PHX Minerals Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
EDENBROOK CAPITAL, LLC | 02/14/2025 | 3.58 M | $14.31 M | 5.36% | 9.85% |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 2.44 M | $9.78 M | -4.13% | 6.73% |
DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.81 M | $7.26 M | 4.98% | 5.00% |
VANGUARD GROUP INC | 02/11/2025 | 1.43 M | $5.73 M | -0.16% | 3.94% |
RBF CAPITAL, LLC | 02/14/2025 | 569,860 | $2.28 M | -11.94% | 1.57% |
ANCORA ADVISORS, LLC | 02/14/2025 | 471,544 | $1.89 M | -4.71% | 1.30% |
RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 449,798 | $1.80 M | -13.33% | 1.24% |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 411,444 | $1.65 M | 2.42% | 1.13% |
BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 407,767 | $1.63 M | 7.46% | 1.12% |
GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 295,501 | $1.18 M | -2.34% | 0.81% |
02/11/2025 | 290,000 | $1.16 M | 100.00% | 0.80% | |
BANK OF NEW YORK MELLON CORP | 02/04/2025 | 233,967 | $935,867 | -17.92% | 0.64% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 02/14/2025 | 173,239 | $692,956 | 70.10% | 0.48% |
EMPOWERED FUNDS, LLC | 01/28/2025 | 135,164 | $540,656 | 4.91% | 0.37% |
QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 123,583 | $494,332 | 116.46% | 0.34% |
WELLS FARGO & COMPANY/MN | 02/13/2025 | 115,565 | $462,260 | -0.02% | 0.32% |
ROYAL BANK OF CANADA | 02/14/2025 | 62,242 | $249,000 | 0.39% | 0.17% |
REQUISITE CAPITAL MANAGEMENT, LLC | 01/21/2025 | 58,578 | $234,312 | 0.00% | 0.16% |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 52,637 | $210,548 | 100.00% | 0.14% |
AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 52,622 | $210,488 | 0.00% | 0.14% |
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 02/07/2025 | 47,542 | $190,168 | 1.21% | 0.13% |
JANE STREET GROUP, LLC | 02/14/2025 | 45,162 | $180,648 | 100.00% | 0.12% |
STIFEL FINANCIAL CORP | 02/13/2025 | 44,300 | $177,200 | -5.84% | 0.12% |
SCHONFELD STRATEGIC ADVISORS LLC | 02/14/2025 | 36,600 | $146,400 | 100.00% | 0.10% |
Y-INTERCEPT (HONG KONG) LTD | 02/04/2025 | 26,470 | $105,880 | 100.00% | 0.07% |
CERITY PARTNERS LLC | 02/13/2025 | 24,579 | $92,769 | -26.68% | 0.07% |
PFG INVESTMENTS, LLC | 01/22/2025 | 24,260 | $97,039 | -2.50% | 0.07% |
CITIGROUP INC | 02/12/2025 | 23,056 | $92,224 | 40.33% | 0.06% |
BALYASNY ASSET MANAGEMENT L.P. | 02/14/2025 | 21,387 | $85,548 | 100.00% | 0.06% |
MODERN WEALTH MANAGEMENT, LLC | 02/11/2025 | 21,000 | $84,210 | 0.00% | 0.06% |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 18,580 | $74,320 | 0.00% | 0.05% |
02/28/2025 | 18,100 | $72,400 | 100.00% | 0.05% | |
GOLDMAN SACHS GROUP INC | 02/11/2025 | 16,597 | $66,388 | 4.79% | 0.05% |
JAMES INVESTMENT RESEARCH INC | 01/30/2025 | 15,500 | $62,000 | 0.00% | 0.04% |
NEWEDGE ADVISORS, LLC | 02/13/2025 | 15,500 | $62,000 | 0.00% | 0.04% |
OPPENHEIMER ASSET MANAGEMENT INC. | 02/05/2025 | 14,732 | $58,928 | 9.71% | 0.04% |
ROBOTTI ROBERT | 02/12/2025 | 14,356 | $57,424 | 0.00% | 0.04% |
MRAZ, AMERINE & ASSOCIATES, INC. | 01/31/2025 | 14,289 | $57,156 | -1.31% | 0.04% |
POINT72 ASIA (SINGAPORE) PTE. LTD. | 02/14/2025 | 13,465 | $53,860 | 3.51% | 0.04% |
BARCLAYS PLC | 02/13/2025 | 9,757 | $39,000 | -10.98% | 0.03% |
UBS GROUP AG | 02/14/2025 | 7,700 | $30,800 | 63.93% | 0.02% |
ULLAND INVESTMENT ADVISORS, LLC | 01/16/2025 | 2,000 | $8,000 | 100.00% | 0.01% |
PNC FINANCIAL SERVICES GROUP, INC. | 02/07/2025 | 1,000 | $4,000 | 0.00% | 0.00% |
TOWER RESEARCH CAPITAL LLC (TRC) | 02/13/2025 | 652 | $2,608 | -49.14% | 0.00% |
MARYLAND CAPITAL ADVISORS INC. | 01/30/2025 | 500 | $2,000 | 0.00% | 0.00% |
CHELSEA COUNSEL CO | 02/27/2025 | 340 | $1,360 | 0.00% | 0.00% |
ADVISOR GROUP HOLDINGS, INC. | 02/07/2025 | 300 | $1,200 | -21.67% | 0.00% |
BNP PARIBAS ARBITRAGE, SNC | 02/14/2025 | 168 | $672 | 100.00% | 0.00% |
JPMORGAN CHASE & CO | 02/12/2025 | 40 | $160 | 0.00% | 0.00% |
02/06/2025 | 8 | $32 | 100.00% | 0.00% |
PHX Minerals Inc. institutional Ownership - FAQ's
During the previous two years, 63 institutional investors and hedge funds held shares of PHX Minerals Inc.. The most heavily invested institutionals were:
Edenbrook Capital, LLC: 3.58 M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 2.44 M
DIMENSIONAL FUND ADVISORS LP: 1.81 M
VANGUARD GROUP INC: 1.43 M
RBF Capital, LLC: 569,860
Ancora Advisors, LLC: 471,544
38.63% of PHX Minerals Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 14.03 M shares in the last 24 months. This purchase volume represents approximately $55.29 M in transactions.