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PFX PHENIXFIN CORP

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COM (common), issuer CIK 1490349

20 managers (20 13F filers) reported a position in PFX shares at 2024-12-31, 478,246 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.

Managers
20
13F filers
20
New
5
Added
4
Reduced
2
Sold out
3
Shares held by filers
478,246

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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 LLC155,524$7.78M4.06%+5,92113F-HRTimeline
22NW, LP117,885$5.92M3.74%013F-HRTimeline
AMERICAN FINANCIAL GROUP INCin group AMERICAN FINANCIAL GROUP INC64,327$3.26M1.48%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY60,502$3.06M<0.01%-4,29013F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC19,598$992K<0.01%13F-HR/ATimelineGroup
Bulldog Investors, LLP19,218$973K0.25%new13F-HRTimeline
Legal & General Group Plcin group Legal & General Group Plc14,151$717K<0.01%-1,62613F-HRTimelineGroup
Crossingbridge Advisors, LLC10,300$507K0.17%new13F-HRTimeline
AlphaCentric Advisors LLC10,300$507K0.51%new13F-HRTimeline
Compagnie Lombard Odier SCmA2,500$123K<0.01%013F-HRTimeline
Allworth Financial LP2,166$37.9K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG518$26.2K<0.01%+30013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN381$19.3K<0.01%+12013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/308$15.6K<0.01%+12813F-HRTimelineGroup
Legacy Investment Solutions, LLC200$9.8K0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…200$9.8K0.01%013F-HRTimelineGroup
Archer Investment Corp126$6.38K<0.01%013F-HRTimeline
MAI Capital Management22$1.11K<0.01%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.20$1.01K<0.01%new13F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.