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 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
14.3KNew |
$160K - $192K
|
14.3K
$147K
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
11KNew |
$123K - $147K
|
11K
$113K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
98New |
$1.1K - $1.31K
|
98
$1K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Lsv Asset Management
Chicago, IL |
BUY
|
- |
9.9KNew |
$121K - $136K
|
9.9K
$101K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
6.83KNew |
$83.5K - $93.6K
|
6.83K
$70K
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
6.76KNew |
$82.7K - $92.7K
|
6.76K
$69.3K
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.07K+ 9.8% |
$13.1K - $14.7K
|
12K
$123K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
133+ 1.22% |
$1.63K - $1.82K
|
11K
$113K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
21.5KNew |
$236K - $293K
|
21.5K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
10.9KNew |
$119K - $148K
|
10.9K
$111K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.5KNew |
$16.5K - $20.4K
|
1.5K
$15.4K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33KNew |
$14.6K - $18.1K
|
1.33K
$13.7K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.3KNew |
$14.3K - $17.7K
|
1.3K
$13.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.26KNew |
$13.8K - $17.1K
|
1.26K
$12.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1KNew |
$11K - $13.6K
|
1K
$10.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3KNew |
$33.2K - $45.4K
|
3K
$30.8K
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.49KNew |
$16.5K - $22.5K
|
1.49K
$15.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
300+ 25.0% |
$3.32K - $4.54K
|
1.5K
$15.4K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
550New |
$6.89K - $8.52K
|
550
$5.64K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
350New |
$4.38K - $5.42K
|
350
$3.59K
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
158+ 1.51% |
$1.98K - $2.45K
|
10.6K
$109K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
687KNew |
$10.3M - $11.2M
|
687K
$7.05M
|
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
BUY
|
- |
10KNew |
$150K - $162K
|
10K
$103K
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
660+ 6.35% |
$9.9K - $10.7K
|
11.1K
$113K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
250New |
$3.74K - $3.99K
|
250
$2.56K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
21New |
$310 - $351
|
21
$215
|
|
| Q4 2020 | |||||||
|
Feb 03, 2021
Q4 2020
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11KNew |
$109K - $158K
|
11K
$113K
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
15+ 2.54% |
$184 - $213
|
605
$6.2K
|
|
| Q1 2018 | |||||||
|
May 14, 2018
Q1 2018
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
13.3KNew |
$146K - $178K
|
13.3K
$136K
|
|