Logan Ridge Finance Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BULLDOG INVESTORS, LLP | 05/15/2025 | 240.28 K | $5.29 M | 9.53% | 9.05% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2025 | 227.96 K | $5.02 M | 0.88% | 8.58% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/16/2025 | 149.43 K | $3.29 M | 0.00% | 5.63% |
| REPERTOIRE PARTNERS LP | 05/15/2025 | 148.13 K | $3.26 M | 55.93% | 5.58% |
| DAKOTA WEALTH MANAGEMENT | 05/02/2025 | 14.95 K | $328.90 K | 0.00% | 0.56% |
| UBS GROUP AG | 05/13/2025 | 12.62 K | $277.66 K | -0.94% | 0.48% |
| LAUREL WEALTH ADVISORS LLC | 04/15/2025 | 4.73 K | $104.04 K | 0.00% | 0.18% |
| JPMORGAN CHASE & CO | 05/12/2025 | 1.00 K | $22.39 K | 0.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 2 | $43 | 100.00% | 0.00% |
| MORGAN STANLEY | 05/15/2025 | 1 | $24 | 0.00% | 0.00% |
| BOKF, NA | 05/13/2025 | 0 | $0 | -100.00% | 0.00% |
| ACADIAN ASSET MANAGEMENT LLC | 05/21/2025 | 0 | $0 | -100.00% | 0.00% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 05/13/2025 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 05/15/2025 | 0 | $0 | -100.00% | 0.00% |
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Logan Ridge Finance Corporation institutional Ownership - FAQ's
During the previous two years, 16 institutional investors and hedge funds held shares of Logan Ridge Finance Corporation. The most heavily invested institutionals were:
Bulldog Investors, LLP: 240,279
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 227,960
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 149,431
Repertoire Partners LP: 148,130
Dakota Wealth Management: 14,950
UBS Group AG: 12,621
30.09% of Logan Ridge Finance Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 982.50 K shares in the last 24 months. This purchase volume represents approximately $16.68 M in transactions.