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Logan Ridge Finance (LRFC) Institutional Ownership

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$25.21
-0.29 (-1.14%)
(As of 11/4/2024 ET)

Institutional Ownership Changes (13F Filings) for Logan Ridge Finance (NASDAQ:LRFC)

Current
Institutional Ownership
Percentage
30.87%
Number of
Institutional Buyers
(last 12 months)
3
Total
Institutional Inflows
(last 12 months)
$1.98M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$308.60K
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LRFC Institutional Buying and Selling by Quarter

Logan Ridge Finance Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/24/2024 Wealth Enhancement Advisory Services LLC161,135$4.00M0.0%-1.3%6.021%
10/23/2024 Dakota Wealth Management14,950$371K0.0%-4.3%0.559%
8/6/2024Acadian Asset Management LLC1,576$35K0.0%-46.4%0.059%
7/16/2024 Wealth Enhancement Advisory Services LLC163,235$3.66M0.0%-4.5%6.091%
5/10/2024Acadian Asset Management LLC2,938$66K0.0%-36.0%0.110%
5/7/2024Empowered Funds LLC12,560$282K0.0%+7.5%0.469%
4/16/2024 Wealth Enhancement Advisory Services LLC170,968$3.85M0.0%+0.4%6.379%
1/25/2024 International Assets Investment Management LLC42,959$971K0.0%N/A1.603%
1/24/2024 International Assets Investment Management LLC42,959$971K0.0%N/A1.603%
10/26/2023Punch & Associates Investment Management Inc.209,582$4.35M0.3%+22.2%7.788%
8/15/2023Bulldog Investors LLP92,902$1.92M0.6%+15.5%3.454%
7/27/2023EA Series Trust9,935$204K0.0%N/A0.367%
5/10/2023Arbiter Partners Capital Management LLC61,113$1.27M1.2%+119.3%2.255%
2/8/2023 Dakota Wealth Management15,616$349K0.0%-58.2%0.000%
1/30/2023 International Assets Investment Management LLC1,533,274$7.68M0.7%N/A0.000%
1/24/2023 International Assets Investment Management LLC1,533,274$7.68M1.5%N/A56.578%
11/15/2022Bulldog Investors LLP80,402$1.44M0.4%+4.5%0.000%
11/14/2022 Mariner Investment Group LLC81,210$1.47M1.6%-13.3%2.997%
11/10/2022 Dakota Wealth Management37,330$670K0.1%+55.6%1.377%
8/15/2022Bulldog Investors LLP76,926$1.21M0.3%+69.1%2.838%
8/13/2022 Mariner Investment Group LLC93,638$1.47M1.6%+31.5%3.455%
8/10/2022Thomas J. Herzfeld Advisors Inc.13,763$217K0.1%+7.9%0.508%
2/10/2022Acadian Asset Management LLC13,587$311K0.0%-14.1%0.501%
2/9/2022 Mariner Investment Group LLC60,239$1.39M0.6%+42.3%2.222%
1/6/2022Carroll Financial Associates Inc.173,462$4.03M0.2%+43.0%6.398%
11/16/2021Two Sigma Advisers LP28,572$734K0.0%N/A1.054%
11/16/2021Two Sigma Investments LP31,715$815K0.0%N/A1.170%
11/12/2021 Mariner Investment Group LLC42,320$1.09M2.9%N/A1.561%
11/10/2021O Shaughnessy Asset Management LLC7,109$183K0.0%N/A0.262%
11/8/2021Russell Investments Group Ltd.1,594$40K0.0%N/A0.059%
11/5/2021Advisor Group Holdings Inc.2,926$75K0.0%N/A0.108%
(Data available from 1/1/2016 forward)

LRFC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of LRFC shares?

During the previous two years, 10 institutional investors and hedge funds held shares of Logan Ridge Finance. The most heavily invested institutionals were Punch & Associates Investment Management Inc. ($4.35M), Wealth Enhancement Advisory Services LLC ($4.00M), Bulldog Investors LLP ($1.92M), Mariner Investment Group LLC ($1.47M), Arbiter Partners Capital Management LLC ($1.27M), International Assets Investment Management LLC ($971K), and Dakota Wealth Management ($371K).Learn more on LRFC's institutional investors.

What percentage of Logan Ridge Finance stock is owned by institutional investors?

30.87% of Logan Ridge Finance stock is owned by institutional investors. Learn more on LRFC's institutional investor holdings.

Which institutional investors have been buying Logan Ridge Finance stock?

The following institutional investors have purchased Logan Ridge Finance stock in the last 24 months: International Assets Investment Management LLC ($3.15M), Punch & Associates Investment Management Inc. ($38.11K), Arbiter Partners Capital Management LLC ($33.25K), Bulldog Investors LLP ($15.98K), Dakota Wealth Management ($13.33K), EA Series Trust ($9.94K), and Empowered Funds LLC ($875.00).

How much institutional buying is happening at Logan Ridge Finance?

Institutional investors have bought a total of 3,264,539 shares in the last 24 months. This purchase volume represents approximately $72.79M in transactions.

Which Logan Ridge Finance major shareholders have been selling company stock?

The following institutional investors have sold Logan Ridge Finance stock in the last 24 months: Dakota Wealth Management ($22.38K), Mariner Investment Group LLC ($12.43K), Wealth Enhancement Advisory Services LLC ($9.83K), and Acadian Asset Management LLC ($3.02K).

How much institutional selling is happening at Logan Ridge Finance?

Institutional investors have sold a total of 47,659 shares in the last 24 months. This volume of shares sold represents approximately $1.02M in transactions.



This page (NASDAQ:LRFC) was last updated on 11/4/2024 by MarketBeat.com Staff
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