WhiteHorse Finance, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
SOUND INCOME STRATEGIES, LLC | 01/21/2025 | 965,296 | $9.34 M | 7.85% | 4.15% |
TWO SIGMA ADVISERS, LP | 02/14/2025 | 319,652 | $3.09 M | 8.48% | 1.38% |
TWO SIGMA INVESTMENTS, LP | 02/14/2025 | 211,790 | $2.05 M | 19.51% | 0.91% |
ADVISORS ASSET MANAGEMENT, INC. | 02/10/2025 | 165,419 | $1.60 M | -14.25% | 0.71% |
LEGAL & GENERAL GROUP PLC | 02/13/2025 | 158,098 | $1.53 M | -2.26% | 0.68% |
MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 129,981 | $1.26 M | 172.39% | 0.56% |
BASSO CAPITAL MANAGEMENT, L.P. | 02/10/2025 | 120,138 | $1.16 M | -1.64% | 0.52% |
GABLES CAPITAL MANAGEMENT INC. | 02/07/2025 | 83,106 | $804,466 | -6.63% | 0.36% |
INDEPENDENT ADVISOR ALLIANCE | 02/07/2025 | 75,925 | $734,952 | 100.00% | 0.33% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 74,357 | $719,776 | 14.84% | 0.32% |
ROYAL BANK OF CANADA | 02/14/2025 | 70,566 | $683,000 | -1.82% | 0.30% |
CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 02/10/2025 | 60,839 | $588,922 | 2.50% | 0.26% |
RONALD BLUE TRUST, INC. | 01/30/2025 | 54,454 | $527,113 | 43.30% | 0.23% |
TOROSO INVESTMENTS, LLC | 02/14/2025 | 49,460 | $478,773 | 2.30% | 0.21% |
VIRTUS ETF ADVISERS LLC | 02/14/2025 | 49,129 | $475,569 | -36.09% | 0.21% |
SQUAREPOINT OPS LLC | 02/14/2025 | 45,102 | $436,587 | -7.83% | 0.19% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 44,589 | $431,622 | 23.15% | 0.19% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 44,135 | $427,227 | 258.21% | 0.19% |
BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 02/13/2025 | 42,772 | $414,000 | 5.61% | 0.18% |
RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 42,025 | $406,802 | 100.00% | 0.18% |
MARSHALL WACE, LLP | 02/13/2025 | 41,514 | $401,856 | -45.76% | 0.18% |
TREXQUANT INVESTMENT LP | 02/12/2025 | 40,518 | $392,214 | 32.97% | 0.17% |
SCHONFELD STRATEGIC ADVISORS LLC | 02/14/2025 | 37,300 | $361,064 | 208.26% | 0.16% |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/14/2025 | 36,090 | $349,000 | 0.22% | 0.16% |
UBS GROUP AG | 02/14/2025 | 34,926 | $338,083 | -28.54% | 0.15% |
AVANTAX ADVISORY SERVICES, INC. | 02/10/2025 | 29,143 | $282,105 | -3.26% | 0.13% |
DIMENSION CAPITAL MANAGEMENT LLC | 02/14/2025 | 28,337 | $274,303 | 0.00% | 0.12% |
VIRTU FINANCIAL LLC | 02/11/2025 | 26,105 | $253,000 | 100.00% | 0.11% |
ATRIA WEALTH SOLUTIONS, INC. | 01/31/2025 | 25,768 | $274,499 | -60.46% | 0.11% |
BARD ASSOCIATES INC | 02/06/2025 | 25,270 | $256,807 | -22.17% | 0.11% |
JANE STREET GROUP, LLC | 02/14/2025 | 24,921 | $241,235 | 100.00% | 0.11% |
COMMONWEALTH EQUITY SERVICES, LLC | 02/10/2025 | 19,418 | $188,000 | 23.41% | 0.08% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 17,463 | $201,684 | 0.00% | 0.08% |
D. E. SHAW & CO., INC. | 02/14/2025 | 15,912 | $154,028 | 100.00% | 0.07% |
NEWEDGE WEALTH, LLC | 02/05/2025 | 13,551 | $131,171 | 5.68% | 0.06% |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 02/13/2025 | 12,569 | $122,000 | -8.93% | 0.05% |
MARINER, LLC | 02/13/2025 | 11,404 | $110,392 | -9.70% | 0.05% |
POWELL INVESTMENT ADVISORS, LLC | 01/29/2025 | 11,060 | $111,319 | 0.00% | 0.05% |
TOWNSQUARE CAPITAL LLC | 02/13/2025 | 11,000 | $106,480 | 0.00% | 0.05% |
NORDEN GROUP LLC | 02/05/2025 | 11,000 | $106,480 | 0.00% | 0.05% |
HRT FINANCIAL LP | 02/14/2025 | 10,714 | $103,000 | 100.00% | 0.05% |
SNOWDEN CAPITAL ADVISORS LLC | 02/14/2025 | 10,000 | $100,650 | 100.00% | 0.04% |
LSV ASSET MANAGEMENT | 02/13/2025 | 9,900 | $96,000 | 0.00% | 0.04% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 6,170 | $59,722 | -65.94% | 0.03% |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 4,076 | $39,456 | 100.00% | 0.02% |
ANCORA ADVISORS, LLC | 02/14/2025 | 3,000 | $29,040 | 0.00% | 0.01% |
BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 772 | $7,473 | 100.00% | 0.00% |
SYNERGY ASSET MANAGEMENT, LLC | 01/23/2025 | 248 | $2,869 | 100.00% | 0.00% |
JPMORGAN CHASE & CO | 02/12/2025 | 247 | $2,391 | -61.82% | 0.00% |
SIMPLEX TRADING, LLC | 02/11/2025 | 229 | $2,000 | -56.38% | 0.00% |
WhiteHorse Finance, Inc. institutional Ownership - FAQ's
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: 965,296
TWO SIGMA ADVISERS, LP: 319,652
TWO SIGMA INVESTMENTS, LP: 211,790
Advisors Asset Management, Inc.: 165,419
Legal & General Group Plc: 158,098
MILLENNIUM MANAGEMENT LLC: 129,981
15.17% 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 $47.30 M in transactions.