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. | 11/14/2024 | 229,614 | $5.70 M | 2.74% | 8.58% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10/24/2024 | 161,135 | $4.00 M | -1.29% | 6.02% |
| BULLDOG INVESTORS, LLP | 11/14/2024 | 138,066 | $3.43 M | 3.91% | 5.16% |
| ARBITER PARTNERS CAPITAL MANAGEMENT LLC | 11/13/2024 | 60,271 | $1.50 M | -1.38% | 2.25% |
| REPERTOIRE PARTNERS LP | 11/14/2024 | 47,062 | $1.17 M | 100.00% | 1.76% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 11/14/2024 | 26,730 | $653,549 | 2.57% | 1.00% |
| DAKOTA WEALTH MANAGEMENT | 10/23/2024 | 14,950 | $371,190 | -4.26% | 0.56% |
| EMPOWERED FUNDS, LLC | 11/06/2024 | 14,130 | $345,479 | 4.98% | 0.53% |
| UBS GROUP AG | 11/14/2024 | 11,782 | $292,534 | -0.14% | 0.44% |
| LAUREL WEALTH ADVISORS LLC | 11/05/2024 | 4,729 | $117,415 | 0.00% | 0.18% |
| ACADIAN ASSET MANAGEMENT LLC | 11/12/2024 | 1,321 | $32,000 | -16.18% | 0.05% |
| JPMORGAN CHASE & CO | 11/08/2024 | 1,000 | $24,450 | 0.00% | 0.04% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 500 | $12,418 | 100.00% | 0.02% |
| BOKF, NA | 11/14/2024 | 51 | $1,233 | 100.00% | 0.00% |
| MORGAN STANLEY | 11/14/2024 | 1 | $36 | 0.00% | 0.00% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10/22/2024 | 0 | $0 | -100.00% | 0.00% |
| SOA WEALTH ADVISORS, LLC. | 11/20/2024 | 0 | $0 | -100.00% | 0.00% |
Logan Ridge Finance Corporationinstitutional Ownership - FAQ's
During the previous two years, 20 institutional investors and hedge funds held shares of Logan Ridge Finance Corporation. The most heavily invested institutionals were:
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 229,614
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC: 161,135
Bulldog Investors, LLP: 138,066
Arbiter Partners Capital Management LLC: 60,271
Repertoire Partners LP: 47,062
BRIDGEWAY CAPITAL MANAGEMENT, LLC: 26,730
26.59% of Logan Ridge Finance Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 894,739 shares in the last 24 months. This purchase volume represents approximately $22.51 M in transactions.