PFX Insider Trading

Insider Ownership Percentage: 22.40%
Insider Buying (Last 12 Months): $297,127.89
Insider Selling (Last 12 Months): $0.00

PhenixFIN Insider Trading History Chart

This chart shows the insider buying and selling history at PhenixFIN by year and by quarter.

Skip ChartChart Data in Insider Trading History Table

PhenixFIN Share Price & Price History

Current Price: $46.77
Price Change: Price Decrease of -0.63 (-1.33%)
As of 07/18/2024 01:00 AM ET

This chart shows the closing price history over time for PFX up to the past year.

Skip Chart and Table DataPrice Data in Insider Trading History Table
Days: 30 | 90 | 365

PhenixFIN Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
6/20/2024David A. LorberCEOBuy766$46.11$35,320.26125,983View SEC Filing Icon  
6/18/2024David A. LorberCEOBuy192$46.39$8,906.88125,217View SEC Filing Icon  
6/14/2024David A. LorberCEOBuy64$45.08$2,885.12125,025View SEC Filing Icon  
6/14/2024Ellida McMillanCFOBuy1,000$45.12$45,120.002,336View SEC Filing Icon  
6/12/2024David A. LorberCEOBuy628$44.98$28,247.44124,961View SEC Filing Icon  
3/11/2024Ellida McMillanCFOBuy225$45.01$10,127.251,336View SEC Filing Icon  
2/26/2024David A. LorberCEOBuy175$44.06$7,710.50104,858View SEC Filing Icon  
2/23/2024David A. LorberCEOBuy1,686$44.48$74,993.28104,683View SEC Filing Icon  
9/22/2023Ellida McMillanCFOBuy100$38.53$3,853.001,061View SEC Filing Icon  
9/20/2023Ellida McMillanCFOBuy100$36.82$3,682.00961View SEC Filing Icon  
8/16/2023David A. LorberCEOBuy2,004$36.79$73,727.16102,997View SEC Filing Icon  
8/14/2023David A. LorberCEOBuy70$36.50$2,555.0097,890View SEC Filing Icon  
6/14/2023Howard AmsterDirectorBuy3,203$35.53$113,802.593,203View SEC Filing Icon  
6/6/2023David A. LorberCEOBuy3,100$33.56$104,036.0097,720View SEC Filing Icon  
6/6/2023Ellida McMillanCFOBuy50$33.50$1,675.001,111View SEC Filing Icon  
2/28/2023Howard AmsterDirectorBuy1,850$38.60$71,410.00232,888View SEC Filing Icon  
2/21/2023David A. LorberCEOBuy5,938$37.93$225,228.3494,620View SEC Filing Icon  
2/21/2023Howard AmsterDirectorBuy12,109$38.28$463,532.5211,700View SEC Filing Icon  
2/13/2023David A. LorberCEOBuy823$35.60$29,298.8086,942View SEC Filing Icon  
2/10/2023David A. LorberCEOBuy500$33.49$16,745.0086,119View SEC Filing Icon  
12/22/2022David A. LorberCEOBuy200$34.28$6,856.0082,644View SEC Filing Icon  
12/20/2022David A. LorberCEOBuy400$34.19$13,676.0082,019View SEC Filing Icon  
9/9/2022David A. LorberCEOBuy4,787$37.25$178,315.7581,619View SEC Filing Icon  
9/7/2022David A. LorberCEOBuy4,575$37.05$169,503.7576,832View SEC Filing Icon  
8/29/2022David A. LorberCEOBuy51$37.42$1,908.4272,141View SEC Filing Icon  
8/26/2022David A. LorberCEOBuy4,152$37.99$157,734.4872,090View SEC Filing Icon  
8/15/2022David A. LorberCEOBuy210$37.73$7,923.3063,854View SEC Filing Icon  
8/11/2022David A. LorberCEOBuy1,300$35.90$46,670.0063,254View SEC Filing Icon  
5/13/2022David A. LorberCEOBuy2,217$38.64$85,664.8861,954View SEC Filing Icon  
5/11/2022David A. LorberCEOBuy12,379$38.88$481,295.5259,533View SEC Filing Icon  
3/16/2022David A. LorberChairmanBuy3,154$39.24$123,762.96View SEC Filing Icon  
3/1/2022Karin Hirtler-GarveyDirectorBuy150$41.24$6,186.00View SEC Filing Icon  
2/24/2022Lowell W. RobinsonDirectorBuy350$40.08$14,028.00View SEC Filing Icon  
2/16/2022Ellida McMillanCFOBuy400$40.55$16,220.00View SEC Filing Icon  
2/14/2022Lowell W. RobinsonDirectorBuy500$39.75$19,875.00View SEC Filing Icon  
12/8/2021David A. LorberChairmanBuy30,000$43.00$1,290,000.00View SEC Filing Icon  
8/31/2021David A. LorberChairmanBuy2,100$41.74$87,654.00View SEC Filing Icon  
8/27/2021David A. LorberChairmanBuy400$41.49$16,596.0011,900View SEC Filing Icon  
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SEC Filings (Institutional Ownership Changes) for PhenixFIN (NYSE:PFX)

