Recent Quarter Total Invested
$44.53 M
Recent Quarter Institutional Ownership Percentage
15.7%
Total Invested of Last Quarter
$36.90 M
Ownership Percentage of Last Quarter
12.9%
WhiteHorse Finance, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SOUND INCOME STRATEGIES, LLC | 07/12/2024 | 855,223 | $10.49 M | 5.27% | 3.68% |
| TWO SIGMA ADVISERS, LP | 08/14/2024 | 299,752 | $3.68 M | 228.13% | 1.29% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2024 | 205,605 | $2.52 M | 123.33% | 0.88% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 184,683 | $2.27 M | 3.13% | 0.79% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2024 | 171,292 | $2.10 M | -17.91% | 0.74% |
| MORGAN STANLEY | 08/14/2024 | 165,092 | $2.03 M | 3.64% | 0.71% |
| BASSO CAPITAL MANAGEMENT, L.P. | 08/14/2024 | 122,138 | $1.50 M | 0.00% | 0.53% |
| CITADEL ADVISORS LLC | 08/14/2024 | 98,191 | $1.20 M | 479.09% | 0.42% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 94,891 | $1.16 M | 7.15% | 0.41% |
| GABLES CAPITAL MANAGEMENT INC. | 08/08/2024 | 89,506 | $1.10 M | 0.00% | 0.39% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 88,901 | $1.09 M | 102.48% | 0.38% |
| VIRTUS ETF ADVISERS LLC | 08/14/2024 | 76,383 | $937,219 | 26.05% | 0.33% |
| BLACKROCK INC. | 08/13/2024 | 73,892 | $906,655 | -2.61% | 0.32% |
| ROYAL BANK OF CANADA | 08/14/2024 | 72,170 | $886,000 | 5.74% | 0.31% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 08/09/2024 | 71,471 | $876,949 | 4.87% | 0.31% |
| ATRIA WEALTH SOLUTIONS, INC. | 07/22/2024 | 64,275 | $813,114 | 16.00% | 0.28% |
| UBS GROUP AG | 08/14/2024 | 59,303 | $727,647 | -67.61% | 0.26% |
| MARSHALL WACE, LLP | 08/14/2024 | 52,715 | $646,814 | 100.00% | 0.23% |
| LPL FINANCIAL LLC | 08/07/2024 | 51,182 | $628,008 | 10.23% | 0.22% |
| QUADRATURE CAPITAL LTD | 08/14/2024 | 46,560 | $571,757 | 73.18% | 0.20% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 45,953 | $563,843 | 2,280.98% | 0.20% |
| TOROSO INVESTMENTS, LLC | 08/14/2024 | 45,020 | $552,395 | 9.58% | 0.19% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 08/14/2024 | 39,303 | $482,000 | 100.00% | 0.17% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 33,083 | $406,000 | 32.48% | 0.14% |
| RONALD BLUE TRUST, INC. | 07/18/2024 | 33,000 | $409,200 | 0.00% | 0.14% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 32,858 | $403,168 | 0.64% | 0.14% |
| BARD ASSOCIATES INC | 08/12/2024 | 32,720 | $413,764 | -4.10% | 0.14% |
| SANDERS MORRIS HARRIS LLC | 07/12/2024 | 32,244 | $395,632 | 3.06% | 0.14% |
| DIMENSION CAPITAL MANAGEMENT LLC | 08/14/2024 | 31,812 | $390,333 | 0.00% | 0.14% |
| AVANTAX ADVISORY SERVICES, INC. | 08/09/2024 | 30,116 | $369,520 | 42.01% | 0.13% |
| SQUAREPOINT OPS LLC | 08/14/2024 | 29,081 | $356,824 | 100.00% | 0.13% |
| MERCER GLOBAL ADVISORS INC /ADV | 08/12/2024 | 26,248 | $26,248 | 0.00% | 0.11% |
| HRT FINANCIAL LP | 08/12/2024 | 26,244 | $322,000 | 100.00% | 0.11% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 22,698 | $278,506 | 277.67% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/31/2024 | 21,986 | $270,000 | 48.64% | 0.09% |
| IFP ADVISORS, INC | 07/30/2024 | 21,961 | $269,461 | -12.80% | 0.09% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 08/12/2024 | 19,165 | $236,000 | 4.77% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 18,844 | $231,241 | 4.42% | 0.08% |
| NATIXIS | 08/13/2024 | 17,333 | $212,849 | 0.00% | 0.07% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 14,881 | $182,596 | 0.96% | 0.06% |
| D. E. SHAW & CO., INC. | 08/14/2024 | 14,062 | $172,541 | 100.00% | 0.06% |
| VIRTU FINANCIAL LLC | 08/09/2024 | 12,802 | $157,000 | 100.00% | 0.06% |
| TREXQUANT INVESTMENT LP | 08/13/2024 | 12,470 | $153,007 | 100.00% | 0.05% |
| NEWEDGE WEALTH, LLC | 08/02/2024 | 12,439 | $152,628 | 0.00% | 0.05% |
| MARINER, LLC | 08/13/2024 | 12,252 | $150,326 | 3.11% | 0.05% |
| JUMP FINANCIAL, LLC | 08/14/2024 | 12,171 | $149,339 | 100.00% | 0.05% |
| POWELL INVESTMENT ADVISORS, LLC | 07/31/2024 | 11,060 | $139,964 | 0.00% | 0.05% |
| TOWNSQUARE CAPITAL LLC | 08/14/2024 | 11,000 | $134,970 | 0.00% | 0.05% |
| LSV ASSET MANAGEMENT | 08/06/2024 | 9,900 | $121,000 | 0.00% | 0.04% |
| CITADEL ADVISORS LLC | 08/14/2024 | 8,600 | $105,522 | -25.22% | 0.04% |
WhiteHorse Finance, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of WHF shares?
During the previous two years, 85 institutional investors and hedge funds held shares of WhiteHorse Finance, Inc.. The most heavily invested institutionals were:
Sound Income Strategies, LLC: 855,223
TWO SIGMA ADVISERS, LP: 299,752
TWO SIGMA INVESTMENTS, LP: 205,605
Legal & General Group Plc: 184,683
Advisors Asset Management, Inc.: 171,292
MORGAN STANLEY: 165,092
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What percentage of WhiteHorse Finance, Inc. stock is owned by institutional investors?
15.70% of WhiteHorse Finance, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at WHF ?
Institutional investors have bought a total of 4.87 M shares in the last 24 months. This purchase volume represents approximately $57.08 M in transactions.