Logan Ridge Finance Ownership 2024 | Who Owns Logan Ridge Finance Now?

Overview RevenueFinancials Chart Transcripts

Institutional Ownership

24.51%

Insider Ownership

8.56%

Retail Ownership

66.93%

Institutional Holders

14.00

Logan Ridge Finance Institutional Shareholders

Institutional Shareholders by % of Total Shares

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	8.34%	0.29%	223,493	8,433	3.92%	5,006,243	Jun 30, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6.09%	0.01%	163,235	-7,733	-4.52%	3,656,464	Jun 30, 2024
BULLDOG INVESTORS, LLP	4.96%	1.11%	132,868	14,122	11.89%	2,976,243	Jun 30, 2024
ARBITER PARTNERS CAPITAL MANAGEMENT LLC	2.28%	1.37%	61,113	-	-	1,368,931	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.97%	0.01%	26,060	900	3.58%	586,089	Jun 30, 2024
DAKOTA WEALTH MANAGEMENT	0.58%	0.01%	15,616	-	-	349,799	Jun 30, 2024
EMPOWERED FUNDS, LLC	0.50%	0.01%	13,460	900	7.17%	302,715	Jun 30, 2024
UBS GROUP AG	0.44%	0.00%	11,799	11,487	3681.73%	264,297	Jun 30, 2024
LAUREL WEALTH ADVISORS LLC	0.18%	0.02%	4,729	-	-	105,930	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.06%	0.00%	1,576	-1,362	-46.36%	35,000	Jun 30, 2024
JPMORGAN CHASE & CO	0.04%	-	1,000	-	-	22,490	Jun 30, 2024
SOA WEALTH ADVISORS, LLC.	0.04%	0.00%	985	-	-	22,064	Jun 30, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	0.00%	400	400	100.00%	8,960	Jun 30, 2024
MORGAN STANLEY	-	-	1	-	-	30	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-24	-100.00%	-	Jun 30, 2024
IFP ADVISORS, INC	-	-	-	-703	-100.00%	-	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	-	-	-	-1,300	-100.00%	-	Jun 30, 2024

Logan Ridge Finance's largest institutional shareholder is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., holding 8.34% of the company's total share outstanding, currently valued at $5.01M. The top 10 institutional shareholders own together 24.42% of the company.

Institutional Shareholders by % of Total Assets

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ARBITER PARTNERS CAPITAL MANAGEMENT LLC	2.28%	1.37%	61,113	-	-	1,368,931	Jun 30, 2024
BULLDOG INVESTORS, LLP	4.96%	1.11%	132,868	14,122	11.89%	2,976,243	Jun 30, 2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	8.34%	0.29%	223,493	8,433	3.92%	5,006,243	Jun 30, 2024
LAUREL WEALTH ADVISORS LLC	0.18%	0.02%	4,729	-	-	105,930	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.97%	0.01%	26,060	900	3.58%	586,089	Jun 30, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6.09%	0.01%	163,235	-7,733	-4.52%	3,656,464	Jun 30, 2024
DAKOTA WEALTH MANAGEMENT	0.58%	0.01%	15,616	-	-	349,799	Jun 30, 2024
EMPOWERED FUNDS, LLC	0.50%	0.01%	13,460	900	7.17%	302,715	Jun 30, 2024
SOA WEALTH ADVISORS, LLC.	0.04%	0.00%	985	-	-	22,064	Jun 30, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	0.00%	400	400	100.00%	8,960	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.06%	0.00%	1,576	-1,362	-46.36%	35,000	Jun 30, 2024
UBS GROUP AG	0.44%	0.00%	11,799	11,487	3681.73%	264,297	Jun 30, 2024
JPMORGAN CHASE & CO	0.04%	-	1,000	-	-	22,490	Jun 30, 2024
MORGAN STANLEY	-	-	1	-	-	30	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-24	-100.00%	-	Jun 30, 2024
IFP ADVISORS, INC	-	-	-	-703	-100.00%	-	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	-	-	-	-1,300	-100.00%	-	Jun 30, 2024

The largest Logan Ridge Finance shareholder by % of total assets is ARBITER PARTNERS CAPITAL MANAGEMENT LLC. The company owns 61.11K shares of Logan Ridge Finance (LRFC), representing 1.37% of its total assets.

