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 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33KNew |
$14.6K - $18.1K
|
1.33K
$12.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
SELL
|
- |
-75- 0.32% |
$824 - $1.02K
|
23.1K
$219K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$13.8K - $17.1K
|
1.26K
$11.9K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3KNew |
$33.2K - $45.4K
|
3K
$28.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
300+ 25.0% |
$3.32K - $4.54K
|
1.5K
$14.2K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.49KNew |
$16.5K - $22.5K
|
1.49K
$14.1K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-17KClosed |
$213K - $263K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
350New |
$4.38K - $5.42K
|
350
$3.31K
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-2.83KClosed |
$35.4K - $43.8K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
550New |
$6.89K - $8.52K
|
550
$5.21K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
158+ 1.51% |
$1.98K - $2.45K
|
10.6K
$101K
|
|
|
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
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-17.1KClosed |
$257K - $277K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16.1KClosed |
$242K - $262K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
687KNew |
$10.3M - $11.2M
|
687K
$6.51M
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-583Closed |
$8.75K - $9.46K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Muzinich & Co., Inc.
New York, NY |
SELL
|
- |
-56.1KClosed |
$841K - $909K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-1.92KClosed |
$28.8K - $31.1K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.79KClosed |
$56.8K - $61.4K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-252Closed |
$3.78K - $4.09K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-56.1KClosed |
$841K - $909K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
BUY
|
- |
10KNew |
$150K - $162K
|
10K
$94.7K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
660+ 6.35% |
$9.9K - $10.7K
|
11.1K
$105K
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-15KClosed |
$224K - $240K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-21KClosed |
$314K - $336K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
250New |
$3.74K - $3.99K
|
250
$2.37K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-14.2KClosed |
$211K - $226K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
SELL
|
- |
-348Closed |
$5.2K - $5.56K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-32.6KClosed |
$482K - $544K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-500Closed |
$7.39K - $8.35K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
21New |
$310 - $351
|
21
$199
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-11.3KClosed |
$167K - $189K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-6.01KClosed |
$88.8K - $100K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-103Closed |
$1.37K - $1.65K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-950Closed |
$12.6K - $15.2K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-13KClosed |
$173K - $208K
|
0
$0
|
|
|
Apr 20, 2021
Q1 2021
|
Lion Street Advisors, LLC
|
SELL
|
- |
-91.5KClosed |
$1.22M - $1.46M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Caxton Associates LP
New York, NY |
SELL
|
- |
-16.1KClosed |
$159K - $231K
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Kennedy Capital Management, Inc.
St Louis, MO |
SELL
|
- |
-14.6KClosed |
$144K - $209K
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-10.2KClosed |
$101K - $147K
|
0
$0
|
|
|
Feb 03, 2021
Q4 2020
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11KNew |
$109K - $158K
|
11K
$104K
|
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2Closed |
$19.8 - $28.7
|
0
$0
|
|
| Q3 2020 | |||||||
|
Jul 17, 2024
Q3 2020
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-112Closed |
$1.03K - $1.23K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 30, 2024
Q2 2020
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-3.06KClosed |
$18.8K - $35.8K
|
0
$0
|
|
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-3.8K- 53.18% |
$23.4K - $44.4K
|
3.35K
$31.7K
|
|
|
Aug 12, 2020
Q2 2020
|
Guild Investment Management, Inc.
|
SELL
|
- |
-10KClosed |
$61.5K - $117K
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
First Pacific Advisors, LP
Los Angeles, CA |
SELL
|
- |
-9.36KClosed |
$57.6K - $109K
|
0
$0
|
|