PhenixFIN (PFX) Institutional Ownership $49.58 +0.74 (+1.50%) As of 05/23/2025 04:00 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. 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)$4.99MNumber 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? 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 CompanyDetails5/16/2025 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% 5/17/2024 Adalta 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. 11/15/2023 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% 8/2/2021 Atlas Private Wealth Advisors970$40K0.0%-30.5%0.036% 5/18/2021 Millennium Management LLC13,440$442K0.0%N/A0.497% 5/18/2021Moab Capital Partners LLC25,136$827K1.8%N/A0.930% 5/18/2021 Morgan Stanley55,224$1.82M0.0%N/A2.042% The Trump Dump is starting; Get out of stocks now? (Ad)The first 365 days of the Trump presidency… Will be the best time to get rich in American history.If I’m right about this (like I was before) a modest $900 investment could grow to a life-changing a5/12/2021 Beach Point Capital Management LP20,000$658K0.1%N/A0.735% 5/12/2021 Linscomb & Williams Inc.7,860$259K0.0%N/A0.289% 5/12/2021 UBS Group AG1,536$50K0.0%N/A0.056% 5/11/2021 American Financial Group Inc.64,327$2.12M0.4%N/A2.365% (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 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), Adalta Capital Management LLC ($31.44K), Bulldog Investors LLP ($19.22K), 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 114,621 shares in the last 24 months. This purchase volume represents approximately $5.67M 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 MCI Major Shareholders MYN Major Shareholders LEO Major Shareholders KTF Major Shareholders SAR Major Shareholders HQL Major Shareholders MIY Major Shareholders ZTR Major Shareholders JOF Major Shareholders MIN Major Shareholders This page (NYSE:PFX) was last updated on 5/24/2025 by MarketBeat.com Staff From Our PartnersBuffett’s $325 Billion Cash Problem — Solved by Gold?A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. 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