PhenixFIN Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADALTA CAPITAL MANAGEMENT LLC | 02/17/2026 | 175.57 K | $7.84 M | 1.52% | 8.77% |
| 22NW, LP | 02/13/2026 | 117.89 K | $5.21 M | 0.00% | 5.89% |
| AMERICAN FINANCIAL GROUP INC | 02/12/2026 | 64.33 K | $2.84 M | 0.00% | 3.21% |
| MORGAN STANLEY | 02/13/2026 | 55.41 K | $2.45 M | -4.34% | 2.77% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 22.37 K | $988.22 K | 9.81% | 1.12% |
| BULLDOG INVESTORS, LLP | 02/13/2026 | 19.22 K | $849.05 K | 0.00% | 0.96% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 13.09 K | $589.45 K | 3.14% | 0.65% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 400 | $17.67 K | -42.61% | 0.02% |
| ALLWORTH FINANCIAL LP | 02/05/2026 | 286 | $12.64 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 250 | $11.05 K | -4.21% | 0.01% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 02/03/2026 | 200 | $8.84 K | 0.00% | 0.01% |
| UBS GROUP AG | 01/29/2026 | 130 | $5.74 K | -93.81% | 0.01% |
| ARCHER INVESTMENT CORP | 01/30/2026 | 126 | $5.57 K | 0.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 108 | $4.77 K | 0.00% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 01/21/2026 | 78 | $3.41 K | 0.00% | 0.00% |
| ROYAL BANK OF CANADA | 02/17/2026 | 50 | $2.00 K | 100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 02/13/2026 | 11 | $486 | -50.00% | 0.00% |
| US BANCORP \DE\ | 01/30/2026 | 3 | $133 | 100.00% | 0.00% |
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PhenixFIN Corp institutional Ownership - FAQ's
During the previous two years, 22 institutional investors and hedge funds held shares of PhenixFIN Corp. The most heavily invested institutionals were:
Adalta Capital Management LLC: 175,569
22NW, LP: 117,885
AMERICAN FINANCIAL GROUP INC: 64,327
MORGAN STANLEY: 55,406
RAYMOND JAMES FINANCIAL INC: 22,368
Bulldog Investors, LLP: 19,218
23.46% of PhenixFIN Corp stock is owned by institutional investors.
Institutional investors have bought a total of 542.05 K shares in the last 24 months. This purchase volume represents approximately $21.80 M in transactions.