Logan Ridge Finance Corporation

LRFC • NASDAQ

Logan Ridge Finance Corporation is a asset management company in the financial services sector on NASDAQ, led by Ted Goldthorpe, with a market cap of $48.9M.

Chief Executive OfficerTed Goldthorpe

Market Cap$48.9M

Asset Management

Financial Services

Websiteloganridgefinance.com

Country

United States of America

Overview

Overview of institutional ownership in LRFC as of Q3 2025 with a market cap of $48.9M

All Institutions

Institutions: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Hedge Funds

Hedge Funds: 0
Value Held: -
Shares Held: -
Avg Position: -
Median Position: -

Ownership Breakdown

Institutional (non-HF)

Hedge Funds

Retail & Other

100.0%

$48.9M

Based on market cap of $48.9M as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in LRFC as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
Oakmont Partners LLC RIA/Wealth	Peter John Raimondi CEO	- 0.00% of portfolio	0.00% - shares	Q1 2022 Held for 3y 8m	$4.9B
C CSS LLC/IL Institution	-	- 0.00% of portfolio	0.00% - shares	Q2 2025 Held for 5 months	$577.9M
UBS Group AG Institution	Sergio P. Ermotti CEO	- 0.00% of portfolio	0.00% - shares	Q4 2014 Held for 10y 11m	$511.54B
Almitas Capital LLC RIA/Wealth	Ronald Dean Mass Managing Partner	- 0.00% of portfolio	0.00% - shares	Q2 2025 Held for 5 months	$435.9M
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	- 0.00% of portfolio	0.00% - shares	Q4 2022 Held for 2y 11m	$488.61B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	- 0.00% of portfolio	0.00% - shares	Q4 2023 Held for 1y 11m	$1.65T
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager	Andrew John Matysik CEO	- 0.00% of portfolio	0.00% - shares	Q4 2020 Held for 4y 11m	$1.7B
Bulldog Investors, LLC Hedge Fund•Activist	Phillip Franklin Goldstein Managing Partner	- 0.00% of portfolio	0.00% - shares	Q1 2022 Held for 3y 8m	$409.9M
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	- 0.00% of portfolio	0.00% - shares	Q2 2023 Held for 2y 5m	$1.56T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	- 0.00% of portfolio	0.00% - shares	Q2 2025 Held for 5 months	$310.43B

Net Capital Flow

Institutional buying and selling activity for LRFC in Q3 2025

Net Flow: −$15.1M
Buyers: 0
Sellers: 14
Total Bought: +-
Total Sold: −$15.1M
Avg Position: -

Biggest Buyers

Institution	Net Bought	Current Position
No buyers found

Biggest Sellers

Institution	Net Sold	Current Position
Bulldog Investors, LLC Hedge Fund•Activist	−$4.4M −233.5K shares	Sold Off 0 shares
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager	−$4.3M −228.0K shares	Sold Off 0 shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	−$2.6M −137.7K shares	Sold Off 0 shares
L Laurel Wealth Advisors LLC RIA/Wealth	−$1.7M −89.8K shares	Sold Off 0 shares
C CSS LLC/IL Institution	−$802.1K −42.2K shares	Sold Off 0 shares
Almitas Capital LLC RIA/Wealth	−$576.9K −31.0K shares	Sold Off 0 shares
Oakmont Partners LLC RIA/Wealth	−$283.9K −15.0K shares	Sold Off 0 shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	−$250.1K −13.2K shares	Sold Off 0 shares
UBS Group AG Institution	−$100.2K −5.3K shares	Sold Off 0 shares
JPMORGAN CHASE & CO Institution	−$19.0K −1.0K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited LRFC in Q3 2025

New Positions: 0
New Value: -
Exited Positions: 14
Exited Value: $15.1M

New Positions

Institution	Position Value
No new positions found

Exited Positions

Institution	Previous Position
Bulldog Investors, LLC Hedge Fund•Activist	$4.4M 233.5K shares
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager	$4.3M 228.0K shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	$2.6M 137.7K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$1.7M 89.8K shares
C CSS LLC/IL Institution	$802.1K 42.2K shares
Almitas Capital LLC RIA/Wealth	$576.9K 31.0K shares
Oakmont Partners LLC RIA/Wealth	$283.9K 15.0K shares
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$250.1K 13.2K shares
UBS Group AG Institution	$100.2K 5.3K shares
JPMORGAN CHASE & CO Institution	$19.0K 1.0K shares

Options Activity

Institutions with the largest Call and Put options positions in LRFC as of Q3 2025

Call Positions: 0
Call Value: -
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
No call positions found

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with LRFC as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Oakmont Partners LLC RIA/Wealth	Peter John Raimondi CEO	0.00% -	0.00% - shares	Q1 2022 Held for 3y 8m	$4.9B
C CSS LLC/IL Institution	-	0.00% -	0.00% - shares	Q2 2025 Held for 5 months	$577.9M
UBS Group AG Institution	Sergio P. Ermotti CEO	0.00% -	0.00% - shares	Q4 2014 Held for 10y 11m	$511.54B
Almitas Capital LLC RIA/Wealth	Ronald Dean Mass Managing Partner	0.00% -	0.00% - shares	Q2 2025 Held for 5 months	$435.9M
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	0.00% -	0.00% - shares	Q4 2022 Held for 2y 11m	$488.61B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	0.00% -	0.00% - shares	Q4 2023 Held for 1y 11m	$1.65T
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. Long Only Manager	Andrew John Matysik CEO	0.00% -	0.00% - shares	Q4 2020 Held for 4y 11m	$1.7B
Bulldog Investors, LLC Hedge Fund•Activist	Phillip Franklin Goldstein Managing Partner	0.00% -	0.00% - shares	Q1 2022 Held for 3y 8m	$409.9M
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	0.00% -	0.00% - shares	Q2 2023 Held for 2y 5m	$1.56T
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	0.00% -	0.00% - shares	Q2 2025 Held for 5 months	$310.43B

Logan Ridge Finance Corporation

Overview

All Institutions

Hedge Funds

Ownership Breakdown

Biggest Investors

Net Capital Flow

Biggest Buyers

Biggest Sellers

Entry and Exit Activity

New Positions

Exited Positions

Options Activity

Call Positions

Put Positions

Most Committed Institutions

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