TRCT
LRFC

Tower Research Capital (TRC)’s Logan Ridge Finance Corp LRFC Stock Holding History

Tower Research Capital (TRC)’s Portfolio LRFC Stock Details LRFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-89
Closed -$2.22K – 5540
2024
Q4 		$2.22K Buy
+89
New +$2.21K ﹤0.01% 4884
2024
Q2 		– Sell
-24
Closed -$540 – 5874
2024
Q1 		$540 Buy
+24
New +$542 ﹤0.01% 5450
2023
Q4 		– Sell
-69
Closed -$1.43K – 6067
2023
Q3 		$1.43K Buy
69
+64
+1,280% +$1.36K ﹤0.01% 5335
2023
Q2 		$104 Buy
+5
New +$103 ﹤0.01% 5816
2022
Q3 		– Sell
-3
Closed – – 6311
2022
Q2 		$0 Buy
+3
New +$58 ﹤0.01% 6336
2021
Q3 		– Sell
-200
Closed -$5K – 5990
2021
Q2 		$5K Buy
+200
New +$4.37K ﹤0.01% 4725
2020
Q3 		– Sell
-48
Closed -$1K – 4976
2020
Q2 		$1K Sell
48
-800
-94% -$14.4K ﹤0.01% 4624
2020
Q1 		$16K Buy
848
+245
+41% +$10.7K ﹤0.01% 1821
2019
Q4 		$32K Buy
+603
New +$30.8K ﹤0.01% 1625
2019
Q3 		– Sell
-131
Closed -$7K – 4337
2019
Q2 		$7K Buy
131
+36
+38% +$1.91K ﹤0.01% 2773
2019
Q1 		$5K Buy
95
+56
+144% +$2.72K ﹤0.01% 3072
2018
Q4 		$2K Buy
+39
New +$1.88K ﹤0.01% 3388
2018
Q2 		– Sell
-145
Closed -$7K – 3886
2018
Q1 		$7K Buy
145
+103
+245% +$4.71K ﹤0.01% 2601
2017
Q4 		$2K Buy
42
+40
+2,000% +$1.95K ﹤0.01% 3220
2017
Q3 		$0 Buy
+2
New +$129 ﹤0.01% 4002
2017
Q1 		– Sell
-75
Closed -$6K – 3543
2016
Q4 		$6K Buy
+75
New +$5.75K ﹤0.01% 2957
2016
Q3 		– Sell
-30
Closed -$2K – 4082
2016
Q2 		$2K Buy
+30
New +$2.44K ﹤0.01% 3918
2016
Q1 		– Sell
-65
Closed -$5K – 4585
2015
Q4 		$5K Sell
65
-37
-36% -$2.97K ﹤0.01% 2995
2015
Q3 		$8K Buy
102
+42
+70% +$3.7K ﹤0.01% 2477
2015
Q2 		$6K Sell
60
-176
-75% -$18.3K ﹤0.01% 3118
2015
Q1 		$26K Sell
236
-82
-26% -$9.15K ﹤0.01% 2041
2014
Q4 		$34K Buy
318
+115
+57% +$12.7K ﹤0.01% 1259
2014
Q3 		$22K Buy
203
+157
+341% +$17.7K ﹤0.01% 2230
2014
Q2 		$5K Sell
46
-27
-37% -$3K ﹤0.01% 2859
2014
Q1 		$8K Buy
73
+6
+9% +$713 ﹤0.01% 2830
2013
Q4 		$8K Buy
+67
New +$7.74K ﹤0.01% 3195

Other funds holding LRFC

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
RP
Repertoire Partners New York $143M AUM 28.83% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LWANC
Laurel Wealth Advisors (North Carolina) Charlotte, North Carolina $1.03B AUM 16.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tower Research Capital (TRC)'s LRFC Position: Q1 2025 in Review

Tower Research Capital (TRC) sold out of Logan Ridge Finance Corp (LRFC) in Q1 2025, closing a stake of 89 shares — an estimated $2.22K sold.

Tower Research Capital (TRC) first reported a position in LRFC in Q4 2013 and held it in 26 quarters. The position peaked at $34K in Q4 2014. 10 funds tracked by Wall St. Rank hold LRFC as of Q1 2025.

  • Tower Research Capital (TRC) reported no remaining Logan Ridge Finance Corp position as of Q1 2025 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 89 Logan Ridge Finance Corp shares in Q1 2025, an estimated $2.22K.
  • Tower Research Capital (TRC) first reported a position in Logan Ridge Finance Corp in Q4 2013 and held it in 26 quarters.
  • Tower Research Capital (TRC)'s Logan Ridge Finance Corp position peaked at $34K in Q4 2014.
  • 10 funds tracked by Wall St. Rank held Logan Ridge Finance Corp as of Q1 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2025, filed 15 May 2025.