Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / Common Stock
-
Shares outstanding
-
2,019,340
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
606,337
-
Shares change
-
-9,623
-
Total reported value, excl. options
-
$21,851,318
-
Value change
-
-$292,275
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Number of buys
-
3
-
Number of sells
-
-6
-
Price
-
$36.00
Significant Holders of PhenixFIN Corp - Common Stock (PFX) as of Q1 2023
17 filings reported holding PFX - PhenixFIN Corp - Common Stock as of Q1 2023.
PhenixFIN Corp - Common Stock (PFX) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 606,337 shares
of 2,019,340 outstanding shares and own 30% of the company stock.
Largest 10 shareholders include NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO (172,675 shares), Adalta Capital Management LLC (125,999 shares), 22NW, LP (117,885 shares), MORGAN STANLEY (72,784 shares), AMERICAN FINANCIAL GROUP INC (64,327 shares), Legal & General Group Plc (16,577 shares), Almitas Capital LLC (15,337 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (14,551 shares), Compagnie Lombard Odier SCmA (2,500 shares), and ADVISOR GROUP HOLDINGS, INC. (2,388 shares).
This table shows the top 15 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.