Institutional Buyers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
BULLDOG INVESTORS, LLP	4.96%	1.11%	132,868	14,122	11.89%	2,976,243	Jun 30, 2024
UBS GROUP AG	0.44%	0.00%	11,799	11,487	3681.73%	264,297	Jun 30, 2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	8.34%	0.29%	223,493	8,433	3.92%	5,006,243	Jun 30, 2024
EMPOWERED FUNDS, LLC	0.50%	0.01%	13,460	900	7.17%	302,715	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.97%	0.01%	26,060	900	3.58%	586,089	Jun 30, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	0.00%	400	400	100.00%	8,960	Jun 30, 2024
MORGAN STANLEY	-	-	1	-	-	30	Jun 30, 2024
JPMORGAN CHASE & CO	0.04%	-	1,000	-	-	22,490	Jun 30, 2024
SOA WEALTH ADVISORS, LLC.	0.04%	0.00%	985	-	-	22,064	Jun 30, 2024
DAKOTA WEALTH MANAGEMENT	0.58%	0.01%	15,616	-	-	349,799	Jun 30, 2024
LAUREL WEALTH ADVISORS LLC	0.18%	0.02%	4,729	-	-	105,930	Jun 30, 2024
ARBITER PARTNERS CAPITAL MANAGEMENT LLC	2.28%	1.37%	61,113	-	-	1,368,931	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-24	-100.00%	-	Jun 30, 2024
IFP ADVISORS, INC	-	-	-	-703	-100.00%	-	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	-	-	-	-1,300	-100.00%	-	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.06%	0.00%	1,576	-1,362	-46.36%	35,000	Jun 30, 2024
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6.09%	0.01%	163,235	-7,733	-4.52%	3,656,464	Jun 30, 2024

As of Jun 30 2024, Logan Ridge Finance's largest institutional buyer is BULLDOG INVESTORS, LLP. The company purchased 14.12K stocks of LRFC, valued at $2.98M.

Institutional Sellers

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	6.09%	0.01%	163,235	-7,733	-4.52%	3,656,464	Jun 30, 2024
ACADIAN ASSET MANAGEMENT LLC	0.06%	0.00%	1,576	-1,362	-46.36%	35,000	Jun 30, 2024
ADVISOR GROUP HOLDINGS, INC.	-	-	-	-1,300	-100.00%	-	Jun 30, 2024
IFP ADVISORS, INC	-	-	-	-703	-100.00%	-	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-24	-100.00%	-	Jun 30, 2024
ARBITER PARTNERS CAPITAL MANAGEMENT LLC	2.28%	1.37%	61,113	-	-	1,368,931	Jun 30, 2024
LAUREL WEALTH ADVISORS LLC	0.18%	0.02%	4,729	-	-	105,930	Jun 30, 2024
DAKOTA WEALTH MANAGEMENT	0.58%	0.01%	15,616	-	-	349,799	Jun 30, 2024
SOA WEALTH ADVISORS, LLC.	0.04%	0.00%	985	-	-	22,064	Jun 30, 2024
JPMORGAN CHASE & CO	0.04%	-	1,000	-	-	22,490	Jun 30, 2024
MORGAN STANLEY	-	-	1	-	-	30	Jun 30, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	0.01%	0.00%	400	400	100.00%	8,960	Jun 30, 2024
BRIDGEWAY CAPITAL MANAGEMENT, LLC	0.97%	0.01%	26,060	900	3.58%	586,089	Jun 30, 2024
EMPOWERED FUNDS, LLC	0.50%	0.01%	13,460	900	7.17%	302,715	Jun 30, 2024
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	8.34%	0.29%	223,493	8,433	3.92%	5,006,243	Jun 30, 2024
UBS GROUP AG	0.44%	0.00%	11,799	11,487	3681.73%	264,297	Jun 30, 2024
BULLDOG INVESTORS, LLP	4.96%	1.11%	132,868	14,122	11.89%	2,976,243	Jun 30, 2024

As of Jun 30 2024, Logan Ridge Finance's biggest institutional seller is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC. The company sold -7.73K shares of LRFC, valued at $3.66M.

