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Portman Ridge Finance (PTMN) Institutional Ownership

Portman Ridge Finance logo
$7.96 -0.08 (-1.00%)
As of 05/13/2026
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Institutional Ownership Changes (13F Filings) for Portman Ridge Finance (NASDAQ:PTMN)

Current
Institutional Ownership
Percentage
30.14%
Number of
Institutional Buyers
(last 12 months)
15
Total
Institutional Inflows
(last 12 months)
$14.73M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.63M
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PTMN Institutional Buying and Selling by Quarter

Portman Ridge Finance Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/8/2026 Wealth Enhancement Advisory Services LLC250,085$3.00M0.0%+7.6%1.896%
11/17/2025Punch & Associates Investment Management Inc.365,149$4.21M0.2%N/A2.768%
11/17/2025JB Capital Partners LP122,447$1.41M0.2%N/A0.928%
11/17/2025Citadel Advisors LLC11,004$127K0.0%-71.9%0.083%
11/17/2025 Bulldog Investors LLP460,007$5.30M1.2%+112.4%3.487%
11/14/2025Cruiser Capital Advisors LLC20,435$236K0.2%N/A0.155%
11/14/2025Two Sigma Investments LP43,079$497K0.0%-47.1%0.327%
11/13/2025 Legal & General Group Plc56,123$647K0.0%-10.4%0.425%
11/7/2025 Founders Financial Alliance LLC84,055$969K0.2%+19.2%0.637%
10/29/2025 Wealth Enhancement Advisory Services LLC232,354$2.68M0.0%N/A1.761%
10/28/2025 Arlington Trust Co LLC3,000$35K0.0%+100.0%0.023%
10/17/2025 Perigon Wealth Management LLC10,500$121K0.0%N/A0.080%
8/27/2025Squarepoint Ops LLC45,870$574K0.0%N/A0.348%
8/19/2025Marex Group plc82,151$1.03M0.0%N/A0.623%
8/13/2025Marshall Wace LLP65,635$822K0.0%N/A0.713%
8/13/2025Virtus Investment Advisers LLC43,619$546K0.2%+15.3%0.474%
8/12/2025Winnow Wealth LLC16,060$201K0.1%N/A0.175%
7/30/2025 Gables Capital Management Inc.47,689$597K0.3%-22.0%0.518%
7/1/2025 Confluence Investment Management LLC20,934$262K0.0%-67.4%0.228%
5/15/2025Royal Bank of Canada16,354$235K0.0%+69.9%0.178%
5/15/2025Trexquant Investment LP60,268$865K0.0%-7.8%0.655%
5/14/2025BI Asset Management Fondsmaeglerselskab A S27,714$398K0.0%+7.4%0.301%
5/13/2025Ethos Financial Group LLC12,750$183K0.0%N/A0.139%
5/12/2025Founders Financial Alliance LLC70,516$1.01M0.2%+13.3%0.766%
4/17/2025Ritholtz Wealth Management10,570$152K0.0%N/A0.115%
4/16/2025Accordant Advisory Group Inc15,500$222K0.2%+3,000.0%0.169%
4/1/2025Confluence Investment Management LLC64,165$921K0.0%+6.1%0.698%
2/18/2025Repertoire Partners LP61,855$1.01M0.4%-69.1%0.672%
2/17/2025Two Sigma Investments LP106,165$1.74M0.0%+25.3%1.153%
2/17/2025Two Sigma Advisers LP178,200$2.91M0.0%+39.5%1.935%
2/17/2025Bulldog Investors LLP216,546$3.54M0.9%+155.0%2.351%
2/14/2025Virtus ETF Advisers LLC29,852$488K0.2%+25.3%0.324%
2/13/2025Raymond James Financial Inc.104,167$1.70M0.0%N/A1.131%
2/13/2025Legal & General Group Plc62,625$1.02M0.0%-10.8%0.680%
2/12/2025Trexquant Investment LP65,351$1.07M0.0%+50.3%0.710%
2/12/2025O Shaughnessy Asset Management LLC33,970$555K0.0%-13.0%0.369%
2/7/2025Gables Capital Management Inc.62,100$1.02M0.5%-1.5%0.674%
2/7/2025Founders Financial Alliance LLC62,217$1.02M0.3%+6.3%0.676%
2/6/2025Raymond James Financial Inc.104,167$1.70M0.0%N/A1.131%
11/15/2024Repertoire Partners LP200,000$3.71M4.2%-60.4%2.172%
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11/8/2024Advisors Asset Management Inc.86,055$1.60M0.0%-4.2%0.931%
11/8/2024Connor Clark & Lunn Investment Management Ltd.15,316$284K0.0%-68.6%0.166%
10/31/2024Confluence Investment Management LLC60,751$1.13M0.0%+1.8%0.657%
10/22/2024International Assets Investment Management LLC43,166$801K0.0%+1,340.3%0.464%
10/22/2024Sequoia Financial Advisors LLC13,511$251K0.0%N/A0.145%
