Institutional Ownership Phx Minerals Inc. (PHX)
This table provides information about the institutional ownership of Phx Minerals Inc. (PHX). We have compiled data on the 58 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $55.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
44,300
shares
|
$177,200
0.0% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
36,600
shares
|
$146,400
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
35,636
shares
|
$142,544
0.0% of portfolio
|
Q4 2024
Added 14.32%
|
|
|
Y Intercept (Hong Kong) LTD
|
Feb 04, 2025 Q4 2024 |
26,470
shares
|
$105,880
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
24,579
shares
|
$98,316
0.0% of portfolio
|
Q4 2024
Reduced 26.68%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
24,260
shares
|
$97,040
0.01% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
23,089
shares
|
$92,356
0.0% of portfolio
|
Q4 2024
Added 644.81%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
23,056
shares
|
$92,224
0.0% of portfolio
|
Q4 2024
Added 40.33%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
21,387
shares
|
$85,548
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
21,000
shares
|
$84,000
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
21,000
shares
|
$84,000
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
18,580
shares
|
$74,320
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Feb 28, 2025 Q4 2024 |
18,100
shares
|
$72,400
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
16,597
shares
|
$66,388
0.0% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
15,500
shares
|
$62,000
0.01% of portfolio
|
Q3 2024
Added 40.91%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
15,500
shares
|
$62,000
0.0% of portfolio
|
Q3 2024
Added 40.91%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
14,732
shares
|
$58,928
0.0% of portfolio
|
Q4 2024
Added 9.71%
|
|
|
Robotti Robert
New York, NY |
Feb 12, 2025 Q4 2024 |
14,356
shares
|
$57,424
0.01% of portfolio
|
Q3 2024
Reduced 54.58%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
14,289
shares
|
$57,156
0.01% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
13,465
shares
|
$53,860
0.01% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
9,757
shares
|
$39,028
0.0% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
7,700
shares
|
$30,800
0.0% of portfolio
|
Q4 2024
Added 63.93%
|
|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,000
shares
|
$8,000
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,000
shares
|
$4,000
0.0% of portfolio
|
Q3 2024
Reduced 72.22%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
652
shares
|
$2,608
0.0% of portfolio
|
Q4 2024
Reduced 49.14%
|