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PHX Minerals (PHX) Institutional Ownership

PHX Minerals logo
$3.42
-0.19 (-5.26%)
(As of 11/1/2024 ET)
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Institutional Ownership Changes (13F Filings) for PHX Minerals (NYSE:PHX)

Current
Institutional Ownership
Percentage
38.19%
Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$2.08M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$335.28K
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PHX Institutional Buying and Selling by Quarter

PHX Minerals Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/2/2024Mesirow Financial Investment Management Inc.46,972$159K0.0%-17.9%0.125%
10/29/2024 James Investment Research Inc.15,500$52K0.0%+40.9%0.041%
8/9/2024Dimensional Fund Advisors LP1,631,869$5.32M0.0%+5.0%4.357%
8/8/2024Oppenheimer Asset Management Inc.12,288$40K0.0%N/A0.033%
8/1/2024 Ritholtz Wealth Management30,761$100K0.0%+36.5%0.082%
7/26/2024Meixler Investment Management Ltd.17,538$57K0.0%N/A0.047%
5/16/2024Ancora Advisors LLC491,418$1.68M0.0%+52.6%1.312%
5/16/2024Robotti Robert14,356$49K0.0%-42.8%0.038%
5/13/2024O Shaughnessy Asset Management LLC61,538$210K0.0%-25.5%0.164%
5/8/2024Russell Investments Group Ltd.296,934$1.01M0.0%+48.4%0.793%
5/7/2024Empowered Funds LLC113,458$387K0.0%+8.2%0.303%
4/26/2024Mesirow Financial Investment Management Inc.57,068$195K0.0%-23.2%0.152%
4/22/2024 PFG Investments LLC24,151$82K0.0%N/A0.064%
4/19/2024Mesirow Financial Investment Management Inc.57,068$195K1.0%-23.2%0.152%
2/14/2024Invenomic Capital Management LP276,700$891K0.0%-4.2%0.748%
2/5/2024Victory Capital Management Inc.26,225$84K0.0%N/A0.071%
1/26/2024Cerity Partners LLC24,569$79K0.0%N/A0.066%
1/18/2024 Ritholtz Wealth Management35,438$114K0.0%+220.4%0.096%
11/14/2023Perritt Capital Management Inc.93,115$339K0.2%+10.7%0.252%
11/14/2023Ancora Advisors LLC321,948$1.17M0.0%+1.5%0.870%
11/14/2023O Shaughnessy Asset Management LLC28,614$104K0.0%N/A0.077%
11/13/2023Connor Clark & Lunn Investment Management Ltd.83,461$304K0.0%-10.4%0.226%
11/6/2023Mesirow Financial Investment Management Inc.74,260$270K1.2%N/A0.201%
10/26/2023Punch & Associates Investment Management Inc.1,161,045$4.23M0.3%+16.7%3.138%
10/24/2023Bank of New York Mellon Corp281,146$1.02M0.0%+1.5%0.760%
10/13/2023 Ritholtz Wealth Management11,060$40K0.0%N/A0.030%
8/14/2023Invenomic Capital Management LP276,396$862K0.0%-19.7%0.747%
8/7/2023Acadian Asset Management LLC12,802$39K0.0%-92.6%0.035%
8/3/2023Atria Wealth Solutions Inc.10,000$31K0.0%-33.3%0.027%
7/31/2023 Requisite Capital Management LLC58,578$183K0.0%N/A0.158%
7/27/2023EA Series Trust87,733$274K0.0%N/A0.237%
5/12/2023Robotti Robert54,593$143K0.0%+10.9%0.150%
5/12/2023Perritt Capital Management Inc.84,143$220K0.1%N/A0.230%
5/11/2023Acadian Asset Management LLC173,143$452K0.0%-50.6%0.474%
5/10/2023Connor Clark & Lunn Investment Management Ltd.111,676$293K0.0%-22.0%0.306%
5/9/2023RFG Advisory LLC35,135$92K0.0%+47.0%0.096%
5/9/2023Russell Investments Group Ltd.173,303$454K0.0%N/A0.475%
5/1/2023Virtu Financial LLC19,602$51K0.0%N/A0.054%
3/3/2023Robotti Robert49,236$192K0.0%-61.9%0.135%
2/10/2023Connor Clark & Lunn Investment Management Ltd.143,180$557K0.0%+8.2%0.392%
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2/9/2023HighTower Advisors LLC101,005$393K0.0%N/A0.277%
1/30/2023 James Investment Research Inc.11,000$43K0.0%N/A0.030%
11/10/2022Edenbrook Capital LLC5,249,095$17.01M4.4%+2.5%14.408%
11/10/2022RFG Advisory LLC23,198$95K0.0%N/A0.064%
