30.87% of Logan Ridge Finance stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Logan Ridge Finance Institutional Trading History

Reporting Date	Hedge Fund	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/7/2024	Empowered Funds LLC	12,560	$0.28M	0.0%	+7.5%	0.469%
4/16/2024	Wealth Enhancement Advisory Services LLC	170,968	$3.85M	0.0%	+0.4%	6.379%
1/25/2024	International Assets Investment Management LLC	42,959	$0.97M	0.0%	N/A	1.603%
1/24/2024	International Assets Investment Management LLC	42,959	$0.97M	0.0%	N/A	1.603%
10/26/2023	Punch & Associates Investment Management Inc.	209,582	$4.35M	0.3%	+22.2%	7.788%
8/15/2023	Bulldog Investors LLP	92,902	$1.92M	0.6%	+15.5%	3.454%
7/27/2023	EA Series Trust	9,935	$0.20M	0.0%	N/A	0.367%
5/10/2023	Arbiter Partners Capital Management LLC	61,113	$1.27M	1.2%	+119.3%	2.255%
2/8/2023	Dakota Wealth Management	15,616	$0.35M	0.0%	-58.2%	0.000%
1/30/2023	International Assets Investment Management LLC	1,533,274	$7.68M	0.7%	N/A	0.000%
1/24/2023	International Assets Investment Management LLC	1,533,274	$7.68M	1.5%	N/A	56.578%
11/15/2022	Bulldog Investors LLP	80,402	$1.44M	0.4%	+4.5%	0.000%
11/14/2022	Mariner Investment Group LLC	81,210	$1.47M	1.6%	-13.3%	2.997%
11/10/2022	Dakota Wealth Management	37,330	$0.67M	0.1%	+55.6%	1.377%
8/15/2022	Bulldog Investors LLP	76,926	$1.21M	0.3%	+69.1%	2.838%
8/13/2022	Mariner Investment Group LLC	93,638	$1.47M	1.6%	+31.5%	3.455%
8/10/2022	Thomas J. Herzfeld Advisors Inc.	13,763	$0.22M	0.1%	+7.9%	0.508%
2/10/2022	Acadian Asset Management LLC	13,587	$0.31M	0.0%	-14.1%	0.501%
2/9/2022	Mariner Investment Group LLC	60,239	$1.39M	0.6%	+42.3%	2.222%
1/6/2022	Carroll Financial Associates Inc.	173,462	$4.03M	0.2%	+43.0%	6.398%
11/16/2021	Two Sigma Advisers LP	28,572	$0.73M	0.0%	N/A	1.054%
11/16/2021	Two Sigma Investments LP	31,715	$0.82M	0.0%	N/A	1.170%
11/12/2021	Mariner Investment Group LLC	42,320	$1.09M	2.9%	N/A	1.561%
11/10/2021	O Shaughnessy Asset Management LLC	7,109	$0.18M	0.0%	N/A	0.262%
11/8/2021	Russell Investments Group Ltd.	1,594	$40K	0.0%	N/A	0.059%
11/5/2021	Advisor Group Holdings Inc.	2,926	$75K	0.0%	N/A	0.108%

Data available starting January 2016

Logan Ridge Finance Corporation, formerly known as, Capitala Finance Corp. is a Business Development Company specializing in senior subordinated debt and unitranche debt, unitranche loan, first-lien and second-lien loans, lower middle market and middle market, equity co-investment in sponsored companies. The fund targets companies in the Aerospace, defense, business services, education, food and beverage, Industrial & Environmental Services, logistics, distribution, media, telecommunication, manufacturing, consumer goods and health-care industries. It typically considers investments in the United States. The fund invests $5 million and $50 million per transaction in companies with EBITDA between $5 million to $50 million and enterprise value less than $250 million. The fund makes minority equity co-investments, alongside management or financial sponsors.

Today's Range

Now: $22.12

$22.02

$22.25

50 Day Range

MA: $22.31

$21.90

$22.72

52 Week Range

Now: $22.12

$18.53

$23.63

Volume

538 shs

Average Volume

3,683 shs

Market Capitalization

$59.28 million

P/E Ratio

N/A

Dividend Yield

5.75%

Beta

1.29

Who are the major institutional investors of Logan Ridge Finance?: Logan Ridge Finance's top institutional investors include:
Wealth Enhancement Advisory Services LLC — 6.38%
Empowered Funds LLC — 0.47%
Learn More about top institutional investors of Logan Ridge Finance stock.
Which major investors are buying Logan Ridge Finance stock?: In the last quarter, LRFC stock was purchased by institutional investors including:
Empowered Funds LLC
Wealth Enhancement Advisory Services LLC