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Logan Ridge Finance Corp

CUSIP: 541098109 | 46 institutional holders

Quarters

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
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Institutional Holders — Q2 2025

Bulldog Investors, LLPA233,549
1.1% of portfolio›$4.4M
Punch & Associates Investment Management, Inc.227,960
0.3% of portfolio›$4.3M
Wealth Enhancement Advisory Services, LLC137,736
0.0% of portfolio›$2.6M
CSS LLC42,240
0.0% of portfolio›$802.1K
Almitas Capital LLC30,999
0.1% of portfolio›$576.9K
Dakota Wealth Management14,950
0.0% of portfolio›$283.9K
Citadel Advisors LLC13,185
0.0% of portfolio›$250.1K
UBS Group AG5,274
0.0% of portfolio›$100.2K
JPMorgan Chase & Co1,000
0.0% of portfolio›$19.0K
Osaic Holdings, Inc.182
0.0% of portfolio›$3.5K
Raymond James Financial Inc33
0.0% of portfolio›$627
Morgan Stanley1
0.0% of portfolio›$23
Wells Fargo & Company0
0.0% of portfolio›$1
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Bulldog Investors, LLPActivist
233,549$4.4M1.1%YieldHighSaddle Brook, NJ2025-08-14
Punch & Associates Investment Management, Inc.
227,960$4.3M0.3%Deep ValueMediumEdina, MN2025-08-14
Wealth Enhancement Advisory Services, LLC
137,736$2.6M0.0%CoreLowPlymouth, MN2025-07-10
CSS LLC
42,240$802.1K0.0%Deep ValueHighChicago, IL2025-08-14
Almitas Capital LLC
30,999$576.9K0.1%YieldMediumSanta Monica, CA2025-08-14
Dakota Wealth Management
14,950$283.9K0.0%CoreMediumPalm Beach Gardens, FL2025-07-16
Citadel Advisors LLC
13,185$250.1K0.0%CoreVery HighMiami, FL2025-08-14
UBS Group AG
5,274$100.2K0.0%CoreMediumZurich, Switzerland2025-08-14
JPMorgan Chase & Co
1,000$19.0K0.0%GrowthMediumNew York, NY2025-08-12
Osaic Holdings, Inc.
182$3.5K0.0%IndexLowScottsdale, AZ2025-09-04
Raymond James Financial Inc
33$6270.0%IndexLowSt. Petersburg, FL2025-08-14
Morgan Stanley
1$230.0%CoreLowNew York, NY2025-08-14
Wells Fargo & Company
0$10.0%CoreLowSan Francisco, CA2025-08-14
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2025-08-12