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Also trades as: PFXNL (NASDAQ) · $vol 0M

PFX Smart Money

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
NASDAQ · Financial Services · Asset Management · Tech Score Sell · Power 35 · $86.7M mcap · 1M float · 0.594% daily turnover · Short 18% of daily vol

🏦 Institutional Activity

Latest: Q2 2026
17
Institutions Holding
-1 vs prior
16.2%
Ownership
-1.70%
1 New
1 Increased
9 Reduced
6 Closed

👔 Insider Trades

25 records
Date Name Title Type Shares Price Value Filing
2026-06-03 Lorber David A officer: chairman and ceo P-Purchase 3,183 $45.49 $145K Filing
2026-06-03 Lorber David A officer: chairman and ceo P-Purchase 800 $44.40 $36K Filing
2026-06-02 Lorber David A officer: chairman and ceo P-Purchase 2,473 $44.95 $111K Filing
2026-06-01 Lorber David A officer: chairman and ceo P-Purchase 836 $44.99 $38K Filing
2026-06-01 Lorber David A officer: chairman and ceo P-Purchase 1,363 $44.37 $60K Filing
2026-06-01 Lorber David A officer: chairman and ceo P-Purchase 1 $41.20 $41 Filing
2026-05-12 Lorber David A officer: chairman and ceo P-Purchase 42,065 $39.95 $1.7M Filing
2026-03-03 Amster Howard director P-Purchase 11,500 $42.56 $489K Filing
2025-12-24 Lorber David A officer: chairman and ceo P-Purchase 572 $46.05 $26K Filing
2025-12-23 Lorber David A officer: chairman and ceo P-Purchase 133 $45.59 $6K Filing
2025-12-23 McMillan Ellida officer: chief financial officer P-Purchase 150 $45.33 $7K Filing
2025-12-22 Lorber David A officer: chairman and ceo P-Purchase 1,000 $45.44 $45K Filing
2025-12-22 McMillan Ellida officer: chief financial officer P-Purchase 6 $45.00 $270 Filing
2025-12-17 Lorber David A officer: chairman and ceo P-Purchase 908 $44.74 $41K Filing
2025-12-17 McMillan Ellida officer: chief financial officer P-Purchase 37 $44.00 $2K Filing
2025-12-16 Lorber David A officer: chairman and ceo P-Purchase 138 $44.45 $6K Filing
2025-12-15 Lorber David A officer: chairman and ceo P-Purchase 100 $44.33 $4K Filing
2025-09-23 McMillan Ellida officer: chief financial officer P-Purchase 248 $47.75 $12K Filing
2025-09-17 ROBINSON LOWELL W director P-Purchase 44 $48.26 $2K Filing
2025-09-16 ROBINSON LOWELL W director P-Purchase 86 $48.09 $4K Filing
2025-09-12 ROBINSON LOWELL W director P-Purchase 100 $48.09 $5K Filing
2025-09-11 ROBINSON LOWELL W director P-Purchase 162 $48.05 $8K Filing
2025-09-10 ROBINSON LOWELL W director P-Purchase 34 $48.05 $2K Filing
2025-09-09 ROBINSON LOWELL W director P-Purchase 250 $48.17 $12K Filing
2025-09-05 ROBINSON LOWELL W director P-Purchase 49 $48.15 $2K Filing

🏛️ Congressional Trades

0 records
Date Politician Chamber Type Amount Filing
No congressional trades found

🏦 Top Institutional Holders

17 holders
Holder Shares Value Date Reported Filing
Adalta Capital Management LLC 176,569 $8M +1,000 2026-06-30 Filing
AMERICAN FINANCIAL GROUP INC 64,327 $3M — 2026-06-30 Filing
MORGAN STANLEY 54,462 $2M -496 2026-06-30 Filing
Bulldog Investors, LLP 19,218 $818K — 2026-06-30 Filing
Legal & General Group Plc 15,140 $655K — 2026-06-30 Filing
OSAIC HOLDINGS, INC. 400 $17K — 2026-06-30 Filing
Allworth Financial LP 286 $12K — 2026-06-30 Filing
WELLS FARGO & COMPANY/MN 250 $11K -1 2026-06-30 Filing
UBS Group AG 130 $6K -358 2026-06-30 Filing
IFG Advisory, LLC 7 $0K +7 2026-06-30 Filing
US BANCORP \DE 3 $0K — 2026-06-30 Filing
Archer Investment Corp 0 $0K -126 2026-06-30 Filing
Sound Income Strategies, LLC 0 $0K -78 2026-06-30 Filing
Legacy Wealth Managment, LLC/ID 0 $0K -200 2026-06-30 Filing
RAYMOND JAMES FINANCIAL INC 0 $0K -23,938 2026-06-30 Filing
MAI Capital Management 0 $0K -11 2026-06-30 Filing
22NW, LP 0 $0K -43,115 2026-06-30 Filing

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms