PhenixFIN Corp - Common Stock (PFX)

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / Common Stock
Shares outstanding
2.02M
Number of holders
4
Total 13F shares, excl. options
90K
Shares change
-16.8K
Total reported value, excl. options
$3.91M
Value change
-$695K
Number of buys
1
Number of sells
-2
Price
$44.00

Significant Holders of PhenixFIN Corp - Common Stock (PFX) as of Q1 2024

6 filings reported holding PFX - PhenixFIN Corp - Common Stock as of Q1 2024.
PhenixFIN Corp - Common Stock (PFX) has 4 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 90K shares of 2.02M outstanding shares and own 4.45% of the company stock.
Largest 10 shareholders include MORGAN STANLEY (64.8K shares), Legal & General Group Plc (16.6K shares), Royal Bank of Canada (6.4K shares), Allworth Financial LP (2.17K shares), Almitas Capital LLC (0 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (0 shares), Adalta Capital Management LLC (142K shares), 22NW, LP (118K shares), MORGAN STANLEY (64.8K shares), and AMERICAN FINANCIAL GROUP INC (64.3K shares).
This table shows the top 4 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.