PORTMAN RIDGE FIN CORP (PTMN)
Institutional ownership reported to the SEC as of Q2 2026, across 28 quarters.
3
Reporting holders
$26.2K
Reported value
0.0%
Held as options
+1
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 |
|---|---|---|---|---|---|
| Nova Wealth Management, Inc. | $18.5K | 2,540 | 0.01% | 7q | HELD |
| Strategic Wealth Partners, Ltd. | $7.3K | 1,009 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $326 | 45 | 0.00% | new | NEW |
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 2026 | 3 | $26.2K | 3,594 | 2 | 0 | 0 | 0.0% |
| Q1 2026 | 2 | $19.7K | 2,615 | 1 | 0 | 0 | 0.0% |
| Q4 2025 | 1 | $30.0K | 2,540 | 0 | 0 | 0 | 0.0% |
| Q3 2025 | 2 | $32.9K | 2,855 | 1 | 0 | 0 | 0.0% |
| Q2 2025 | 1 | $31.8K | 2,540 | 0 | 0 | 1 | 0.0% |
| Q1 2025 | 1 | $78.0K | 5,080 | 0 | 1 | 0 | 0.0% |
| Q4 2024 | 1 | $41.5K | 2,540 | 0 | 0 | 0 | 0.0% |
| Q1 2024 | 1 | $95 | 5 | 1 | 0 | 0 | 0.0% |
| Q4 2023 | 1 | $305 | 17 | 0 | 1 | 0 | 0.0% |
| Q3 2023 | 1 | $310 | 16 | 0 | 0 | 0 | 0.0% |
| Q2 2023 | 2 | $23.0K | 1,152 | 1 | 1 | 0 | 0.0% |
| Q1 2023 | 2 | $2.6K | 125 | 0 | 0 | 0 | 0.0% |
| Q4 2022 | 2 | $2.9K | 125 | 2 | 0 | 0 | 0.0% |
| Q3 2022 | 1 | $274.0K | 13,600 | 0 | 0 | 0 | 0.0% |
| Q2 2022 | 2 | $339.0K | 14,200 | 1 | 0 | 0 | 0.0% |
| Q1 2022 | 1 | $328.0K | 13,600 | 0 | 0 | 0 | 0.0% |
| Q4 2021 | 1 | $335.0K | 13,600 | 0 | 0 | 0 | 0.0% |
| Q3 2021 | 3 | $334.4K | 14,200 | 2 | 0 | 1 | 0.0% |
| Q2 2021 | 58 | $29.9M | 11,990,793 | 14 | 24 | 7 | 4.7% |
| Q1 2021 | 52 | $19.8M | 8,665,227 | 10 | 10 | 16 | 5.5% |
| Q4 2020 | 49 | $14.7M | 7,651,472 | 17 | 13 | 7 | 0.4% |
| Q3 2020 | 38 | $7.5M | 5,644,223 | 0 | 9 | 8 | 0.0% |
| Q2 2020 | 45 | $9.2M | 8,370,140 | 7 | 8 | 13 | 0.0% |
| Q1 2020 | 45 | $9.1M | 9,741,449 | 7 | 7 | 16 | 0.0% |
| Q4 2019 | 51 | $26.9M | 12,674,724 | 20 | 14 | 6 | 0.0% |
| Q3 2019 | 33 | $24.6M | 10,936,010 | 2 | 7 | 12 | 0.0% |
| Q2 2019 | 40 | $23.8M | 10,586,957 | 40 | 0 | 0 | 0.0% |
| Q1 2019 | 3 | $93.0K | 26,228 | 3 | 0 | 0 | 0.0% |