Institutional New positions

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date

Institutional Sold Out

Name	% Total Shares	% Total Assets	Current Shares	Change Amount	Change %	Market Value	Date
ADVISOR GROUP HOLDINGS, INC.	-	-	-	-1,300	-100.00%	-	Jun 30, 2024
IFP ADVISORS, INC	-	-	-	-703	-100.00%	-	Jun 30, 2024
TOWER RESEARCH CAPITAL LLC (TRC)	-	-	-	-24	-100.00%	-	Jun 30, 2024

Logan Ridge Finance's largest sold out institutional shareholder by shares sold is ADVISOR GROUP HOLDINGS, INC., sold -1.30K shares, valued at -, as of undefined.

Logan Ridge Finance Mutual Fund Holders

Name	% Total Assets	Total Shares	Change Amount	Change %	Date
HIGH INCOME SECURITIES FUND	0.27%	81,300	-	-	Feb 29, 2024
SPECIAL OPPORTUNITIES FUND, INC.	0.19%	81,161	-	-	Mar 31, 2024
BMC FUND INC	0.06%	13,075	-	-	Jan 31, 2024
BRIDGEWAY FUNDS INC	0.01%	12,600	-3,798	-23.16%	Mar 28, 2024
FIDELITY CONCORD STREET TRUST	0.00%	3,628	-	-	Feb 29, 2024
Blackstone Alternative Investment Funds	0.00%	83	-	-	Mar 31, 2023
USAA MUTUAL FUNDS TRUST	0.00%	272	-	-	Jan 31, 2024

Logan Ridge Finance's largest mutual fund holder by % of total assets is "HIGH INCOME SECURITIES FUND", owning 81.30K shares, compromising 0.27% of its total assets.

Logan Ridge Finance Institutional Ownership Trends

Institutional Holdings Trend

Date	Holdings	Change %
30 Jun, 24	14	-12.50%
31 Mar, 24	16	-30.43%
31 Dec, 23	23	35.29%
30 Sep, 23	17	-5.56%
30 Jun, 23	18	28.57%
31 Mar, 23	14	-12.50%
31 Dec, 22	16	6.67%
30 Sep, 22	15	-21.05%
30 Jun, 22	19	-5.00%
31 Mar, 22	20	25.00%
31 Dec, 21	16	-15.79%
30 Sep, 21	19	-

As of 30 Jun 24, 14 institutions are holding Logan Ridge Finance's shares, representing a decrease of -12.50% compared to the previous quarter.

Shares Outstanding Trend

Date	Shares Outstanding	Change %
30 Jun, 24	656,335	3.98%
31 Mar, 24	631,215	-11.83%
31 Dec, 23	715,894	9.47%
30 Sep, 23	653,975	54.98%
30 Jun, 23	421,981	15.37%
31 Mar, 23	365,779	-80.17%
31 Dec, 22	1,844,860	342.28%
30 Sep, 22	417,127	-1.96%
30 Jun, 22	425,485	10.51%
31 Mar, 22	385,007	-18.21%
31 Dec, 21	470,713	20.95%
30 Sep, 21	389,184	-

Logan Ridge Finance (LRFC) has 656.34K shares outstanding as of 30 Jun 24, up 3.98% compared to the previous quarter.

