Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
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2.02M
-
Number of holders
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15
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Total 13F shares, excl. options
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471K
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Shares change
-
+3.66K
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Total reported value, excl. options
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$24.9M
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Value change
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+$240K
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Number of buys
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6
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Number of sells
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-3
-
Price
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$53.00
Significant Holders of PhenixFIN Corp - Common Stock (PFX) as of Q1 2025
17 filings reported holding PFX - PhenixFIN Corp - Common Stock as of Q1 2025.
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 471K shares
of 2.02M outstanding shares and own 23.34% of the company stock.
Largest 10 shareholders include Adalta Capital Management LLC (168K shares), 22NW, LP (118K shares), AMERICAN FINANCIAL GROUP INC (64.3K shares), MORGAN STANLEY (61.8K shares), RAYMOND JAMES FINANCIAL INC (19.8K shares), Bulldog Investors, LLP (19.2K shares), Legal & General Group Plc (14.2K shares), Allworth Financial LP (2.22K shares), UBS Group AG (2.12K shares), and OSAIC HOLDINGS, INC. (545 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.