Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
2.66M
-
Number of holders
-
13
-
Total 13F shares, excl. options
-
797K
-
Shares change
-
-87.3K
-
Total reported value, excl. options
-
$18.1M
-
Value change
-
-$2.11M
-
Number of buys
-
5
-
Number of sells
-
-5
-
Price
-
$18.99
Significant Holders of Logan Ridge Finance Corp. - Common Stock (LRFC) as of Q2 2025
15 filings reported holding LRFC - Logan Ridge Finance Corp. - Common Stock as of Q2 2025.
Logan Ridge Finance Corp. - Common Stock (LRFC) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 797K shares
of 2.66M outstanding shares and own 30% of the company stock.
Largest 10 shareholders include Bulldog Investors, LLP (234K shares), PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. (228K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (138K shares), Laurel Wealth Advisors LLC (89.8K shares), CSS LLC/IL (42.2K shares), Almitas Capital LLC (31K shares), Dakota Wealth Management (15K shares), CITADEL ADVISORS LLC (13.2K shares), UBS Group AG (5.27K shares), and JPMORGAN CHASE & CO (1K shares).
This table shows the top 13 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.