Institutional Ownership Trend

Date	Ownership %	Change %
30 Jun, 24	24.51%	4.47%
31 Mar, 24	23.42%	3.30%
31 Dec, 23	26.62%	4.55%
30 Sep, 23	24.19%	9.98%
30 Jun, 23	15.57%	8.55%
31 Mar, 23	13.49%	0.29%
31 Dec, 22	68.05%	28.75%
30 Sep, 22	15.39%	6.25%
30 Jun, 22	15.69%	7.78%
31 Mar, 22	14.20%	4.71%
31 Dec, 21	17.36%	8.43%
30 Sep, 21	14.36%	-

As of 30 Jun 24, Logan Ridge Finance is held by 24.51% institutional shareholders, representing a 4.47% growth compared to 31 Mar 24.

Institutional Increased Positions Trend

Date	Increased Positions	Change %
30 Jun, 24	6	-
31 Mar, 24	6	-50.00%
31 Dec, 23	12	71.43%
30 Sep, 23	7	-36.36%
30 Jun, 23	11	450.00%
31 Mar, 23	2	-66.67%
31 Dec, 22	6	100.00%
30 Sep, 22	3	-57.14%
30 Jun, 22	7	-12.50%
31 Mar, 22	8	14.29%
31 Dec, 21	7	-63.16%
30 Sep, 21	19	-

6 institutional shareholders have increased their position in LRFC stock as of 30 Jun 24 compared to 6 in the previous quarter (a 0.00% increase).

Institutional Reduced Positions Trend

Date	Reduced Positions	Change %
30 Jun, 24	2	-50.00%
31 Mar, 24	4	-
31 Dec, 23	4	100.00%
30 Sep, 23	2	-
30 Jun, 23	-	-100.00%
31 Mar, 23	2	-
31 Dec, 22	2	-66.67%
30 Sep, 22	6	100.00%
30 Jun, 22	3	-40.00%
31 Mar, 22	5	25.00%
31 Dec, 21	4	-
30 Sep, 21	-	-

2 institutional shareholders have reduced their position in LRFC stock as of 30 Jun 24 compared to 4 in the previous quarter (a -50.00% decrease).

All Institutional Ownership Trend Data

Date	Holdings	Change %	Shares Outstanding	Change %	Ownership %	Change %	Increased Positions	Change %	Reduced Positions	Change %
30 Jun, 24	14	-12.50%	656,335	3.98%	24.51%	4.47%	6	-	2	-50.00%
31 Mar, 24	16	-30.43%	631,215	-11.83%	23.42%	3.30%	6	-50.00%	4	-
31 Dec, 23	23	35.29%	715,894	9.47%	26.62%	4.55%	12	71.43%	4	100.00%
30 Sep, 23	17	-5.56%	653,975	54.98%	24.19%	9.98%	7	-36.36%	2	-
30 Jun, 23	18	28.57%	421,981	15.37%	15.57%	8.55%	11	450.00%	-	-100.00%
31 Mar, 23	14	-12.50%	365,779	-80.17%	13.49%	0.29%	2	-66.67%	2	-
31 Dec, 22	16	6.67%	1,844,860	342.28%	68.05%	28.75%	6	100.00%	2	-66.67%
30 Sep, 22	15	-21.05%	417,127	-1.96%	15.39%	6.25%	3	-57.14%	6	100.00%
30 Jun, 22	19	-5.00%	425,485	10.51%	15.69%	7.78%	7	-12.50%	3	-40.00%
31 Mar, 22	20	25.00%	385,007	-18.21%	14.20%	4.71%	8	14.29%	5	25.00%
31 Dec, 21	16	-15.79%	470,713	20.95%	17.36%	8.43%	7	-63.16%	4	-
30 Sep, 21	19	-	389,184	-	14.36%	-	19	-	-	-

