PhenixFIN

PFX · NASDAQ

$44.00+$0.00 (+0.00%)TodayMarket closed ·
Prev close $44.00

Who owns PFX

Largest institutional holders, from their latest 13F filings

The 10 largest institutions hold 45.1% of PFX’s shares.

  • Amster (Howard M)14.3%
  • Lorber (David A)13.3%
  • Adalta Capital Management LLC9.1%
  • American Financial Group, Inc.3.3%
  • Next 6 largest institutions5.0%
  • All other shareholders54.9%
Top institutional holders of PFX
HolderShares% of shares
Amster (Howard M)275.48K14.27%
Lorber (David A)257.23K13.33%
Adalta Capital Management LLC176.57K9.15%
American Financial Group, Inc.64.33K3.33%
Morgan Stanley Smith Barney LLC54.46K2.82%
Bulldog Investors, LLP19.22K1.00%
Legal & General Investment Management Ltd.15.14K0.78%
Mcmillan Ellida3.43K0.18%
Robinson (Lowell W)3.00K0.16%
Hirtler-Garvey (Karin)1.50K0.08%

Largest mutual fund holders

Top mutual fund holders of PFX
HolderShares% of shares
High Income Securities Fund19.22K1.00%
Fidelity NASDAQ Composite Index Fund7620.04%

Insider trades

Form 4 filings by officers, directors and large holders

Over the last 6 months, insiders bought $2.07M (7 trades) of PFX on the open market, with no sales.

Latest PFX insider transactions
InsiderTypeSharesValue
Lorber David ABuy3.18K$144.79K
Lorber David ABuy800$35.52K
Lorber David ABuy2.47K$111.16K
Lorber David ABuy836$37.61K
Lorber David ABuy1.36K$60.48K
Lorber David ABuy1$41
Lorber David ABuy42.06K$1.68M

Short interest

Settled Sep 30, 2026

Shares short
112
Days to cover
1.00
% of shares outstanding
0.01%
Average daily volume
4.44K
Change since last report
−60.3%

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