Purchases and Sales Made in Q2 2025 in White Horse Finance, Inc. (WHF)
This table provides information about the institutional ownership of White Horse Finance, Inc. (WHF) during Q2 2025. The information is specifically focused on institutions that hold shares of WhiteHorse Finance, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
88.7K+ 92.02% |
$769K - $872K
|
185K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
42.2KNew |
$366K - $416K
|
42.2K
$291K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
37.3K+ 173.23% |
$323K - $367K
|
58.8K
$405K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
16.3KNew |
$142K - $161K
|
16.3K
$112K
|
|
|
Aug 12, 2025
Q2 2025
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
15.8K+ 49.72% |
$137K - $156K
|
47.6K
$328K
|
|
|
Jul 08, 2025
Q2 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
10KNew |
$86.8K - $98.6K
|
10K
$69K
|
|
|
Aug 13, 2025
Q2 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
8.14K+ 68.99% |
$70.6K - $80.1K
|
19.9K
$137K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.72K+ 52.01% |
$66.9K - $75.9K
|
22.6K
$155K
|
|
|
Aug 12, 2025
Q2 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
6.56K+ 4.37% |
$56.9K - $64.6K
|
157K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
5.62K+ 2.81% |
$48.7K - $55.3K
|
206K
$1.42M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.79K+ 11.84% |
$15.5K - $17.6K
|
16.9K
$116K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.44K+ 3.14% |
$12.5K - $14.1K
|
47.2K
$325K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.22K+ 8.63% |
$10.5K - $12K
|
15.3K
$105K
|
|
|
Aug 14, 2025
Q2 2025
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.11K+ 2.24% |
$9.62K - $10.9K
|
50.6K
$348K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.1KNew |
$9.54K - $10.8K
|
1.1K
$7.58K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
999+ 26.68% |
$8.66K - $9.83K
|
4.74K
$32.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
655+ 0.98% |
$5.68K - $6.45K
|
67.4K
$465K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
495+ 4.14% |
$4.29K - $4.87K
|
12.4K
$85.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
280+ 1.89% |
$2.43K - $2.76K
|
15.1K
$104K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
246+ 1.25% |
$2.13K - $2.42K
|
19.9K
$137K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
148New |
$1.28K - $1.46K
|
148
$1.02K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14+ 0.05% |
$121 - $138
|
27.6K
$190K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
9New |
$78 - $88.6
|
9
$62
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
Bard Associates Inc
Chicago, IL |
SELL
|
- |
-500- 2.04% |
$4.34K - $4.92K
|
24.1K
$166K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-814- 1.34% |
$7.06K - $8.01K
|
60.1K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-814- 1.34% |
$7.06K - $8.01K
|
60.1K
$414K
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.21K- 3.68% |
$10.5K - $11.9K
|
31.8K
$219K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.58K- 27.12% |
$39.7K - $45.1K
|
12.3K
$84.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.39K- 28.36% |
$64.1K - $72.7K
|
18.7K
$129K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-7.73K- 19.71% |
$67K - $76.1K
|
31.5K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-14K- 7.16% |
$121K - $138K
|
181K
$1.25M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.1K- 30.47% |
$148K - $168K
|
38.9K
$268K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.1K- 30.47% |
$148K - $168K
|
38.9K
$268K
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
SELL
|
- |
-18.8K- 22.73% |
$163K - $185K
|
64.1K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-31K- 9.07% |
$269K - $305K
|
311K
$2.14M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-71.3K- 7.04% |
$618K - $702K
|
942K
$6.49M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtus Investment Advisers, Inc.
Hartford, CT |
SELL
|
- |
-74.8K- 56.21% |
$648K - $736K
|
58.3K
$401K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-94.1K- 57.4% |
$816K - $926K
|
69.9K
$481K
|
|