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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
   Sound Income Strategies LLC 43 - 2024-03-31 812,395 $10,074,000 58,463
   UBS Group AG 2860 - 2024-03-31 183,110 $2,271,000 2,161
   LEGAL & GENERAL GROUP PLC 1878 - 2024-03-31 179,085 $2,217,000 5,331
   MORGAN STANLEY 4454 - 2024-03-31 159,295 $1,975,000 12,702
   TWO SIGMA ADVISERS, LLC 1528 - 2024-03-31 91,352 $1,133,000 6,000
   GABLES CAPITAL MANAGEMENT INC. 42 - 2024-03-31 89,506 $1,110,000 1,100
   BLACKROCK INC. 3911 - 2024-03-31 75,872 $941,000 14,973
   ROYAL BANK OF CANADA 3102 - 2024-03-31 68,251 $846,000 31,832
   Virtus ETF Advisers LLC 109 - 2024-03-31 60,597 $751,000 15,383
   PUTNAM INVESTMENTS LLC 894 - 2023-12-31 33,829 $416,000 6,930
   Ronald Blue Trust Inc. 312 - 2024-03-31 33,000 $409,000 9,995
   IFP Advisors Inc 728 - 2023-12-31 25,425 $313,000 6,794
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2660 - 2024-03-31 24,973 $310,000 227
   H D Vest Advisory Services 1368 - 2024-03-31 21,207 $263,000 9
   GREAT WEST LIFE ASSURANCE CO /CAN/ 1814 - 2024-03-31 18,292 $227,000 3,013
   GOLDMAN SACHS GROUP INC/ 4253 - 2024-03-31 15,317 $190,000 103
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3093 - 2024-03-31 14,739 $183,000 1,117
   COMMONWEALTH EQUITY SERVICES LLC. 3611 - 2024-03-31 14,791 $183,000 846
   NewEdge Wealth LLC 776 - 2024-03-31 12,439 $162,000 737
   MARINER WEALTH ADVISORS, LLC 2842 - 2024-03-31 11,883 $147,000 358
   Ahrens Investment Partners LLC 238 - 2023-03-31 6,825 $85,000 6,825
   WELLS FARGO & CO/MN 4490 - 2024-03-31 6,010 $75,000 3,305
   Qube Research & Technologies Ltd 3147 - 2024-03-31 1,930 $24,000 1,899
   BNP PARIBAS ARBITRAGE SA 3023 - 2024-03-31 82 $1,000 15
  24 Records found
  1    
  Page 1 of 1
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