LRFC

Logan Ridge Finance Corp
LRFC

Overview Fund Activity
Delisted

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

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14 hedge funds and large institutions have $14.7M invested in Logan Ridge Finance Corp in 2024 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 5 increasing their positions, 2 reducing their positions, and 3 closing their positions.

Holders
14
Holders Change
-2
Holders Change %
-12.5%
% of All Funds
0.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
1
Increased
5
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$2.98M
2
UBS Group
2
UBS Group
Switzerland
$264K
3
PAIM
3
Punch & Associates Investment Management
Minnesota
$5.01M
4
BCM
4
Bridgeway Capital Management
Texas
$586K
5
EF
5
Empowered Funds
Pennsylvania
$303K

Top Sellers

1
Wealth Enhancement Advisory Services
1
Wealth Enhancement Advisory Services
Minnesota
$3.66M
2
Acadian Asset Management
2
Acadian Asset Management
Massachusetts
$35K
3
Osaic Holdings
3
Osaic Holdings
Arizona
$0
4
IA
4
IFP Advisors
Florida
$0
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PAIM
1
Punch & Associates Investment Management
Minnesota
$5.01M 223,493 +8,433 +4%
Wealth Enhancement Advisory Services
2
Wealth Enhancement Advisory Services
Minnesota
$3.66M 163,235 -7,733 -5%
BI
3
Bulldog Investors
New Jersey
$2.98M 132,868 +14,122 +12%
APCM
4
Arbiter Partners Capital Management
New York
$1.37M 61,113 – –
BCM
5
Bridgeway Capital Management
Texas
$586K 26,060 +900 +4%
DWM
6
Dakota Wealth Management
Florida
$350K 15,616 – –
EF
7
Empowered Funds
Pennsylvania
$303K 13,460 +900 +7%
UBS Group
8
UBS Group
Switzerland
$264K 11,799 +11,487 +3,682%
LWANC
9
Laurel Wealth Advisors (North Carolina)
North Carolina
$106K 4,729 – –
Acadian Asset Management
10
Acadian Asset Management
Massachusetts
$35K 1,576 -1,362 -46%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$22.5K 1,000 – –
SWA
12
SOA Wealth Advisors
New York
$22.1K 985 – –
IAIM
13
International Assets Investment Management
Florida
$8.96K 400 +400 New
Morgan Stanley
14
Morgan Stanley
New York
$30 1 – –
Wells Fargo
15
Wells Fargo
California
– – – –
Osaic Holdings
16
Osaic Holdings
Arizona
– – -1,300 Closed
IA
17
IFP Advisors
Florida
– – -703 Closed
TRCT
18
Tower Research Capital (TRC)
New York
– – -24 Closed
CFGS
19
Concourse Financial Group Securities
Alabama
– – – –