WhiteHorse Finance, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
SOUND INCOME STRATEGIES, LLC | 04/17/2025 | 1.01 M | $9.78 M | 4.98% | 0.00% |
TWO SIGMA ADVISERS, LP | 05/15/2025 | 341.85 K | $3.30 M | 6.95% | 0.00% |
ETHOS FINANCIAL GROUP, LLC | 05/13/2025 | 200.06 K | $1.93 M | 100.00% | 0.00% |
TWO SIGMA INVESTMENTS, LP | 05/15/2025 | 195.22 K | $1.88 M | -7.82% | 0.00% |
ADVISORS ASSET MANAGEMENT, INC. | 05/15/2025 | 163.98 K | $1.58 M | -0.87% | 0.00% |
LEGAL & GENERAL GROUP PLC | 05/15/2025 | 150.04 K | $1.44 M | -5.10% | 0.00% |
VIRTUS INVESTMENT ADVISERS, INC. | 05/15/2025 | 133.02 K | $1.28 M | 100.00% | 0.00% |
BASSO CAPITAL MANAGEMENT, L.P. | 05/12/2025 | 120.14 K | $1.16 M | 0.00% | 0.00% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 96.35 K | $929.73 K | 133.28% | 0.00% |
GABLES CAPITAL MANAGEMENT INC. | 05/08/2025 | 82.93 K | $800.29 K | -0.21% | 0.00% |
BLACKROCK, INC. | 05/02/2025 | 78.63 K | $758.79 K | 5.75% | 0.00% |
RONALD BLUE TRUST, INC. | 04/21/2025 | 66.78 K | $644.45 K | 22.64% | 0.00% |
SQUAREPOINT OPS LLC | 05/15/2025 | 60.89 K | $587.61 K | 35.01% | 0.00% |
ROYAL BANK OF CANADA | 05/15/2025 | 55.95 K | $540.00 K | -20.71% | 0.00% |
TOROSO INVESTMENTS, LLC | 05/14/2025 | 49.46 K | $477.29 K | 0.00% | 0.00% |
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 05/14/2025 | 48.49 K | $468.00 K | 13.36% | 0.00% |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/22/2025 | 45.80 K | $442.00 K | 26.90% | 0.00% |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 05/12/2025 | 42.24 K | $407.57 K | -30.58% | 0.00% |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 39.21 K | $378.34 K | -6.71% | 0.00% |
SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2025 | 35.80 K | $345.47 K | -4.02% | 0.00% |
QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 32.97 K | $318.12 K | -26.07% | 0.00% |
TREXQUANT INVESTMENT LP | 05/14/2025 | 31.81 K | $306.93 K | -21.50% | 0.00% |
DIMENSION CAPITAL MANAGEMENT LLC | 05/15/2025 | 28.34 K | $273.45 K | 0.00% | 0.00% |
AVANTAX ADVISORY SERVICES, INC. | 05/06/2025 | 27.56 K | $265.92 K | -5.45% | 0.00% |
MORGAN STANLEY | 05/15/2025 | 26.06 K | $251.46 K | -44.53% | 0.00% |
BARD ASSOCIATES INC | 05/12/2025 | 24.57 K | $246.25 K | -2.77% | 0.00% |
UBS GROUP AG | 05/13/2025 | 21.53 K | $207.75 K | -38.36% | 0.00% |
SNOWDEN CAPITAL ADVISORS LLC | 05/14/2025 | 20.80 K | $208.73 K | 108.00% | 0.00% |
CITADEL ADVISORS LLC | 05/15/2025 | 20.00 K | $193.00 K | 143.90% | 0.00% |
COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 19.64 K | $190.00 K | 1.14% | 0.00% |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 05/15/2025 | 18.00 K | $173.00 K | 43.19% | 0.00% |
ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 15.11 K | $145.77 K | -11.63% | 0.00% |
LPL FINANCIAL LLC | 05/07/2025 | 14.84 K | $143.16 K | -2.29% | 0.00% |
ATRIA WEALTH SOLUTIONS, INC. | 05/09/2025 | 14.78 K | $148.30 K | -42.65% | 0.00% |
NEWEDGE WEALTH, LLC | 05/09/2025 | 14.08 K | $135.84 K | 3.88% | 0.00% |
CITADEL ADVISORS LLC | 05/15/2025 | 12.74 K | $122.91 K | -82.97% | 0.00% |
MARINER, LLC | 05/15/2025 | 11.95 K | $115.28 K | 4.75% | 0.00% |
NORTHERN TRUST CORP | 05/13/2025 | 11.80 K | $113.88 K | -39.70% | 0.00% |
POWELL INVESTMENT ADVISORS, LLC | 05/09/2025 | 11.06 K | $110.99 K | 0.00% | 0.00% |
TOWNSQUARE CAPITAL LLC | 05/12/2025 | 11.00 K | $106.15 K | 0.00% | 0.00% |
NORDEN GROUP LLC | 05/07/2025 | 11.00 K | $106.15 K | 0.00% | 0.00% |
LSV ASSET MANAGEMENT | 05/09/2025 | 9.90 K | $96.00 K | 0.00% | 0.00% |
CITADEL ADVISORS LLC | 05/15/2025 | 6.60 K | $63.69 K | -56.58% | 0.00% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 3.74 K | $36.13 K | -39.32% | 0.00% |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 05/14/2025 | 3.40 K | $32.79 K | 0.00% | 0.00% |
ANCORA ADVISORS, LLC | 05/15/2025 | 3.00 K | $28.95 K | 0.00% | 0.00% |
JPMORGAN CHASE & CO | 05/12/2025 | 1.49 K | $14.37 K | 502.83% | 0.00% |
IRON HORSE WEALTH MANAGEMENT, LLC | 05/01/2025 | 1.05 K | $10.17 K | 100.00% | 0.00% |
BNP PARIBAS ARBITRAGE, SNC | 05/14/2025 | 1.00 K | $9.65 K | 29.53% | 0.00% |
GROUP ONE TRADING, L.P. | 05/14/2025 | 100 | $965 | -47.37% | 0.00% |
WhiteHorse Finance, Inc. institutional Ownership - FAQ's
During the previous two years, 86 institutional investors and hedge funds held shares of WhiteHorse Finance, Inc.. The most heavily invested institutionals were:
Sound Income Strategies, LLC: 1.01 M
TWO SIGMA ADVISERS, LP: 341,852
Ethos Financial Group, LLC: 200,057
TWO SIGMA INVESTMENTS, LP: 195,221
Advisors Asset Management, Inc.: 163,975
Legal & General Group Plc: 150,042
0.01% of WhiteHorse Finance, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 4.82 M shares in the last 24 months. This purchase volume represents approximately $44.03 M in transactions.