Recent Quarter Total Invested
$14.71 M
Recent Quarter Institutional Ownership Percentage
24.51%
Total Invested of Last Quarter
$14.20 M
Ownership Percentage of Last Quarter
23.42%
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. | 08/14/2024 | 223,493 | $5.01 M | 3.92% | 8.34% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/16/2024 | 163,235 | $3.66 M | -4.52% | 6.09% |
| BULLDOG INVESTORS, LLP | 08/09/2024 | 132,868 | $2.98 M | 11.89% | 4.96% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 08/13/2024 | 61,113 | $1.37 M | 0.00% | 2.28% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 26,060 | $586,089 | 3.58% | 0.97% |
| DAKOTA WEALTH MANAGEMENT | 07/22/2024 | 15,616 | $349,799 | 0.00% | 0.58% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 13,460 | $302,715 | 7.17% | 0.50% |
| UBS GROUP AG | 08/14/2024 | 11,799 | $264,297 | 3,681.73% | 0.44% |
| LAUREL WEALTH ADVISORS LLC | 07/31/2024 | 4,729 | $105,930 | 0.00% | 0.18% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 1,576 | $35,000 | -46.36% | 0.06% |
| JPMORGAN CHASE & CO | 08/12/2024 | 1,000 | $22,490 | 0.00% | 0.04% |
| SOA WEALTH ADVISORS, LLC. | 07/17/2024 | 985 | $22,064 | 0.00% | 0.04% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 07/30/2024 | 400 | $8,960 | 100.00% | 0.01% |
| MORGAN STANLEY | 10/17/2024 | 1 | $30 | 0.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| IFP ADVISORS, INC | 07/30/2024 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
Logan Ridge Finance Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of LRFC shares?
During the previous two years, 9 institutional investors and hedge funds held shares of Logan Ridge Finance Corporation. The most heavily invested institutionals were:
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC: 0
SOA Wealth Advisors, LLC.: 0
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 26,060
UBS Group AG: 11,799
JPMORGAN CHASE & CO: 1,000
MORGAN STANLEY: 1
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What percentage of Logan Ridge Finance Corporation stock is owned by institutional investors?
24.51% of Logan Ridge Finance Corporation stock is owned by institutional investors.
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How much institutional buying is happening at LRFC ?
Institutional investors have bought a total of 222,257 shares in the last 24 months. This purchase volume represents approximately $5.65 M in transactions.