PhenixFIN Corporation Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADALTA CAPITAL MANAGEMENT LLC | 02/18/2025 | 155,524 | $7.78 M | 3.96% | 7.62% |
| 22NW, LP | 02/14/2025 | 117,885 | $5.92 M | 0.00% | 5.78% |
| AMERICAN FINANCIAL GROUP INC | 02/11/2025 | 64,327 | $3.26 M | 0.00% | 3.15% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 19,598 | $992,472 | 100.00% | 0.96% |
| BULLDOG INVESTORS, LLP | 02/14/2025 | 19,218 | $973,228 | 100.00% | 0.94% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 14,151 | $716,628 | -10.31% | 0.69% |
| CROSSINGBRIDGE ADVISORS, LLC | 02/14/2025 | 10,300 | $507,069 | 100.00% | 0.50% |
| ALPHACENTRIC ADVISORS LLC | 01/31/2025 | 10,300 | $507,069 | 100.00% | 0.50% |
| COMPAGNIE LOMBARD ODIER SCMA | 01/30/2025 | 2,500 | $123,075 | 0.00% | 0.12% |
| ALLWORTH FINANCIAL LP | 01/30/2025 | 2,166 | $37,905 | 0.00% | 0.11% |
| UBS GROUP AG | 02/14/2025 | 518 | $26,232 | 137.61% | 0.03% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 381 | $19,277 | 45.98% | 0.02% |
| 02/14/2025 | 200 | $9,800 | 0.00% | 0.01% | |
| 02/13/2025 | 200 | $9,800 | 0.00% | 0.01% | |
| ARCHER INVESTMENT CORP | 01/28/2025 | 126 | $6,381 | 0.00% | 0.01% |
| MAI CAPITAL MANAGEMENT | 02/14/2025 | 22 | $1,115 | 100.00% | 0.00% |
| ROYAL BANK OF CANADA | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALIST, LLC | 01/15/2025 | 0 | $0 | -100.00% | 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: 155,524
22NW, LP: 117,885
AMERICAN FINANCIAL GROUP INC: 64,327
RAYMOND JAMES FINANCIAL INC: 19,598
Bulldog Investors, LLP: 19,218
Legal & General Group Plc: 14,151
23.44% of PhenixFIN Corporation stock is owned by institutional investors.
Institutional investors have bought a total of 554,668 shares in the last 24 months. This purchase volume represents approximately $27.18 M in transactions.