PhenixFIN Corporation (PFX) Ownership

$49.98

$0.85 (1.73%)
Last update: 04:00 PM EST
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$49.13
Day's range
$49.13

PhenixFIN Corporation Major Shareholders & Ownership History

Major Shareholder Name Reporting Date Shares Held Market Value Change in Shares Ownership
ADALTA CAPITAL MANAGEMENT LLC 05/16/2025 168.45 K $8.93 M   8.31% 8.34%
22NW, LP 05/14/2025 117.89 K $6.25 M   0.00% 5.84%
AMERICAN FINANCIAL GROUP INC 05/08/2025 64.33 K $3.41 M   0.00% 3.18%
MORGAN STANLEY 05/15/2025 61.80 K $3.28 M   2.14% 3.06%
RAYMOND JAMES FINANCIAL INC 05/13/2025 19.78 K $1.05 M   0.90% 0.98%
BULLDOG INVESTORS, LLP 05/15/2025 19.22 K $1.02 M   0.00% 0.95%
LEGAL & GENERAL GROUP PLC 05/15/2025 14.15 K $756.37 K   0.00% 0.70%
ALLWORTH FINANCIAL LP 04/30/2025 2.22 K $38.90 K   2.63% 0.11%
UBS GROUP AG 05/13/2025 2.12 K $112.41 K   309.46% 0.11%
ADVISOR GROUP HOLDINGS, INC. 05/12/2025 545 $28.89 K   2,625.00% 0.03%
BANK OF AMERICA CORP /DE/ 05/15/2025 308 $16.32 K   0.00% 0.02%
WELLS FARGO & COMPANY/MN 05/13/2025 261 $14.09 K   -31.50% 0.01%
05/16/2025 200 $10.60 K   0.00% 0.01%
ARCHER INVESTMENT CORP 05/05/2025 126 $6.68 K   0.00% 0.01%
MAI CAPITAL MANAGEMENT 05/15/2025 22 $1.17 K   0.00% 0.00%
COMPAGNIE LOMBARD ODIER SCMA 04/16/2025 0 $0   -100.00% 0.00%
CROSSINGBRIDGE ADVISORS, LLC 05/14/2025 0 $0   -100.00% 0.00%

PhenixFIN Corporation institutional Ownership - FAQ's

During the previous two years, 17 institutional investors and hedge funds held shares of PhenixFIN Corporation. The most heavily invested institutionals were:

Allworth Financial LP: 0

22NW, LP: 117,885

MORGAN STANLEY: 61,796

RAYMOND JAMES FINANCIAL INC: 19,775

Bulldog Investors, LLP: 19,218

UBS Group AG: 2,121

23.34% of PhenixFIN Corporation stock is owned by institutional investors.

Institutional investors have bought a total of 304.89 K shares in the last 24 months. This purchase volume represents approximately $14.98 M in transactions.