Purchases and Sales Made in Q4 2023 in Phx Minerals Inc. (PHX)
This table provides information about the institutional ownership of Phx Minerals Inc. (PHX) during Q4 2023. The information is specifically focused on institutions that hold shares of PHX MINERALS INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
2.75MNew |
$8.57M - $10.2M
|
2.75M
$10.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
130K+ 9.36% |
$405K - $481K
|
1.52M
$5.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
85.6K+ 1316.45% |
$267K - $317K
|
92.1K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
79.4K+ 1522.26% |
$248K - $294K
|
84.7K
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
62KNew |
$193K - $229K
|
62K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
54K+ 188.79% |
$169K - $200K
|
82.6K
$315K
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
52.6KNew |
$164K - $195K
|
52.6K
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.6K+ 345.97% |
$164K - $194K
|
67.8K
$258K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
26.2KNew |
$81.8K - $97K
|
26.2K
$99.9K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
24.6KNew |
$76.7K - $90.9K
|
24.6K
$93.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
24.4K+ 220.42% |
$76.1K - $90.2K
|
35.4K
$135K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
21KNew |
$65.5K - $77.7K
|
21K
$80K
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.6KNew |
$51.8K - $61.4K
|
16.6K
$63.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Geode Capital Management, LLC
Boston, MA |
BUY
|
- |
15.7K+ 6.47% |
$48.9K - $58K
|
258K
$982K
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
14.5KNew |
$45.3K - $53.7K
|
14.5K
$55.3K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.6K+ 60.37% |
$42.3K - $50.2K
|
36K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
12.9K+ 13.84% |
$40.2K - $47.7K
|
106K
$404K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
12.7K+ 330.39% |
$39.5K - $46.9K
|
16.5K
$62.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
10.9K+ 16.22% |
$34.1K - $40.4K
|
78.3K
$298K
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.5K+ 41.26% |
$32.9K - $39K
|
36K
$137K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.72K+ 4477.88% |
$30.3K - $36K
|
9.93K
$37.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
9.41K+ 3.11% |
$29.4K - $34.8K
|
312K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
6.54K+ 0.45% |
$20.4K - $24.2K
|
1.47M
$5.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.14K+ 10.08% |
$9.81K - $11.6K
|
34.3K
$131K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1KNew |
$3.12K - $3.7K
|
1K
$3.81K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
750+ 0.66% |
$2.34K - $2.78K
|
114K
$434K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
521New |
$1.63K - $1.93K
|
521
$1.99K
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
457+ 0.12% |
$1.43K - $1.69K
|
378K
$1.44M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$312 - $370
|
100
$381
|
|
|
Jan 31, 2024
Q4 2023
|
Mraz, Amerine & Associates, Inc.
|
BUY
|
- |
69+ 0.48% |
$215 - $255
|
14.5K
$55.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
31New |
$96.7 - $115
|
31
$118
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-262- 0.21% |
$817 - $969
|
125K
$476K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-469- 12.56% |
$1.46K - $1.74K
|
3.26K
$12.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-483- 0.39% |
$1.51K - $1.79K
|
124K
$471K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-500- 10.87% |
$1.56K - $1.85K
|
4.1K
$15.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1.37K- 0.68% |
$4.27K - $5.06K
|
200K
$762K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.43K- 11.47% |
$4.46K - $5.29K
|
11K
$42.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.91K- 19.58% |
$9.09K - $10.8K
|
12K
$45.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-5.86K- 72.04% |
$18.3K - $21.7K
|
2.27K
$8.66K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-7.17K- 38.7% |
$22.4K - $26.5K
|
11.4K
$43.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.7K- 56.52% |
$36.5K - $43.3K
|
9K
$34.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Invenomic Capital Management LP
Boston, MA |
SELL
|
- |
-12.3K- 4.24% |
$38.2K - $45.4K
|
277K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-25.9K- 31.07% |
$80.9K - $96K
|
57.5K
$219K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-59.7K- 49.27% |
$186K - $221K
|
61.5K
$234K
|