Filing Research | PNRG - PRIMEENERGY RESOURCES CORP Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

12 / 12 loaded

#		Instrument	quantity
1	SummerHaven Investment Management, LLC	Shares	4.7KSH	$787.2K
2	EXCHANGE TRADED CONCEPTS, LLC	Shares	1.6KSH	$262.0K
3	Safir Wealth Advisors, LLC	Shares	1.2KSH	$207.6K
4	Farther Finance Advisors, LLC	Shares	216SH	$36.1K
5	Police & Firemen's Retirement System of New Jersey	Shares	151SH	$25.2K
6	IFP Advisors, Inc	Shares	25SH	$4.2K
7	EverSource Wealth Advisors, LLC	Shares	14SH	$2.3K
8	Fortitude Family Office, LLC	Shares	9SH	$1.5K
9	GAMMA Investing LLC	Shares	7SH	$1.2K
10	State of Alaska, Department of Revenue	Shares	3.7KSH	$621
11	Physician Wealth Advisors, Inc.	Shares	3SH	$501
12	Capital Advisors, Ltd. LLC	Shares	31SH	$5

Manager changes2026-06-30 vs 2026-03-31

13 / 13 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+1.6K	+$262.0K	$262.0K
2	IFP Advisors, Inc added	Shares	+19	+$2.8K	$4.2K
3	Fortitude Family Office, LLC new	Shares	+9	+$1.5K	$1.5K
4	EverSource Wealth Advisors, LLC added	Shares	+9	+$1.2K	$2.3K
5	Physician Wealth Advisors, Inc. new	Shares	+3	+$501	$501
6	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$2	$5
7	State of Alaska, Department of Revenue unchanged	Shares	0	-$246	$621
8	GAMMA Investing LLC unchanged	Shares	0	-$462	$1.2K
9	Spire Wealth Management exited	Shares	-3	-$699	$0
10	Farther Finance Advisors, LLC added	Shares	+16	-$9.9K	$36.1K
11	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$10.0K	$25.2K
12	Safir Wealth Advisors, LLC unchanged	Shares	0	-$82.1K	$207.6K
13	SummerHaven Investment Management, LLC unchanged	Shares	0	-$311.1K	$787.2K

Filing Research | PNRG - PRIMEENERGY RESOURCES CORP Institutional Holdings