11/7/2022Virtu Financial LLC15,347$50K0.0%N/A0.042%
11/4/2022Cowa LLC9,030$29K0.0%N/A0.025%
10/6/2022 Founders Capital Management8,000$26K0.0%+60.0%0.022%
8/12/2022PEAK6 Investments LLC14,133$43K0.0%-85.5%0.039%
8/12/2022Edenbrook Capital LLC5,122,071$15.57M4.3%+0.5%14.059%
8/11/2022Cetera Investment Advisers21,144$64K0.0%N/A0.060%
8/10/2022Mackenzie Financial Corp12,290$37K0.0%N/A0.035%
8/8/2022Walleye Capital LLC30,000$91K0.0%N/A0.085%
5/16/2022Robotti Robert129,059$395K0.1%-79.2%0.366%
5/12/2022Connor Clark & Lunn Investment Management Ltd.129,419$396K0.0%+35.9%0.375%
4/22/2022 Mraz Amerine & Associates Inc.15,756$48K0.0%N/A0.046%
2/16/2022SG3 Management LLC75,110$163K0.0%-130.3%0.218%
2/11/2022Edenbrook Capital LLC5,094,571$11.06M1.6%+3.3%14.775%
2/10/2022Connor Clark & Lunn Investment Management Ltd.95,243$207K0.0%+40.3%0.276%
11/16/2021Squarepoint Ops LLC55,173$169K0.0%-24.7%0.181%
11/16/2021Two Sigma Advisers LP319,900$979K0.0%+19.1%1.052%
11/16/2021Two Sigma Investments LP230,308$705K0.0%+25.2%0.758%
11/15/2021Marshall Wace LLP106,751$327K0.0%+51.8%0.351%
11/15/2021Dimensional Fund Advisors LP402,180$1.23M0.0%-19.6%1.323%
11/12/2021Renaissance Technologies LLC410,670$1.26M0.0%+2.2%1.351%
11/12/2021Trigran Investments Inc.1,514,597$4.64M0.5%-26.4%4.982%
11/12/2021Connor Clark & Lunn Investment Management Ltd.67,908$208K0.0%+149.6%0.223%
11/9/2021BlackRock Inc.408,645$1.25M0.0%-1.7%1.344%
8/25/2021Marshall Wace LLP70,321$262K0.0%N/A0.231%
8/17/2021Bridgeway Capital Management LLC172,900$643K0.0%+28.7%0.569%
8/16/2021Squarepoint Ops LLC73,269$273K0.0%+12.3%0.241%
8/16/2021Robotti Robert623,027$2.32M0.6%-1.1%2.049%
8/16/2021Occudo Quantitative Strategies LP43,163$161K0.0%N/A0.142%
8/16/2021Charles Schwab Investment Management Inc.15,433$58K0.0%N/A0.051%
8/16/2021State Street Corp71,103$265K0.0%+476.8%0.234%
8/16/2021Goldman Sachs Group Inc.35,098$131K0.0%+70.5%0.115%
8/16/2021Marshall Wace LLP70,321$262K0.0%N/A0.231%
8/13/2021Renaissance Technologies LLC401,649$1.49M0.0%+282.7%1.321%
8/13/2021Northern Trust Corp70,424$262K0.0%+42.2%0.232%
8/13/2021Edenbrook Capital LLC4,425,767$16.46M1.6%+64.3%14.558%
8/13/2021Jump Financial LLC24,240$90K0.0%N/A0.080%
8/13/2021Geode Capital Management LLC209,182$778K0.0%+60.8%0.688%
8/13/2021Vanguard Group Inc.1,150,402$4.28M0.0%+113.3%3.784%
8/12/2021Trigran Investments Inc.2,058,288$7.66M0.8%-4.9%6.770%
8/12/2021Dimensional Fund Advisors LP500,001$1.86M0.0%+12.3%1.645%
8/12/2021Connor Clark & Lunn Investment Management Ltd.27,206$101K0.0%N/A0.089%
8/11/2021Susquehanna Fundamental Investments LLC37,101$138K0.0%N/A0.122%
7/31/2021NEXT Financial Group Inc20,000$74K0.0%N/A0.066%
5/19/2021Squarepoint Ops LLC65,234$187K0.0%+33.3%0.215%
5/18/2021Millennium Management LLC36,654$105K0.0%+210.7%0.121%
5/17/2021Robotti Robert629,927$1.81M0.5%+1.3%2.072%
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5/17/2021Goldman Sachs Group Inc.20,580$59K0.0%N/A0.068%
5/13/2021Renaissance Technologies LLC104,955$301K0.0%-26.6%0.468%
5/12/2021Northern Trust Corp49,509$142K0.0%-7.7%0.221%
5/12/2021Geode Capital Management LLC130,053$373K0.0%+7.8%0.580%
5/11/2021Trigran Investments Inc.2,163,500$6.21M0.8%-8.3%9.644%
5/7/2021BlackRock Inc.456,449$1.31M0.0%+1.1%2.035%
5/7/2021 Cambridge Investment Research Advisors Inc.12,210$35K0.0%N/A0.054%
4/9/2021 Foundations Investment Advisors LLC10,359$30K0.0%N/A0.046%
3/26/2021Susquehanna International Group LLP48,072$111K0.0%+367.2%0.214%
3/8/2021Dimensional Fund Advisors LP446,706$1.03M0.0%-24.3%1.991%
(Data available from 1/1/2016 forward)