Logan Ridge Finance Insider Shareholders Trades

Open Market Insider Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Nov 17, 2021	Schafer Patrick	officer	Chief Investment Officer	P-Purchase	Buy	500	$25.45	$12.72K	1,000
Nov 16, 2021	Schafer Patrick	officer	Chief Investment Officer	P-Purchase	Buy	500	$24.99	$12.50K	500
Jun 24, 2021	Carroll Larry W.	director	-	P-Purchase	Buy	2,000	$24.80	$49.60K	62,558
Jun 17, 2021	Carroll Larry W.	director	-	P-Purchase	Buy	3,400	$25.87	$87.96K	60,558
Jun 15, 2021	Carroll Larry W.	director	-	P-Purchase	Buy	3,000	$26.31	$78.93K	57,158
Dec 18, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	1,766	$14.00	$24.72K	54,158
Dec 17, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	2,592	$13.98	$36.24K	52,392
Dec 16, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	3,541	$13.98	$49.50K	49,800
Dec 09, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	2,000	$14.15	$28.30K	46,339
Nov 24, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	5,000	$10.47	$52.35K	44,339
Nov 19, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	3,371	$10.48	$35.33K	39,339

Open Market Insider Buys

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
Nov 17, 2021	Schafer Patrick	officer	Chief Investment Officer	P-Purchase	Buy	500	$25.45	$12.72K	1,000
Nov 16, 2021	Schafer Patrick	officer	Chief Investment Officer	P-Purchase	Buy	500	$24.99	$12.50K	500
Jun 24, 2021	Carroll Larry W.	director	-	P-Purchase	Buy	2,000	$24.80	$49.60K	62,558
Jun 17, 2021	Carroll Larry W.	director	-	P-Purchase	Buy	3,400	$25.87	$87.96K	60,558
Jun 15, 2021	Carroll Larry W.	director	-	P-Purchase	Buy	3,000	$26.31	$78.93K	57,158
Dec 18, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	1,766	$14.00	$24.72K	54,158
Dec 17, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	2,592	$13.98	$36.24K	52,392
Dec 16, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	3,541	$13.98	$49.50K	49,800
Dec 09, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	2,000	$14.15	$28.30K	46,339
Nov 24, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	5,000	$10.47	$52.35K	44,339
Nov 19, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	3,371	$10.48	$35.33K	39,339

Insider Sells

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held	Source
Nov 17, 2021	Satoren Brandon	officer	See Remarks		Sell	-	-	-	35

All Insider Owners Trades

Date	Name	Relation	Role	Transaction	Buy/Sell	Shares	Price	Value	Shares Held
May 16, 2022	Chou Jennifer Kwon	director			Buy	-	-	-	-
Nov 17, 2021	Satoren Brandon	officer	See Remarks		Sell	-	-	-	35
Nov 17, 2021	Schafer Patrick	officer	Chief Investment Officer	P-Purchase	Buy	500	$25.45	$12.72K	1,000
Nov 16, 2021	Schafer Patrick	officer	Chief Investment Officer	P-Purchase	Buy	500	$24.99	$12.50K	500
Jul 21, 2021	Warshauer Robert Herman	director			Buy	-	-	-	-
Jul 21, 2021	Schafer Patrick	officer	-		Buy	-	-	-	-
Jul 21, 2021	Goldthorpe Edward J.	director, officer	CEO and President		Buy	-	-	-	-
Jul 21, 2021	Duka Alexander	director			Buy	-	-	-	-
Jul 21, 2021	Grunebaum George	director			Buy	-	-	-	-
Jul 21, 2021	Roos Jason T	officer	-		Buy	-	-	-	-
Jul 21, 2021	Held David	officer	-		Buy	-	-	-	-
Jun 24, 2021	Carroll Larry W.	director	-	P-Purchase	Buy	2,000	$24.80	$49.60K	62,558
Jun 17, 2021	Carroll Larry W.	director	-	P-Purchase	Buy	3,400	$25.87	$87.96K	60,558
Jun 15, 2021	Carroll Larry W.	director	-	P-Purchase	Buy	3,000	$26.31	$78.93K	57,158
Dec 18, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	1,766	$14.00	$24.72K	54,158
Dec 17, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	2,592	$13.98	$36.24K	52,392
Dec 16, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	3,541	$13.98	$49.50K	49,800
Dec 09, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	2,000	$14.15	$28.30K	46,339
Nov 24, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	5,000	$10.47	$52.35K	44,339
Nov 19, 2020	Carroll Larry W.	director	-	P-Purchase	Buy	3,371	$10.48	$35.33K	39,339

The last insider sell of Logan Ridge Finance's stock was made by Satoren Brandon on Nov 17 2021, selling - shares at - per share (valued at -). The last insider buy of LRFC was made by Schafer Patrick on Nov 17 2021, buying 500 shares at $25.45 per share (worth $12.72K).

