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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +33,515 | — | 33,515 | $243.99K | Q2 2026 | Sep 02, 2026 |
| Curi Capital, Llc | Buy | +27,200 | +72.0% | 65,000 | $473.20K | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment Lp | Buy | +15,530 | +66.2% | 38,986 | $283.82K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Sell | -10,922 | -10.4% | 94,495 | $687.92K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -10,278 | -27.7% | 26,783 | $194.98K | Q2 2026 | Aug 14, 2026 |
| Xtx Topco Ltd | Buy | +6,841 | +26.8% | 32,411 | $235.95K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -2,605 | -69.8% | 1,129 | $8.00K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Sell | -400 | -21.4% | 1,468 | $10.69K | Q2 2026 | Aug 14, 2026 |
| Hrt Financial Lp | Sell | -162 | -1.6% | 10,050 | $73.00K | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +26 | +0.1% | 21,473 | $156.32K | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Sell | -1 | -0.1% | 875 | $6.37K | Q2 2026 | Aug 14, 2026 |
| Marshall Wace, Llp | Buy | +29,218 | +41.9% | 98,879 | $719.84K | Q2 2026 | Aug 13, 2026 |
| Morgan Stanley | Sell | -6,790 | -22.7% | 23,157 | $168.59K | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +4,796 | +78.4% | 10,912 | $79.44K | Q2 2026 | Aug 13, 2026 |
| Jpmorgan Chase & Co | Buy | +2,224 | — | 2,224 | $15.75K | Q2 2026 | Aug 12, 2026 |
| Simplex Trading, Llc | Sell | -1,545 | -68.2% | 719 | $5.23K | Q2 2026 | Aug 12, 2026 |
| Jb Capital Partners Lp | Buy | +29,589 | +17.7% | 197,036 | $1.42M | Q2 2026 | Aug 11, 2026 |
| Virtus Investment Advisers, Llc | Buy | +7,057 | +21.5% | 39,887 | $290.38K | Q2 2026 | Aug 11, 2026 |
| Bi Asset Management Fondsmaeglerselskab A/S | Sell | -19,858 | -71.7% | 7,856 | $57.00K | Q2 2026 | Aug 10, 2026 |
| Gables Capital Management Inc. | Sell | -540 | -1.1% | 46,531 | $338.75K | Q2 2026 | Aug 10, 2026 |
| Ethos Financial Group, Llc | Sell | -1,282 | -10.4% | 11,038 | $80.36K | Q2 2026 | Aug 07, 2026 |
| Lpl Financial Llc | Buy | +1,152 | +10.1% | 12,502 | $91.01K | Q2 2026 | Aug 07, 2026 |
| Caitong International Asset Management Co., Ltd | Buy | +7 | +350.0% | 9 | $66.00 | Q2 2026 | Aug 05, 2026 |
| Founders Financial Alliance, Llc | Sell | -2,311 | -2.8% | 80,706 | $587.54K | Q2 2026 | Aug 04, 2026 |
| Closed-End Fund Advisors, Inc. | Buy | +2,650 | +25.0% | 13,265 | $96.57K | Q2 2026 | Jul 27, 2026 |
| Triumph Capital Management | Buy | +41,562 | — | 41,562 | $302.57K | Q2 2026 | Jul 21, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +71,157 | +82.0% | 157,910 | $1.16M | Q2 2026 | Jul 15, 2026 |
| Punch & Associates Investment Management, Inc. | Sell | -117,950 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Two Sigma Investments, Lp | Sell | -25,344 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Millennium Management Llc | Sell | -24,255 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
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.
Related PTMN Institutional Insights
- PTMN Overview
- PTMN 13F Institutional Holders
- PTMN Top Institutional Shareholders
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Financial Services Stocks By Institutional Investors
- Most Sold Financial Services Stocks By Institutional Investors
- PTMN Insider Trading & SEC Form 4 Activity
- PTMN Articles
- Top Institutional Investor Stock Rankings