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 13.3 Million shares, which have been reported (via 13F filing form) to have a value of $50.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
31,171
shares
|
$119,696
0.0% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
24,882
shares
|
$95,546
0.01% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
22,377
shares
|
$85,927
0.0% of portfolio
|
Q3 2024
Reduced 27.26%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
21,000
shares
|
$80,640
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
21,000
shares
|
$80,640
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
18,580
shares
|
$71,347
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Meixler Investment Management, Ltd.
Show Low, AZ |
Nov 04, 2024 Q3 2024 |
17,538
shares
|
$67,345
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
17,080
shares
|
$65,587
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
16,430
shares
|
$63,091
0.0% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
15,839
shares
|
$60,821
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
15,500
shares
|
$59,520
0.0% of portfolio
|
Q3 2024
Added 40.91%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
15,500
shares
|
$59,520
0.01% of portfolio
|
Q3 2024
Added 40.91%
|
|
|
Mraz, Amerine & Associates, Inc.
|
Oct 23, 2024 Q3 2024 |
14,479
shares
|
$55,599
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Robotti Robert
New York, NY |
Nov 14, 2024 Q3 2024 |
14,356
shares
|
$55,127
0.01% of portfolio
|
Q3 2024
Reduced 54.58%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
13,428
shares
|
$51,563
0.0% of portfolio
|
Q3 2024
Added 9.28%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Nov 14, 2024 Q3 2024 |
13,009
shares
|
$49,954
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Barclays PLC
London, X0 |
Nov 19, 2024 Q3 2024 |
10,960
shares
|
$42,086
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
8,000
shares
|
$30,720
0.02% of portfolio
|
Q3 2022
Added 60.0%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
4,697
shares
|
$18,036
0.0% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
3,100
shares
|
$11,904
0.0% of portfolio
|
Q3 2024
Added 11823.08%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,282
shares
|
$4,922
0.0% of portfolio
|
Q3 2024
Reduced 59.79%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
1,000
shares
|
$3,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
1,000
shares
|
$3,840
0.0% of portfolio
|
Q3 2024
Reduced 72.22%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
500
shares
|
$1,920
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
388
shares
|
$1,489
0.0% of portfolio
|
Q3 2024
New holding
|