PhenixFIN Corp Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADALTA CAPITAL MANAGEMENT LLC | 08/14/2026 | 176.57 K | $7.51 M | 0.57% | 9.14% |
| AMERICAN FINANCIAL GROUP INC | 08/12/2026 | 64.33 K | $2.74 M | 0.00% | 3.33% |
| MORGAN STANLEY | 08/13/2026 | 54.46 K | $2.32 M | -0.90% | 2.82% |
| BULLDOG INVESTORS, LLP | 08/14/2026 | 19.22 K | $817.92 K | 0.00% | 0.99% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 15.14 K | $655.26 K | 0.00% | 0.78% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 400 | $17.02 K | 0.00% | 0.02% |
| ALLWORTH FINANCIAL LP | 08/11/2026 | 286 | $12.17 K | 0.00% | 0.01% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 250 | $10.65 K | -0.40% | 0.01% |
| UBS GROUP AG | 08/13/2026 | 130 | $5.53 K | -73.36% | 0.01% |
| IFG ADVISORY, LLC | 08/14/2026 | 7 | $298 | 100.00% | 0.00% |
| US BANCORP \DE\ | 08/12/2026 | 3 | $128 | 0.00% | 0.00% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| MAI CAPITAL MANAGEMENT | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| 22NW, LP | 08/14/2026 | 0 | $0 | -100.00% | 0.00% |
| SOUND INCOME STRATEGIES, LLC | 07/20/2026 | 0 | $0 | -100.00% | 0.00% |
| ARCHER INVESTMENT CORP | 08/19/2026 | 0 | $0 | -100.00% | 0.00% |
| LEGACY WEALTH MANAGMENT, LLC/ID | 08/13/2026 | 0 | $0 | -100.00% | 0.00% |
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PhenixFIN Corp institutional Ownership - FAQ's
During the previous two years, 24 institutional investors and hedge funds held shares of PhenixFIN Corp. The most heavily invested institutionals were:
Adalta Capital Management LLC: 176,569
AMERICAN FINANCIAL GROUP INC: 64,327
MORGAN STANLEY: 54,462
Bulldog Investors, LLP: 19,218
Legal & General Group Plc: 15,140
ADVISOR GROUP HOLDINGS, INC.: 400
17.12% of PhenixFIN Corp stock is owned by institutional investors.
Institutional investors have bought a total of 403.67 K shares in the last 24 months. This purchase volume represents approximately $16.24 M in transactions.