PhenixFIN (PFX) Institutional Ownership $49.00 -0.51 (-1.02%) As of 10:39 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendHeadlinesInsider 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)$5.06MNumber 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. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. 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 CompanyDetails8/12/2025 Adalta Capital Management LLC169,839$8.62M4.3%+0.8%8.475% 5/16/2025 Adalta Capital Management LLC168,449$8.93M4.8%+8.3%8.339% 2/18/2025 Adalta Capital Management LLC155,524$7.78M4.1%+4.0%7.699% 2/17/2025 Bulldog Investors LLP19,218$973K0.3%N/A0.951% 2/14/2025 Crossingbridge Advisors LLC10,300$507K0.2%N/A0.510% 2/13/2025 Raymond James Financial Inc.19,598$992K0.0%N/A0.970% 2/13/2025 Legal & General Group Plc14,151$717K0.0%-10.3%0.701% 2/6/2025 Raymond James Financial Inc.19,598$992K0.0%N/A0.970% 1/31/2025AlphaCentric Advisors LLC10,300$507K0.5%N/A0.510% 11/15/2024 Adalta Capital Management LLC149,603$7.09M3.7%-0.2%7.406% 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. 5/17/2024 Adalta Capital Management LLC142,309$6.26M3.5%+4.9%7.045% 11/15/2023 Adalta Capital Management LLC131,999$5.01M3.4%+1.1%6.316% 10/31/2023 Allworth Financial LP2,166$82K0.0%-48.0%0.104% 8/24/2023 Adalta Capital Management LLC130,499$4.96M3.3%+3.6%6.244% 7/18/2023 Allworth Financial LP4,166$74K0.0%N/A0.199% 2/21/2023 Adalta Capital Management LLC118,973$3.70M2.6%+6.2%5.665% 11/15/2022 Adalta Capital Management LLC112,080$3.89M2.8%+22.8%5.102% 11/14/2022 Almitas Capital LLC15,337$535K0.4%-84.6%0.698% 8/18/2022 Adalta Capital Management LLC91,280$3.32M2.2%+19.4%4.149% 8/10/2022 Thomas 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% 6/15/2022 Adalta Capital Management LLC76,435$3.12M1.6%+76.0%3.468% 2/14/2022Greenwich Investment Management Inc.10,918$457K0.3%N/A0.434% 2/3/2022 Advisor Group Holdings Inc.4,701$197K0.0%-21.2%0.187% 2/3/2022 Northwestern 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% 11/16/2021 Adalta Capital Management LLC19,235$825K0.5%+92.4%0.764% 11/10/2021 O Shaughnessy Asset Management LLC2,852$122K0.0%+56.0%0.113% 8/17/2021 Adalta Capital Management LLC10,000$407K0.2%N/A0.376% 8/17/2021 22NW LP117,885$4.81M1.3%N/A4.433% 8/16/2021Moab Capital Partners LLC39,644$1.62M3.8%+57.7%1.491% 8/16/2021 First Trust Advisors LP23,335$952K0.0%N/A0.878% 8/12/2021 Legal & General Group Plc17,229$703K0.0%-9.4%0.637% 8/11/2021 Susquehanna International Group LLP5,719$232K0.0%-18.7%0.212% 8/11/2021 Banque Cantonale Vaudoise2,500$102K0.0%N/A0.092% 8/9/2021 O Shaughnessy Asset Management LLC1,828$74K0.0%N/A0.068% 8/2/2021 Advisor Group Holdings Inc.6,041$246K0.0%-8.7%0.223% 5/18/2021 Morgan 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 ($8.62M), 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 ($28.33K), 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 99,250 shares in the last 24 months. This purchase volume represents approximately $5.06M 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 LEO Major Shareholders MYN Major Shareholders ZTR Major Shareholders KTF Major Shareholders TWN Major Shareholders MIN Major Shareholders MHN Major Shareholders NCA Major Shareholders DSM Major Shareholders This page (NYSE:PFX) was last updated on 8/27/2025 by MarketBeat.com Staff From Our PartnersMusk’s Project Colossus could mint millionairesI predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...Brownstone Research | SponsoredBONUS GUIDE - Ben Stein Prepares For the Next Financial CrisisWith inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...Goldco Precious Metals | SponsoredINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredThis is my Christian duty“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...Paradigm Press | SponsoredAlex’s “Next Magnificent Seven” stocksThe original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...The Oxford Club | SponsoredEveryone’s watching Nvidia right now. Here’s why I’m excited.So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...Timothy Sykes | SponsoredElon’s Secret Social Security BombshellTo All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...Banyan Hill Publishing | SponsoredOut of 18,347 Cryptocurrencies... This is the ONLY OneThe Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...Crypto 101 Media | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding PhenixFIN Co. Please log in to your account or sign up in order to add this asset to your watchlist. Share PhenixFIN With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
MarketBeat All Access