10/11/2024Redhawk Wealth Advisors Inc.43,140$800K0.1%+7.6%0.467%
8/26/2024Founders Financial Alliance LLC49,954$980K0.3%+74.2%0.537%
8/13/2024Clayton Partners LLC42,331$831K0.7%-72.4%0.455%
8/1/2024Ritholtz Wealth Management13,862$272K0.0%N/A0.149%
7/30/2024International Assets Investment Management LLC2,997$59K0.0%N/A0.032%
7/17/2024Redhawk Wealth Advisors Inc.40,102$787K0.1%N/A0.431%
7/1/2024Confluence Investment Management LLC59,679$1.17M0.0%+1.8%0.641%
5/14/2024Advisors Asset Management Inc.125,562$2.38M0.0%-1.3%1.349%
4/30/2024Privium Fund Management UK Ltd32,482$621K0.3%-66.8%0.348%
4/1/2024Confluence Investment Management LLC58,604$1.11M0.0%N/A0.627%
2/14/2024Clayton Partners LLC197,401$3.59M2.8%-9.0%2.090%
2/14/2024Privium Fund Management UK Ltd97,900$1.79M1.2%N/A1.036%
2/12/2024Cape Investment Advisory Inc.3,382$62K0.0%N/A0.036%
2/9/2024Founders Financial Alliance LLC14,018$255K0.1%N/A0.148%
2/9/2024Hillsdale Investment Management Inc.4,900$89K0.0%-23.4%0.052%
2/9/2024UBS Group AG396,163$7.21M0.0%-0.2%4.192%
1/25/2024International Assets Investment Management LLC58,153$1.06M0.0%+1,719.0%0.616%
1/24/2024Arlington Trust Co LLC2,000$36K0.0%N/A0.021%
1/24/2024International Assets Investment Management LLC58,153$1.06M0.0%+1,719.0%0.615%
1/11/2024Melia Wealth LLC56,695$1.03M0.5%N/A0.600%
11/15/2023Kennedy Capital Management LLC74,866$1.44M0.0%N/A0.792%
11/15/2023Advisors Asset Management Inc.159,568$3.07M0.1%+6.5%1.689%
11/14/2023Repertoire Partners LP1,083,825$20.86M32.5%-7.9%11.473%
11/13/2023Connor Clark & Lunn Investment Management Ltd.12,432$239K0.0%N/A0.132%
11/13/2023WINTON GROUP Ltd10,496$202K0.0%N/A0.111%
11/7/2023Virtus ETF Advisers LLC18,374$354K0.2%+108.1%0.193%
11/3/2023Gables Capital Management Inc.63,401$1.22M0.8%-1.0%0.667%
10/26/2023Punch & Associates Investment Management Inc.119,115$2.29M0.1%+2.6%1.253%
10/4/2023International Assets Investment Management LLC3,197$61K0.0%N/A0.034%
8/15/2023Repertoire Partners LP1,177,325$23.37M25.0%+1.3%12.380%
8/3/2023Mackenzie Financial Corp27,194$546K0.0%-22.6%0.285%
7/25/2023Raymond James & Associates104,214$2.08M0.0%N/A1.092%
5/15/2023Cannell Capital LLC3,977$82K0.0%-11.1%0.042%
5/10/2023Arbiter Partners Capital Management LLC10,503$216K0.2%-60.3%0.110%
4/24/2023Mackenzie Financial Corp35,141$724K0.0%+40.4%0.368%
4/19/2023International Assets Investment Management LLC3,197$66K0.0%-66.9%0.033%
4/4/2023Confluence Investment Management LLC54,806$1.13M0.0%-11.5%0.574%
2/13/2023Advisors Asset Management Inc.154,003$3.54M0.1%+24.2%1.603%
2/8/2023UBS Group AG424,230$9.76M0.0%-0.2%4.414%
2/6/2023Gables Capital Management Inc.64,501$1.48M1.1%-1.9%0.671%
2/3/2023U.S. Capital Wealth Advisors LLC1,164$27K0.0%N/A0.012%
1/30/2023International Assets Investment Management LLC9,653$222K0.0%N/A0.100%
1/20/2023Clear Harbor Asset Management LLC10,223$235K0.0%-50.5%0.106%
11/23/2022Repertoire Partners LP1,139,124$23.92M5.8%+5.1%11.854%
11/14/2022Virtus ETF Advisers LLC10,846$228K0.1%-16.1%0.113%
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11/10/2022Clayton Partners LLC276,258$5.80M6.5%+2.5%2.878%
11/8/2022Advisors Asset Management Inc.123,995$2.60M0.1%+10.5%1.292%
10/7/2022Mackenzie Financial Corp25,439$534K0.0%-26.0%0.265%
8/15/2022Repertoire Partners LP1,083,587$25.39M8.5%+3.7%11.287%
8/15/2022Bulldog Investors LLP126,665$2.97M0.8%+11.9%1.319%
8/11/2022UBS Group AG425,081$9.96M0.0%-0.2%4.378%
8/10/2022Mackenzie Financial Corp34,385$806K0.0%-37.4%0.354%
8/8/2022Advisors Asset Management Inc.112,260$2.63M0.0%+34.0%1.156%
7/20/2022Clear Harbor Asset Management LLC20,638$484K0.1%-28.7%0.213%
7/6/2022Confluence Investment Management LLC62,459$1.46M0.0%+19.1%0.643%


