Institutional Ownership White Horse Finance, Inc. (WHF)
This table provides information about the institutional ownership of White Horse Finance, Inc. (WHF). We have compiled data on the 62 institutions that hold shares in the stock, with a total of 3.07 Million shares, which have been reported (via 13F filing form) to have a value of $37.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
812,395
shares
|
$9.97 Million
0.84% of portfolio
|
Q1 2024
Added 7.75%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 14, 2024 Q1 2024 |
208,658
shares
|
$2.56 Million
0.05% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
183,110
shares
|
$2.25 Million
0.0% of portfolio
|
Q1 2024
Added 1.19%
|
|
|
Legal & General Group PLC
London, X0 |
May 14, 2024 Q1 2024 |
179,085
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2024
Added 3.07%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
159,295
shares
|
$1.95 Million
0.0% of portfolio
|
Q1 2024
Added 8.66%
|
|
|
Basso Capital Management, L.P.
Stamford, CT |
May 13, 2024 Q1 2024 |
122,138
shares
|
$1.5 Million
1.47% of portfolio
|
Q4 2022
New holding
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2024 Q1 2024 |
92,065
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
May 15, 2024 Q1 2024 |
91,352
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2024
Added 7.03%
|
|
|
Gables Capital Management Inc.
|
May 03, 2024 Q1 2024 |
89,506
shares
|
$1.1 Million
0.62% of portfolio
|
Q1 2024
Added 1.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
88,558
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.79%
|
|
|
Black Rock Inc.
New York, NY |
May 10, 2024 Q1 2024 |
75,872
shares
|
$930,949
0.0% of portfolio
|
Q1 2024
Added 24.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
68,251
shares
|
$837,439
0.0% of portfolio
|
Q1 2024
Added 87.4%
|
|
|
Connor, Clark & Lunn Investment Management Ltd.
|
May 09, 2024 Q1 2024 |
68,152
shares
|
$836,225
0.0% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Virtus ETF Advisers LLC
New York, NY |
May 15, 2024 Q1 2024 |
60,597
shares
|
$743,525
0.41% of portfolio
|
Q1 2024
Added 34.02%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
55,409
shares
|
$679,868
0.01% of portfolio
|
Q1 2024
Reduced 5.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
46,432
shares
|
$569,720
0.0% of portfolio
|
Q1 2024
Reduced 12.47%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
43,906
shares
|
$538,726
0.0% of portfolio
|
Q1 2024
Reduced 32.57%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
May 15, 2024 Q1 2024 |
41,086
shares
|
$504,125
0.01% of portfolio
|
Q1 2024
Reduced 28.85%
|
|
|
Bard Associates Inc
Chicago, IL |
May 13, 2024 Q1 2024 |
34,120
shares
|
$418,652
0.16% of portfolio
|
Q4 2023
Added 1.68%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
33,829
shares
|
$415,081
0.0% of portfolio
|
Q4 2023
Added 25.76%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
33,000
shares
|
$404,910
0.01% of portfolio
|
Q1 2024
Added 43.45%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
32,650
shares
|
$400,615
0.0% of portfolio
|
Q2 2022
Reduced 0.11%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 13, 2024 Q1 2024 |
31,812
shares
|
$390,333
0.08% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
|
Sanders Morris Harris LLC
|
Apr 11, 2024 Q1 2024 |
31,288
shares
|
$383,903
0.08% of portfolio
|
Q1 2024
Added 0.0%
|
|
|
Quadrature Capital LTD
London, X0 |
May 14, 2024 Q1 2024 |
26,885
shares
|
$329,878
0.01% of portfolio
|
Q1 2024
New holding
|
|