PhenixFIN Corp - Common Stock (PFX)

Q1 2022 13F Holders as of 31 Mar 2022

Type / Class
Equity / Common Stock
Shares outstanding
2,019,340
Number of holders
18
Total 13F shares, excl. options
673,036
Shares change
+22,512
Total reported value, excl. options
$27,501,000
Value change
+$905,841
Number of buys
5
Number of sells
-5
Price
$40.81

Significant Holders of PhenixFIN Corp - Common Stock (PFX) as of Q1 2022

20 filings reported holding PFX - PhenixFIN Corp - Common Stock as of Q1 2022.
PhenixFIN Corp - Common Stock (PFX) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 673,036 shares of 2,019,340 outstanding shares and own 33% of the company stock.
Largest 10 shareholders include NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (172,675 shares), 22NW, LP (117,885 shares), Almitas Capital LLC (98,169 shares), MORGAN STANLEY (78,331 shares), Adalta Capital Management LLC (76,435 shares), AMERICAN FINANCIAL GROUP INC (64,327 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (24,000 shares), Legal & General Group Plc (16,577 shares), Greenwich Investment Management, Inc. (10,920 shares), and Thomas J. Herzfeld Advisors, Inc. (5,537 shares).
This table shows the top 18 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
Investor Option Weight % Change % Value $ * Price $ Shares Share Change Activity Report Period
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.