PhenixFIN (PFX) Institutional Ownership $53.50 +0.38 (+0.71%) Closing price 02/21/2025 03:54 PM EasternExtended Trading$53.44 -0.06 (-0.11%) As of 02/21/2025 07:04 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 AnalysisChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOwnershipTrends Institutional Ownership Changes (13F Filings) for PhenixFIN (NYSE:PFX)CurrentInstitutional OwnershipPercentage43.35%Number ofInstitutional Buyers(last 12 months)5TotalInstitutional Inflows(last 12 months)$4.59MNumber 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 CompanyDetails2/18/2025 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% 1/31/2025 AlphaCentric 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% 11/15/2023 Adalta Capital Management LLC131,999$5.01M3.4%+1.1%6.316% 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. 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% 8/11/2021Banque 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% 5/12/2021 Beach Point Capital Management LP20,000$658K0.1%N/A0.735% Watch This Robotics Demo Before March 17th (Ad)Jeff Brown, the tech legend who picked shares of Nvidia in 2016 before they jumped by more than 22,000%... Just did a demo of what Nvidia’s CEO said will be "the first multitrillion-dollar robotics industry." Click here to watch the demo…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% 4/28/2021 Atlas Private Wealth Advisors1,395$46K0.0%N/A0.051% 4/23/2021 Compagnie 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 ($7.78M), 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), Bulldog Investors LLP ($19.22K), Adalta Capital Management LLC ($18.52K), 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 101,696 shares in the last 24 months. This purchase volume represents approximately $4.98M 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 MYN Major Shareholders HQL Major Shareholders KTF Major Shareholders SAR Major Shareholders MIY Major Shareholders TWN Major Shareholders ASG Major Shareholders MHN Major Shareholders TPVG Major Shareholders MIN Major Shareholders This page (NYSE:PFX) was last updated on 2/22/2025 by MarketBeat.com Staff From Our PartnersCollect $7k per month from Tesla’s SECRET dividendTesla doesn't pay a traditional dividend.... But I just discovered a secret backdoor to collect a secret 69...Investors Alley | SponsoredBuy NVDA Now? After weeks of volatility, did President Trump just turn Nvidia (NVDA) into a raging BUY? The beloved chip...Chaikin Analytics | SponsoredElon’s “New Gold”MIT scientists just developed a brand-new metal… A metal that’s shaping up to be, not only the biggest brea...True Market Insiders | SponsoredElon Takes Aim at Social SecurityElon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social...Altimetry | SponsoredNvidia’s Next Big Move Comes on Feb. 26Nvidia isn't the only company that benefits greatly from these earnings calls. That's because a handful of ...Weiss Ratings | SponsoredThe Real Hillbilly ElegyThe mountains of Appalachia are incredible to behold. Spanning thousands of miles across Alabama, Kentucky...Porter & Company | SponsoredMajor AI announcement for 2025BIG NEWS: “Market Wizard” Larry Benedict Releases a Whole New Way to Trade AI StocksBrownstone Research | SponsoredWarning: China Launches AI Attack on AmericaIf you have any money in AI stocks, pay attention because... According to Louis Navellier, the legendary in...InvestorPlace | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five 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.
Free PFX Stock Alerts