Portman Ridge Finance Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| SUGARLOAF WEALTH MANAGEMENT, LLC | 04/23/2024 | 5 | $95 | 100.00% | 0.00% |
| ADVISORNET FINANCIAL, INC | 04/12/2024 | 0 | $0 | -100.00% | 0.00% |
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Portman Ridge Finance Corporation institutional Ownership - FAQ's
During the previous two years, 10 institutional investors and hedge funds held shares of Portman Ridge Finance Corporation. The most heavily invested institutionals were:
Eidelman Virant Capital: 13,600
ACG Wealth: 0
SECURITY NATIONAL TRUST CO: 500
USCA RIA LLC: 22,092
FIRST HORIZON CORP: 295
Fondren Management LP: 179,100
0.00% of Portman Ridge Finance Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 478,140 shares in the last 24 months. This purchase volume represents approximately $7.82 M in transactions.