Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / Common Stock
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Shares outstanding
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2.66M
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Number of holders
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10
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Total 13F shares, excl. options
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799K
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Shares change
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+24.1K
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Total reported value, excl. options
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$17.6M
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Value change
-
+$376K
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Number of buys
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4
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Number of sells
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-5
-
Price
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$22.00
Significant Holders of Logan Ridge Finance Corp. - Common Stock (LRFC) as of Q1 2025
14 filings reported holding LRFC - Logan Ridge Finance Corp. - Common Stock as of Q1 2025.
Logan Ridge Finance Corp. - Common Stock (LRFC) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 799K shares
of 2.66M outstanding shares and own 30.08% of the company stock.
Largest 10 shareholders include Bulldog Investors, LLP (240K shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (228K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (149K shares), Repertoire Partners LP (148K shares), Dakota Wealth Management (15K shares), UBS Group AG (12.6K shares), Laurel Wealth Advisors LLC (4.73K shares), JPMORGAN CHASE & CO (1K shares), WELLS FARGO & COMPANY/MN (2 shares), and MORGAN STANLEY (1 shares).
This table shows the top 10 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.