LOGAN RIDGE FINANCE CORP (LRFC)
Institutional ownership reported to the SEC as of Q2 2025, across 16 quarters.
13
Reporting holders
$13.4M
Reported value
0.0%
Held as options
+3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Bulldog Investors, LLP | $4.4M | 233,549 | 1.12% | 14q | -2.8%-$127.8K |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | $4.3M | 227,960 | 0.27% | 16q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.6M | 137,736 | 0.00% | 8q | -7.8%-$220.4K |
| CSS LLC/IL | $802.1K | 42,240 | 0.04% | new | NEW |
| Almitas Capital LLC | $576.9K | 30,999 | 0.15% | new | NEW |
| Dakota Wealth Management | $283.9K | 14,950 | 0.01% | 14q | HELD |
| CITADEL ADVISORS LLC | $250.1K | 13,185 | 0.00% | new | NEW |
| UBS Group AG | $100.2K | 5,274 | 0.00% | 16q | -58.2%-$139.5K |
| JPMORGAN CHASE & CO | $19.0K | 1,000 | 0.00% | 9q | HELD |
| OSAIC HOLDINGS, INC. | $3.5K | 182 | 0.00% | new | NEW |
| RAYMOND JAMES FINANCIAL INC | $627 | 33 | 0.00% | new | NEW |
| MORGAN STANLEY | $23 | 1 | 0.00% | 7q | HELD |
| WELLS FARGO & COMPANY/MN | $1 | 0 | 0.00% | 11q | -100.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2025 | 13 | $13.4M | 707,109 | 5 | 0 | 4 | 0.0% |
| Q1 2025 | 10 | $17.6M | 799,103 | 0 | 3 | 1 | 0.0% |
| Q4 2024 | 13 | $19.3M | 773,680 | 1 | 3 | 5 | 0.0% |
| Q3 2024 | 14 | $17.6M | 711,021 | 2 | 4 | 3 | 0.0% |
| Q2 2024 | 14 | $14.7M | 655,759 | 1 | 4 | 3 | 0.0% |
| Q1 2024 | 16 | $14.4M | 641,839 | 1 | 5 | 4 | 0.0% |
| Q4 2023 | 20 | $15.1M | 669,342 | 5 | 6 | 2 | 0.0% |
| Q3 2023 | 17 | $13.5M | 649,277 | 2 | 5 | 3 | 0.0% |
| Q2 2023 | 17 | $8.6M | 417,283 | 4 | 5 | 0 | 0.0% |
| Q1 2023 | 14 | $7.5M | 361,081 | 0 | 2 | 3 | 0.0% |
| Q4 2022 | 14 | $6.9M | 306,888 | 3 | 2 | 1 | 0.0% |
| Q3 2022 | 15 | $7.5M | 417,113 | 0 | 3 | 6 | 0.0% |
| Q2 2022 | 18 | $6.7M | 422,402 | 0 | 6 | 3 | 0.0% |
| Q1 2022 | 20 | $8.7M | 385,007 | 6 | 2 | 5 | 0.0% |
| Q4 2021 | 16 | $10.9M | 470,713 | 0 | 7 | 4 | 0.0% |
| Q3 2021 | 19 | $10.0M | 389,184 | 19 | 0 | 0 | 0.0% |