Logan Ridge Finance Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BULLDOG INVESTORS, LLP | 08/14/2025 | 233.55 K | $4.44 M | -2.80% | 8.79% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2025 | 227.96 K | $4.33 M | 0.00% | 8.58% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/10/2025 | 137.74 K | $2.60 M | -7.83% | 5.19% |
| LAUREL WEALTH ADVISORS LLC | 08/12/2025 | 89.80 K | $4.73 M | 1,799.01% | 3.38% |
| CSS LLC/IL | 08/14/2025 | 42.24 K | $802.14 K | 100.00% | 1.59% |
| ALMITAS CAPITAL LLC | 08/14/2025 | 31.00 K | $576.95 K | 100.00% | 1.17% |
| DAKOTA WEALTH MANAGEMENT | 07/16/2025 | 14.95 K | $283.90 K | 0.00% | 0.56% |
| UBS GROUP AG | 08/14/2025 | 5.27 K | $100.15 K | -58.21% | 0.20% |
| JPMORGAN CHASE & CO | 08/12/2025 | 1.00 K | $18.97 K | 0.00% | 0.04% |
| ADVISOR GROUP HOLDINGS, INC. | 09/04/2025 | 182 | $3.46 K | 100.00% | 0.01% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2025 | 33 | $627 | 100.00% | 0.00% |
| WELLS FARGO & COMPANY/MN | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| REPERTOIRE PARTNERS LP | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
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Logan Ridge Finance Corporation institutional Ownership - FAQ's
During the previous two years, 14 institutional investors and hedge funds held shares of Logan Ridge Finance Corporation. The most heavily invested institutionals were:
UBS Group AG: 0
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 0
CSS LLC/IL: 0
Dakota Wealth Management: 0
Laurel Wealth Advisors LLC: 0
Almitas Capital LLC: 0
29.51% of Logan Ridge Finance Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 183.40 K shares in the last 24 months. This purchase volume represents approximately $3.50 M in transactions.