PhenixFIN Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADALTA CAPITAL MANAGEMENT LLC | 11/17/2025 | 172.94 K | $8.21 M | 1.83% | 8.57% |
| 22NW, LP | 11/14/2025 | 117.89 K | $5.60 M | 0.00% | 5.84% |
| AMERICAN FINANCIAL GROUP INC | 11/10/2025 | 64.33 K | $3.06 M | 0.00% | 3.19% |
| MORGAN STANLEY | 11/14/2025 | 57.92 K | $2.76 M | -3.75% | 2.87% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 20.37 K | $970.07 K | 2.98% | 1.01% |
| BULLDOG INVESTORS, LLP | 11/14/2025 | 19.22 K | $915.26 K | 0.00% | 0.95% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 12.70 K | $604.60 K | -10.29% | 0.63% |
| UBS GROUP AG | 11/13/2025 | 2.10 K | $99.97 K | 6.93% | 0.10% |
| ADVISOR GROUP HOLDINGS, INC. | 11/14/2025 | 697 | $33.83 K | -17.71% | 0.03% |
| ALLWORTH FINANCIAL LP | 12/02/2025 | 286 | $13.62 K | 100.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 261 | $12.43 K | 0.00% | 0.01% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 11/12/2025 | 200 | $9.53 K | 0.00% | 0.01% |
| ARCHER INVESTMENT CORP | 11/03/2025 | 126 | $6.00 K | 0.00% | 0.01% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 108 | $5.14 K | -48.08% | 0.01% |
| SOUND INCOME STRATEGIES, LLC | 10/10/2025 | 78 | $3.64 K | 100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 11/10/2025 | 22 | $1.05 K | 0.00% | 0.00% |
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PhenixFIN Corporation institutional Ownership - FAQ's
During the previous two years, 24 institutional investors and hedge funds held shares of PhenixFIN Corporation. The most heavily invested institutionals were:
Adalta Capital Management LLC: 172,939
22NW, LP: 117,885
AMERICAN FINANCIAL GROUP INC: 64,327
MORGAN STANLEY: 57,917
RAYMOND JAMES FINANCIAL INC: 20,369
Bulldog Investors, LLP: 19,218
23.25% of PhenixFIN Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 552.41 K shares in the last 24 months. This purchase volume represents approximately $26.24 M in transactions.