# LOGAN RIDGE FINANCE CORP (LRFC)

> Institutional ownership reported to the SEC as of Q2 2025, from Form 13F filings. Source: https://holderbook.com/stocks/LRFC/

- Reporting holders: 13
- Reported value: $13.4M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Bulldog Investors, LLP](https://holderbook.com/funds/1504304-bulldog-investors-llp/) | $4.4M | 233,549 | 1.1% | 14 |
| [PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.](https://holderbook.com/funds/1238990-punch-associates-investment-management-inc/) | $4.3M | 227,960 | 0.3% | 16 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $2.6M | 137,736 | 0.0% | 8 |
| [CSS LLC/IL](https://holderbook.com/funds/1103646-css-llc-il/) | $802.1K | 42,240 | 0.0% | 1 |
| [Almitas Capital LLC](https://holderbook.com/funds/1596468-almitas-capital-llc/) | $576.9K | 30,999 | 0.1% | 1 |
| [Dakota Wealth Management](https://holderbook.com/funds/1631353-dakota-wealth-management/) | $283.9K | 14,950 | 0.0% | 14 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $250.1K | 13,185 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $100.2K | 5,274 | 0.0% | 16 |
| [JPMORGAN CHASE & CO](https://holderbook.com/funds/19617-jpmorgan-chase-co/) | $19.0K | 1,000 | 0.0% | 9 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $3.5K | 182 | 0.0% | 1 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $627 | 33 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $23 | 1 | 0.0% | 7 |
| [WELLS FARGO & COMPANY/MN](https://holderbook.com/funds/72971-wells-fargo-company-mn/) | $1 | 0 | 0.0% | 11 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2025 | 13 | $13.4M |
| Q1 2025 | 10 | $17.6M |
| Q4 2024 | 14 | $19.3M |
| Q3 2024 | 15 | $17.7M |
| Q2 2024 | 15 | $14.7M |
| Q1 2024 | 17 | $14.5M |
| Q4 2023 | 21 | $15.2M |
| Q3 2023 | 18 | $13.6M |
| Q2 2023 | 18 | $8.7M |
| Q1 2023 | 15 | $7.6M |
| Q4 2022 | 15 | $7.0M |
| Q3 2022 | 15 | $7.5M |