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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
   BASSO CAPITAL MANAGEMENT LP 12 - 2024-03-31 122,138 $1,515,000 0
   BARD ASSOCIATES INC 127 - 2024-03-31 34,120 $436,000 0
   BANK OF AMERICA CORP /DE/ 4501 - 2024-03-31 32,650 $405,000 0
   DIMENSION CAPITAL MANAGEMENT PARTNERS 74 - 2024-03-31 31,812 $394,000 0
   NATIXIS 685 - 2024-03-31 17,333 $215,000 0
   Powell Investment Advisors LLC 124 - 2024-03-31 11,060 $141,000 0
   BAKER TILLY FINANCIAL LLC 411 - 2024-03-31 11,000 $136,000 0
   TOWNSQUARE CAPITAL LLC 1163 - 2024-03-31 11,000 $136,000 0
   DAVENPORT & CO LLC 1056 - 2024-03-31 10,973 $136,000 0
   LSV ASSET MANAGEMENT 825 - 2024-03-31 9,900 $123,000 0
   ANCORA ADVISORS, LLC 983 - 2024-03-31 3,000 $37,000 0
   MERCER GLOBAL ADVISORS INC /ADV 1901 - 2024-03-31 26,248 $26,000 0
   DELTA ASSET MANAGEMENT LLC/TN 603 - 2024-03-31 115 $1,000 0
   PROEQUITIES INC. 5677 - 2024-03-31 0 $0 0
   FMR LLC 5475 - 2024-03-31 1 $0 0

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