Logan Ridge Finance Corp.
LRFCDelisted Jul 15, 2025- SEC CIK
- 0001571329
Logan Ridge Finance Corp. was delisted on Jul 15, 2025; its insiders filed their last Form 4 on Jul 17, 2025; 13 institutions reported holding it in 13F filings for Q2 2025, worth $13.4M in total; no superinvestor held it.
Q1 2022 vs. Q4 2021
How the institutions holding Logan Ridge Finance Corp. changed between Q4 2021 and Q1 2022.
All holders in Q1 2022All holders in Q4 2021
| Measure | Q4 2021 | Of which not filed for Q1 2022 | Q1 2022 | Change |
|---|---|---|---|---|
| Holders | 16 | 1 | 21 | +6 |
| Shares | 470.7K | 173.5K | 385.0K | +87.8K (+29.5%) |
| Value | $10.9M | $4.03M | $8.69M | +$1.86M (+27.2%) |
1 institution that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so the changes leave them out.
New holders (7)
Institutions that held Logan Ridge Finance Corp. at the end of Q1 2022 but not at the end of Q4 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Bulldog Investors, LLP | 45,486 | $1.03M | 0.26% |
| Dakota Wealth Management | 23,998 | $542.0K | 0.04% |
| Arbiter Partners Capital Management LLC | 15,956 | $360.0K | 0.26% |
| SOA Wealth Advisors, LLC. | 985 | $22.0K | 0.01% |
| Prospera Financial Services Inc | 654 | $15.0K | 0.00% |
| Geneos Wealth Management Inc. | 224 | $5.00K | 0.00% |
| Wells Fargo & Company | 1 | $0 | 0.00% |
Sold out (1)
Institutions that held Logan Ridge Finance Corp. at the end of Q4 2021 and filed for Q1 2022 without it.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Carolinas Wealth Consulting LLC | 2,435 | $56.0K |
Not filed for Q1 2022 yet (1)
Institutions that held Logan Ridge Finance Corp. at the end of Q4 2021 and haven't filed a 13F for Q1 2022. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q4 2021 | Value, Q4 2021 |
|---|---|---|
| Carroll Financial Associates, Inc. | 173,462 | $4.03M |