Purchases and Sales Made in Q1 2024 in White Horse Finance, Inc. (WHF)
This table provides information about the institutional ownership of White Horse Finance, Inc. (WHF) during Q1 2024. The information is specifically focused on institutions that hold shares of WhiteHorse Finance, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
58.5K+ 7.75% |
$713K - $752K
|
812K
$7.99M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
31.8K+ 87.4% |
$388K - $410K
|
68.3K
$671K
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
26.9KNew |
$328K - $346K
|
26.9K
$264K
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
15.4K+ 34.02% |
$188K - $198K
|
60.6K
$596K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
15K+ 24.59% |
$183K - $193K
|
75.9K
$746K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.7K+ 8.66% |
$155K - $163K
|
159K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12.7K+ 8.66% |
$155K - $163K
|
159K
$1.57M
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10.6K+ 1632.61% |
$129K - $136K
|
11.2K
$110K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
10K+ 43.45% |
$122K - $129K
|
33K
$324K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
6K+ 7.03% |
$73.2K - $77.2K
|
91.4K
$898K
|
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.33K+ 3.07% |
$65K - $68.6K
|
179K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.4KNew |
$41.5K - $43.7K
|
3.4K
$33.4K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
3.31K+ 122.18% |
$40.3K - $42.5K
|
6.01K
$59.1K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
3.11KNew |
$38K - $40.1K
|
3.11K
$30.6K
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.01K+ 19.72% |
$36.8K - $38.8K
|
18.3K
$180K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
2.16K+ 1.19% |
$26.4K - $27.8K
|
183K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.9K+ 6125.81% |
$23.2K - $24.4K
|
1.93K
$19K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.23KNew |
$15K - $15.8K
|
1.23K
$12.1K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.12K+ 8.2% |
$13.6K - $14.4K
|
14.7K
$145K
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
1.1K+ 1.24% |
$13.4K - $14.2K
|
89.5K
$880K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
846+ 6.07% |
$10.3K - $10.9K
|
14.8K
$145K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
737+ 6.3% |
$8.99K - $9.49K
|
12.4K
$122K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
358+ 3.11% |
$4.37K - $4.61K
|
11.9K
$117K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
227+ 0.92% |
$2.77K - $2.92K
|
25K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
103+ 0.68% |
$1.26K - $1.33K
|
15.3K
$151K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
23New |
$281 - $296
|
23
$226
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9+ 0.04% |
$110 - $116
|
21.2K
$208K
|
|
|
Apr 11, 2024
Q1 2024
|
Sanders Morris Harris LLC
|
BUY
|
- |
1+ 0.0% |
$12.2 - $12.9
|
31.3K
$308K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-190- 87.96% |
$2.32K - $2.45K
|
26
$256
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-240- 0.94% |
$2.93K - $3.09K
|
25.2K
$248K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-500Closed |
$6.1K - $6.44K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-714- 74.76% |
$8.71K - $9.19K
|
241
$2.37K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-817- 6.79% |
$9.97K - $10.5K
|
11.2K
$110K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-1.42K- 7.74% |
$17.3K - $18.3K
|
17K
$167K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.19K- 10.83% |
$26.7K - $28.2K
|
18K
$177K
|
|
|
May 14, 2024
Q1 2024
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-2.72K- 1.28% |
$33.1K - $34.9K
|
209K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.14K- 5.36% |
$38.3K - $40.4K
|
55.4K
$545K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.92K- 5.43% |
$47.8K - $50.4K
|
68.3K
$671K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-5.58K- 5.71% |
$68.1K - $71.8K
|
92.1K
$905K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-5.8K- 3.51% |
$70.7K - $74.6K
|
159K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.61K- 12.47% |
$80.7K - $85.1K
|
46.4K
$456K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.61K- 9.79% |
$117K - $124K
|
88.6K
$871K
|
|
|
May 09, 2024
Q1 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-9.74K- 12.5% |
$119K - $125K
|
68.2K
$670K
|
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-16.7K- 28.85% |
$203K - $214K
|
41.1K
$404K
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-21.2K- 32.57% |
$259K - $273K
|
43.9K
$432K
|