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Logan Ridge Finance Ownership | Who Owns Logan Ridge Finance?

OverviewRevenueFinancialsChartTranscripts

Logan Ridge Finance Ownership Summary

Logan Ridge Finance is owned by 25.85% institutional investors, 10.20% insiders, and 63.95% retail investors. Punch & associates investment management is the largest institutional shareholder, holding 8.45% of LRFC shares. High Income Securities is the top mutual fund, with 3.04% of its assets in Logan Ridge Finance shares.

LRFC Ownership Benchmark

TypeName% Inst% Insiders% Retail
StockLogan Ridge Finance25.85%10.20%63.95%
SectorFinancial Services Stocks 40.29%14.61%45.11%
IndustryAsset Management Stocks33.12%8.74%58.14%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Punch & associates investment management225.96K8.45%$5.65M
Bulldog investors, llp219.37K8.20%$5.45M
Wealth enhancement advisory services161.13K6.02%$4.00M
Arbiter partners capital management50.36K1.88%$1.26M
Dakota wealth management14.95K0.56%$373.60K
Ubs group12.74K0.48%$318.40K
Laurel wealth advisors4.73K0.18%$118.18K
Acadian asset management1.32K0.05%$32.00K
Jpmorgan chase1.00K0.04%$24.53K
Tower research capital llc (trc)89.000.00%$2.22K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Bulldog investors, llp219.37K1.42%$5.45M
Arbiter partners capital management50.36K0.78%$1.26M
Punch & associates investment management225.96K0.31%$5.65M
Laurel wealth advisors4.73K0.02%$118.18K
Dakota wealth management14.95K0.01%$373.60K
Wealth enhancement advisory services161.13K0.01%$4.00M
Acadian asset management1.32K0.00%$32.00K
Ubs group12.74K0.00%$318.40K
Morgan stanley1.00-$30.00
Bokf, na51.00-$1.22K

Top Buyers

HolderShares% AssetsChange
Bulldog investors, llp219.37K1.42%81.30K
Ubs group12.74K0.00%959.00
Tower research capital llc (trc)89.00-89.00
Wealth enhancement advisory services161.13K0.01%-
Laurel wealth advisors4.73K0.02%-

Top Sellers

HolderShares% AssetsChange
Bridgeway capital management---26.73K
Empowered funds---14.13K
Arbiter partners capital management50.36K0.78%-9.91K
Punch & associates investment management225.96K0.31%-3.65K
Advisor group---1.30K

New Positions

HolderShares% AssetsChangeValue
Tower research capital llc (trc)89.00-89.00$2.22K

Sold Out

HolderChange
International assets investment management-400.00
Wells fargo & company/mn-500.00
Ifp advisors-703.00
Soa wealth advisors, llc.-985.00
Advisor group-1.30K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 202412-20.00%691,705-2.76%253.66%3-57.14%2-60.00%
Sep 30, 2024157.14%711,3428.38%264.43%716.67%5150.00%
Jun 30, 202414-12.50%656,3353.98%244.47%6-2-50.00%
Mar 31, 202416-30.43%631,215-11.83%233.30%6-50.00%4-
Dec 31, 20232335.29%715,8949.47%264.55%1271.43%4100.00%

Top Mutual Funds Shareholders

HolderShares% HoldingChange
High Income Securities81.30K3.04%-
Special Opportunities Fund81.16K3.03%-
EA Bridgeway Omni Small-Cap Value ETF14.11K0.53%25.00
Bridgeway Omni Small-Cap Value N12.60K0.47%-
Bridgeway Omni Small-Cap Value12.60K0.47%-
Fidelity Nasdaq Composite Index3.63K0.14%-

Recent Insider Transactions

DateNameRoleActivityValue
Nov 16, 2021Schafer Patrick Chief Investment OfficerBuy$12.72K
Nov 15, 2021Schafer Patrick Chief Investment OfficerBuy$12.50K
Jun 23, 2021Carroll Larry W.-Buy$49.60K
Jun 16, 2021Carroll Larry W.-Buy$87.96K
Jun 14, 2021Carroll Larry W.-Buy$78.93K

Insider Transactions Trends

DateBuySell
2022 Q2--
2021 Q42-
2021 Q3--
2021 Q23-
2020 Q47-

LRFC Ownership FAQ

Who Owns Logan Ridge Finance?

Logan Ridge Finance shareholders are primarily institutional investors at 25.85%, followed by 10.20% insiders and 63.95% retail investors. The average institutional ownership in Logan Ridge Finance's industry, Asset Management Stocks, is 33.12%, which Logan Ridge Finance falls below.

Who owns the most shares of Logan Ridge Finance?

Logan Ridge Finance’s largest shareholders are Punch & associates investment management (225.96K shares, 8.45%), Bulldog investors, llp (219.37K shares, 8.20%), and Wealth enhancement advisory services (161.14K shares, 6.02%). Together, they hold 22.67% of Logan Ridge Finance’s total shares outstanding.

Does Blackrock own Logan Ridge Finance?

BlackRock is not among the top 10 institutional shareholders of Logan Ridge Finance.

Who is Logan Ridge Finance’s biggest shareholder by percentage of total assets invested?

Bulldog investors, llp is Logan Ridge Finance’s biggest shareholder by percentage of total assets invested, with 1.42% of its assets in 219.37K Logan Ridge Finance shares, valued at 5.45M$.

Who is the top mutual fund holder of Logan Ridge Finance shares?

High Income Securities is the top mutual fund holder of Logan Ridge Finance shares, with 3.04% of its total shares outstanding invested in 81.3K Logan Ridge Finance shares.

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