PhenixFIN Corp - Common Stock (PFX)

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / Common Stock
Shares outstanding
2,019,340
Total 13F shares
471,407
Share change
+3,661
Total reported value
$24,917,411
Price per share
$53.00
Number of holders
15
Value change
+$240,415
Number of buys
6
Number of sells
3

Institutional Holders of PhenixFIN Corp - Common Stock (PFX) as of Q1 2025

As of 31 Mar 2025, PhenixFIN Corp - Common Stock (PFX) was held by 15 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 471,407 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, Allworth Financial LP, UBS Group AG, and OSAIC HOLDINGS, INC.. This page lists 15 institutional shareholders reporting positions in this security for the Q1 2025 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.