PhenixFIN (PFX) Institutional Ownership $49.75 +0.30 (+0.61%) As of 04/30/2025 01:09 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendEarningsHeadlinesInsider TradesOwnershipTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for PhenixFIN (NYSE:PFX)CurrentInstitutional OwnershipPercentage43.35%Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$4.59MNumber ofInstitutional Sellers(last 12 months)2TotalInstitutional Outflows(last 12 months)$96.55K Get PFX Insider Trade Alerts Want to know when executives and insiders are buying or selling PhenixFIN stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data PFX Institutional Buying and Selling by Quarter PhenixFIN Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/18/2025Adalta Capital Management LLC155,524$7.78M4.1%+4.0%7.699% 2/17/2025Bulldog Investors LLP19,218$973K0.3%N/A0.951% 2/14/2025Crossingbridge Advisors LLC10,300$507K0.2%N/A0.510% 2/13/2025Raymond James Financial Inc.19,598$992K0.0%N/A0.970% 2/13/2025Legal & General Group Plc14,151$717K0.0%-10.3%0.701% 2/6/2025Raymond James Financial Inc.19,598$992K0.0%N/A0.970% 1/31/2025AlphaCentric Advisors LLC10,300$507K0.5%N/A0.510% 11/15/2024Adalta Capital Management LLC149,603$7.09M3.7%-0.2%7.406% 5/17/2024Adalta Capital Management LLC142,309$6.26M3.5%+4.9%7.045% 11/15/2023Adalta Capital Management LLC131,999$5.01M3.4%+1.1%6.316% Get the Latest News and Ratings for PFX and Related StocksEnter your email address below to receive the latest news and analysts' ratings for PhenixFIN and its competitors with MarketBeat's FREE daily newsletter. 10/31/2023Allworth Financial LP2,166$82K0.0%-48.0%0.104% 8/24/2023Adalta Capital Management LLC130,499$4.96M3.3%+3.6%6.244% 7/18/2023Allworth Financial LP4,166$74K0.0%N/A0.199% 2/21/2023Adalta Capital Management LLC118,973$3.70M2.6%+6.2%5.665% 11/15/2022Adalta Capital Management LLC112,080$3.89M2.8%+22.8%5.102% 11/14/2022Almitas Capital LLC15,337$535K0.4%-84.6%0.698% 8/18/2022Adalta Capital Management LLC91,280$3.32M2.2%+19.4%4.149% 8/10/2022Thomas J. Herzfeld Advisors Inc.3,700$135K0.1%-33.2%0.168% 7/6/2022 Confluence Investment Management LLC14,551$525K0.0%-39.4%0.661% 6/15/2022Adalta Capital Management LLC76,435$3.12M1.6%+76.0%3.468% 2/14/2022Greenwich Investment Management Inc.10,918$457K0.3%N/A0.434% 2/3/2022Advisor Group Holdings Inc.4,701$197K0.0%-21.2%0.187% 2/3/2022Northwestern Mutual Wealth Management Co.172,675$7.22M0.0%N/A6.860% 1/4/2022 Confluence Investment Management LLC24,000$1.01M0.0%+2.8%0.954% 11/16/2021Adalta Capital Management LLC19,235$825K0.5%+92.4%0.764% 11/10/2021O Shaughnessy Asset Management LLC2,852$122K0.0%+56.0%0.113% 8/17/2021Adalta Capital Management LLC10,000$407K0.2%N/A0.376% 8/17/202122NW LP117,885$4.81M1.3%N/A4.433% 8/16/2021Moab Capital Partners LLC39,644$1.62M3.8%+57.7%1.491% 8/16/2021First Trust Advisors LP23,335$952K0.0%N/A0.878% 8/12/2021Legal & General Group Plc17,229$703K0.0%-9.4%0.637% 8/11/2021Susquehanna International Group LLP5,719$232K0.0%-18.7%0.212% 8/11/2021Banque Cantonale Vaudoise2,500$102K0.0%N/A0.092% 8/9/2021O Shaughnessy Asset Management LLC1,828$74K0.0%N/A0.068% 8/2/2021Advisor Group Holdings Inc.6,041$246K0.0%-8.7%0.223% 8/2/2021 Atlas Private Wealth Advisors970$40K0.0%-30.5%0.036% 5/18/2021Millennium Management LLC13,440$442K0.0%N/A0.497% 5/18/2021Moab Capital Partners LLC25,136$827K1.8%N/A0.930% 5/18/2021Morgan Stanley55,224$1.82M0.0%N/A2.042% 5/12/2021Beach Point Capital Management