PhenixFIN Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADALTA CAPITAL MANAGEMENT LLC | 05/18/2026 | 175.57 K | $6.86 M | 0.00% | 8.90% |
| AMERICAN FINANCIAL GROUP INC | 05/13/2026 | 64.33 K | $2.51 M | 0.00% | 3.26% |
| MORGAN STANLEY | 05/15/2026 | 54.96 K | $2.15 M | -0.81% | 2.79% |
| 22NW, LP | 05/15/2026 | 43.12 K | $1.68 M | -63.43% | 2.19% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 23.94 K | $935.02 K | 7.02% | 1.21% |
| BULLDOG INVESTORS, LLP | 05/08/2026 | 19.22 K | $750.66 K | 0.00% | 0.97% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 15.14 K | $601.82 K | 15.63% | 0.77% |
| UBS GROUP AG | 05/05/2026 | 488 | $19.06 K | 275.38% | 0.02% |
| ADVISOR GROUP HOLDINGS, INC. | 05/15/2026 | 400 | $15.62 K | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 05/15/2026 | 286 | $11.17 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 251 | $9.79 K | 0.40% | 0.01% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 05/07/2026 | 200 | $7.81 K | 0.00% | 0.01% |
| ARCHER INVESTMENT CORP | 05/04/2026 | 126 | $4.92 K | 0.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 04/27/2026 | 78 | $3.04 K | 0.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 05/15/2026 | 11 | $430 | 0.00% | 0.00% |
| US BANCORP \DE\ | 05/15/2026 | 3 | $117 | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 0 | $0 | -100.00% | 0.00% |
| ROYAL BANK OF CANADA | 05/15/2026 | 0 | $0 | -100.00% | 0.00% |
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PhenixFIN Corp institutional Ownership - FAQ's
During the previous two years, 25 institutional investors and hedge funds held shares of PhenixFIN Corp. The most heavily invested institutionals were:
Adalta Capital Management LLC: 175,569
AMERICAN FINANCIAL GROUP INC: 64,327
MORGAN STANLEY: 54,958
22NW, LP: 43,115
RAYMOND JAMES FINANCIAL INC: 23,938
Bulldog Investors, LLP: 19,218
20.18% of PhenixFIN Corp stock is owned by institutional investors.
Institutional investors have bought a total of 470.99 K shares in the last 24 months. This purchase volume represents approximately $18.94 M in transactions.