Recent Quarter Total Invested
$37.64 M
Recent Quarter Institutional Ownership Percentage
14.01%
Total Invested of Last Quarter
$44.53 M
Ownership Percentage of Last Quarter
15.7%
WhiteHorse Finance, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SOUND INCOME STRATEGIES, LLC | 10/10/2024 | 895,062 | $10.36 M | 4.66% | 3.85% |
| TWO SIGMA ADVISERS, LP | 11/14/2024 | 294,652 | $3.41 M | -1.70% | 1.27% |
| ADVISORS ASSET MANAGEMENT, INC. | 11/08/2024 | 192,908 | $2.23 M | 12.62% | 0.83% |
| TWO SIGMA INVESTMENTS, LP | 11/14/2024 | 177,220 | $2.05 M | -13.81% | 0.76% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 161,758 | $1.87 M | -12.41% | 0.70% |
| BASSO CAPITAL MANAGEMENT, L.P. | 11/12/2024 | 122,138 | $1.41 M | 0.00% | 0.53% |
| GABLES CAPITAL MANAGEMENT INC. | 10/25/2024 | 89,006 | $1.03 M | -0.56% | 0.38% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 83,334 | $964,172 | -12.18% | 0.36% |
| VIRTUS ETF ADVISERS LLC | 11/14/2024 | 76,876 | $889,455 | 0.65% | 0.33% |
| MARSHALL WACE, LLP | 11/14/2024 | 76,534 | $885,501 | 45.18% | 0.33% |
| ROYAL BANK OF CANADA | 11/14/2024 | 71,871 | $832,000 | -0.41% | 0.31% |
| ATRIA WEALTH SOLUTIONS, INC. | 11/08/2024 | 65,169 | $779,092 | 1.39% | 0.28% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 64,747 | $749,123 | 100.00% | 0.28% |
| CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11/08/2024 | 59,353 | $686,714 | -16.96% | 0.26% |
| MORGAN STANLEY | 11/14/2024 | 50,985 | $589,908 | -69.12% | 0.22% |
| SQUAREPOINT OPS LLC | 11/14/2024 | 48,931 | $566,132 | 68.26% | 0.21% |
| UBS GROUP AG | 11/14/2024 | 48,876 | $565,496 | -17.58% | 0.21% |
| TOROSO INVESTMENTS, LLC | 11/14/2024 | 48,350 | $559,410 | 7.40% | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 47,718 | $552,097 | -46.32% | 0.21% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 11/13/2024 | 40,499 | $469,000 | 3.04% | 0.17% |
| RONALD BLUE TRUST, INC. | 10/17/2024 | 38,000 | $466,260 | 15.15% | 0.16% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 36,207 | $418,915 | -21.21% | 0.16% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 10/28/2024 | 36,011 | $417,000 | 8.85% | 0.15% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 32,650 | $377,760 | -0.63% | 0.14% |
| BARD ASSOCIATES INC | 11/06/2024 | 32,470 | $387,871 | -0.76% | 0.14% |
| SANDERS MORRIS HARRIS LLC | 10/09/2024 | 32,244 | $373,062 | 0.00% | 0.14% |
| TREXQUANT INVESTMENT LP | 11/12/2024 | 30,471 | $352,549 | 144.35% | 0.13% |
| AVANTAX ADVISORY SERVICES, INC. | 11/13/2024 | 30,125 | $348,548 | 0.03% | 0.13% |
| DIMENSION CAPITAL MANAGEMENT LLC | 11/14/2024 | 28,337 | $327,859 | -10.92% | 0.12% |
| MERCER GLOBAL ADVISORS INC /ADV | 11/14/2024 | 26,248 | $26,248 | 0.00% | 0.11% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 10/18/2024 | 20,783 | $240,459 | 39.66% | 0.09% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 18,117 | $209,617 | -20.18% | 0.08% |
| ADVISOR GROUP HOLDINGS, INC. | 11/13/2024 | 17,463 | $202,062 | -7.33% | 0.08% |
| COMMONWEALTH EQUITY SERVICES, LLC | 10/18/2024 | 15,735 | $182,000 | -28.43% | 0.07% |
| GREAT WEST LIFE ASSURANCE CO /CAN/ | 11/13/2024 | 13,801 | $160,000 | -27.99% | 0.06% |
| LPL FINANCIAL LLC | 11/08/2024 | 13,687 | $158,354 | -73.26% | 0.06% |
| NEWEDGE WEALTH, LLC | 11/12/2024 | 12,823 | $148,365 | 3.09% | 0.06% |
| MARINER, LLC | 11/13/2024 | 12,629 | $146,123 | 3.08% | 0.05% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 11/14/2024 | 12,321 | $142,554 | 100.00% | 0.05% |
| SCHONFELD STRATEGIC ADVISORS LLC | 11/14/2024 | 12,100 | $139,997 | 100.00% | 0.05% |
| POWELL INVESTMENT ADVISORS, LLC | 11/01/2024 | 11,060 | $132,222 | 0.00% | 0.05% |
| TOWNSQUARE CAPITAL LLC | 11/13/2024 | 11,000 | $127,270 | 0.00% | 0.05% |
| NORDEN GROUP LLC | 10/17/2024 | 11,000 | $127,270 | 100.00% | 0.05% |
| CITADEL ADVISORS LLC | 11/14/2024 | 10,100 | $116,857 | 17.44% | 0.04% |
| LSV ASSET MANAGEMENT | 11/12/2024 | 9,900 | $115,000 | 0.00% | 0.04% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 11/12/2024 | 3,398 | $39,315 | 0.00% | 0.01% |
| ANCORA ADVISORS, LLC | 11/14/2024 | 3,000 | $34,710 | 0.00% | 0.01% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 2,314 | $200,000 | 1,057.00% | 0.01% |
| CITADEL ADVISORS LLC | 11/14/2024 | 1,800 | $20,826 | -67.27% | 0.01% |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | 10/18/2024 | 1,307 | $15,000 | 3.08% | 0.01% |
WhiteHorse Finance, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of WHF shares?
During the previous two years, 84 institutional investors and hedge funds held shares of WhiteHorse Finance, Inc.. The most heavily invested institutionals were:
Sound Income Strategies, LLC: 895,062
TWO SIGMA ADVISERS, LP: 294,652
Advisors Asset Management, Inc.: 192,908
TWO SIGMA INVESTMENTS, LP: 177,220
Legal & General Group Plc: 161,758
BASSO CAPITAL MANAGEMENT, L.P.: 122,138
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What percentage of WhiteHorse Finance, Inc. stock is owned by institutional investors?
14.01% 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 4.56 M shares in the last 24 months. This purchase volume represents approximately $47.92 M in transactions.