Logan Ridge Finance Corporation (LRFC) Ownership

$24.46

south_east
-$0.1 (-0.39%)
Day's range
$24.37
Day's range
$24.95

Logan Ridge Finance Corporation Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 02/14/2025 225,964 $5.65 M   -1.59% 8.45%
BULLDOG INVESTORS, LLP 02/14/2025 219,366 $5.45 M   58.88% 8.20%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 01/10/2025 161,135 $4.00 M   0.00% 6.02%
REPERTOIRE PARTNERS LP 02/18/2025 95,000 $2.37 M   101.86% 3.55%
ARBITER PARTNERS CAPITAL MANAGEMENT LLC 02/13/2025 50,358 $1.26 M   -16.45% 1.88%
DAKOTA WEALTH MANAGEMENT 01/17/2025 14,950 $373,601   0.00% 0.56%
UBS GROUP AG 02/14/2025 12,741 $318,397   8.14% 0.48%
LAUREL WEALTH ADVISORS LLC 01/14/2025 4,729 $118,178   0.00% 0.18%
ACADIAN ASSET MANAGEMENT LLC 02/11/2025 1,321 $32,000   0.00% 0.05%
JPMORGAN CHASE & CO 02/12/2025 1,000 $24,530   0.00% 0.04%
TOWER RESEARCH CAPITAL LLC (TRC) 02/13/2025 89 $2,224   100.00% 0.00%
BOKF, NA 02/14/2025 51 $1,224   0.00% 0.00%
WELLS FARGO & COMPANY/MN 02/13/2025 0 $0   -100.00% 0.00%
BRIDGEWAY CAPITAL MANAGEMENT, LLC 02/14/2025 0 $0   -100.00% 0.00%
EMPOWERED FUNDS, LLC 01/28/2025 0 $0   -100.00% 0.00%

Logan Ridge Finance Corporation institutional Ownership - FAQ's

During the previous two years, 18 institutional investors and hedge funds held shares of Logan Ridge Finance Corporation. The most heavily invested institutionals were:

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 225,964

Bulldog Investors, LLP: 219,366

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 161,135

Repertoire Partners LP: 95,000

Arbiter Partners Capital Management LLC: 50,358

Dakota Wealth Management: 14,950

29.40% of Logan Ridge Finance Corporation stock is owned by institutional investors.

Institutional investors have bought a total of 970,102 shares in the last 24 months. This purchase volume represents approximately $23.73 M in transactions.