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 |
|---|---|---|---|---|---|---|---|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
10KNew |
$86.8K - $98.6K
|
10K
$90.7K
|
|
| Q1 2025 | |||||||
|
May 13, 2025
Q1 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
200KNew |
$1.9M - $2.26M
|
200K
$1.81M
|
|
|
May 14, 2025
Q1 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
133KNew |
$1.26M - $1.5M
|
133K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
55K+ 133.28% |
$523K - $621K
|
96.3K
$872K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
48.1K+ 4.98% |
$457K - $543K
|
1.01M
$9.17M
|
|
|
May 15, 2025
Q1 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
22.2K+ 6.95% |
$211K - $251K
|
342K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
15.8K+ 35.01% |
$150K - $178K
|
60.9K
$551K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
12.3K+ 22.64% |
$117K - $139K
|
66.8K
$604K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
11.8K+ 143.9% |
$112K - $133K
|
20K
$181K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.8K+ 108.0% |
$103K - $122K
|
20.8K
$188K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.71K+ 26.9% |
$92.2K - $110K
|
45.8K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
BUY
|
- |
5.72K+ 13.36% |
$54.3K - $64.5K
|
48.5K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
5.43K+ 43.19% |
$51.6K - $61.3K
|
18K
$163K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.24K+ 502.83% |
$11.8K - $14K
|
1.49K
$13.5K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
1.05KNew |
$10K - $11.9K
|
1.05K
$9.54K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
542+ 4.75% |
$5.15K - $6.12K
|
11.9K
$108K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
526+ 3.88% |
$5K - $5.94K
|
14.1K
$127K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
222+ 1.14% |
$2.11K - $2.51K
|
19.6K
$178K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
82.3K+ 172.39% |
$784K - $999K
|
130K
$1.18M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
75.9KNew |
$724K - $922K
|
75.9K
$687K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
31.8K+ 258.21% |
$303K - $387K
|
44.1K
$399K
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
26.1KNew |
$249K - $317K
|
26.1K
$236K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
24.9KNew |
$237K - $303K
|
24.9K
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
15.9KNew |
$152K - $193K
|
15.9K
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.7KNew |
$102K - $130K
|
10.7K
$97K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.08KNew |
$38.8K - $49.5K
|
4.08K
$36.9K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.99K+ 13.16% |
$18.9K - $24.2K
|
17.1K
$155K
|
|
|
Feb 14, 2025
Q4 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.11K+ 2.3% |
$10.6K - $13.5K
|
49.5K
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
248New |
$2.36K - $3.01K
|
248
$2.24K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
72New |
$686 - $875
|
72
$652
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
27New |
$257 - $328
|
27
$244
|
|
| Q3 2024 | |||||||
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
11KNew |
$123K - $139K
|
11K
$99.6K
|
|
|
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
$188K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.11K+ 1057.0% |
$23.6K - $26.7K
|
2.31K
$20.9K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
39+ 3.08% |
$436 - $492
|
1.31K
$11.8K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
19.7K+ 73.18% |
$238K - $261K
|
46.6K
$421K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.2KNew |
$14.5K - $15.9K
|
1.2K
$10.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
956+ 3.06% |
$11.6K - $12.7K
|
32.2K
$292K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.4KNew |
$41.5K - $43.7K
|
3.4K
$30.8K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.11KNew |
$38K - $40.1K
|
3.11K
$28.2K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103+ 0.68% |
$1.26K - $1.33K
|
15.3K
$139K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.2KNew |
$305K - $342K
|
26.2K
$238K
|
|
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
23.7K+ 15.8% |
$275K - $309K
|
174K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20.8K+ 50.73% |
$241K - $271K
|
61.8K
$559K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7.21KNew |
$83.7K - $94K
|
7.21K
$65.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
6.93K+ 25.76% |
$80.5K - $90.4K
|
33.8K
$306K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
88New |
$1.02K - $1.15K
|
88
$796
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
216New |
$2.62K - $2.94K
|
216
$1.95K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60+ 2.8% |
$728 - $817
|
2.2K
$19.9K
|
|