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ícone de PFX

PhenixFIN
PFX

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
US$ 6,3 mi – – –
2L
2
22NW LP
Washington
US$ 4,3 mi – – –
AC
3
Almitas Capital
California
US$ 3,64 mi +US$ 58,7 mil +1.508 +2%
ACM
4
Adalta Capital Management
New York
US$ 3,32 mi +US$ 578 mil +14.845 +19%
Morgan Stanley
5
Morgan Stanley
New York
US$ 2,78 mi -US$ 80 mil -2.053 -3%
AFG
6
American Financial Group
Ohio
US$ 2,35 mi – – –
Legal & General Group
7
Legal & General Group
United Kingdom
US$ 605 mil – – –
Confluence Investment Management
8
Confluence Investment Management
Missouri
US$ 525 mil -US$ 368 mil -9.449 -39%
SPF
9
Steven Patrick Farmer
US$ 525 mil +US$ 567 mil +14.551 Nova
GIM
10
Greenwich Investment Management
Connecticut
US$ 409 mil +US$ 11,1 mil +284 +3%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
US$ 135 mil -US$ 71,6 mil -1.837 -33%
Osaic Holdings
12
Osaic Holdings
Arizona
US$ 135 mil -US$ 29,2 mil -750 -17%
Compagnie Lombard Odier SCmA
13
Compagnie Lombard Odier SCmA
Switzerland
US$ 90 mil – – –
RG
14
Retirement Group
California
US$ 63 mil -US$ 60,5 mil -1.554 -47%
UBS Group
15
UBS Group
Switzerland
US$ 22 mil +US$ 10,2 mil +262 +76%
Wells Fargo
16
Wells Fargo
California
US$ 11 mil +US$ 1,01 mil +26 +9%
Rockefeller Capital Management
17
Rockefeller Capital Management
New York
US$ 5 mil – – –
Geneos Wealth Management
18
Geneos Wealth Management
Colorado
US$ 4 mil – – –
Bank of America
19
Bank of America
North Carolina
US$ 1 mil -US$ 974 -25 -50%
Tower Research Capital (TRC)
20
Tower Research Capital (TRC)
New York
– -US$ 11 mil -277 Encerrada
Advisornet Financial
21
Advisornet Financial
Minnesota
– -US$ 3 mil -65 Encerrada