LRFC

Logan Ridge Finance Corp
LRFC

Overview Fund Activity
Delisted

LRFC was delisted on the 14th of July, 2025.

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17 hedge funds and large institutions have $13.6M invested in Logan Ridge Finance Corp in 2023 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 2 closing their positions.

Holders
17
Holders Change
-1
Holders Change %
-5.56%
% of All Funds
0.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
5
Reduced
2
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.42M
2
PAIM
2
Punch & Associates Investment Management
Minnesota
$4.35M
3
BI
3
Bulldog Investors
New Jersey
$2.46M
4
CAPTRUST Financial Advisors
4
CAPTRUST Financial Advisors
North Carolina
$273K
5
BCM
5
Bridgeway Capital Management
Texas
$906K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$7.14K
2
CFD
2
Creative Financial Designs
Indiana
$1.72K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$0
4
Wells Fargo
4
Wells Fargo
California
$1
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$4.35M 209,582 +38,105 +22%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.42M 164,885 +164,885 New
BI
3
Bulldog Investors
New Jersey
$2.46M 118,405 +25,503 +27%
APCM
4
Arbiter Partners Capital Management
New York
$1.27M 61,113 – –
BCM
5
Bridgeway Capital Management
Texas
$906K 43,808 +790 +2%
DWM
6
Dakota Wealth Management
Florida
$324K 15,616 – –
CAPTRUST Financial Advisors
7
CAPTRUST Financial Advisors
North Carolina
$273K 13,159 +13,159 New
EF
8
Empowered Funds
Pennsylvania
$222K 10,725 +790 +8%
LWANC
9
Laurel Wealth Advisors (North Carolina)
North Carolina
$98.1K 4,729 – –
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$95K 4,698 – –
Bank of America
11
Bank of America
North Carolina
$72.1K 3,474 – –
Osaic Holdings
12
Osaic Holdings
Arizona
$27K 1,300 – –
JPMorgan Chase & Co
13
JPMorgan Chase & Co
New York
$20.7K 1,000 – –
SWA
14
SOA Wealth Advisors
New York
$20.4K 985 – –
UBS Group
15
UBS Group
Switzerland
$7.14K 344 -858 -71%
CFD
16
Creative Financial Designs
Indiana
$1.72K 83 -475 -85%
TRCT
17
Tower Research Capital (TRC)
New York
$1.43K 69 +64 +1,280%
Wells Fargo
18
Wells Fargo
California
– – -1 Closed
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
– – -33 Closed
CFGS
20
Concourse Financial Group Securities
Alabama
– – – –