IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Logan Ridge Finance Corp

Q1 2025 vs Q2 2025

Comparing institutional holders between quarters

Quarters

Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Bulldog Investors, LLPA
DECREASED
Shares233,549 from 240,279
Change-6,730 (-3%)
Value$4.4M (-$851.0K)
Filed 2025-08-14
Punch & Associates Investment Management, Inc.
UNCHANGED
Shares227,960 from 227,960
Change0 (0%)
Value$4.3M (-$686.2K)
Filed 2025-08-14
Wealth Enhancement Advisory Services, LLC
DECREASED
Shares137,736 from 149,431
Change-11,695 (-8%)
Value$2.6M (-$691.2K)
Filed 2025-07-10
CSS LLC
NEW
Shares42,240
Change+42,240
Value$802.1K
Filed 2025-08-14
Almitas Capital LLC
NEW
Shares30,999
Change+30,999
Value$576.9K
Filed 2025-08-14
Dakota Wealth Management
UNCHANGED
Shares14,950 from 14,950
Change0 (0%)
Value$283.9K (-$45.0K)
Filed 2025-07-16
Citadel Advisors LLC
NEW
Shares13,185
Change+13,185
Value$250.1K
Filed 2025-08-14
UBS Group AG
DECREASED
Shares5,274 from 12,621
Change-7,347 (-58%)
Value$100.2K (-$177.5K)
Filed 2025-08-14
JPMorgan Chase & Co
UNCHANGED
Shares1,000 from 1,000
Change0 (0%)
Value$19.0K (-$3.4K)
Filed 2025-08-12
Osaic Holdings, Inc.
NEW
Shares182
Change+182
Value$3.5K
Filed 2025-09-04
Raymond James Financial Inc
NEW
Shares33
Change+33
Value$627
Filed 2025-08-14
Morgan Stanley
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$23 (-$1)
Filed 2025-08-14
Repertoire Partners LP
CLOSED
Shares0 from 148,130
Change-148,130 (-100%)
Value$0 (-$3.3M)
Filed 2025-08-14
Laurel Wealth Advisors LLC
CLOSED
Shares0 from 4,729
Change-4,729 (-100%)
Value$0 (-$104.0K)
Filed 2025-11-24
Wells Fargo & Company
DECREASED
Shares0 from 2
Change-2 (-100%)
Value$1 (-$42)
Filed 2025-08-14
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2025-08-12
Status
Bulldog Investors, LLPA
DECREASED233,549240,279-6,730-3%$5.3M$4.4M-$851.0K2025-08-14
Punch & Associates Investment Management, Inc.
UNCHANGED227,960227,96000%$5.0M$4.3M-$686.2K2025-08-14
Wealth Enhancement Advisory Services, LLC
DECREASED137,736149,431-11,695-8%$3.3M$2.6M-$691.2K2025-07-10
CSS LLC
NEW42,240—+42,240——$802.1K—2025-08-14
Almitas Capital LLC
NEW30,999—+30,999——$576.9K—2025-08-14
Dakota Wealth Management
UNCHANGED14,95014,95000%$328.9K$283.9K-$45.0K2025-07-16
Citadel Advisors LLC
NEW13,185—+13,185——$250.1K—2025-08-14
UBS Group AG
DECREASED5,27412,621-7,347-58%$277.7K$100.2K-$177.5K2025-08-14
JPMorgan Chase & Co
UNCHANGED1,0001,00000%$22.4K$19.0K-$3.4K2025-08-12
Osaic Holdings, Inc.
NEW182—+182——$3.5K—2025-09-04
Raymond James Financial Inc
NEW33—+33——$627—2025-08-14
Morgan Stanley
UNCHANGED1100%$24$23-$12025-08-14
Repertoire Partners LP
CLOSED0148,130-148,130-100%$3.3M$0-$3.3M2025-08-14
Laurel Wealth Advisors LLC
CLOSED04,729-4,729-100%$104.0K$0-$104.0K2025-11-24
Wells Fargo & Company
DECREASED02-2-100%$43$1-$422025-08-14
Proequities, Inc.
UNCHANGED000—$0$0$02025-08-12
Showing 16 of 16 institutions