Recent Quarter Total Invested
$20.42 M
Recent Quarter Institutional Ownership Percentage
21.38%
Total Invested of Last Quarter
$19.06 M
Ownership Percentage of Last Quarter
20.95%
PhenixFIN Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADALTA CAPITAL MANAGEMENT LLC | 08/15/2024 | 149,904 | $7.01 M | 5.34% | 7.32% |
| 22NW, LP | 08/14/2024 | 117,885 | $5.51 M | 0.00% | 5.75% |
| MORGAN STANLEY | 10/17/2024 | 66,319 | $3.10 M | 2.32% | 3.24% |
| AMERICAN FINANCIAL GROUP INC | 08/08/2024 | 64,327 | $3.01 M | 0.00% | 3.14% |
| LEGAL & GENERAL GROUP PLC | 08/14/2024 | 16,577 | $775,308 | 0.00% | 0.81% |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. | 07/19/2024 | 8,317 | $388,987 | 100.00% | 0.41% |
| ROYAL BANK OF CANADA | 11/06/2024 | 6,400 | $299,000 | 0.00% | 0.31% |
| COMPAGNIE LOMBARD ODIER SCMA | 07/18/2024 | 2,500 | $117,025 | 0.00% | 0.12% |
| ALLWORTH FINANCIAL LP | 07/24/2024 | 2,166 | $38,988 | 0.00% | 0.11% |
| UBS GROUP AG | 08/14/2024 | 2,113 | $98,825 | -0.14% | 0.10% |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | 07/17/2024 | 583 | $27,000 | 100.00% | 0.03% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 401 | $18,755 | -59.29% | 0.02% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 261 | $12,191 | 0.00% | 0.01% |
| ARCHER INVESTMENT CORP | 08/02/2024 | 126 | $5,893 | 0.00% | 0.01% |
| MAIN STREET GROUP, LTD | 08/06/2024 | 50 | $2,330 | 100.00% | 0.00% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 08/16/2024 | 0 | $0 | -100.00% | 0.00% |
| ADVISOR GROUP HOLDINGS, INC. | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
PhenixFIN Corporationinstitutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of PFX shares?
During the previous two years, 14 institutional investors and hedge funds held shares of PhenixFIN Corporation. The most heavily invested institutionals were:
Main Street Group, LTD: 0
Adalta Capital Management LLC: 149,904
22NW, LP: 117,885
MORGAN STANLEY: 66,319
Legal & General Group Plc: 16,577
ROYAL BANK OF CANADA: 6,400
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What percentage of PhenixFIN Corporation stock is owned by institutional investors?
21.38% of PhenixFIN Corporation stock is owned by institutional investors.
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How much institutional buying is happening at PFX ?
Institutional investors have bought a total of 417,115 shares in the last 24 months. This purchase volume represents approximately $19.60 M in transactions.