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Get Institutions for : 
PhenixFIN Corp (PFX)  
$44.88 0.70 (1.59%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 20    2
Total shares held : 
 566,234  
% of shares held : 
 20.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -11,331  
% of shares held change : 
   -0.42%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $37.90  
Last Quarter's Ending Price : 
 $42.25  
Last Quarter's Average Price : 
 $37.83  
Change from last quarter's     
avg. price to the last closing  : 
7.05 (18.64%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 5,488
 0.97%
 
Increased Positions :
4
 7,972
 1.41%
 
Unchanged Positions :
8
 203,582
 35.95%
 
Decreased Positions :
6
-24,791
-4.38%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Adalta Capital Management LLC 11 - 2023-12-31 135,714 $5,713,000 3,715
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 511 - 2023-12-31 131,458 $5,554,000 -22,100
   22NW LP 11 - 2023-12-31 117,885 $4,969,000 0
   MORGAN STANLEY 4204 - 2023-12-31 66,296 $2,801,000 -1,346
   AMERICAN FINANCIAL GROUP INC 25 - 2023-12-31 64,327 $2,717,000 0
   Almitas Capital LLC 67 - 2023-12-31 17,818 $753,000 2,481
   LEGAL & GENERAL GROUP PLC 2335 - 2023-12-31 16,577 $700,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4743 *New 2023-12-31 5,348 $224,000 5,348
   Advisor Group Holdings Inc. 4345 - 2023-12-31 2,587 $109,000 80
   Compagnie Lombard Odier SCA 343 - 2023-12-31 2,500 $105,000 0
   UBS Group AG 5078 - 2023-12-31 1,826 $77,000 1,696
   Retirement Group LLC 219 - 2023-12-31 1,204 $51,000 -36
   HANSON MCCLAIN, INC. 1399 - 2024-03-31 2,166 $39,000 0
   WELLS FARGO & CO/MN 5131 - 2023-12-31 260 $11,000 -54
   ADVISORY SERVICES NETWORK, LLC 3030 *New 2023-12-31 140 $6,000 140
   Archer Investment Corp 767 - 2023-12-31 126 $5,000 0
   Sunbelt Securities Inc. 1700 *Closed 2024-03-31 0 $0 0
   PROEQUITIES INC. 6968 - 2023-12-31 0 $0 0
   HUNTINGTON NATIONAL BANK 2678 - 2023-12-31 1 $0 0
   Retirement Group LLC 842 - 2023-12-31 1 $0 -1,239
  20 Records found
  1    
  Page 1 of 1
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