Portman Ridge Finance (PTMN) Institutional Ownership → This TSLA short trade is on a nine win hot streak (From WealthPress) (Ad) Free PTMN Stock Alerts $19.83 +0.43 (+2.22%) (As of 05/30/2024 ET) Add Compare Share Share OwnershipStock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsStock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrends Institutional Ownership Changes (13F Filings) for Portman Ridge Finance (NASDAQ:PTMN)CurrentInstitutional OwnershipPercentage30.14%Number ofInstitutional Buyers(last 12 months)15TotalInstitutional Inflows(last 12 months)$11.03MNumber ofInstitutional Sellers(last 12 months)8TotalInstitutional Outflows(last 12 months)$3.64M Get PTMN Insider Trade Alerts Want to know when executives and insiders are buying or selling Portman Ridge Finance stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data PTMN Institutional Buying and Selling by Quarter Ad WealthPressThis TSLA short trade is on a nine win hot streakMost Tesla Shareholders are disappointed in the stock's performance in 2024. Year to date, it's down 30%... And things don’t seem to be getting better. That said, one professional trader has found a way to turn Tesla’s demise into a flurry of opportunity… In fact, he has not lost a single trade on Tesla this year. As of this mailing he’s 9 for 9 with incredible wins under his belt. Just see for yourself.But I can promise that you’ll see all the details for yourself here. Portman Ridge Finance Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/14/2024 Advisors Asset Management Inc.125,562$2.38M0.0%-1.3%1.349% 4/30/2024 Privium Fund Management UK Ltd32,482$621K0.3%-66.8%0.348% 4/1/2024 Confluence Investment Management LLC58,604$1.11M0.0%N/A0.627% 2/14/2024 Clayton Partners LLC197,401$3.59M2.8%-9.0%2.090% 2/14/2024 Privium Fund Management UK Ltd97,900$1.79M1.2%N/A1.036% 2/12/2024Cape Investment Advisory Inc.3,382$62K0.0%N/A0.036% Exposed: 10 CENT Crypto to Explode May 20th? (Ad)Chris Rowe – the man who recommended Amazon in 1998… Bitcoin and Ethereum in 2017… And has spotted 44 different coins that have returned over 100%... Today, he is now making the biggest crypto call of his ENTIRE career…Click For My #1 FREE Crypto for 20242/9/2024 Founders Financial Alliance LLC14,018$255K0.1%N/A0.148% 2/9/2024 Hillsdale Investment Management Inc.4,900$89K0.0%-23.4%0.052% 2/9/2024 UBS Group AG396,163$7.21M0.0%-0.2%4.192% 1/25/2024 International Assets Investment Management LLC58,153$1.06M0.0%+1,719.0%0.616% 1/24/2024 Arlington Trust Co LLC2,000$36K0.0%N/A0.021% 1/24/2024 International Assets Investment Management LLC58,153$1.06M0.0%+1,719.0%0.615% 1/11/2024 Melia Wealth LLC56,695$1.03M0.5%N/A0.600% 11/15/2023 Kennedy Capital Management LLC74,866$1.44M0.0%N/A0.792% 11/15/2023 Advisors Asset Management Inc.159,568$3.07M0.1%+6.5%1.689% 11/14/2023 Repertoire Partners LP1,083,825$20.86M32.5%-7.9%11.473% 11/13/2023 Connor Clark & Lunn Investment Management Ltd.12,432$239K0.0%N/A0.132% 11/13/2023 WINTON GROUP Ltd10,496$202K0.0%N/A0.111% 11/7/2023 Virtus ETF Advisers LLC18,374$354K0.2%+108.1%0.193% 