PTMN Institutional Ownership - Frequently Asked Questions

During the previous two years, 35 institutional investors and hedge funds held shares of Portman Ridge Finance. The most heavily invested institutionals were Bulldog Investors LLP ($5.30M), Punch & Associates Investment Management Inc. ($4.21M), Wealth Enhancement Advisory Services LLC ($3.00M), Two Sigma Advisers LP ($2.91M), Raymond James Financial Inc. ($1.70M), Advisors Asset Management Inc. ($1.60M), and JB Capital Partners LP ($1.41M).Learn more on Portman Ridge Finance's institutional investors.

30.14% of Portman Ridge Finance's stock is owned by institutional investors. Learn more on PTMN's institutional investor holdings.

Of the 27 institutional investors that purchased Portman Ridge Finance's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bulldog Investors LLP ($375.09K), Punch & Associates Investment Management Inc. ($365.15K), Wealth Enhancement Advisory Services LLC ($250.09K), Raymond James Financial Inc. ($208.33K), JB Capital Partners LP ($122.45K), Marex Group plc ($82.15K), and Marshall Wace LLP ($65.64K).

Institutional investors have bought a total of 1,249,349 shares in the last 24 months. This purchase volume represents approximately $14.73M in transactions.

The following institutional investors have sold Portman Ridge Finance stock in the last 24 months: Confluence Investment Management LLC ($43.23K), Two Sigma Investments LP ($38.43K), Citadel Advisors LLC ($28.11K), Gables Capital Management Inc. ($13.45K), Legal & General Group Plc ($6.50K), and Trexquant Investment LP ($5.08K).

Institutional investors have sold a total of 134,794 shares in the last 24 months. This volume of shares sold represents approximately $1.63M in transactions.


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This page (NASDAQ:PTMN) was last updated on 5/14/2026 by MarketBeat.com Staff.
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