PhenixFIN Corp - Common Stock (PFX)

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / Common Stock
Shares outstanding
2.02M
Number of holders
15
Total 13F shares, excl. options
606K
Shares change
-9.62K
Total reported value, excl. options
$21.9M
Value change
-$292K
Number of buys
3
Number of sells
-6
Price
$36.00

Significant Holders of PhenixFIN Corp - Common Stock (PFX) as of Q1 2023

17 filings reported holding PFX - PhenixFIN Corp - Common Stock as of Q1 2023.
PhenixFIN Corp - Common Stock (PFX) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 606K shares of 2.02M outstanding shares and own 30.03% of the company stock.
Largest 10 shareholders include NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (173K shares), Adalta Capital Management LLC (126K shares), 22NW, LP (118K shares), MORGAN STANLEY (72.8K shares), AMERICAN FINANCIAL GROUP INC (64.3K shares), Legal & General Group Plc (16.6K shares), Almitas Capital LLC (15.3K shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (14.6K shares), Compagnie Lombard Odier SCmA (2.5K shares), and ADVISOR GROUP HOLDINGS, INC. (2.39K shares).
This table shows the top 15 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.