Purchases and Sales Made in Q3 2023 in White Horse Finance, Inc. (WHF)
This table provides information about the institutional ownership of White Horse Finance, Inc. (WHF) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
75.5K+ 107.86% |
$915K - $1.03M
|
145K
$1.44M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
28.1K+ 4.12% |
$341K - $383K
|
710K
$7.05M
|
|
|
Nov 07, 2023
Q3 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
24.7K+ 74.15% |
$299K - $336K
|
58K
$576K
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
19.5KNew |
$236K - $265K
|
19.5K
$193K
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
18.9K+ 32.26% |
$229K - $257K
|
77.4K
$769K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16K+ 64.0% |
$194K - $218K
|
41K
$407K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
12.8KNew |
$155K - $174K
|
12.8K
$127K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
11.4KNew |
$138K - $155K
|
11.4K
$113K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.4K+ 16.08% |
$126K - $142K
|
75.3K
$747K
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.4KNew |
$126K - $141K
|
10.4K
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.34K+ 270.82% |
$76.9K - $86.4K
|
8.68K
$86.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
5.59KNew |
$67.8K - $76.1K
|
5.59K
$55.5K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4K+ 21.05% |
$48.5K - $54.5K
|
23K
$228K
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.67K+ 6.44% |
$44.5K - $50K
|
60.6K
$602K
|
|
|
Nov 14, 2023
Q3 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
3.4K+ 14.46% |
$41.2K - $46.3K
|
26.9K
$267K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.1K+ 3.98% |
$37.7K - $42.3K
|
81K
$805K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.27K+ 5.4% |
$15.4K - $17.3K
|
24.8K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
1.09K+ 6.77% |
$13.2K - $14.8K
|
17.2K
$171K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
808+ 4.51% |
$9.8K - $11K
|
18.7K
$186K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
674+ 0.6% |
$8.18K - $9.18K
|
112K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
671+ 1.22% |
$8.14K - $9.14K
|
55.6K
$552K
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
546+ 0.32% |
$6.62K - $7.44K
|
169K
$1.68M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
491+ 2.3% |
$5.96K - $6.69K
|
21.9K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
300+ 0.37% |
$3.64K - $4.09K
|
80.4K
$798K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
216New |
$2.62K - $2.94K
|
216
$2.14K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
200New |
$2.43K - $2.72K
|
200
$1.99K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
127+ 102.42% |
$1.54K - $1.73K
|
251
$2.49K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
60+ 2.8% |
$728 - $817
|
2.2K
$21.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32+ 0.51% |
$388 - $436
|
6.35K
$63K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 0.04% |
$12.1 - $13.6
|
2.71K
$26.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-536- 3.0% |
$6.5K - $7.3K
|
17.3K
$172K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
SELL
|
- |
-575Closed |
$6.97K - $7.83K
|
0
$0
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1K- 50.0% |
$12.1K - $13.6K
|
1K
$9.93K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.59K- 9.69% |
$19.3K - $21.7K
|
14.8K
$147K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.78K- 8.72% |
$21.6K - $24.2K
|
18.6K
$185K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-2.17K- 1.1% |
$26.3K - $29.6K
|
195K
$1.93M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.83K- 31.74% |
$58.6K - $65.8K
|
10.4K
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrature Capital LTD
London, X0 |
SELL
|
- |
-9.84K- 25.8% |
$119K - $134K
|
28.3K
$281K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-11.9K- 30.54% |
$144K - $162K
|
27.1K
$269K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-26.2K- 30.61% |
$318K - $357K
|
59.5K
$591K
|
|
|
Nov 14, 2023
Q3 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-31.8K- 50.0% |
$386K - $433K
|
31.8K
$316K
|