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PhenixFIN (PFX) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for PhenixFIN (NYSE:PFX)

Current
Institutional Ownership
Percentage
43.35%
Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$385.72K
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$75.80K
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PFX Institutional Buying and Selling by Quarter

PhenixFIN Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
8/11/2021 Banque 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%
5/18/2021Moab Capital Partners LLC25,136$827K1.8%N/A0.930%
5/18/2021Morgan Stanley55,224$1.82M0.0%N/A2.042%
5/12/2021 Beach Point Capital Management LP20,000$658K0.1%N/A0.735%
5/12/2021Linscomb & 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%
4/28/2021Atlas Private Wealth Advisors1,395$46K0.0%N/A0.051%
4/23/2021Compagnie Lombard Odier SCmA2,500$82K0.0%N/A0.092%
4/5/2021 Confluence Investment Management LLC23,335$768K0.0%N/A0.858%
(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 ($5.01M), Almitas Capital LLC ($535K), Confluence Investment Management LLC ($525K), and Thomas J. Herzfeld Advisors Inc. ($135K), 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: Adalta Capital Management LLC ($81.54K), and Allworth Financial LP ($4.17K).

How much institutional buying is happening at PhenixFIN?

Institutional investors have bought a total of 85,704 shares in the last 24 months. This purchase volume represents approximately $3.22M in transactions.

Which PhenixFIN major shareholders have been selling company stock?

The following institutional investors have sold PhenixFIN stock in the last 24 months: Almitas Capital LLC ($84.34K), Confluence Investment Management LLC ($9.45K), Allworth Financial LP ($2K), and Thomas J. Herzfeld Advisors Inc. ($1.84K).

How much institutional selling is happening at PhenixFIN?

Institutional investors have sold a total of 97,626 shares in the last 24 months. This volume of shares sold represents approximately $3.43M in transactions.


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This page (NYSE:PFX) was last updated on 4/26/2024 by MarketBeat.com Staff

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