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Get Institutions for : 
Whitehorse Finance, Inc. (WHF)  
$13.15 0.21 (1.62%) as of 4:30 Fri 6/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    3
Total shares held : 
3,064,829  
% of shares held : 
14.91%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  9  
Amount of shares held : 
159,522  
% of shares held change : 
  0.78%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$12.30  
Last Quarter's Ending Price : 
$12.40  
Last Quarter's Average Price
$12.60  
Change from last quarter's     
avg. price to the last closing  : 
0.55 (4.37%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
10
 102,205
 3.33%
 
Increased Positions :
20
 248,133
 8.1%
 
Unchanged Positions :
14
 352,092
 11.49%
 
Decreased Positions :
14
-146,926
-4.79%
 
Closed Positions :
7
-43,890
-1.43%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 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 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
   Cape Investment Advisory Inc. 249 *New 2023-12-31 7,206 $89,000 7,206
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2123 *New 2024-03-31 3,398 $42,000 3,398
   EntryPoint Capital LLC 875 *New 2024-03-31 3,114 $39,000 3,114
   Householder Group Estate & Retirement Specialist L 723 *New 2024-03-31 1,229 $15,000 1,229
   PRINCIPAL SECURITIES INC. 3258 *New 2024-03-31 23 $0 23

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