Institutional Ownership Logan Ridge Finance Corp. (LRFC)
This table provides information about the institutional ownership of Logan Ridge Finance Corp. (LRFC). We have compiled data on the 12 institutions that hold shares in the stock, with a total of 797,343 shares, which have been reported (via 13F filing form) to have a value of $15.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
May 15, 2025 Q1 2025 |
240,279
shares
|
$4.58 Million
2.26% of portfolio
|
Q1 2025
Added 9.53%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
May 15, 2025 Q1 2025 |
227,960
shares
|
$4.35 Million
0.36% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Repertoire Partners LP
New York, NY |
May 15, 2025 Q1 2025 |
148,130
shares
|
$2.83 Million
1.44% of portfolio
|
Q1 2025
Added 55.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
137,736
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
14,950
shares
|
$285,246
0.01% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
12,621
shares
|
$240,808
0.0% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
9,935
shares
|
$189,559
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
4,729
shares
|
$90,229
0.02% of portfolio
|
Q1 2024
Added 4.42%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,000
shares
|
$19,080
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2
shares
|
$38
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|