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.