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
Q2 2024 vs. Q1 2024
How the institutions holding PhenixFIN Corp changed between Q1 2024 and Q2 2024.
All holders in Q2 2024All holders in Q1 2024
| Measure | Q1 2024 | Of which not filed for Q2 2024 | Q2 2024 | Change |
|---|---|---|---|---|
| Holders | 15 | 1 | 15 | +1 |
| Shares | 434.1K | 1.15K | 437.9K | +4.96K (+1.1%) |
| Value | $19.1M | $50.9K | $20.4M | +$1.42M (+7.5%) |
1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so the changes leave them out.
New holders (3)
Institutions that held PhenixFIN Corp at the end of Q2 2024 but not at the end of Q1 2024.
| Institution | Shares | Value | % of portfolio |
|---|---|---|---|
| Raymond James Financial Services Advisors, Inc. | 8,317 | $389.0K | 0.00% |
| Householder Group Estate & Retirement Specialist, LLC | 583 | $27.0K | 0.01% |
| Main Street Group, LTD | 50 | $2.33K | 0.00% |
Sold out (2)
Institutions that held PhenixFIN Corp at the end of Q1 2024 and filed for Q2 2024 without it.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Northwestern Mutual Wealth Management Co | 9,939 | $438.3K |
| Advisor Group Holdings, Inc. | 2,570 | $113.3K |
Not filed for Q2 2024 yet (1)
Institutions that held PhenixFIN Corp at the end of Q1 2024 and haven't filed a 13F for Q2 2024. Not filing isn't selling, so they aren't counted as sold out.
| Institution | Shares, Q1 2024 | Value, Q1 2024 |
|---|---|---|
| Retirement Group, LLC | 1,154 | $50.9K |