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 16 institutions that hold shares in the stock, with a total of 806,848 shares, which have been reported (via 13F filing form) to have a value of $15.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bulldog Investors, LLP
Saddle Brook, NJ |
Aug 14, 2025 Q2 2025 |
233,549
shares
|
$4.46 Million
1.66% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Punch & Associates Investment Management, Inc.
Edina, MN |
Aug 14, 2025 Q2 2025 |
227,960
shares
|
$4.35 Million
0.3% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
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%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
89,804
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2025
Added 1799.01%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
42,240
shares
|
$805,939
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Almitas Capital LLC
Santa Monica, CA |
Aug 14, 2025 Q2 2025 |
30,999
shares
|
$591,460
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
14,950
shares
|
$285,246
0.01% of portfolio
|
Q3 2024
Reduced 4.26%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
13,185
shares
|
$251,569
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
9,935
shares
|
$189,559
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
5,274
shares
|
$100,627
0.0% of portfolio
|
Q2 2025
Reduced 58.21%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,000
shares
|
$19,080
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
182
shares
|
$3,472
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
33
shares
|
$629
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1
shares
|
$19
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
Closed
|