43.35% of PhenixFIN stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

This chart shows the instiutional buying and selling at PFX by year and by quarter.

Skip Institutional Buying and Selling Chart and Table DataRead Chart Data in Institutional Trading History Table

PhenixFIN Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024Adalta Capital Management LLC142,309$6.26M3.5%+4.9%7.045%Search for SEC Filing on Google Icon
11/15/2023Adalta Capital Management LLC131,999$5.01M3.4%+1.1%6.316%Search for SEC Filing on Google Icon
10/31/2023Allworth Financial LP2,166$82K0.0%-48.0%0.104%Search for SEC Filing on Google Icon
8/24/2023Adalta Capital Management LLC130,499$4.96M3.3%+3.6%6.244%Search for SEC Filing on Google Icon
7/18/2023Allworth Financial LP4,166$74K0.0%N/A0.199%Search for SEC Filing on Google Icon
2/21/2023Adalta Capital Management LLC118,973$3.70M2.6%+6.2%5.665%Search for SEC Filing on Google Icon
11/15/2022Adalta Capital Management LLC112,080$3.89M2.8%+22.8%5.102%Search for SEC Filing on Google Icon
11/14/2022Almitas Capital LLC15,337$0.54M0.4%-84.6%0.698%Search for SEC Filing on Google Icon
8/18/2022Adalta Capital Management LLC91,280$3.32M2.2%+19.4%4.149%Search for SEC Filing on Google Icon
8/10/2022Thomas J. Herzfeld Advisors Inc.3,700$0.14M0.1%-33.2%0.168%Search for SEC Filing on Google Icon
7/6/2022Confluence Investment Management LLC14,551$0.53M0.0%-39.4%0.661%Search for SEC Filing on Google Icon
6/15/2022Adalta Capital Management LLC76,435$3.12M1.6%+76.0%3.468%Search for SEC Filing on Google Icon
2/14/2022Greenwich Investment Management Inc.10,918$0.46M0.3%N/A0.434%Search for SEC Filing on Google Icon
2/3/2022Advisor Group Holdings Inc.4,701$0.20M0.0%-21.2%0.187%Search for SEC Filing on Google Icon
2/3/2022Northwestern Mutual Wealth Management Co.172,675$7.22M0.0%N/A6.860%Search for SEC Filing on Google Icon
1/4/2022Confluence Investment Management LLC24,000$1.01M0.0%+2.8%0.954%Search for SEC Filing on Google Icon
11/16/2021Adalta Capital Management LLC19,235$0.83M0.5%+92.4%0.764%Search for SEC Filing on Google Icon
11/10/2021O Shaughnessy Asset Management LLC2,852$0.12M0.0%+56.0%0.113%Search for SEC Filing on Google Icon
8/17/2021Adalta Capital Management LLC10,000$0.41M0.2%N/A0.376%Search for SEC Filing on Google Icon
8/17/202122NW LP117,885$4.81M1.3%N/A4.433%Search for SEC Filing on Google Icon
8/16/2021Moab Capital Partners LLC39,644$1.62M3.8%+57.7%1.491%Search for SEC Filing on Google Icon
8/16/2021First Trust Advisors LP23,335$0.95M0.0%N/A0.878%Search for SEC Filing on Google Icon
8/12/2021Legal & General Group Plc17,229$0.70M0.0%-9.4%0.637%Search for SEC Filing on Google Icon
8/11/2021Susquehanna International Group LLP5,719$0.23M0.0%-18.7%0.212%Search for SEC Filing on Google Icon
8/11/2021Banque Cantonale Vaudoise2,500$0.10M0.0%N/A0.092%Search for SEC Filing on Google Icon
8/9/2021O Shaughnessy Asset Management LLC1,828$74K0.0%N/A0.068%Search for SEC Filing on Google Icon
8/2/2021Advisor Group Holdings Inc.6,041$0.25M0.0%-8.7%0.223%Search for SEC Filing on Google Icon
8/2/2021Atlas Private Wealth Advisors970$40K0.0%-30.5%0.036%Search for SEC Filing on Google Icon
5/18/2021Millennium Management LLC13,440$0.44M0.0%N/A0.497%Search for SEC Filing on Google Icon
5/18/2021Moab Capital Partners LLC25,136$0.83M1.8%N/A0.930%Search for SEC Filing on Google Icon
5/18/2021Morgan Stanley55,224$1.82M0.0%N/A2.042%Search for SEC Filing on Google Icon
5/12/2021Beach Point Capital Management LP20,000$0.66M0.1%N/A0.735%Search for SEC Filing on Google Icon
5/12/2021Linscomb & Williams Inc.7,860$0.26M0.0%N/A0.289%Search for SEC Filing on Google Icon
5/12/2021UBS Group AG1,536$50K0.0%N/A0.056%Search for SEC Filing on Google Icon
5/11/2021American Financial Group Inc.64,327$2.12M0.4%N/A2.365%Search for SEC Filing on Google Icon
4/28/2021Atlas Private Wealth Advisors1,395$46K0.0%N/A0.051%Search for SEC Filing on Google Icon
4/23/2021Compagnie Lombard Odier SCmA2,500$82K0.0%N/A0.092%Search for SEC Filing on Google Icon
4/5/2021Confluence Investment Management LLC23,335$0.77M0.0%N/A0.858%Search for SEC Filing on Google Icon
Data available starting January 2016