Logan Ridge Finance Insider Ownership Trends

All Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2022	-	-	-
Q4 2021	2	1	200.00%
Q3 2021	-	-	-
Q2 2021	3	-	-
Q4 2020	7	-	-
Q3 2020	2	-	-
Q2 2019	1	2	50.00%
Q1 2019	-	1	-
Q4 2018	1	-	-
Q2 2018	5	5	100.00%
Q1 2018	2	-	-
Q4 2017	7	1	700.00%
Q3 2017	21	10	210.00%
Q4 2016	1	-	-
Q3 2016	6	7	85.71%
Q1 2016	3	-	-
Q4 2015	4	-	-
Q3 2015	16	10	160.00%
Q2 2015	10	-	-
Q1 2015	7	1	700.00%

0 total buy trades, and 0 total sell trades (buy/sell ratio of 0%) were made by Logan Ridge Finance's insiders, as of Q2 2022.

Open Market Insider Trades Trend

Date	Buy	Sell	Buy/Sell Ratio
Q2 2022	-	-	-
Q4 2021	2	-	-
Q3 2021	-	-	-
Q2 2021	3	-	-
Q4 2020	7	-	-
Q3 2020	2	-	-
Q2 2019	1	1	100.00%
Q1 2019	-	-	-
Q4 2018	1	-	-
Q2 2018	1	-	-
Q1 2018	2	-	-
Q4 2017	7	-	-
Q3 2017	14	-	-
Q4 2016	1	-	-
Q3 2016	-	-	-
Q1 2016	3	-	-
Q4 2015	4	-	-
Q3 2015	9	-	-
Q2 2015	10	-	-
Q1 2015	2	-	-

As of Q2 2022, Insider owners conducted 0 open market buy trades and 0 open market sell trades of Logan Ridge Finance's stocks.

Logan Ridge Finance Peer Ownership

Ticker	Company
PFX	PhenixFIN Corporation
NOTV	Inotiv, Inc.
VIAO	VIA optronics AG
PTMN	Portman Ridge Finance Corporation

LRFC Ownership FAQ

Who Owns Logan Ridge Finance?

Logan Ridge Finance is owned by institutional shareholders (24.51%), insiders (8.56%), and public (66.93%). The largest institutional shareholder of Logan Ridge Finance is PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (8.34% of total shares) and the top mutual fund owner is HIGH INCOME SECURITIES FUND (0.27% of total shares).

Who are the major institutional shareholders of Logan Ridge Finance?

Logan Ridge Finance's major institutional shareholders are PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC., WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, BULLDOG INVESTORS, LLP, ARBITER PARTNERS CAPITAL MANAGEMENT LLC, and BRIDGEWAY CAPITAL MANAGEMENT, LLC. The top five shareholders own together 22.65% of the company's share outstanding.

How many Logan Ridge Finance shareholders are there?

As of Jun 2024, there are 14 institutional shareholders of Logan Ridge Finance.

What percentage of Logan Ridge Finance is owned by PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC?

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC owns 223.49K shares of Logan Ridge Finance, representing 8.34% of the company's total shares outstanding, valued at $5.01M (as of Jun 2024).

What percentage of Logan Ridge Finance is owned by WEALTH ENHANCEMENT ADVISORY SERVICES, LLC?

As of Jun 2024, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 163.24K shares of Logan Ridge Finance (LRFC), compromising 6.09% of the company, valued at $3.66M.

What percentage of Logan Ridge Finance is owned by BULLDOG INVESTORS, LLP?

BULLDOG INVESTORS, LLP is the third largest holder of Logan Ridge Finance. The company owns 132.87K of the company's shares outstanding (worth $2.98M).