PhenixFIN Corp - Common Stock (PFX)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / Common Stock
Shares outstanding
2,019,340
Total 13F shares
478,226
Share change
+33,118
Total reported value
$23,968,280
Price per share
$50.62
Number of holders
18
Value change
+$1,666,818
Number of buys
8
Number of sells
5

Institutional Holders of PhenixFIN Corp - Common Stock (PFX) as of Q4 2024

As of 31 Dec 2024, PhenixFIN Corp - Common Stock (PFX) was held by 18 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 478,226 shares. The largest 10 holders included Adalta Capital Management LLC, 22NW, LP, AMERICAN FINANCIAL GROUP INC, MORGAN STANLEY, RAYMOND JAMES FINANCIAL INC, Bulldog Investors, LLP, Legal & General Group Plc, Crossingbridge Advisors, LLC, AlphaCentric Advisors LLC, and Compagnie Lombard Odier SCmA. This page lists 19 institutional shareholders reporting positions in this security for the Q4 2024 filing period.
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.