Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
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Equity / Common Stock
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Shares outstanding
-
2,019,340
-
Number of holders
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13
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Total 13F shares, excl. options
-
575,068
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Shares change
-
-24,838
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Total reported value, excl. options
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$21,814,367
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Value change
-
-$941,977
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Number of buys
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2
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Number of sells
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7
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Price
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$37.90
Institutional Holders of PhenixFIN Corp - Common Stock (PFX) as of Q3 2023
As of 30 Sep 2023 PhenixFIN Corp - Common Stock (PFX) had 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 575,068 shares of stock of the company.
Largest 10 holders included NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, Adalta Capital Management LLC, 22NW, LP, MORGAN STANLEY, AMERICAN FINANCIAL GROUP INC, Legal & General Group Plc, Almitas Capital LLC, OSAIC HOLDINGS, INC., Compagnie Lombard Odier SCmA, and Allworth Financial LP.
This table shows 13 institutional shareholders of the security as of 30 Sep 2023.
| 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.