PhenixFIN Corporation (PFX) Holders & Ownership

PhenixFIN Corporation (PFX) ownership: Top institutional holder: Adalta Capital Management LLC ($6.86M). Insider activity: Net Seller (0 buys, 8 sells). SEC EDGAR first-party data.

Top Institutional Holders (13F)

Source: SEC Form 13F
HolderSharesMarket ValueReported
Adalta Capital Management LLC175569.00$6.86M2026-03-31
GRACE & WHITE INC /NY262432.00$4.71M2026-03-31
AMERICAN FINANCIAL GROUP INC64327.00$2.51M2026-03-31
MORGAN STANLEY54958.00$2.15M2026-03-31
22NW, LP43115.00$1.68M2026-03-31
RAYMOND JAMES FINANCIAL INC23938.00$935018.002026-03-31
EVERETT HARRIS & CO /CA/45000.00$803250.002026-03-31
Bulldog Investors, LLP19218.00$750655.002026-03-31

Insider Trading Activity (Form 4)

Source: SEC Form 4
InsiderTransactionValueDate
Sellnull2026-06-03
Sellnull2026-06-03
Sellnull2026-06-02
Sellnull2026-06-01
Sellnull2026-06-01
Sellnull2026-06-01
Sellnull2026-05-12
Sellnull2026-03-03

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Institutional data from SEC Form 13F. Insider data from SEC Form 4. Congressional data from STOCK Act disclosures. Not personalized investment advice.