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PhenixFIN (PFX) Institutional Ownership

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$45.42
-0.08 (-0.18%)
(As of 05/17/2024 ET)
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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)
$676.56K
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
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%
2/14/2022 Greenwich 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%
8/11/2021Susquehanna International Group LLP5,719$232K0.0%-18.7%0.212%
8/11/2021 Banque Cantonale Vaudoise2,500$102K0.0%N/A0.092%
8/9/2021 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%
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 ($6.26M), 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 ($88.13K), and Allworth Financial LP ($4.17K).

How much institutional buying is happening at PhenixFIN?

Institutional investors have bought a total of 92,299 shares in the last 24 months. This purchase volume represents approximately $3.51M 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 5/19/2024 by MarketBeat.com Staff

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