11/3/2023 Gables Capital Management Inc.63,401$1.22M0.8%-1.0%0.667% 10/26/2023 Punch & Associates Investment Management Inc.119,115$2.29M0.1%+2.6%1.253% 10/4/2023 International Assets Investment Management LLC3,197$61K0.0%N/A0.034% 8/15/2023 Repertoire Partners LP1,177,325$23.37M25.0%+1.3%12.380% 8/3/2023 Mackenzie Financial Corp27,194$546K0.0%-22.6%0.285% 7/25/2023 Raymond James & Associates104,214$2.08M0.0%N/A1.092% 5/15/2023 Cannell Capital LLC3,977$82K0.0%-11.1%0.042% 5/10/2023 Arbiter Partners Capital Management LLC10,503$216K0.2%-60.3%0.110% 4/24/2023 Mackenzie Financial Corp35,141$724K0.0%+40.4%0.368% 4/19/2023 International Assets Investment Management LLC3,197$66K0.0%-66.9%0.033% 4/4/2023 Confluence Investment Management LLC54,806$1.13M0.0%-11.5%0.574% 2/13/2023 Advisors Asset Management Inc.154,003$3.54M0.1%+24.2%1.603% 2/8/2023 UBS Group AG424,230$9.76M0.0%-0.2%4.414% 2/6/2023 Gables Capital Management Inc.64,501$1.48M1.1%-1.9%0.671% 2/3/2023 U.S. Capital Wealth Advisors LLC1,164$27K0.0%N/A0.012% 1/30/2023 International Assets Investment Management LLC9,653$222K0.0%N/A0.100% 1/20/2023 Clear Harbor Asset Management LLC10,223$235K0.0%-50.5%0.106% 11/23/2022 Repertoire Partners LP1,139,124$23.92M5.8%+5.1%11.854% 11/14/2022 Virtus ETF Advisers LLC10,846$228K0.1%-16.1%0.113% 11/10/2022 Clayton Partners LLC276,258$5.80M6.5%+2.5%2.878% 11/8/2022 Advisors Asset Management Inc.123,995$2.60M0.1%+10.5%1.292% This TSLA short trade is on a nine win hot streak (Ad)Most Tesla Shareholders are disappointed in the stock's performance in 2024. Year to date, it's down 30%... And things don’t seem to be getting better. That said, one professional trader has found a way to turn Tesla’s demise into a flurry of opportunity… In fact, he has not lost a single trade on Tesla this year. As of this mailing he’s 9 for 9 with incredible wins under his belt. Just see for yourself.But I can promise that you’ll see all the details for yourself here.10/7/2022 Mackenzie Financial Corp25,439$534K0.0%-26.0%0.265% 8/15/2022 Repertoire Partners LP1,083,587$25.39M8.5%+3.7%11.287% 8/15/2022 Bulldog Investors LLP126,665$2.97M0.8%+11.9%1.319% 8/11/2022 UBS Group AG425,081$9.96M0.0%-0.2%4.378% 8/10/2022 Mackenzie Financial Corp34,385$806K0.0%-37.4%0.354% 8/8/2022 Advisors Asset Management Inc.112,260$2.63M0.0%+34.0%1.156% 7/20/2022 Clear Harbor Asset Management LLC20,638$484K0.1%-28.7%0.213% 7/6/2022 Confluence Investment Management LLC62,459$1.46M0.0%+19.1%0.643% 5/12/2022 Clayton Partners LLC269,468$6.52M5.5%+29.3%2.727% 4/28/2022 Hillsdale Investment Management Inc.2,370$57K0.0%-20.2%0.024% 2/14/2022 Virtus ETF Advisers LLC11,905$295K0.1%-15.3%0.123% 2/14/2022 Bulldog Investors LLP48,369$1.20M0.3%+2.7%0.499% 2/10/2022 Connor Clark & Lunn Investment Management Ltd.28,029$694K0.0%+77.4%0.307% 2/8/2022 Raymond James & Associates20,712$513K0.0%N/A0.227% 2/7/2022 Clayton Partners LLC208,462$5.16M4.5%+2.6%2.285% 1/25/2022 Signaturefd LLC2,576$64K0.0%-14.8%0.028% 1/21/2022 Clear Harbor Asset Management LLC29,009$718K0.1%-5.4%0.318% 11/19/2021 Arbiter Partners