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.