LRFC

Logan Ridge Finance Corp
LRFC

Overview Fund Activity
Delisted

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

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21 hedge funds and large institutions have $15.2M invested in Logan Ridge Finance Corp in 2023 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 5 increasing their positions, 4 reducing their positions, and 2 closing their positions.

Holders
21
Holders Change
+4
Holders Change %
+23.53%
% of All Funds
0.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
6
Increased
5
Reduced
4
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PAIM
1
Punch & Associates Investment Management
Minnesota
$5.25M
2
CAPTRUST Financial Advisors
2
CAPTRUST Financial Advisors
North Carolina
$491K
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$3.85M
4
EF
4
Empowered Funds
Pennsylvania
$261K
5
ASN
5
Advisory Services Network
Georgia
$10.5K

Top Sellers

1
BCM
1
Bridgeway Capital Management
Texas
$627K
2
Bank of America
2
Bank of America
North Carolina
$0
3
BI
3
Bulldog Investors
New Jersey
$2.67M
4
LWANC
4
Laurel Wealth Advisors (North Carolina)
North Carolina
$102K
5
Acadian Asset Management
5
Acadian Asset Management
Massachusetts
$101K
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$5.25M 232,240 +22,658 +11%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.85M 170,367 +5,482 +3%
BI
3
Bulldog Investors
New Jersey
$2.67M 117,979 -426 -0.4%
APCM
4
Arbiter Partners Capital Management
New York
$1.38M 61,113 – –
BCM
5
Bridgeway Capital Management
Texas
$627K 28,083 -15,725 -36%
CAPTRUST Financial Advisors
6
CAPTRUST Financial Advisors
North Carolina
$491K 21,711 +8,552 +65%
DWM
7
Dakota Wealth Management
Florida
$353K 15,616 – –
EF
8
Empowered Funds
Pennsylvania
$261K 11,685 +960 +9%
LWANC
9
Laurel Wealth Advisors (North Carolina)
North Carolina
$102K 4,529 -200 -4%
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$101K 4,594 -104 -2%
Osaic Holdings
11
Osaic Holdings
Arizona
$29.4K 1,300 – –
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$22.3K 1,000 – –
SWA
13
SOA Wealth Advisors
New York
$22.3K 985 – –
UBS Group
14
UBS Group
Switzerland
$16.9K 748 +404 +117%
ASN
15
Advisory Services Network
Georgia
$10.5K 463 +463 New
IA
16
IFP Advisors
Florida
$4.93K 218 +218 New
NA
17
NewEdge Advisors
Louisiana
$4.54K 201 +201 New
CFD
18
Creative Financial Designs
Indiana
$1.88K 83 – –
CIA
19
Cape Investment Advisory
Georgia
$407 18 +18 New
Morgan Stanley
20
Morgan Stanley
New York
$46 2 +2 New
Wells Fargo
21
Wells Fargo
California
$11 1 +1 New
Bank of America
22
Bank of America
North Carolina
– – -3,474 Closed
TRCT
23
Tower Research Capital (TRC)
New York
– – -69 Closed
CFGS
24
Concourse Financial Group Securities
Alabama
– – – –