Recent Quarter Total Invested
$44.92 M
Recent Quarter Institutional Ownership Percentage
38.3%
Total Invested of Last Quarter
$46.41 M
PHX Minerals Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| EDENBROOK CAPITAL, LLC | 08/13/2024 | 3.40 M | $11.07 M | -0.68% | 9.44% |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 2.73 M | $8.89 M | 0.00% | 7.58% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 1.63 M | $5.32 M | 5.02% | 4.54% |
| VANGUARD GROUP INC | 08/13/2024 | 1.47 M | $4.78 M | 0.00% | 4.07% |
| RBF CAPITAL, LLC | 08/14/2024 | 647,135 | $2.11 M | 0.00% | 1.80% |
| ANCORA ADVISORS, LLC | 08/14/2024 | 505,994 | $1.65 M | 2.97% | 1.41% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 395,158 | $1.29 M | 23.36% | 1.10% |
| BLACKROCK INC. | 08/13/2024 | 378,026 | $1.23 M | 0.46% | 1.05% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 367,293 | $1.20 M | 23.70% | 1.02% |
| COOPERMAN LEON G | 08/14/2024 | 312,208 | $1.02 M | 3,388.36% | 0.87% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 281,450 | $917,526 | 0.12% | 0.78% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 270,162 | $880,962 | 4.78% | 0.75% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 08/15/2024 | 206,629 | $673,611 | -24.20% | 0.57% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 122,278 | $398,626 | 7.77% | 0.34% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 117,550 | $383,214 | -12.31% | 0.33% |
| STATE STREET CORP | 08/14/2024 | 91,006 | $296,680 | -3.29% | 0.25% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 77,550 | $252,813 | -27.54% | 0.22% |
| NORTHERN TRUST CORP | 08/14/2024 | 74,418 | $242,603 | -0.96% | 0.21% |
| ROYAL BANK OF CANADA | 11/06/2024 | 62,000 | $202,000 | 0.00% | 0.17% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/14/2024 | 60,745 | $198,029 | -1.29% | 0.17% |
| REQUISITE CAPITAL MANAGEMENT, LLC | 08/02/2024 | 58,578 | $190,964 | 0.00% | 0.16% |
| MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC. | 07/16/2024 | 57,193 | $186,449 | 0.22% | 0.16% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 52,622 | $171,548 | 0.00% | 0.15% |
| JANE STREET GROUP, LLC | 08/15/2024 | 52,419 | $170,886 | -49.54% | 0.15% |
| ROBOTTI ROBERT | 08/14/2024 | 31,607 | $103,038 | 120.17% | 0.09% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 31,171 | $101,617 | -5.84% | 0.09% |
| RITHOLTZ WEALTH MANAGEMENT | 08/01/2024 | 30,761 | $100,280 | 36.47% | 0.09% |
| PFG INVESTMENTS, LLC | 08/07/2024 | 24,590 | $80,165 | 1.82% | 0.07% |
| CERITY PARTNERS LLC | 08/13/2024 | 24,573 | $80,109 | -26.68% | 0.07% |
| MORGAN STANLEY | 10/17/2024 | 22,478 | $73,281 | 36.59% | 0.06% |
| MODERN WEALTH MANAGEMENT, LLC | 08/08/2024 | 21,000 | $68,460 | 0.00% | 0.06% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 18,580 | $60,571 | 0.00% | 0.05% |
| CITIGROUP INC | 08/12/2024 | 18,447 | $60,137 | -64.32% | 0.05% |
| MEIXLER INVESTMENT MANAGEMENT, LTD. | 07/26/2024 | 17,538 | $57,174 | 100.00% | 0.05% |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 08/13/2024 | 16,262 | $53,000 | 100.00% | 0.05% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 15,839 | $51,635 | 100.00% | 0.04% |
| LPL FINANCIAL LLC | 08/07/2024 | 14,636 | $47,714 | 31.44% | 0.04% |
| MRAZ, AMERINE & ASSOCIATES, INC. | 08/01/2024 | 14,544 | $47,413 | 0.00% | 0.04% |
| OPPENHEIMER ASSET MANAGEMENT INC. | 08/08/2024 | 12,288 | $40,059 | 100.00% | 0.03% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/26/2024 | 11,756 | $38,000 | 5.25% | 0.03% |
| CITADEL ADVISORS LLC | 08/14/2024 | 11,500 | $37,490 | 100.00% | 0.03% |
| JAMES INVESTMENT RESEARCH INC | 07/30/2024 | 11,000 | $35,860 | 0.00% | 0.03% |
| NEWEDGE ADVISORS, LLC | 08/16/2024 | 11,000 | $35,860 | 0.00% | 0.03% |
| FOUNDERS CAPITAL MANAGEMENT | 07/10/2024 | 8,000 | $26,080 | 0.00% | 0.02% |
| UBS GROUP AG | 08/14/2024 | 5,444 | $17,748 | 8.53% | 0.02% |
| CITADEL ADVISORS LLC | 08/14/2024 | 4,200 | $13,692 | 100.00% | 0.01% |
| PNC FINANCIAL SERVICES GROUP, INC. | 08/09/2024 | 3,600 | $11,736 | 0.00% | 0.01% |
| TOWER RESEARCH CAPITAL LLC (TRC) | 08/13/2024 | 3,188 | $10,393 | 681.37% | 0.01% |
| RHUMBLINE ADVISERS | 08/01/2024 | 600 | $1,956 | 0.00% | 0.00% |
| MARYLAND CAPITAL ADVISORS INC. | 07/25/2024 | 500 | $1,630 | 0.00% | 0.00% |
PHX Minerals Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of PHX shares?
During the previous two years, 57 institutional investors and hedge funds held shares of PHX Minerals Inc.. The most heavily invested institutionals were:
Edenbrook Capital, LLC: 3.4 M
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.: 2.55 M
DIMENSIONAL FUND ADVISORS LP: 1.73 M
RBF Capital, LLC: 647,135
Russell Investments Group, Ltd.: 519,000
Ancora Advisors, LLC: 494,844
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What percentage of PHX Minerals Inc. stock is owned by institutional investors?
38.30% of PHX Minerals Inc. stock is owned by institutional investors.
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How much institutional buying is happening at PHX ?
Institutional investors have bought a total of 12.40 M shares in the last 24 months. This purchase volume represents approximately $46.24 M in transactions.