PhenixFIN Corp
PFX- Exchange
- Nasdaq
- SEC CIK
- 0001490349
No open-market purchases or sales by PhenixFIN Corp insiders were filed in the last 90 days; 11 institutions reported holding it in 13F filings for Q2 2026, worth $14.1M in total; no superinvestor holds it.
Other share classesPFXNZ
Q4 2021 vs. Q3 2021
How the institutions holding PhenixFIN Corp changed between Q3 2021 and Q4 2021.
All holders in Q4 2021All holders in Q3 2021
| Measure | Q3 2021 | Of which not filed for Q4 2021 | Q4 2021 | Change |
|---|---|---|---|---|
| Holders | 23 | 1 | 18 | −4 |
| Shares | 390.7K | 41.5K | 552.6K | +203.5K (+58.3%) |
| Value | $16.8M | $1.78M | $23.1M | +$8.14M (+54.4%) |
1 institution that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.
New holders (3)
Institutions that held PhenixFIN Corp at the end of Q4 2021 but not at the end of Q3 2021.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 172,675 | $7.22M | 0.01% |
| Greenwich Investment Management, Inc. | 10,918 | $457.0K | 0.31% |
| Tower Research Capital LLC (TRC) | 49 | $2.00K | 0.00% |
Sold out (7)
Institutions that held PhenixFIN Corp at the end of Q3 2021 and filed for Q4 2021 without it.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Millennium Management LLC | 9,117 | $391.0K |
| O'Shaughnessy Asset Management, LLC | 2,852 | $122.0K |
| Atlas Private Wealth Advisors | 546 | $23.0K |
| Accel Wealth Management | 275 | $12.0K |
| BDO Wealth Advisors, LLC | 170 | $7.00K |
| Spire Wealth Management | 130 | $6.00K |
| Pacitti Group Inc. | 104 | $4.00K |
Not filed for Q4 2021 yet (1)
Institutions that held PhenixFIN Corp at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q3 2021 | Value, Q3 2021 |
|---|---|---|
| Moab Capital Partners LLC | 41,550 | $1.78M |