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Funds Holding LRFC

On this page, we present all of the funds holding LRFC from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding LRFC, with a link to that fund's top holdings. The next columns indicate the amount of LRFC stock held by each of the funds holding LRFC, followed by the LRFC position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 19 funds holding LRFC within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Punch & Associates Investment Management Inc.. For more details on the positions held by Punch & Associates Investment Management Inc. (or by any of the other funds holding LRFC), click the fund name in the "Holder" column of the funds-holding-LRFC table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Punch & Associates Investment Management Inc. $5,256,197 12/31/2023
     Call232,240$5,250,946 12/31/2023
     LRFC232,240$5,251 12/31/2023
Wealth Enhancement Advisory Services LLC170,968$3,845 03/31/2024
     LRFC170,968$3,845 03/31/2024
Bulldog Investors LLC117,979$2,668 12/31/2023
     LRFC117,979$2,668 12/31/2023
Arbiter Partners Capital Management LLC61,113$1,382 12/31/2023
     LRFC61,113$1,382 12/31/2023
Bridgeway Capital Management Inc.28,083$627 12/31/2023
     LRFC28,083$627 12/31/2023
Captrust Financial Advisors21,711$491 12/31/2023
     LRFC21,711$491 12/31/2023
Dakota Wealth Management15,616$351 03/31/2024
     LRFC15,616$351 03/31/2024
Empowered Funds LLC12,560$282 03/31/2024
     LRFC12,560$282 03/31/2024
Laurel Wealth Advisors LLC4,529$102 12/31/2023
     LRFC4,529$102 12/31/2023
Acadian Asset Management LLC4,594$101 12/31/2023
     LRFC4,594$101 12/31/2023
Advisor Group Holdings Inc.1,300$29 12/31/2023
     LRFC1,300$29 12/31/2023
SOA Wealth Advisors LLC.985$22 03/31/2024
     LRFC985$22 03/31/2024
JPMorgan Chase & Co.1,000$22 12/31/2023
     LRFC1,000$22 12/31/2023
UBS Group AG748$17 12/31/2023
     LRFC748$17 12/31/2023
GWM Advisors LLC201$5 12/31/2023
     LRFC201$5 12/31/2023
IFP Advisors Inc218$5 12/31/2023
     LRFC218$5 12/31/2023
Proequities Inc.0$0 03/31/2024
     LRFC0$0 03/31/2024
Wells Fargo & Company MN1$0 12/31/2023
     LRFC1$0 12/31/2023
Morgan Stanley1$0 12/31/2023
     LRFC1$0 12/31/2023
Cape Investment Advisory Inc.18$0 12/31/2023
     LRFC18$0 12/31/2023

See Summary: Institutional Holders of LRFC
See Details: Top 10 Hedge Funds Holding LRFC
Also See: LRFC Insider Buying

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