LP20,000$658K0.1%N/A0.735% Musk's warning signal: Prepare before the cascade begins (Ad)When Elon Musk triggered his AI layoff plan, most analysts missed what it really meant. Louis Navellier didn’t. With 40+ years of market modeling, he says Musk’s move wasn’t about efficiency — it was a signal. And what’s coming next could divide the market into winners and losers faster than anyone expects. Watch this urgent video briefing now.Watch the Musk market warning before the dominoes fall5/12/2021Linscomb & Williams Inc.7,860$259K0.0%N/A0.289% 5/12/2021UBS Group AG1,536$50K0.0%N/A0.056% 5/11/2021American Financial Group Inc.64,327$2.12M0.4%N/A2.365% 4/28/2021 Atlas Private Wealth Advisors1,395$46K0.0%N/A0.051% (Data available from 1/1/2016 forward) PFX Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of PFX shares? During the previous two years, the following institutional investors and hedge funds held shares of PhenixFIN shares: Adalta Capital Management LLC ($7.78M), Raymond James Financial Inc. ($992K), Bulldog Investors LLP ($973K), Legal & General Group Plc ($717K), Crossingbridge Advisors LLC ($507K), and AlphaCentric Advisors LLC ($507K), and Allworth Financial LP ($82K).Learn more on PFX's institutional investors. What percentage of PhenixFIN stock is owned by institutional investors? 43.35% of PhenixFIN stock is owned by institutional investors. Learn more on PFX's institutional investor holdings. Which institutional investors have been buying PhenixFIN stock? The following institutional investors have purchased PhenixFIN stock in the last 24 months: Raymond James Financial Inc. ($39.20K), Bulldog Investors LLP ($19.22K), Adalta Capital Management LLC ($18.52K), Crossingbridge Advisors LLC ($10.30K), AlphaCentric Advisors LLC ($10.30K), and Allworth Financial LP ($4.17K). How much institutional buying is happening at PhenixFIN? Institutional investors have bought a total of 101,696 shares in the last 24 months. This purchase volume represents approximately $4.98M in transactions. Which PhenixFIN major shareholders have been selling company stock? The following institutional investors have sold PhenixFIN stock in the last 24 months: Allworth Financial LP ($2K), Legal & General Group Plc ($1.63K), and Adalta Capital Management LLC ($301.00). How much institutional selling is happening at PhenixFIN? Institutional investors have sold a total of 3,927 shares in the last 24 months. This volume of shares sold represents approximately $172.35K in transactions. Related Companies MVF Major Shareholders RMT Major Shareholders EVN Major Shareholders MYN Major Shareholders KTF Major Shareholders HQL Major Shareholders SAR Major Shareholders MIY Major Shareholders MIN Major Shareholders JOF Major Shareholders This page (NYSE:PFX) was last updated on 5/1/2025 by MarketBeat.com Staff From Our PartnersHow to invest in Elon Musk’s Optimus before its launchElon Musk is set to completely take over the AI industry with Optimus… A breakthrough AI-powered robot that El...InvestorPlace | SponsoredIs he more powerful than Trump? Is there anybody more powerful than Donald Trump right now? In a single tariff announcement, he wiped out n...Porter & Company | SponsoredTrump and Buffett Are Quietly Leading America’s Gold RevivalThe “Buffett Indicator” Predicts Gold Set To Dominate for Next Decade Each time the Buffett Indicator has...Golden Portfolio | SponsoredThis isn’t a trade war. 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