Institutional Ownership Logan Ridge Finance Corp. (LRFC)
This table provides information about the institutional ownership of Logan Ridge Finance Corp. (LRFC). We have compiled data on the 16 institutions that hold shares in the stock, with a total of 796,640 shares, which have been reported (via 13F filing form) to have a value of $19.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Feb 14, 2025 Q4 2024 |
225,964
shares
|
$5.62 Million
0.34% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Feb 14, 2025 Q4 2024 |
219,366
shares
|
$5.46 Million
2.4% of portfolio
|
Q4 2024
Added 58.88%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
161,135
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Repertoire Partners LP
New York, NY |
Feb 14, 2025 Q4 2024 |
95,000
shares
|
$2.36 Million
0.95% of portfolio
|
Q4 2024
Added 101.86%
|
|
|
Arbiter Partners Capital Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
50,358
shares
|
$1.25 Million
0.98% of portfolio
|
Q4 2024
Reduced 16.45%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
14,950
shares
|
$371,806
0.01% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
12,741
shares
|
$316,868
0.0% of portfolio
|
Q4 2024
Added 8.14%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
9,935
shares
|
$247,083
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
4,729
shares
|
$117,610
0.02% of portfolio
|
Q1 2024
Added 4.42%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
1,321
shares
|
$32,853
0.0% of portfolio
|
Q3 2024
Reduced 16.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,000
shares
|
$24,870
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
89
shares
|
$2,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
51
shares
|
$1,268
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$24
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
Closed
|