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Get Institutions for : 
Logan Ridge Finance Ord Shs (LRFC)  
$25.40 0.00 (0.00%) as of 4:30 Thu 7/1


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 22    3
Total shares held : 
 672,935  
% of shares held : 
 24.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 18,960  
% of shares held change : 
   0.7%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 901
 0.13%
 
Increased Positions :
6
 38,057
 5.66%
 
Unchanged Positions :
7
 80,097
 11.9%
 
Decreased Positions :
4
-16,455
-2.45%
 
Closed Positions :
2
-3,543
-0.53%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PUNCH & ASSOCIATES INVESTMENT MANAGEMENT INC 124 - 2023-12-31 232,240 $5,251,000 22,658
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 732 - 2024-03-31 170,968 $3,845,000 601
   BROOKLYN CAPITAL MANAGEMENT LLC 40 - 2023-12-31 117,979 $2,668,000 -426
   FORT HOOSAC MANAGEMENT, LLC 10 - 2023-12-31 61,113 $1,382,000 0
   BRIDGEWAY CAPITAL MANAGEMENT INC 885 - 2023-12-31 28,083 $627,000 -15,725
   CAPTRUST FINANCIAL ADVISORS 1744 - 2023-12-31 21,711 $491,000 8,552
   Oakmont Partners LLC 554 - 2024-03-31 15,616 $351,000 0
   Empowered Funds LLC 1144 - 2023-12-31 11,685 $261,000 960
   EA Series Trust 1068 - 2023-06-30 9,935 $204,000 0
   Laurel Wealth Advisors LLC 222 - 2023-12-31 4,529 $102,000 -200
   ACADIAN ASSET MANAGEMENT LLC 1353 - 2023-12-31 4,594 $101,000 -104
   Advisor Group Holdings Inc. 5208 - 2023-12-31 1,300 $29,000 0
   J P MORGAN CHASE & CO 4927 - 2023-12-31 1,000 $22,000 0
   SOA Wealth Advisors LLC. 433 - 2024-03-31 985 $22,000 0
   UBS Group AG 5848 - 2023-12-31 748 $17,000 404
   ADVISORY SERVICES NETWORK, LLC 2806 *New 2023-12-31 463 $10,000 463
   IFP Advisors Inc 2389 *New 2023-12-31 218 $5,000 218
   Goss Wealth Management LLC 3098 *New 2023-12-31 201 $5,000 201
   CREATIVE FINANCIAL DESIGNS INC /ADV 1419 - 2023-12-31 83 $2,000 0
   PROEQUITIES INC. 2309 - 2023-12-31 0 $0 0
   WELLS FARGO & CO/MN 6387 - 2023-12-31 1 $0 1
   TOWER RESEARCH CAPITAL LLC 6206 *Closed 2023-12-31 0 $0 -69
   BANK OF AMERICA CORP /DE/ 6857 *Closed 2023-12-31 0 $0 -3,474
   MORGAN STANLEY 7685 *New 2023-12-31 1 $0 1
   Cape Investment Advisory Inc. 1204 *New 2023-12-31 18 $0 18
  25 Records found
  1    
  Page 1 of 1
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