Who owns Whitehorse Finance?
- Ticker: WHF
- CUSIP Number: 96524V106
Tip: Access positions for across all investors
Analyze quarterly positions in Whitehorse Finance with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Whitehorse Finance stock
Who bought or sold Whitehorse Finance this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Sound Income Strategies | 812k | $10M | 8% | Mar 2024 |
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| Advisors Asset Management | 211k | $2.6M | -25% | Dec 2023 |
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| UBS Group | 183k | $2.3M | 1% | Mar 2024 |
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| Legal & General Group | 179k | $2.2M | 3% | Mar 2024 |
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| Morgan Stanley | 159k | $2.0M | 10% | Mar 2024 |
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| Basso Capital Management | 122k | $1.5M | 0% | Mar 2024 |
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| Two Sigma Investments | 92k | $1.1M | -6% | Mar 2024 |
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| Two Sigma Advisers | 91k | $1.1M | 7% | Mar 2024 |
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| Gables Capital Management | 90k | $1.1M | 1% | Mar 2024 |
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| Raymond James & Associates | 89k | $1.1M | -10% | Mar 2024 |
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| BlackRock | 76k | $941k | 28% | Mar 2024 |
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| Royal Bank of Canada | 68k | $846k | 87% | Mar 2024 |
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| Connor, Clark & Lunn Investment Management | 68k | $845k | -13% | Mar 2024 |
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| Virtus ETF Advisers | 61k | $751k | 34% | Mar 2024 |
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| Atria Wealth Solutions | 55k | $687k | -5% | Mar 2024 |
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| LPL Financial | 46k | $576k | -17% | Mar 2024 |
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| Millennium Management | 44k | $544k | -33% | Mar 2024 |
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| Toroso Investments | 41k | $510k | -29% | Mar 2024 |
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| Bard Associates | 34k | $436k | 2% | Mar 2024 |
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| Ronald Blue Trust | 33k | $409k | 43% | Mar 2024 |
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| Citadel Advisors | 33k | $407k | -29% | Mar 2024 |
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| Bank of America Corporation | 33k | $405k | 0% | Mar 2024 |
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| Dimension Capital Management Partners | 32k | $395k | 0% | Mar 2024 |
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| Sanders Morris Harris | 31k | $388k | 0% | Mar 2024 |
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| Mercer Global Advisors | 26k | $26k | 0% | Mar 2024 |
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| IFP Advisors | 25k | $313k | 36% | Dec 2023 |
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| Cambridge Investment Research Advisors | 25k | $310k | 1% | Mar 2024 |
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| H D Vest Advisory Services | 21k | $263k | 0% | Mar 2024 |
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| Advisor Group Holdings | 18k | $224k | -11% | Mar 2024 |
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| Natixis | 17k | $215k | 0% | Mar 2024 |
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| Goldman Sachs Group | 15k | $190k | 1% | Mar 2024 |
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| Commonwealth Equity Services | 15k | $183k | 6% | Mar 2024 |
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| Raymond James Financial Services Advisors | 15k | $183k | 8% | Mar 2024 |
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| NewEdge Wealth | 12k | $162k | 6% | Mar 2024 |
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| Mariner Wealth Advisors | 12k | $147k | 3% | Mar 2024 |
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| Susquehanna International | 12k | $145k | -59% | Mar 2024 |
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| Jpmorgan Chase & Co | 11k | $139k | -7% | Mar 2024 |
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| Powell Investment Advisors | 11k | $141k | 0% | Mar 2024 |
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| Baker Tilly Financial | 11k | $136k | 0% | Mar 2024 |
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| Townsquare Capital | 11k | $136k | 0% | Mar 2024 |
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| Davenport & Co | 11k | $136k | 0% | Mar 2024 |
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| LSV Asset Management | 9.9k | $123k | 0% | Mar 2024 |
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| Cape Investment Advisory | 7.2k | $89k | 100% | Dec 2023 |
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| Wells Fargo & Company | 6.0k | $75k | 122% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 3.4k | $42k | 100% | Mar 2024 |
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| Ancora Advisors | 3.0k | $37k | 0% | Mar 2024 |
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| Qube Research & Technologies | 1.9k | $24k | -65% | Mar 2024 |
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| Householder Group Estate & Retirement Specialist | 1.2k | $15k | 100% | Mar 2024 |
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| Tower Research Capital | 241.00 | $3.0k | 100% | Mar 2024 |
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| Delta Asset Management | 115.00 | $1.4k | 0% | Dec 2023 |
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| Bnp Paribas Arbitrage, Snc | 82.00 | $1.0k | 22% | Mar 2024 |
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| Simplex Trading | 26.00 | $0 | -88% | Mar 2024 |
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| Principal Securities | 23.00 | $284.999900 | 100% | Mar 2024 |
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| FMR | 1.00 | $12.000000 | 100% | Mar 2024 |
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Who sold out of Whitehorse Finance?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Benjamin F. Edwards & Company | Dec 2023 | 62k | $760k |
| Quadrature Capital | Sep 2023 | 28k | $359k |
| Acadian Asset Management | Sep 2023 | 20k | $248k |
| D. E. Shaw & Co | Dec 2023 | 11k | $138k |
| Harbour Investments | Sep 2023 | 2.2k | $28k |
| Stonebridge Capital Advisors | Sep 2023 | 216.00 | $2.8k |
| Advisory Services Network | Dec 2023 | 88.00 | $1.1k |