PHX Minerals Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| EDENBROOK CAPITAL, LLC | 05/15/2025 | 3.61 M | $14.24 M | 0.78% | 9.80% |
| DIMENSIONAL FUND ADVISORS LP | 05/13/2025 | 1.85 M | $7.30 M | 1.86% | 5.02% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 05/15/2025 | 1.58 M | $6.25 M | -35.26% | 4.30% |
| VANGUARD GROUP INC | 05/09/2025 | 1.43 M | $5.66 M | 0.00% | 3.89% |
| RBF CAPITAL, LLC | 05/15/2025 | 569.86 K | $2.25 M | 0.00% | 1.55% |
| ANCORA ADVISORS, LLC | 05/15/2025 | 465.43 K | $1.84 M | -1.30% | 1.26% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/13/2025 | 465.39 K | $1.84 M | 3.47% | 1.26% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 05/15/2025 | 425.40 K | $1.68 M | 3.39% | 1.16% |
| BLACKROCK, INC. | 05/02/2025 | 421.66 K | $1.67 M | 3.41% | 1.15% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2025 | 385.16 K | $1.52 M | 100.00% | 1.05% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/13/2025 | 303.52 K | $1.20 M | 2.72% | 0.82% |
| TRUFFLE HOUND CAPITAL, LLC | 05/09/2025 | 290.00 K | $1.15 M | 0.00% | 0.79% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 239.42 K | $945.72 K | 38.20% | 0.65% |
| BANK OF NEW YORK MELLON CORP | 04/29/2025 | 227.68 K | $899.33 K | -2.69% | 0.62% |
| EMPOWERED FUNDS, LLC | 05/16/2025 | 144.52 K | $570.85 K | 6.92% | 0.39% |
| JANE STREET GROUP, LLC | 05/19/2025 | 119.83 K | $473.32 K | 165.33% | 0.33% |
| WELLS FARGO & COMPANY/MN | 05/13/2025 | 114.12 K | $450.78 K | -1.25% | 0.31% |
| STATE STREET CORP | 05/15/2025 | 100.86 K | $398.38 K | 1.05% | 0.27% |
| MORGAN STANLEY | 05/15/2025 | 93.92 K | $370.97 K | -36.15% | 0.26% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/14/2025 | 73.30 K | $289.54 K | 39.26% | 0.20% |
| NORTHERN TRUST CORP | 05/13/2025 | 70.42 K | $278.14 K | -5.16% | 0.19% |
| ROYAL BANK OF CANADA | 11/21/2025 | 62.24 K | $246.00 K | 0.00% | 0.17% |
| REQUISITE CAPITAL MANAGEMENT, LLC | 04/15/2025 | 58.58 K | $231.38 K | 0.00% | 0.16% |
| GOLDMAN SACHS GROUP INC | 06/27/2025 | 54.13 K | $213.83 K | 226.17% | 0.15% |
| AMERICAN CENTURY COMPANIES INC | 05/13/2025 | 52.62 K | $207.86 K | 0.00% | 0.14% |
| SQUAREPOINT OPS LLC | 08/27/2025 | 51.77 K | $204.48 K | 100.00% | 0.14% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 05/15/2025 | 50.56 K | $199.73 K | -59.09% | 0.14% |
| SCHONFELD STRATEGIC ADVISORS LLC | 05/15/2025 | 49.37 K | $195.00 K | 34.89% | 0.13% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 05/08/2025 | 47.54 K | $172.10 K | 0.00% | 0.13% |
| AVENTAIL CAPITAL GROUP, LP | 05/15/2025 | 42.30 K | $167.09 K | 100.00% | 0.11% |
| JAIN GLOBAL LLC | 05/15/2025 | 40.45 K | $159.78 K | 100.00% | 0.11% |
| STIFEL FINANCIAL CORP | 05/14/2025 | 40.42 K | $159.65 K | -8.77% | 0.11% |
| BALYASNY ASSET MANAGEMENT L.P. | 05/15/2025 | 40.26 K | $159.04 K | 88.25% | 0.11% |
| OXFORD ASSET MANAGEMENT LLP | 08/14/2025 | 40.05 K | $158.18 K | -8.07% | 0.11% |
| Y-INTERCEPT (HONG KONG) LTD | 05/06/2025 | 31.11 K | $122.88 K | 17.52% | 0.08% |
| BANK OF AMERICA CORP /DE/ | 05/15/2025 | 29.79 K | $117.68 K | -16.40% | 0.08% |
| CAMPBELL & CO INVESTMENT ADVISER LLC | 05/14/2025 | 25.08 K | $99.05 K | 100.00% | 0.07% |
| CERITY PARTNERS LLC | 04/30/2025 | 24.58 K | $97.10 K | 0.01% | 0.07% |
| PFG INVESTMENTS, LLC | 04/22/2025 | 24.50 K | $96.77 K | 0.99% | 0.07% |
| LMR PARTNERS LLP | 05/15/2025 | 21.72 K | $85.81 K | 100.00% | 0.06% |
| MODERN WEALTH MANAGEMENT, LLC | 06/02/2025 | 21.00 K | $82.95 K | 0.00% | 0.06% |
| HRT FINANCIAL LP | 05/15/2025 | 20.77 K | $82.00 K | 100.00% | 0.06% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 04/23/2025 | 19.67 K | $77.71 K | 33.55% | 0.05% |
| OMERS ADMINISTRATION CORP | 05/14/2025 | 19.50 K | $77.03 K | 100.00% | 0.05% |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 05/15/2025 | 18.60 K | $73.46 K | 38.12% | 0.05% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 09/15/2025 | 18.58 K | $73.39 K | 0.00% | 0.05% |
| TOTAL WEALTH PLANNING & MANAGEMENT, INC. | 04/24/2025 | 18.10 K | $71.50 K | 0.00% | 0.05% |
| ROBOTTI ROBERT | 05/13/2025 | 17.18 K | $67.85 K | 19.65% | 0.05% |
| CITIGROUP INC | 05/12/2025 | 15.78 K | $62.35 K | -31.54% | 0.04% |
| JAMES INVESTMENT RESEARCH INC | 05/02/2025 | 15.50 K | $61.23 K | 0.00% | 0.04% |
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PHX Minerals Inc. institutional Ownership - FAQ's
During the previous two years, 5 institutional investors and hedge funds held shares of PHX Minerals Inc.. The most heavily invested institutionals were:
Total Wealth Planning & Management, Inc.: 0
BlackRock Inc.: 378,026
EA Series Trust: 87,733
Barber Financial Group, Inc.: 21,000
NEXT Financial Group, Inc: 15,000
38.04% of PHX Minerals Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 501.76 K shares in the last 24 months. This purchase volume represents approximately $2.18 M in transactions.