Latest Institutional Purchases of White Horse Finance, Inc. (WHF)
This list provides information on the latest institutional transactions involving White Horse Finance, Inc. (WHF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
88.7K+ 92.02% |
$769K - $872K
|
185K
$1.57M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
42.2KNew |
$366K - $416K
|
42.2K
$359K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
37.3K+ 173.23% |
$323K - $367K
|
58.8K
$501K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3KNew |
$142K - $161K
|
16.3K
$139K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.8K+ 49.72% |
$137K - $156K
|
47.6K
$405K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
10KNew |
$86.8K - $98.6K
|
10K
$85.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.14K+ 68.99% |
$70.6K - $80.1K
|
19.9K
$170K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.72K+ 52.01% |
$66.9K - $75.9K
|
22.6K
$192K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.56K+ 4.37% |
$56.9K - $64.6K
|
157K
$1.33M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.62K+ 2.81% |
$48.7K - $55.3K
|
206K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
3.6K+ 18.0% |
$31.2K - $35.4K
|
23.6K
$201K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.79K+ 11.84% |
$15.5K - $17.6K
|
16.9K
$144K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.44K+ 3.14% |
$12.5K - $14.1K
|
47.2K
$402K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.22K+ 8.63% |
$10.5K - $12K
|
15.3K
$130K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.11K+ 2.24% |
$9.62K - $10.9K
|
50.6K
$430K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
999+ 26.68% |
$8.66K - $9.83K
|
4.74K
$40.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
655+ 0.98% |
$5.68K - $6.45K
|
67.4K
$574K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
495+ 4.14% |
$4.29K - $4.87K
|
12.4K
$106K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
280+ 1.89% |
$2.43K - $2.76K
|
15.1K
$128K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
246+ 1.25% |
$2.13K - $2.42K
|
19.9K
$169K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
148New |
$1.28K - $1.46K
|
148
$1.26K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14+ 0.05% |
$121 - $138
|
27.6K
$235K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
9New |
$78 - $88.6
|
9
$76.6
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.8K+ 108.0% |
$103K - $122K
|
20.8K
$177K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
5.72K+ 13.36% |
$54.3K - $64.5K
|
48.5K
$413K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
5.43K+ 43.19% |
$51.6K - $61.3K
|
18K
$153K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.24K+ 502.83% |
$11.8K - $14K
|
1.49K
$12.7K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$10K - $11.9K
|
1.05K
$8.97K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
82.3K+ 172.39% |
$784K - $999K
|
130K
$1.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
75.9KNew |
$724K - $922K
|
75.9K
$646K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
26.1KNew |
$249K - $317K
|
26.1K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.9KNew |
$237K - $303K
|
24.9K
$212K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
15.9KNew |
$152K - $193K
|
15.9K
$135K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.7KNew |
$102K - $130K
|
10.7K
$91.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.08KNew |
$38.8K - $49.5K
|
4.08K
$34.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
248New |
$2.36K - $3.01K
|
248
$2.11K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
72New |
$686 - $875
|
72
$613
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
27New |
$257 - $328
|
27
$230
|
|
| Q3 2024 | |||||||
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
11KNew |
$123K - $139K
|
11K
$93.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
5.9K+ 39.66% |
$65.9K - $74.5K
|
20.8K
$177K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.11K+ 1057.0% |
$23.6K - $26.7K
|
2.31K
$19.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
39+ 3.08% |
$436 - $492
|
1.31K
$11.1K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
19.7K+ 73.18% |
$238K - $261K
|
46.6K
$396K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.2KNew |
$14.5K - $15.9K
|
1.2K
$10.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
956+ 3.06% |
$11.6K - $12.7K
|
32.2K
$274K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.4KNew |
$41.5K - $43.7K
|
3.4K
$28.9K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.11KNew |
$38K - $40.1K
|
3.11K
$26.5K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103+ 0.68% |
$1.26K - $1.33K
|
15.3K
$130K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.2KNew |
$305K - $342K
|
26.2K
$223K
|
|