Purchases and Sales Made in Q1 2025 in White Horse Finance, Inc. (WHF)
This table provides information about the institutional ownership of White Horse Finance, Inc. (WHF) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
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 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
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-90- 47.37% |
$855 - $1.02K
|
100
$905
|
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-175- 0.21% |
$1.66K - $1.98K
|
82.9K
$751K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-347- 2.29% |
$3.3K - $3.92K
|
14.8K
$134K
|
|
|
May 09, 2025
Q1 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-700- 2.77% |
$6.65K - $7.9K
|
24.6K
$222K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-1.44K- 0.87% |
$13.7K - $16.3K
|
164K
$1.48M
|
|
|
May 15, 2025
Q1 2025
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-1.5K- 4.02% |
$14.3K - $16.9K
|
35.8K
$324K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.59K- 5.45% |
$15.1K - $17.9K
|
27.6K
$249K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.36K- 13.5% |
$22.4K - $26.6K
|
15.1K
$137K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.43K- 39.32% |
$23K - $27.4K
|
3.74K
$33.9K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.82K- 6.71% |
$26.8K - $31.8K
|
39.2K
$355K
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-7.77K- 39.7% |
$73.8K - $87.7K
|
11.8K
$107K
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-8.06K- 5.1% |
$76.5K - $91K
|
150K
$1.36M
|
|
|
May 14, 2025
Q1 2025
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-8.71K- 21.5% |
$82.8K - $98.4K
|
31.8K
$288K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11K- 42.65% |
$104K - $124K
|
14.8K
$134K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-11.6K- 26.07% |
$110K - $131K
|
33K
$298K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.4K- 38.36% |
$127K - $151K
|
21.5K
$195K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.6K- 20.71% |
$139K - $165K
|
56K
$506K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-16.6K- 7.82% |
$157K - $187K
|
195K
$1.77M
|
|
|
May 12, 2025
Q1 2025
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-18.6K- 30.58% |
$177K - $210K
|
42.2K
$382K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-20.9K- 44.53% |
$199K - $236K
|
26.1K
$236K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-62K- 82.97% |
$589K - $700K
|
12.7K
$115K
|