Portman 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 | 216.55 K | $2.71 M | 0.00% | 2.35% |
| TWO SIGMA ADVISERS, LP | 08/14/2025 | 175.10 K | $2.19 M | 5.99% | 1.90% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2025 | 104.17 K | $1.30 M | -0.02% | 1.13% |
| MAREX GROUP PLC | 08/19/2025 | 82.15 K | $1.03 M | 100.00% | 0.89% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2025 | 81.50 K | $1.02 M | 8.14% | 0.89% |
| FOUNDERS FINANCIAL ALLIANCE, LLC | 08/12/2025 | 70.50 K | $882.71 K | -0.02% | 0.77% |
| MARSHALL WACE, LLP | 08/13/2025 | 65.64 K | $821.75 K | 100.00% | 0.71% |
| MORGAN STANLEY | 08/15/2025 | 65.28 K | $817.28 K | 22.38% | 0.71% |
| LEGAL & GENERAL GROUP PLC | 08/12/2025 | 62.63 K | $784.07 K | 0.00% | 0.68% |
| BLACKROCK, INC. | 08/12/2025 | 58.20 K | $728.64 K | 34.02% | 0.63% |
| CITADEL ADVISORS LLC | 08/14/2025 | 49.81 K | $623.63 K | 346.26% | 0.54% |
| GABLES CAPITAL MANAGEMENT INC. | 07/30/2025 | 47.69 K | $597.07 K | -21.99% | 0.52% |
| SQUAREPOINT OPS LLC | 08/27/2025 | 45.87 K | $574.29 K | 100.00% | 0.50% |
| VIRTUS INVESTMENT ADVISERS, INC. | 08/13/2025 | 43.62 K | $546.11 K | 15.26% | 0.47% |
| TREXQUANT INVESTMENT LP | 08/12/2025 | 40.02 K | $501.10 K | -33.59% | 0.43% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2025 | 38.83 K | $486.18 K | 105.79% | 0.42% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/12/2025 | 33.16 K | $415.19 K | -23.91% | 0.36% |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | 08/14/2025 | 27.71 K | $347.00 K | 0.00% | 0.30% |
| DELTEC ASSET MANAGEMENT LLC | 07/18/2025 | 27.01 K | $338.22 K | 0.00% | 0.29% |
| BANK OF AMERICA CORP /DE/ | 08/14/2025 | 21.61 K | $270.56 K | 0.65% | 0.23% |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | 07/01/2025 | 20.93 K | $262.10 K | -67.37% | 0.23% |
| ACCORDANT ADVISORY GROUP INC | 08/12/2025 | 16.06 K | $201.07 K | 3.61% | 0.17% |
| WINNOW WEALTH LLC | 08/12/2025 | 16.06 K | $201.07 K | 100.00% | 0.17% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/14/2025 | 14.40 K | $180.29 K | 100.00% | 0.16% |
| ETHOS FINANCIAL GROUP, LLC | 08/06/2025 | 12.75 K | $159.63 K | 0.00% | 0.14% |
| CITADEL ADVISORS LLC | 08/14/2025 | 10.70 K | $133.96 K | 40.79% | 0.12% |
| RITHOLTZ WEALTH MANAGEMENT | 07/28/2025 | 10.64 K | $133.26 K | 0.69% | 0.12% |
| SIGNATUREFD, LLC | 07/16/2025 | 3.15 K | $39.36 K | 2.61% | 0.03% |
| ROYAL BANK OF CANADA | 11/21/2025 | 2.21 K | $28.00 K | -86.52% | 0.02% |
| ARLINGTON TRUST CO LLC | 07/08/2025 | 1.50 K | $19.05 K | -25.00% | 0.02% |
| WELLS FARGO & COMPANY/MN | 08/14/2025 | 1.30 K | $16.30 K | 48.35% | 0.01% |
| HARBOUR INVESTMENTS, INC. | 07/28/2025 | 1.07 K | $13.40 K | 0.00% | 0.01% |
| IFP ADVISORS, INC | 07/24/2025 | 457 | $5.72 K | 0.00% | 0.01% |
| ADVISOR GROUP HOLDINGS, INC. | 09/04/2025 | 418 | $5.23 K | 0.00% | 0.00% |
| UBS GROUP AG | 08/14/2025 | 206 | $2.58 K | -58.22% | 0.00% |
| GOLDEN STATE WEALTH MANAGEMENT, LLC | 08/06/2025 | 132 | $1.65 K | 32.00% | 0.00% |
| NEWBRIDGE FINANCIAL SERVICES GROUP, INC. | 08/19/2025 | 88 | $1.10 K | 0.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/13/2025 | 40 | $501 | 100.00% | 0.00% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/08/2025 | 20 | $250 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2025 | 11 | $138 | -98.64% | 0.00% |
| COMMUNITY BANK, N.A. | 07/25/2025 | 3 | $37 | 100.00% | 0.00% |
| BNP PARIBAS ARBITRAGE, SNC | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/12/2025 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| SIMPLEX TRADING, LLC | 08/05/2025 | 0 | $0 | -100.00% | 0.00% |
| CRUISER CAPITAL ADVISORS, LLC | 08/14/2025 | 0 | $0 | -100.00% | 0.00% |
| STEPHENS CONSULTING, LLC | 07/25/2025 | 0 | $0 | -100.00% | 0.00% |
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Portman Ridge Finance Corporation institutional Ownership - FAQ's
During the previous two years, 22 institutional investors and hedge funds held shares of Portman Ridge Finance Corporation. The most heavily invested institutionals were:
WINNOW WEALTH LLC: 0
Community Bank, N.A.: 0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO: 0
HARBOUR INVESTMENTS, INC.: 0
RITHOLTZ WEALTH MANAGEMENT: 0
SUSQUEHANNA INTERNATIONAL GROUP, LLP: 0
15.69% of Portman Ridge Finance Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 708.43 K shares in the last 24 months. This purchase volume represents approximately $8.37 M in transactions.