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.
| Holder | Shares | Market Value | Reported |
|---|---|---|---|
| Adalta Capital Management LLC | 175569.00 | $6.86M | 2026-03-31 |
| GRACE & WHITE INC /NY | 262432.00 | $4.71M | 2026-03-31 |
| AMERICAN FINANCIAL GROUP INC | 64327.00 | $2.51M | 2026-03-31 |
| MORGAN STANLEY | 54958.00 | $2.15M | 2026-03-31 |
| 22NW, LP | 43115.00 | $1.68M | 2026-03-31 |
| RAYMOND JAMES FINANCIAL INC | 23938.00 | $935018.00 | 2026-03-31 |
| EVERETT HARRIS & CO /CA/ | 45000.00 | $803250.00 | 2026-03-31 |
| Bulldog Investors, LLP | 19218.00 | $750655.00 | 2026-03-31 |
| Insider | Transaction | Value | Date |
|---|---|---|---|
| Sell | null | 2026-06-03 | |
| Sell | null | 2026-06-03 | |
| Sell | null | 2026-06-02 | |
| Sell | null | 2026-06-01 | |
| Sell | null | 2026-06-01 | |
| Sell | null | 2026-06-01 | |
| Sell | null | 2026-05-12 | |
| Sell | null | 2026-03-03 |
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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.