Purchases and Sales Made in Q4 2023 in White Horse Finance, Inc. (WHF)
This table provides information about the institutional ownership of White Horse Finance, Inc. (WHF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
44.4K+ 6.26% |
$516K - $579K
|
754K
$7.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
34.4K+ 121.43% |
$399K - $448K
|
62.6K
$616K
|
|
|
Jan 10, 2024
Q4 2023
|
Sanders Morris Harris LLC
|
BUY
|
- |
31.3KNew |
$363K - $408K
|
31.3K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.1K+ 473.62% |
$349K - $392K
|
36.4K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.2KNew |
$305K - $342K
|
26.2K
$258K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
20.8K+ 50.73% |
$241K - $271K
|
61.8K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.4KNew |
$213K - $240K
|
18.4K
$181K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
16.6K+ 20.48% |
$193K - $216K
|
97.6K
$960K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
13.6KNew |
$158K - $178K
|
13.6K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11.5KNew |
$134K - $150K
|
11.5K
$113K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
11.4K+ 1758.89% |
$132K - $148K
|
12K
$118K
|
|
|
Feb 14, 2024
Q4 2023
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
11.2KNew |
$130K - $146K
|
11.2K
$110K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
7.21KNew |
$83.7K - $94K
|
7.21K
$70.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
6.93K+ 25.76% |
$80.5K - $90.4K
|
33.8K
$333K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
6.79K+ 36.47% |
$78.9K - $88.6K
|
25.4K
$250K
|
|
|
Feb 15, 2024
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
5.06K+ 3.0% |
$58.7K - $65.9K
|
174K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
4.97K+ 6.19% |
$57.7K - $64.8K
|
85.4K
$839K
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.83K+ 46.5% |
$56.1K - $63K
|
15.2K
$150K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.35K+ 38.54% |
$38.8K - $43.6K
|
12K
$118K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.46KNew |
$28.6K - $32.1K
|
2.46K
$24.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.46K+ 13.12% |
$28.5K - $32.1K
|
21.2K
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.4K+ 2.36% |
$16.3K - $18.3K
|
60.9K
$599K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.15K+ 0.79% |
$13.4K - $15K
|
147K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
955New |
$11.1K - $12.5K
|
955
$9.39K
|
|
|
Feb 13, 2024
Q4 2023
|
Bard Associates Inc
Chicago, IL |
BUY
|
- |
565+ 1.68% |
$6.56K - $7.37K
|
34.1K
$335K
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
455+ 0.59% |
$5.28K - $5.93K
|
77.9K
$766K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
329+ 2.89% |
$3.82K - $4.29K
|
11.7K
$115K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
88New |
$1.02K - $1.15K
|
88
$865
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5+ 0.02% |
$58.1 - $65.2
|
23K
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-35- 13.94% |
$406 - $456
|
216
$2.12K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-41- 0.17% |
$476 - $535
|
24.7K
$243K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-869- 5.87% |
$10.1K - $11.3K
|
13.9K
$137K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.62K- 7.39% |
$18.8K - $21.1K
|
20.2K
$199K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.9K- 11.03% |
$22K - $24.7K
|
15.3K
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.59K- 4.65% |
$30.1K - $33.8K
|
53K
$521K
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.84K- 4.69% |
$33K - $37K
|
57.7K
$568K
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-5.36K- 27.55% |
$62.3K - $69.9K
|
14.1K
$139K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-5.56K- 99.45% |
$64.6K - $72.5K
|
31
$305
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-12.8K- 22.0% |
$148K - $166K
|
45.2K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-13.6K- 6.97% |
$157K - $177K
|
181K
$1.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-14K- 12.5% |
$163K - $183K
|
98.2K
$965K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-16.7K- 22.2% |
$194K - $218K
|
58.5K
$576K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-18.5K- 11.21% |
$215K - $241K
|
147K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-43.9K- 40.28% |
$510K - $573K
|
65.1K
$640K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-48.2K- 18.57% |
$560K - $628K
|
211K
$2.08M
|