Logan Ridge Finance Corporation (LRFC) Ownership

$16.98

$0.28 (1.68%)
Last update: 11:06 AM EST
Day's range
$16.98
Day's range
$16.98

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%

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.