PORTMAN RIDGE FINANCE CORP (PTMN) Institutional Ownership Changes & 13F Activity

PORTMAN RIDGE FINANCE CORP (PTMN). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Punch & Associates Investment Management, Inc., Wealth Enhancement Advisory Services, Llc, Triumph Capital Management, Citadel Advisors Llc, and Jb Capital Partners Lp.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Citadel Advisors LlcBuy+33,51533,515$243.99KQ2 2026Sep 02, 2026
Curi Capital, LlcBuy+27,200+72.0%65,000$473.20KQ2 2026Aug 14, 2026
Trexquant Investment LpBuy+15,530+66.2%38,986$283.82KQ2 2026Aug 14, 2026
Raymond James Financial IncSell-10,922-10.4%94,495$687.92KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-10,278-27.7%26,783$194.98KQ2 2026Aug 14, 2026
Xtx Topco LtdBuy+6,841+26.8%32,411$235.95KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-2,605-69.8%1,129$8.00KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Sell-400-21.4%1,468$10.69KQ2 2026Aug 14, 2026
Hrt Financial LpSell-162-1.6%10,050$73.00KQ2 2026Aug 14, 2026
Bank Of America CorpBuy+26+0.1%21,473$156.32KQ2 2026Aug 14, 2026
Wells Fargo & Company/MnSell-1-0.1%875$6.37KQ2 2026Aug 14, 2026
Marshall Wace, LlpBuy+29,218+41.9%98,879$719.84KQ2 2026Aug 13, 2026
Morgan StanleySell-6,790-22.7%23,157$168.59KQ2 2026Aug 13, 2026
Ubs Group AgBuy+4,796+78.4%10,912$79.44KQ2 2026Aug 13, 2026
Jpmorgan Chase & CoBuy+2,2242,224$15.75KQ2 2026Aug 12, 2026
Simplex Trading, LlcSell-1,545-68.2%719$5.23KQ2 2026Aug 12, 2026
Jb Capital Partners LpBuy+29,589+17.7%197,036$1.42MQ2 2026Aug 11, 2026
Virtus Investment Advisers, LlcBuy+7,057+21.5%39,887$290.38KQ2 2026Aug 11, 2026
Bi Asset Management Fondsmaeglerselskab A/SSell-19,858-71.7%7,856$57.00KQ2 2026Aug 10, 2026
Gables Capital Management Inc.Sell-540-1.1%46,531$338.75KQ2 2026Aug 10, 2026
Ethos Financial Group, LlcSell-1,282-10.4%11,038$80.36KQ2 2026Aug 07, 2026
Lpl Financial LlcBuy+1,152+10.1%12,502$91.01KQ2 2026Aug 07, 2026
Caitong International Asset Management Co., LtdBuy+7+350.0%9$66.00Q2 2026Aug 05, 2026
Founders Financial Alliance, LlcSell-2,311-2.8%80,706$587.54KQ2 2026Aug 04, 2026
Closed-End Fund Advisors, Inc.Buy+2,650+25.0%13,265$96.57KQ2 2026Jul 27, 2026
Triumph Capital ManagementBuy+41,56241,562$302.57KQ2 2026Jul 21, 2026
Wealth Enhancement Advisory Services, LlcBuy+71,157+82.0%157,910$1.16MQ2 2026Jul 15, 2026
Punch & Associates Investment Management, Inc.Sell-117,950-100.0%0$0.00Q2 2026May 15, 2026
Two Sigma Investments, LpSell-25,344-100.0%0$0.00Q2 2026May 15, 2026
Millennium Management LlcSell-24,255-100.0%0$0.00Q2 2026May 15, 2026
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Frequently asked questions about PTMN activity

  • Which institutional owners are buying PTMN?

    Institutional owners buying PTMN include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PTMN activity?

    "Buy" means an investor increased their reported position in PTMN compared to the prior reporting period. This reflects growing exposure to PORTMAN RIDGE FINANCE CORP (PTMN) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PTMN increasing?

    Institutional interest in PTMN can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.