PTMN Smart Money
Portman Ridge Finance Corporation
1W: -1.1%
1M: -0.5%
3M: -0.2%
1Y: -23.5%
3Y: -15.8%
5Y: +83.9%
$12.27
Last traded 2025-09-19 — delisted
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🏦 Institutional Activity
Latest: Q2 202654
Institutions Holding
-5 vs prior
7.1%
Ownership
-0.63%
3
New
12
Increased
26
Reduced
13
Closed
👔 Insider Trades
7 records| Date | Name | Title | Type | Shares | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2025-07-15 | Goldthorpe Edward J. | officer: president, ceo | A-Grant/Award | 1,253 | $— | $0 | Filing |
| 2025-07-15 | Schafer Patrick | officer: chief investment officer | A-Grant/Award | 2,153 | $— | $0 | Filing |
| 2025-07-15 | Satoren Brandon | officer: see remarks | A-Grant/Award | 52 | $— | $0 | Filing |
| 2025-05-13 | Goldthorpe Edward J. | officer: see remark | P-Purchase | 1,755 | $12.48 | $22K | Filing |
| 2025-05-13 | Held David | officer: chief compliance officer | P-Purchase | 320 | $12.39 | $4K | Filing |
| 2025-05-13 | Schafer Patrick | officer: chief investment officer | P-Purchase | 802 | $12.46 | $10K | Filing |
| 2025-05-13 | Satoren Brandon | officer: see remark | P-Purchase | 1,000 | $12.43 | $12K | Filing |
🏛️ Congressional Trades
0 records| Date | Politician | Chamber | Type | Amount | Filing |
|---|---|---|---|---|---|
| No congressional trades found | |||||
🏦 Top Institutional Holders
20 holders| Holder | Shares | Value | Date Reported | Filing | |
|---|---|---|---|---|---|
| Bulldog Investors, LLP | 378,412 | $3M | — | 2026-06-30 | Filing |
| JB CAPITAL PARTNERS LP | 197,036 | $1M | +29,589 | 2026-06-30 | Filing |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LL | 157,910 | $1M | +71,157 | 2026-06-30 | Filing |
| MARSHALL WACE, LLP | 98,879 | $720K | +29,218 | 2026-06-30 | Filing |
| RAYMOND JAMES FINANCIAL INC | 94,495 | $688K | -10,922 | 2026-06-30 | Filing |
| Legal & General Group Plc | 93,881 | $683K | — | 2026-06-30 | Filing |
| Founders Financial Alliance, LLC | 80,706 | $588K | -2,311 | 2026-06-30 | Filing |
| Curi Capital, LLC | 65,000 | $473K | +27,200 | 2026-06-30 | Filing |
| GABLES CAPITAL MANAGEMENT INC. | 46,531 | $339K | -540 | 2026-06-30 | Filing |
| Triumph Capital Management | 41,562 | $303K | +41,562 | 2026-06-30 | Filing |
| Virtus Investment Advisers, LLC | 39,887 | $290K | +7,057 | 2026-06-30 | Filing |
| Trexquant Investment LP | 38,986 | $284K | +15,530 | 2026-06-30 | Filing |
| CITADEL ADVISORS LLC | 33,515 | $244K | +33,515 | 2026-06-30 | Filing |
| XTX Topco Ltd | 32,411 | $236K | +6,841 | 2026-06-30 | Filing |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26,783 | $195K | -10,278 | 2026-06-30 | Filing |
| MORGAN STANLEY | 23,157 | $169K | -6,790 | 2026-06-30 | Filing |
| BANK OF AMERICA CORP /DE | 21,473 | $156K | +26 | 2026-06-30 | Filing |
| Accordant Advisory Group Inc | 16,060 | $117K | — | 2026-06-30 | Filing |
| Closed-End Fund Advisors, Inc. | 13,265 | $97K | +2,650 | 2026-06-30 | Filing |
| LPL Financial LLC | 12,502 | $91K | +1,152 | 2026-06-30 | Filing |