PhenixFIN (PFX) Institutional Ownership $47.08 -0.55 (-1.14%) Closing price 03:58 PM EasternExtended Trading$47.08 0.00 (0.00%) As of 04:10 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendHeadlinesInsider TradesOwnershipShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for PhenixFIN (NYSE:PFX)CurrentInstitutional OwnershipPercentage43.35%Number ofInstitutional Buyers(last 12 months)6TotalInstitutional Inflows(last 12 months)$5.08MNumber 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? 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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 CompanyDetails9/4/2025Osaic Holdings Inc.847$43K0.0%+55.4%0.042% 8/12/2025Adalta Capital Management LLC169,839$8.62M4.3%+0.8%8.475% 5/16/2025Adalta Capital Management LLC168,449$8.93M4.8%+8.3%8.339% 2/18/2025Adalta 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% 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. 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% 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% 7/6/2022Confluence 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% 1/4/2022Confluence 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% (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 ($8.62M), Raymond James Financial Inc. ($992K), Bulldog Investors LLP ($973K), Legal & General Group Plc ($717K), Crossingbridge Advisors LLC ($507K), AlphaCentric Advisors LLC ($507K), and Allworth Financial LP ($82K).Learn more on PhenixFIN's institutional investors. What percentage of PhenixFIN's stock is owned by institutional investors? 43.35% of PhenixFIN's stock is owned by institutional investors. Learn more on PFX's institutional investor holdings. Which institutional investors have been buying PhenixFIN's stock? The following institutional investors have purchased PhenixFIN's stock in the last 24 months: Raymond James Financial Inc. ($39.20K), Adalta Capital Management LLC ($28.33K), Bulldog Investors LLP ($19.22K), Crossingbridge Advisors LLC ($10.30K), AlphaCentric Advisors LLC ($10.30K), and Osaic Holdings Inc. ($302.00). How much institutional buying is happening at PhenixFIN? Institutional investors have bought a total of 99,552 shares in the last 24 months. This purchase volume represents approximately $5.08M in transactions. Which of PhenixFIN's major shareholders have been selling company stock? The following institutional investors have sold PhenixFIN stock in the last 24 months: 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 1,927 shares in the last 24 months. This volume of shares sold represents approximately $96.55K in transactions. Related Companies JOF Major Shareholders SAR Major Shareholders ZTR Major Shareholders TWN Major Shareholders MIY Major Shareholders MHN Major Shareholders MIN Major Shareholders DSM Major Shareholders TDF Major Shareholders NCA Major Shareholders This page (NYSE:PFX) was last updated on 10/8/2025 by MarketBeat.com Staff From Our PartnersNvidia Times 1,000,000Nvidia’s latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 tr...Paradigm Press | SponsoredClaim Your Share of $5.39 BILLION in AI Equity ChecksThe U.S. government just took advantage of Public Law 81-774 to crack down on AI companies... In turn, enfo...Angel Publishing | SponsoredAn $8 trillion-dollar discovery 17,000 ft underwater A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. 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