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Get Institutions for : 
Whitehorse Finance, Inc. (WHF)  
$11.85 0.00 (0.00%) as of 4:30 Wed 9/18


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 63    6
Total shares held : 
3,649,771  
% of shares held : 
17.76%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  28  
Amount of shares held : 
652,427  
% of shares held change : 
  3.17%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$12.20  
Last Quarter's Ending Price : 
$12.27  
Last Quarter's Average Price
$12.74  
Change from last quarter's     
avg. price to the last closing  : 
0.89 (6.99%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 188,076
 5.15%
 
Increased Positions :
30
 680,852
 18.65%
 
Unchanged Positions :
14
 370,949
 10.16%
 
Decreased Positions :
8
-176,096
-4.82%
 
Closed Positions :
5
-40,405
-1.11%
 
Guru Positions :
0
 0%
 
View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for period: 
3-31-2024 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   BASSO CAPITAL MANAGEMENT LP 17 - 2024-06-30 122,138 $1,499,000 0
   GABLES CAPITAL MANAGEMENT INC. 41 - 2024-06-30 89,506 $1,098,000 0
   Ronald Blue Trust Inc. 447 - 2024-06-30 33,000 $409,000 0
   DIMENSION CAPITAL MANAGEMENT PARTNERS 74 - 2024-06-30 31,812 $390,000 0
   NATIXIS 685 - 2024-06-30 17,333 $213,000 0
   NewEdge Wealth LLC 738 - 2024-06-30 12,439 $153,000 0
   Powell Investment Advisors LLC 124 - 2024-06-30 11,060 $140,000 0
   TOWNSQUARE CAPITAL LLC 1228 - 2024-06-30 11,000 $135,000 0
   LSV ASSET MANAGEMENT 816 - 2024-06-30 9,900 $121,000 0
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2124 - 2024-06-30 3,398 $42,000 0
   ANCORA ADVISORS, LLC 976 - 2024-06-30 3,000 $37,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1925 - 2024-06-30 26,248 $26,000 0
   DELTA ASSET MANAGEMENT LLC/TN 580 - 2024-06-30 115 $1,000 0
   PROEQUITIES INC. 5508 - 2024-06-30 0 $0 0

  14 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results