PHX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PHX shares?

During the previous two years, 28 institutional investors and hedge funds held shares of PHX Minerals. The most heavily invested institutionals were Edenbrook Capital LLC ($17.01M), Dimensional Fund Advisors LP ($5.32M), Punch & Associates Investment Management Inc. ($4.23M), Ancora Advisors LLC ($1.68M), Bank of New York Mellon Corp ($1.02M), Russell Investments Group Ltd. ($1.01M), and Invenomic Capital Management LP ($891K).Learn more on PHX's institutional investors.

What percentage of PHX Minerals stock is owned by institutional investors?

38.19% of PHX Minerals stock is owned by institutional investors. Learn more on PHX's institutional investor holdings.

Which institutional investors have been buying PHX Minerals stock?

Of the 25 institutional investors that purchased PHX Minerals stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Russell Investments Group Ltd. ($270.20K), Ancora Advisors LLC ($174.20K), Punch & Associates Investment Management Inc. ($165.88K), Edenbrook Capital LLC ($127.02K), HighTower Advisors LLC ($101.01K), Perritt Capital Management Inc. ($93.12K), and EA Series Trust ($87.73K).

How much institutional buying is happening at PHX Minerals?

Institutional investors have bought a total of 1,529,785 shares in the last 24 months. This purchase volume represents approximately $5.01M in transactions.

Which PHX Minerals major shareholders have been selling company stock?

The following institutional investors have sold PHX Minerals stock in the last 24 months: Acadian Asset Management LLC ($337.81K), Robotti Robert ($90.58K), Invenomic Capital Management LP ($80.13K), Mesirow Financial Investment Management Inc. ($44.61K), Connor Clark & Lunn Investment Management Ltd. ($41.24K), O Shaughnessy Asset Management LLC ($21.10K), and Atria Wealth Solutions Inc. ($5K).

How much institutional selling is happening at PHX Minerals?

Institutional investors have sold a total of 620,459 shares in the last 24 months. This volume of shares sold represents approximately $1.92M in transactions.


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This page (NYSE:PHX) was last updated on 11/2/2024 by MarketBeat.com Staff
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