Purchases and Sales Made in Q4 2023 in Logan Ridge Finance Corp. (LRFC)
This table provides information about the institutional ownership of Logan Ridge Finance Corp. (LRFC) during Q4 2023. The information is specifically focused on institutions that hold shares of Logan Ridge Finance Corp..
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
232KNew |
$4.71M - $5.39M
|
232K
$5.55M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
43KNew |
$872K - $998K
|
43K
$1.03M
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
8.55K+ 64.99% |
$174K - $199K
|
21.7K
$519K
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.48K+ 3.32% |
$111K - $127K
|
170K
$4.07M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
463New |
$9.4K - $10.8K
|
463
$11.1K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
404+ 117.44% |
$8.2K - $9.38K
|
748
$17.9K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
218New |
$4.43K - $5.06K
|
218
$5.21K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
201New |
$4.08K - $4.67K
|
201
$4.8K
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
18New |
$365 - $418
|
18
$430
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1New |
$20.3 - $23.2
|
1
$23.9
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$20.3 - $23.2
|
1
$23.9
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-104- 2.21% |
$2.11K - $2.42K
|
4.59K
$110K
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-200- 4.23% |
$4.06K - $4.65K
|
4.53K
$108K
|
|
Feb 14, 2024
Q4 2023
|
Bulldog Investors, LLP
Saddle Brook, NJ |
SELL
|
- |
-426- 0.36% |
$8.65K - $9.9K
|
118K
$2.82M
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-15.7K- 35.9% |
$319K - $365K
|
28.1K
$671K
|