Capital Management LLC64,250$1.56M0.2%-89.9%0.704% 11/16/2021 UBS Group AG230,527$5.61M0.0%-83.8%2.527% 11/16/2021 Cannell Capital LLC5,272$128K0.0%-90.0%0.058% 11/15/2021 Marshall Wace LLP24,013$585K0.0%-90.9%0.263% 11/15/2021 Virtus ETF Advisers LLC14,059$342K0.2%N/A0.154% 11/15/2021 Arbiter Partners Capital Management LLC64,250$1.56M0.2%-89.9%0.704% 11/12/2021 Arrowstreet Capital Limited Partnership43,793$1.07M0.0%-96.6%0.480% 11/12/2021 Bulldog Investors LLP47,085$1.15M0.3%-90.3%0.516% 11/12/2021 Gables Capital Management Inc.65,935$1.61M1.0%-90.1%0.723% 11/12/2021 Connor Clark & Lunn Investment Management Ltd.15,797$385K0.0%N/A0.173% 11/9/2021 BlackRock Inc.56,931$1.39M0.0%+113,762.0%0.624% 11/8/2021 Mackenzie Financial Corp57,211$1.39M0.0%-88.5%0.628% 11/5/2021 Advisor Group Holdings Inc.9,847$239K0.0%-89.7%0.108% 11/3/2021 Clear Harbor Asset Management LLC30,650$746K0.0%-89.9%0.336% 10/28/2021 Signaturefd LLC3,025$74K0.0%-90.0%0.033% 10/21/2021 Hillsdale Investment Management Inc.2,970$72K0.0%-90.4%0.033% 10/13/2021 Deltec Asset Management LLC27,014$658K0.1%-90.0%0.296% 10/8/2021Eidelman Virant Capital13,600$331K0.1%-90.0%0.149% 10/4/2021 Confluence Investment Management LLC52,250$1.27M0.0%-90.0%0.573% 8/25/2021 Marshall Wace LLP263,605$627K0.0%+967.7%0.289% 8/16/2021 Squarepoint Ops LLC58,002$138K0.0%-44.5%0.064% 8/16/2021 First Trust Advisors LP440,000$1.05M0.0%N/A0.482% 8/16/2021 Royal Bank of Canada88,272$210K0.0%+2,842.4%0.097% 8/16/2021 Punch & Associates Investment Management Inc.876,930$2.09M0.1%+51.7%9.609% 8/16/2021 Clayton Partners LLC2,133,802$5.08M4.3%+0.7%2.338% 8/16/2021 Marshall Wace LLP263,605$627K0.0%+967.7%0.289% 8/13/2021 Sigma Planning Corp25,450$61K0.0%N/A0.028% 8/13/2021 LPL Financial LLC13,406$32K0.0%N/A0.015% 8/13/2021 Bulldog Investors LLP483,696$1.15M0.3%+24.2%0.530% 8/12/2021 Legal & General Group Plc479,137$1.14M0.0%-6.8%0.525% 8/11/2021Commonwealth Equity Services LLC106,348$253K0.0%+334.4%0.117% 8/11/2021 Mackenzie Financial Corp495,498$1.18M0.0%+121.2%0.543% 8/10/2021 Cambridge Investment Research Advisors Inc.12,868$31K0.0%N/A0.017% RE: Your account status (Ad)Your $200 MarketBeat account credit expires in less than twelve hours. Upgrade to MarketBeat All Access today and save $200 on your 2024-2025 MarketBeat premium subscription.Claim My Discount8/6/2021 Clear Harbor Asset Management LLC304,496$725K0.1%+1.4%0.405% 8/6/2021 Aviance Capital Partners LLC23,490$56K0.0%N/A0.031% 8/4/2021 Creative Planning16,635$40K0.0%-58.8%0.022% 8/3/2021 Gables Capital Management Inc.668,428$1.59M1.1%N/A0.889% 8/2/2021 Advisor Group Holdings Inc.95,261$227K0.0%+65.8%0.127% 7/31/2021 Advisors Asset Management Inc.125,866$300K0.0%+59.1%0.167% 7/31/2021Eidelman Virant Capital136,000$322K0.1%+36.0%0.181% 7/28/2021Usca Ria LLC22,092$53K0.0%+118.9%0.029% 7/17/2021 Eagle Global Advisors LLC99,280$236K0.0%N/A0.132% 7/1/2021 Confluence Investment Management LLC520,736$1.24M0.0%+52.9%0.693% (Data available from 1/1/2016 forward) PTMN Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PTMN shares? During the previous