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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

Q1 2023 vs. Q4 2022

How the institutions holding PhenixFIN Corp changed between Q4 2022 and Q1 2023.

All holders in Q1 2023All holders in Q4 2022

13F holders of PFX: Q4 2022 compared with Q1 2023
MeasureQ4 2022Q1 2023Change
Holders16160
Shares616.0K606.3K−9.62K (−1.6%)
Value$19.2M$21.9M+$2.70M (+14.1%)

New holders (2)

Institutions that held PhenixFIN Corp at the end of Q1 2023 but not at the end of Q4 2022.

Institutions new to PFX in Q1 2023
InstitutionSharesValue% of portfolio
WealthPlan Investment Management, LLC25$9000.00%
Tower Research Capital LLC (TRC)1$00.00%

Sold out (2)

Institutions that held PhenixFIN Corp at the end of Q4 2022 and filed for Q1 2023 without it.

Institutions that sold out of PFX in Q1 2023
InstitutionShares, Q4 2022Value, Q4 2022
Greenwich Investment Management, Inc.10,632$330.0K
Rockefeller Capital Management L.P.150$4.00K