PhenixFIN (PFX) Institutional Ownership $49.78 -0.09 (-0.18%) As of 04:00 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOwnershipTrends Institutional Ownership Changes (13F Filings) for PhenixFIN (NYSE:PFX)CurrentInstitutional OwnershipPercentage43.35%Number ofInstitutional Buyers(last 12 months)1TotalInstitutional Inflows(last 12 months)$290.84KNumber ofInstitutional Sellers(last 12 months)1TotalInstitutional Outflows(last 12 months)$14.21K 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 CompanyDetails11/15/2024Adalta 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% 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. 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% 5/18/2021Moab Capital Partners LLC25,136$827K1.8%N/A0.930% 5/18/2021Morgan Stanley55,224$1.82M0.0%N/A2.042% 5/12/2021Beach 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 ($7.09M), 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 ($19.49K), and Allworth Financial LP ($4.17K). How much institutional buying is happening at PhenixFIN? Institutional investors have bought a total of 23,654 shares in the last 24 months. This purchase volume represents approximately $890.59K 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), and Adalta Capital Management LLC ($301.00). How much institutional selling is happening at PhenixFIN? Institutional investors have sold a total of 2,301 shares in the last 24 months. This volume of shares sold represents approximately $90.01K in transactions. Related Companies MYN Major Shareholders KTF Major Shareholders HQL Major Shareholders SAR Major Shareholders ASG Major Shareholders MIY Major Shareholders TWN Major Shareholders MHN Major Shareholders TPVG Major Shareholders MIN Major Shareholders This page (NYSE:PFX) was last updated on 1/21/2025 by MarketBeat.com Staff From Our PartnersCollect $7k per month from Tesla’s SECRET dividendTesla doesn't pay a traditional dividend.... 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