PhenixFIN Corp
Institutional Ownership & Holdings Analysis
About
phenixfin is a publicly traded company tracked by institutional investors. This page displays information about the institutional ownership of the company's shares, showing which investment funds and asset managers hold positions in the company.
Top Institutional Holders
| # | Institution | Value |
|---|---|---|
| 1 | Adalta Capital Management LLC(2025-03-31) | $8.9M |
| 2 | 22NW, LP(2025-03-31) | $6.2M |
| 3 | AMERICAN FINANCIAL GROUP INC(2025-03-31) | $3.4M |
| 4 | MORGAN STANLEY(2025-03-31) | $3.3M |
| 5 | RAYMOND JAMES FINANCIAL INC(2025-03-31) | $1.0M |
| 6 | Bulldog Investors, LLP(2025-03-31) | $1.0M |
| 7 | Legal & General Group Plc(2025-03-31) | $756.4K |
| 8 | Crossingbridge Advisors, LLC(2024-12-31) | $507.1K |
| 9 | AlphaCentric Advisors LLC(2024-12-31) | $507.1K |
| 10 | Compagnie Lombard Odier SCmA(2024-12-31) | $123.1K |
| 11 | UBS Group AG(2025-03-31) | $112.4K |
| 12 | Allworth Financial LP(2025-03-31) | $38.9K |
| 13 | OSAIC HOLDINGS, INC.(2025-03-31) | $28.9K |
| 14 | BANK OF AMERICA CORP /DE/(2025-03-31) | $16.3K |
| 15 | WELLS FARGO & COMPANY/MN(2025-03-31) | $14.1K |
| 16 | Legacy Wealth Managment, LLC/ID(2025-03-31) | $10.6K |
| 17 | Legacy Investment Solutions, LLC(2024-12-31) | $9.8K |
| 18 | Archer Investment Corp(2025-03-31) | $6.7K |
| 19 | MAI Capital Management(2025-03-31) | $1.2K |
| 20 | CONCOURSE FINANCIAL GROUP SECURITIES, INC.(2025-03-31) | $0 |
As of 2025-03-31
Value:$8.9M
#222NW, LP
As of 2025-03-31
Value:$6.2M
As of 2025-03-31
Value:$3.4M
As of 2025-03-31
Value:$3.3M
As of 2025-03-31
Value:$1.0M
As of 2025-03-31
Value:$1.0M
As of 2025-03-31
Value:$756.4K
As of 2024-12-31
Value:$507.1K
As of 2024-12-31
Value:$507.1K
As of 2024-12-31
Value:$123.1K
#11UBS Group AG
As of 2025-03-31
Value:$112.4K
As of 2025-03-31
Value:$38.9K
As of 2025-03-31
Value:$28.9K
As of 2025-03-31
Value:$16.3K
As of 2025-03-31
Value:$14.1K
As of 2025-03-31
Value:$10.6K
As of 2024-12-31
Value:$9.8K
As of 2025-03-31
Value:$6.7K
As of 2025-03-31
Value:$1.2K
As of 2025-03-31
Value:$0
Total Institutional Holders:20
Top 10 Holders Own:99.1%