PhenixFIN Ownership

Who are the major shareholders and have insiders been buying or selling?


Recent Insider Transactions

DB:Q29 Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
20 Jun 24Buy€41,274David LorberIndividual958€43.30
14 Jun 24Buy€29,104David LorberIndividual692€42.15
14 Jun 24Buy€42,182Ellida McMillanIndividual1,000€42.18
12 Jun 24Buy€11,949David LorberIndividual289€41.34
11 Mar 24Buy€9,267Ellida McMillanIndividual225€41.19
01 Mar 24Buy€811,736David LorberIndividual19,494€41.64
27 Feb 24Buy€91,724David LorberIndividual2,227€41.44
26 Feb 24Buy€7,108David LorberIndividual175€40.61
22 Sep 23Buy€7,071Ellida McMillanIndividual200€36.16
16 Aug 23Buy€176,279David LorberIndividual5,177€35.12

Insider Trading Volume

Insider Buying: Q29 insiders have bought more shares than they have sold in the past 3 months.


Ownership Breakdown

What is the ownership structure of Q29?
Owner TypeNumber of SharesOwnership Percentage
Private Companies9850.0488%
Hedge Funds117,8855.84%
Institutions396,92119.7%
Individual Insiders407,57820.2%
General Public1,096,42154.3%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.


Top Shareholders

Top 25 shareholders own 45.72% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
13.4%
Howard Amster
270,470€11.8m0%no data
7.05%
Adalta Capital Management LLC
142,309€6.2m4.86%3.66%
6.4%
David Lorber
129,272€5.6m1.52%no data
5.84%
22NW, LP
117,885€5.1m0%4.39%
4.04%
FrontFour Capital Group LLC
81,662€3.6m0%12.0%
3.21%
Morgan Stanley, Investment Banking and Brokerage Investments
64,813€2.8m-2.24%no data
3.18%
American Money Management Corporation
64,327€2.8m0%0.53%
0.82%
Legal & General Investment Management Limited
16,577€723.8k0%no data
0.49%
Northwestern Mutual Wealth Management Company
9,939€433.9k-92.4%no data
0.32%
RBC Private Counsel (USA) Inc.
6,400€279.4k0%no data
0.12%
Lombard Odier Darier Hentsch & Cie Asset Management
2,500€109.2k0%no data
0.12%
Bradley Radoff
2,500€109.2k0%no data
0.12%
Ellida McMillan
2,336€102.0k74.8%no data
0.11%
Securities America Advisors, Inc.
2,280€99.5k0%no data
0.11%
Allworth Financial, L.P.
2,166€94.6k0%no data
0.1%
UBS Asset Management AG
2,116€92.4k15.9%no data
0.057%
The Retirement Group, LLC
1,154€50.4k-4.15%0.02%
0.05%
Arthur Ainsberg
1,000€43.7k0%no data
0.05%
Karin Hirtler-Garvey
1,000€43.7k0%no data
0.05%
Lowell Robinson
1,000€43.7k0%no data
0.049%
Tower Research Capital LLC
985€43.0k0%no data
0.014%
Osaic Wealth, Inc. , Asset Management Arm
290€12.7k0%no data
0.013%
Wells Fargo & Company, Securities and Brokerage Investments
261€11.4k0.38%no data
0.0062%
Archer Investment Corporation
126€5.5k0%no data
0.00005%
The Huntington Trust Company, National Association
1€44.10%no data
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