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PhenixFIN logo
PhenixFIN Corporation is a business development company. The firm seeks to invest in privately negotiated debt and equity securities of small and middle market companies. It primarily invests in the following sectors: business services; buildings and real estate; automobile; oil and gas; aerospace and defense; home and office furnishings, housewares, and durable consumer products; healthcare, education and childcare; personal, food, and miscellaneous services; retail stores, diversified or conglomerate manufacturing; telecommunications; mining, steel, iron, and non-precious metals; leisure, amusement, motion pictures, and entertainment; chemicals, plastics, and rubber; finance; personal and nondurable consumer products (manufacturing only); beverage, food, and tobacco; containers, packaging, and glass; structure finance securities; machinery (non-agriculture, non-construction, non-electric); diversified or conglomerate service; restaurant and franchise; electronics; and cargo transport. The fund seeks to invest in companies located in North America. The fund targets private debt transactions in companies with enterprise values or asset values between $25 million and $250 million. The fund seeks to invest in companies with debt investment values between $10 million and $50 million. It exits its investments between three years and seven years; it holds most of its investments to maturity or repayment, but may realize or sell some investments earlier. The fund may take a board seat on its investee companies and can also offer managerial assistance to certain portfolio companies. It structures its investments as first lien senior secured loans, second lien senior secured loans, senior secured notes, senior subordinated notes, subordinate notes, unitranche loans, and seeks warrants or other equity participation. The fund may co-invest in privately negotiated transactions under certain conditions. PhenixFIN Corporation was founded in 2010 and is headquartered in New York, New York.
Read More on PhenixFIN

Today's Range

Now: $46.77
Low: $46.77
High: $46.77

50 Day Range

MA: $45.94
Low: $44.32
High: $47.47

52 Week Range

Now: $46.77
Low: $35.51
High: $48.00


339 shs

Average Volume

865 shs

Market Capitalization

$94.48 million

P/E Ratio


Dividend Yield




Who are the company insiders with the largest holdings of PhenixFIN?

PhenixFIN's top insider shareholders include:
  1. Howard Amster (Director)
  2. David A Lorber (CEO)
  3. Ellida Mcmillan (CFO)
Learn More about top insider investors at PhenixFIN.