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PFX PHENIXFIN CORP

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COM (common), issuer CIK 1490349

18 managers (18 13F filers) reported a position in PFX shares at 2024-09-30, 440,935 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.

Managers
18
13F filers
18
New
1
Added
1
Reduced
5
Sold out
1
Shares held by filers
440,935

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2024

Filers in the available 13F reports with a share position at 2024-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Adalta Capital Management LLC149,603$7.09M3.66%-30113F-HRTimeline
22NW, LP117,885$5.6M4.69%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY64,792$3.08M<0.01%-1,52713F-HR/ATimelineGroup
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC64,327$3.06M1.31%013F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc15,777$751K<0.01%-80013F-HR/ATimelineGroup
Raymond James Financial Services Adviso…in group RAYMOND JAMES FINANCIAL INC15,425$734K<0.01%+7,10813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA6,400$305K<0.01%013F-HRTimelineGroup
Compagnie Lombard Odier SCmA2,500$118K<0.01%013F-HRTimeline
Allworth Financial LP2,166$38.8K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…583$27K0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…292$13.9K<0.01%-10913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN261$12.4K<0.01%013F-HRTimelineGroup
UBS Group AGin group UBS Group AG218$10.4K<0.01%-1,89513F-HRTimelineGroup
Legacy Investment Solutions, LLC200$9.4K0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…200$9.4K0.01%13F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/180$8.57K<0.01%new13F-HRTimelineGroup
Archer Investment Corp126$6K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.