Recent Quarter Total Invested
$28.84 M
Recent Quarter Institutional Ownership Percentage
6.6%
Total Invested of Last Quarter
$25.37 M
Ownership Percentage of Last Quarter
6.82%
Horizon Technology Finance Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 278,791 | $3.36 M | 3.29% | 0.83% |
| GREEN ALPHA ADVISORS, LLC | 08/13/2024 | 222,810 | $2.68 M | -2.68% | 0.66% |
| CONNECTICUT WEALTH MANAGEMENT, LLC | 08/13/2024 | 210,424 | $2.53 M | 0.00% | 0.63% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 181,546 | $2.19 M | 151.28% | 0.54% |
| LPL FINANCIAL LLC | 08/07/2024 | 153,697 | $1.85 M | 10.05% | 0.46% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 145,300 | $1.75 M | -5.89% | 0.43% |
| BLACKROCK INC. | 08/13/2024 | 129,736 | $1.56 M | -0.79% | 0.39% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 124,000 | $1.49 M | 29.84% | 0.37% |
| EQIS CAPITAL MANAGEMENT, INC. | 08/13/2024 | 107,466 | $1.29 M | 8.89% | 0.32% |
| JEFFERIES FINANCIAL GROUP INC. | 08/13/2024 | 97,500 | $1.17 M | 0.00% | 0.29% |
| VIRTUS ETF ADVISERS LLC | 08/14/2024 | 87,046 | $1.05 M | 81.05% | 0.26% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 76,035 | $915,461 | -39.79% | 0.23% |
| CITADEL ADVISORS LLC | 08/14/2024 | 69,000 | $830,760 | -19.58% | 0.21% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 67,754 | $815,758 | 13.01% | 0.20% |
| MORGAN STANLEY | 08/14/2024 | 63,837 | $768,609 | -18.95% | 0.19% |
| HRT FINANCIAL LP | 08/12/2024 | 61,013 | $734,000 | 100.00% | 0.18% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 58,328 | $702,270 | 0.00% | 0.17% |
| ETF STORE, INC. | 08/05/2024 | 50,942 | $613,340 | 4.38% | 0.15% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 49,597 | $597,148 | 100.00% | 0.15% |
| CETERA INVESTMENT ADVISERS | 08/22/2024 | 39,836 | $479,626 | 16.32% | 0.12% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/12/2024 | 33,155 | $399,000 | 2.95% | 0.10% |
| PATHSTONE HOLDINGS, LLC | 08/14/2024 | 30,286 | $365,162 | 2.07% | 0.09% |
| STRATEGIC FINANCIAL CONCEPTS, LLC | 08/06/2024 | 30,150 | $2.50 M | 100.00% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 28,587 | $344,185 | -15.35% | 0.09% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 27,667 | $333,114 | 25.97% | 0.08% |
| SAGE CAPITAL MANAGEMENT, LLC | 07/29/2024 | 25,000 | $301,000 | 0.00% | 0.07% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 23,776 | $286,000 | 4.91% | 0.07% |
| ROYAL BANK OF CANADA | 08/14/2024 | 22,506 | $271,000 | -36.97% | 0.07% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 20,906 | $251,709 | 17.34% | 0.06% |
| CITADEL ADVISORS LLC | 08/14/2024 | 20,500 | $246,820 | 111.34% | 0.06% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 16,712 | $201,000 | -3.09% | 0.05% |
| UBS GROUP AG | 08/14/2024 | 14,178 | $170,703 | -12.61% | 0.04% |
| CLEARSTEAD ADVISORS, LLC | 08/12/2024 | 14,000 | $168,560 | 100.00% | 0.04% |
| KOVACK ADVISORS, INC. | 08/05/2024 | 13,461 | $162,070 | -7.42% | 0.04% |
| ASTORIA PORTFOLIO ADVISORS LLC. | 07/09/2024 | 13,227 | $159,256 | -9.44% | 0.04% |
| NIA IMPACT ADVISORS, LLC | 08/09/2024 | 12,588 | $151,562 | -6.39% | 0.04% |
| CPR INVESTMENTS INC. | 07/19/2024 | 10,559 | $127,130 | -7.64% | 0.03% |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | 07/30/2024 | 10,205 | $122,869 | 0.00% | 0.03% |
| STEWARD PARTNERS INVESTMENT ADVISORY, LLC | 08/08/2024 | 8,631 | $103,912 | 3.30% | 0.03% |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 08/06/2024 | 6,600 | $79,464 | 0.00% | 0.02% |
| AQUATIC CAPITAL MANAGEMENT LLC | 08/14/2024 | 6,000 | $72,240 | 100.00% | 0.02% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/30/2024 | 5,500 | $66,220 | 100.00% | 0.02% |
| PIN OAK INVESTMENT ADVISORS INC | 08/14/2024 | 1,903 | $23,000 | 0.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 1,427 | $17,177 | 0.00% | 0.00% |
| HARBOUR INVESTMENTS, INC. | 07/26/2024 | 464 | $5,589 | 100.00% | 0.00% |
| ALLWORTH FINANCIAL LP | 07/24/2024 | 286 | $3,479 | 3.62% | 0.00% |
| US BANCORP \DE\ | 08/07/2024 | 225 | $2,709 | 0.00% | 0.00% |
| CYPRESS CAPITAL, LLC | 08/22/2024 | 200 | $2,408 | 100.00% | 0.00% |
| 1620 INVESTMENT ADVISORS, INC. | 07/23/2024 | 155 | $1,866 | 100.00% | 0.00% |
| SPIRE WEALTH MANAGEMENT | 07/31/2024 | 100 | $1,204 | 0.00% | 0.00% |
Horizon Technology Finance Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of HRZN shares?
During the previous two years, 87 institutional investors and hedge funds held shares of Horizon Technology Finance Corporation. The most heavily invested institutionals were:
Legal & General Group Plc: 278,791
Green Alpha Advisors, LLC: 222,810
Connecticut Wealth Management, LLC: 210,424
TWO SIGMA INVESTMENTS, LP: 181,546
LPL Financial LLC: 153,697
BlackRock Inc.: 129,736
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What percentage of Horizon Technology Finance Corporation stock is owned by institutional investors?
6.60% of Horizon Technology Finance Corporation stock is owned by institutional investors.
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How much institutional buying is happening at HRZN ?
Institutional investors have bought a total of 2.81 M shares in the last 24 months. This purchase volume represents approximately $29.80 M in transactions.