Also trades as: PFXNL (NASDAQ) · $vol 0M
PFX Institutional Ownership
PhenixFIN Corporation
1W: -2.8%
1M: -4.3%
3M: +4.2%
YTD: -1.1%
1Y: -7.0%
3Y: +24.3%
5Y: +10.3%
$44.88
-0.01 (-0.03%)
Weekly Expected Move ±5.0%
$40
$42
$44
$47
$49
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Institutional Ownership — PFX
17
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
$14M
Total Invested
1
New Positions
1
Increased
9
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (19 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Adalta Capital Management LLC | 176,569 | $$8M | +1,000 | +0.6% | 21Q | SEC ↗ |
| 2 | AMERICAN FINANCIAL GROUP INC | 64,327 | $$3M | — | +0.0% | 22Q | SEC ↗ |
| 3 | MORGAN STANLEY | 54,462 | $$2M | -496 | -0.9% | 22Q | SEC ↗ |
| 4 | Bulldog Investors, LLP | 19,218 | $$862K | — | +0.0% | 7Q | SEC ↗ |
| 5 | Legal & General Group Plc | 15,140 | $$679K | — | +0.0% | 22Q | SEC ↗ |
| 6 | OSAIC HOLDINGS, INC. | 400 | $$18K | — | +0.0% | 7Q | SEC ↗ |
| 7 | Allworth Financial LP | 286 | $$13K | — | +0.0% | 4Q | SEC ↗ |
| 8 | WELLS FARGO & COMPANY/MN | 250 | $$11K | -1 | -0.4% | 22Q | SEC ↗ |
| 9 | UBS Group AG | 130 | $$6K | -358 | -73.4% | 22Q | SEC ↗ |
| 10 | IFG Advisory, LLC NEW | 7 | $$0K | — | +0.0% | 1Q | SEC ↗ |
| 11 | US BANCORP \DE | 3 | $$0K | — | +0.0% | 3Q | SEC ↗ |
| 12 | Legacy Wealth Managment, LLC/ID | 0 | $$0K | -200 | -100.0% | 7Q | SEC ↗ |
| 13 | RAYMOND JAMES FINANCIAL INC | 0 | $$0K | -23,938 | -100.0% | 6Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 0 | $$0K | -50 | -100.0% | 1Q | SEC ↗ |
| 15 | Archer Investment Corp | 0 | $$0K | -126 | -100.0% | 12Q | SEC ↗ |
| 16 | BANK OF AMERICA CORP /DE | 0 | $$0K | -108 | -100.0% | 6Q | SEC ↗ |
| 17 | MAI Capital Management | 0 | $$0K | -11 | -100.0% | 6Q | SEC ↗ |
| 18 | 22NW, LP | 0 | $$0K | -43,115 | -100.0% | 20Q | SEC ↗ |
| 19 | Sound Income Strategies, LLC | 0 | $$0K | -78 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (1)
| Holder | Shares | Value |
|---|---|---|
| IFG Advisory, LLC | 7 | $$0K |
Sold Out (8)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| 22NW, LP | 43,115 | $$2M |
| RAYMOND JAMES FINANCIAL INC | 23,938 | $$1M |
| Legacy Wealth Managment, LLC/ID | 200 | $$9K |
| Archer Investment Corp | 126 | $$6K |
| BANK OF AMERICA CORP /DE | 108 | $$5K |
| Sound Income Strategies, LLC | 78 | $$4K |
| ROYAL BANK OF CANADA | 50 | $$2K |
| MAI Capital Management | 11 | $$0K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Adalta Capital Management LLC | +1,000 | +0.6% | 176,569 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -496 | -0.9% | 54,462 |
| UBS Group AG | -358 | -73.4% | 130 |
| WELLS FARGO & COMPANY/MN | -1 | -0.4% | 250 |