| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| OSAIC HOLDINGS, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 9 | 9 | 0.08% | 0.16% | 0.28% | Q3 2021 | Q3 2023 | 9 |
| WELLS FARGO & COMPANY/MN | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
| ACADIAN ASSET MANAGEMENT LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
| Laurel Wealth Advisors LLC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
| BANK OF AMERICA CORP /DE/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
| UBS Group AG | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
| Bulldog Investors, LLP | 7 | 7 | 0.26% | 0.51% | 0.85% | Q1 2022 | Q3 2023 | 7 |
| Arbiter Partners Capital Management LLC | 7 | 7 | 0.19% | 0.78% | 1.62% | Q1 2022 | Q3 2023 | 7 |
| Dakota Wealth Management | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
| SOA Wealth Advisors, LLC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
| MORGAN STANLEY | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
| PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
| MARINER INVESTMENT GROUP LLC | 5 | 5 | 0.59% | 1.75% | 2.95% | Q3 2021 | Q3 2022 | 5 |
| TWO SIGMA ADVISERS, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
| Thomas J. Herzfeld Advisors, Inc. | 4 | 4 | 0.07% | 0.09% | 0.11% | Q3 2021 | Q2 2022 | 4 |
| TWO SIGMA INVESTMENTS, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
| Tower Research Capital LLC (TRC) | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
| JPMORGAN CHASE & CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
| Advisory Services Network, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
| Manchester Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
| Geneos Wealth Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
| ROYAL BANK OF CANADA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
| CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q4 2021 | 2 |
| Carroll Financial Associates, Inc. | 2 | 2 | 0.17% | 0.19% | 0.22% | Q3 2021 | Q4 2021 | 2 |
| Empowered Funds, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
| CAPTRUST FINANCIAL ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| Advisors Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
| Prospera Financial Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
| EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
| Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own LOGAN RIDGE FINANCE CORP or have owned LOGAN RIDGE FINANCE CORP in the past.