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 61 institutions that hold shares in the stock, with a total of 3.61 Million shares, which have been reported (via 13F filing form) to have a value of $32.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
27,556
shares
|
$249,381
0.0% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
26,057
shares
|
$235,815
0.0% of portfolio
|
Q1 2025
Reduced 44.53%
|
|
|
Bard Associates Inc
Chicago, IL |
May 09, 2025 Q1 2025 |
24,570
shares
|
$222,358
0.1% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
23,100
shares
|
$209,055
0.42% of portfolio
|
Q4 2022
Reduced 0.32%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
21,528
shares
|
$194,828
0.0% of portfolio
|
Q1 2025
Reduced 38.36%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
20,800
shares
|
$188,240
0.01% of portfolio
|
Q1 2025
Added 108.0%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
20,783
shares
|
$188,086
0.0% of portfolio
|
Q3 2024
Added 39.66%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
19,640
shares
|
$177,742
0.0% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
17,997
shares
|
$162,872
0.0% of portfolio
|
Q1 2025
Added 43.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
15,105
shares
|
$136,700
0.0% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
14,835
shares
|
$134,256
0.0% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
14,778
shares
|
$133,740
0.0% of portfolio
|
Q1 2025
Reduced 42.65%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
14,077
shares
|
$127,396
0.0% of portfolio
|
Q1 2025
Added 3.88%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
12,737
shares
|
$115,269
0.0% of portfolio
|
Q1 2025
Reduced 82.97%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,946
shares
|
$108,111
0.0% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
11,801
shares
|
$106,799
0.0% of portfolio
|
Q1 2025
Reduced 39.7%
|
|
|
Powell Investment Advisors, LLC
|
May 08, 2025 Q1 2025 |
11,060
shares
|
$100,093
0.05% of portfolio
|
Q4 2021
Added 6.35%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
11,000
shares
|
$99,550
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
11,000
shares
|
$99,550
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
10,017
shares
|
$90,653
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Eidelman Virant Capital
|
Oct 25, 2022 Q3 2022 |
10,000
shares
|
$90,500
0.08% of portfolio
|
Q4 2021
New holding
|
|
|
Lsv Asset Management
Chicago, IL |
May 08, 2025 Q1 2025 |
9,900
shares
|
$89,595
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
6,825
shares
|
$61,766
0.04% of portfolio
|
Q1 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
3,744
shares
|
$33,883
0.0% of portfolio
|
Q1 2025
Reduced 39.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
3,398
shares
|
$30,751
0.0% of portfolio
|
Q1 2024
New holding
|