two years, 25 institutional investors and hedge funds held shares of Portman Ridge Finance. The most heavily invested institutionals were Repertoire Partners LP ($20.86M), UBS Group AG ($7.21M), Clayton Partners LLC ($3.59M), Bulldog Investors LLP ($2.97M), Advisors Asset Management Inc. ($2.38M), Punch & Associates Investment Management Inc. ($2.29M), and Raymond James & Associates ($2.08M).Learn more on PTMN's institutional investors. What percentage of Portman Ridge Finance stock is owned by institutional investors? 30.14% of Portman Ridge Finance stock is owned by institutional investors. Learn more on PTMN's institutional investor holdings. Which institutional investors have been buying Portman Ridge Finance stock? Of the 19 institutional investors that purchased Portman Ridge Finance stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($122.76K), Repertoire Partners LP ($109.28K), Raymond James & Associates ($104.21K), Privium Fund Management UK Ltd ($97.90K), Advisors Asset Management Inc. ($79.96K), Kennedy Capital Management LLC ($74.87K), and Confluence Investment Management LLC ($68.62K). How much institutional buying is happening at Portman Ridge Finance? Institutional investors have bought a total of 800,826 shares in the last 24 months. This purchase volume represents approximately $15.86M in transactions. Which Portman Ridge Finance major shareholders have been selling company stock? Of the 14 institutional investors that sold Portman Ridge Finance stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Repertoire Partners LP ($93.50K), Privium Fund Management UK Ltd ($65.42K), Mackenzie Financial Corp ($37.48K), Clayton Partners LLC ($19.52K), Clear Harbor Asset Management LLC ($18.72K), Arbiter Partners Capital Management LLC ($15.93K), and Confluence Investment Management LLC ($7.13K). How much institutional selling is happening at Portman Ridge Finance? Institutional investors have sold a total of 274,019 shares in the last 24 months. This volume of shares sold represents approximately $5.47M in transactions. Related Companies: GAIN Major Shareholders PNNT Major Shareholders TPVG Major Shareholders SCM Major Shareholders OFS Major Shareholders LRFC Major Shareholders ICMB Major Shareholders MATH Major Shareholders TURN Major Shareholders RAND Major Shareholders This page (NASDAQ:PTMN) was last updated on 5/31/2024 by MarketBeat.com Staff From Our PartnersTech GIANT’s Plans to Revolutionize Crypto…Crypto 101 MediaExposed: 10 CENT Crypto to Explode May 20th?True Market InsidersThis Apple-like Innovator is Revolutionizing HealthcareWall Street Star[URGENT] DO NOT Touch These AI Stocks!Weiss RatingsBiden Nomination CANCELED?The Freeport SocietyGold Set to EXPLODE!Gold Safe ExchangeThis unknown company solves the biggest issue with AIManward PressUrgent Alert: Biden's IRS Targeting Your Money – Act Fast to Protect It!American Alternative Adding Choose a watchlist: Watchlist My Default Watchlist Adding You have already added five stocks to your watchlist. 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