PhenixFIN Corp - Common Stock (PFX)

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / Common Stock
Shares outstanding
2.02M
Number of holders
18
Total 13F shares, excl. options
478K
Shares change
+33.1K
Total reported value, excl. options
$24M
Value change
+$1.67M
Number of buys
8
Number of sells
-5
Price
$50.62

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

21 filings reported holding PFX - PhenixFIN Corp - Common Stock as of Q4 2024.
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 478K shares of 2.02M outstanding shares and own 23.68% of the company stock.
Largest 10 shareholders include Adalta Capital Management LLC (156K shares), 22NW, LP (118K shares), AMERICAN FINANCIAL GROUP INC (64.3K shares), MORGAN STANLEY (60.5K shares), RAYMOND JAMES FINANCIAL INC (19.6K shares), Bulldog Investors, LLP (19.2K shares), Legal & General Group Plc (14.2K shares), AlphaCentric Advisors LLC (10.3K shares), Crossingbridge Advisors, LLC (10.3K shares), and Compagnie Lombard Odier SCmA (2.5K 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.