Recent Quarter Total Invested
$95
Recent Quarter Institutional Ownership Percentage
0%
Total Invested of Last Quarter
$305
Ownership Percentage of Last Quarter
0%
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% |
Portman Ridge Finance Corporationinstitutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of PTMN shares?
During the previous two years, 11 institutional investors and hedge funds held shares of Portman Ridge Finance Corporation. The most heavily invested institutionals were:
Sugarloaf Wealth Management, LLC: 0
Eidelman Virant Capital: 13,600
ACG Wealth: 0
SECURITY NATIONAL TRUST CO: 500
USCA RIA LLC: 22,092
FIRST HORIZON CORP: 295
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What percentage of Portman Ridge Finance Corporation stock is owned by institutional investors?
0.00% of Portman Ridge Finance Corporation stock is owned by institutional investors.
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How much institutional buying is happening at PTMN ?
Institutional investors have bought a total of 478,140 shares in the last 24 months. This purchase volume represents approximately $8.75 M in transactions.