PhenixFIN (PFX) Institutional Ownership $50.42 +1.07 (+2.16%) Closing price 08/1/2025 03:50 PM EasternExtended Trading$50.42 0.00 (0.00%) As of 08/1/2025 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 AnalysisChartCompetitorsDividendEarningsHeadlinesInsider TradesOwnershipShort InterestTrendsBuy 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)$4.99MNumber 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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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 CompanyDetails5/16/2025Adalta 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% 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% 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. 11/15/2023Adalta 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% 7/6/2022 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% 8/2/2021Atlas Private Wealth Advisors970$40K0.0%-30.5%0.036% 5/18/2021Millennium Management LLC13,440$442K0.0%N/A0.497% 5/18/2021Morgan Stanley55,224$1.82M0.0%N/A2.042% (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 ($8.93M), 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 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 ($31.44K), Bulldog Investors LLP ($19.22K), Crossingbridge Advisors LLC ($10.30K), and AlphaCentric Advisors LLC ($10.30K). How much institutional buying is happening at PhenixFIN? Institutional investors have bought a total of 97,860 shares in the last 24 months. This purchase volume represents approximately $4.99M 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 SAR Major Shareholders MVF Major Shareholders HQL Major Shareholders LEO Major Shareholders MYN Major Shareholders JOF Major Shareholders ZTR Major Shareholders KTF Major Shareholders MIN Major Shareholders TWN Major Shareholders This page (NYSE:PFX) was last updated on 8/4/2025 by MarketBeat.com Staff From Our PartnersCritical AI announcement set to ignite AI 2.0 I just put together an urgent new presentation that you need to see right away. In short: I believe we are...Timothy Sykes | SponsoredWall Street Laughed. Now They're Buying.For six months, I’ve been pounding the table on a major gold miner—while Twitter pundits laughed. But now, the...Golden Portfolio | SponsoredThink you missed gold’s boom? Think againIf you've been watching gold's historic run and wondering if it's too late… I've got good news. 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