
$1.1K - $1.31K
|
98
$1.21K
|
|
Q1 2023 | |||||||
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
133+ 1.22% |
$1.63K - $1.82K
|
11K
$135K
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.76KNew |
$82.7K - $92.7K
|
6.76K
$83.3K
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.07K+ 9.8% |
$13.1K - $14.7K
|
12K
$148K
|
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
9.9KNew |
$121K - $136K
|
9.9K
$122K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1K- 8.35% |
$12.2K - $13.7K
|
11K
$135K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
6.83KNew |
$83.5K - $93.6K
|
6.83K
$84.1K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
10.9KNew |
$119K - $148K
|
10.9K
$134K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$11K - $13.6K
|
1K
$12.3K
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
46KNew |
$505K - $625K
|
46K
$566K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
115New |
$1.26K - $1.56K
|
115
$1.42K
|
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
21.5KNew |
$236K - $293K
|
21.5K
$265K
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
15.2KNew |
$167K - $207K
|
15.2K
$187K
|
|
Feb 13, 2023
Q4 2022
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
122KNew |
$1.34M - $1.66M
|
122K
$1.5M
|
|
Feb 10, 2023
Q4 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
11.3KNew |
$124K - $153K
|
11.3K
$139K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$16.5K - $20.4K
|
1.5K
$18.5K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.01K- 83.5% |
$11.1K - $13.8K
|
200
$2.46K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.3KNew |
$14.3K - $17.7K
|
1.3K
$16K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33KNew |
$14.6K - $18.1K
|
1.33K
$16.4K
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-75- 0.32% |
$824 - $1.02K
|
23.1K
$285K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$13.8K - $17.1K
|
1.26K
$15.5K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3KNew |
$33.2K - $45.4K
|
3K
$37K
|
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
300+ 25.0% |
$3.32K - $4.54K
|
1.5K
$18.5K
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.49KNew |
$16.5K - $22.5K
|
1.49K
$18.3K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17KClosed |
$213K - $263K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.83KClosed |
$35.4K - $43.8K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
350New |
$4.38K - $5.42K
|
350
$4.31K
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-37- 0.11% |
$463 - $573
|
32.7K
$402K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
550New |
$6.89K - $8.52K
|
550
$6.78K
|
|
Aug 09, 2022
Q2 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.7KNew |
$133K - $165K
|
10.7K
$131K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
158+ 1.51% |
$1.98K - $2.45K
|
10.6K
$131K
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.4KClosed |
$17.5K - $21.7K
|
0
$0
|
|
Q1 2022 | |||||||
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.98KClosed |
$29.2K - $30.7K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ares Management LLC
Los Angeles, CA |
SELL
|
- |
-293KClosed |
$4.33M - $4.55M
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-150Closed |
$2.22K - $2.33K
|
0
$0
|