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Logan Ridge Finance Corp.

LRFCDelisted Jul 15, 2025

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.

Q3 2023 vs. Q2 2023

How the institutions holding Logan Ridge Finance Corp. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023All holders in Q2 2023

13F holders of LRFC: Q2 2023 compared with Q3 2023
MeasureQ2 2023Of which not filed for Q3 2023Q3 2023Change
Holders18118+1
Shares422.0K9.94K654.0K+241.9K (+58.7%)
Value$8.73M$204.2K$13.6M+$5.04M (+59.1%)

1 institution that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (2)

Institutions that held Logan Ridge Finance Corp. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to LRFC in Q3 2023
InstitutionSharesValue% of portfolio
Wealth Enhancement Advisory Services, LLC164,885$3.42M0.01%
Captrust Financial Advisors13,159$273.0K0.00%

Sold out (1)

Institutions that held Logan Ridge Finance Corp. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of LRFC in Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
Royal Bank of Canada33$1.00K

Not filed for Q3 2023 yet (1)

Institutions that held Logan Ridge Finance Corp. at the end of Q2 2023 and haven't filed a 13F for Q3 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding LRFC in Q2 2023 that haven't filed for Q3 2023
InstitutionShares, Q2 2023Value, Q2 2023
EA Series Trust9,935$204.2K