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Logan Ridge Finance Ownership | Who Owns Logan Ridge Finance?

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Logan Ridge Finance Ownership Summary

Logan Ridge Finance is owned by 26.59% institutional investors, 8.60% insiders, and 64.82% retail investors. Punch & associates investment management is the largest institutional shareholder, holding 8.34% 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 Finance26.59%8.60%64.82%
SectorFinancial Services Stocks 49.66%13.98%36.36%
IndustryAsset Management Stocks41.71%9.02%49.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Punch & associates investment management223.49K8.34%$5.01M
Wealth enhancement advisory services163.24K6.09%$3.66M
Bulldog investors, llp132.87K4.96%$2.98M
Arbiter partners capital management61.11K2.28%$1.37M
Bridgeway capital management26.06K0.97%$586.09K
Dakota wealth management15.62K0.58%$349.80K
Empowered funds13.46K0.50%$302.71K
Ubs group11.80K0.44%$264.30K
Laurel wealth advisors4.73K0.18%$105.93K
Acadian asset management1.58K0.06%$35.00K

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Arbiter partners capital management61.11K1.37%$1.37M
Bulldog investors, llp132.87K1.11%$2.98M
Punch & associates investment management223.49K0.29%$5.01M
Laurel wealth advisors4.73K0.02%$105.93K
Bridgeway capital management26.06K0.01%$586.09K
Wealth enhancement advisory services163.24K0.01%$3.66M
Dakota wealth management15.62K0.01%$349.80K
Empowered funds13.46K0.01%$302.71K
Ubs group11.80K0.00%$264.30K
Acadian asset management1.58K0.00%$35.00K

Top Buyers

HolderShares% AssetsChange
Bulldog investors, llp132.87K1.11%14.12K
Ubs group11.80K0.00%11.49K
Punch & associates investment management223.49K0.29%8.43K
Empowered funds13.46K0.01%900.00
Bridgeway capital management26.06K0.01%900.00

Top Sellers

HolderShares% AssetsChange
Wealth enhancement advisory services163.24K0.01%-7.73K
Acadian asset management1.58K0.00%-1.36K
Advisor group---1.30K
Soa wealth advisors, llc.---985.00
Ifp advisors---703.00

Sold Out

HolderChange
Tower research capital llc (trc)-24.00
International assets investment management-400.00
Ifp advisors-703.00
Soa wealth advisors, llc.-985.00
Advisor group-1.30K

Institutional Ownership Trends

DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
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%
Sep 30, 202317-5.56%653,97554.98%249.98%7-36.36%2-

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 Value12.60K0.47%-
Bridgeway Omni Small-Cap Value N12.60K0.47%-
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 26.59%, followed by 8.60% insiders and 64.81% retail investors. The average institutional ownership in Logan Ridge Finance's industry, Asset Management Stocks, is 41.71%, 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 (223.49K shares, 8.34%), Wealth enhancement advisory services (163.24K shares, 6.09%), and Bulldog investors, llp (132.87K shares, 4.96%). Together, they hold 19.40% 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?

Arbiter partners capital management is Logan Ridge Finance’s biggest shareholder by percentage of total assets invested, with 1.37% of its assets in 61.11K Logan Ridge Finance shares, valued at 1.37M$.

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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