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Logan Ridge Finance Corp shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Logan Ridge Finance Corp (LRFC) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Logan Ridge Finance Corp

Tip: Access up to 7 years of quarterly data

All positions including Logan Ridge Finance Corp held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Logan Ridge Finance Corp by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $491k 22k 22.61
2023-09-30 $273k 13k 20.75
2022-06-30 $49k 3.1k 15.89

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View all positions for Captrust Financial Advisors

Top funds holding Logan Ridge Finance Corp

Punch & Associates Investment Management
Wealth Enhancement Advisory Services
Brooklyn Capital Management
Fort Hoosac Management
Captrust Financial Advisors
Oakmont Partners
Advisor Group Holdings
Jpmorgan Chase & Co
SOA Wealth Advisors
UBS Group
Advisory Services Network
IFP Advisors
Cape Investment Advisory
Wells Fargo & Company

View all funds holding Logan Ridge Finance Corp