LOGAN RIDGE FINANCE CORP
CUSIP 541098109
Logan Ridge Finance Corp has 14 institutional holders in Filings Flow’s 13F database, together reporting 707.1K shares worth $13M as of Q2 2025. The largest reported holders are Bulldog Investors, LLP, Punch & Associates Investment Management, Inc., and Repertoire Partners LP.
Institutional Holders
14
Q2 2025
Reported Value
$13M
Ticker
unmapped
private placement or foreign
Quarters Tracked
16
Ownership Trend
Institutional holders
Total reported value
Holders
··Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Bulldog Investors, LLP$445M AUM | 1.12% | $4M | 233.5K | Q2 2025 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.$1.7B AUM | 0.27% | $4M | 228.0K | Q2 2025 |
| Repertoire Partners LP$143M AUM | 1.44% | $3M | 148.1K | Q1 2025OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.00% | $3M | 137.7K | Q2 2025 |
| Arbiter Partners Capital Management LLC$175M AUM | 0.78% | $1M | 50.4K | Q4 2024OLDER |
| CSS LLC/IL$2.1B AUM | 0.04% | $802,138 | 42.2K | Q2 2025 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.01% | $653,549 | 26.7K | Q3 2024OLDER |
| Almitas Capital LLC$443M AUM | 0.15% | $576,947 | 31.0K | Q2 2025 |
| Empowered Funds, LLC$15.7B AUM | 0.01% | $345,479 | 14.1K | Q3 2024OLDER |
| Dakota Wealth Management$4.6B AUM | 0.01% | $283,901 | 14.9K | Q2 2025 |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $250,119 | 13.2K | Q2 2025 |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.02% | $104,038 | 4.7K | Q1 2025OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $100,153 | 5.3K | Q2 2025 |
| ACADIAN ASSET MANAGEMENT LLC$70.5B AUM | 0.00% | $32,000 | 1.3K | Q4 2024OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $18,970 | 1.0K | Q2 2025 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $3,456 | 182 | Q2 2025 |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $2,224 | 89 | Q4 2024OLDER |
| BOKF, NA$6.5B AUM | 0.00% | $1,224 | 51 | Q4 2024OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $627 | 33 | Q2 2025 |
| MORGAN STANLEY$1.67T AUM | 0.00% | $23 | 1 | Q2 2025 |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $1 | 0 | Q2 2025 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC.$0 AUM | — | $0 | 0 | Q2 2025 |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.