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Adams Natural Resources Fund (PEO) Institutional Ownership

Adams Natural Resources Fund logo
$21.70 -0.58 (-2.60%)
Closing price 01/31/2025 03:59 PM Eastern
Extended Trading
$21.70 0.00 (0.00%)
As of 01/31/2025 05:53 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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Institutional Ownership Changes (13F Filings) for Adams Natural Resources Fund (NYSE:PEO)

Current
Institutional Ownership
Percentage
33.54%
Number of
Institutional Buyers
(last 12 months)
28
Total
Institutional Inflows
(last 12 months)
$12.35M
Number of
Institutional Sellers
(last 12 months)
18
Total
Institutional Outflows
(last 12 months)
$17.65M
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PEO Institutional Buying and Selling by Quarter

Adams Natural Resources Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/31/2025Sanctuary Advisors LLC26,266$585K0.0%+6.4%0.103%
1/30/2025 Principal Securities Inc.26,133$568K0.0%+50.1%0.102%
1/30/2025 Nations Financial Group Inc. IA ADV56,507$1.23M0.1%-1.1%0.222%
1/21/2025 Fifth Third Bancorp4,310$94K0.0%-30.3%0.017%
1/21/2025 RFG Advisory LLC15,014$326K0.0%N/A0.059%
1/16/2025 Priebe Wealth Holdings LLC14,563$317K0.2%N/A0.057%
1/16/2025 Uncommon Cents Investing LLC60,672$1.32M0.4%-0.9%0.238%
1/15/2025 Whitener Capital Management Inc.72,867$1.58M0.4%-2.2%0.286%
1/15/2025 Wealthcare Advisory Partners LLC36,066$784K0.0%-35.1%0.141%
1/14/2025 SeaCrest Wealth Management LLC12,600$274K0.0%-8.5%0.049%
1/13/2025 Cullen Investment Group LTD.28,786$626K0.1%+1.9%0.113%
1/13/2025 City State Bank1,148$25K0.0%N/A0.004%
11/25/2024Sanctuary Advisors LLC24,697$590K0.0%N/A0.097%
11/15/2024Stifel Financial Corp74,260$1.72M0.0%+2.2%0.291%
11/15/2024HighTower Advisors LLC71,035$1.65M0.0%-7.7%0.278%
11/14/2024Capstone Investment Advisors LLC53,699$1.25M0.0%N/A0.210%
11/13/2024D.A. Davidson & CO.64,107$1.49M0.0%+1.1%0.251%
11/8/2024Cornerstone Advisors LLC53,573$1.24M0.0%-85.0%0.210%
11/8/2024Advisors Asset Management Inc.15,503$360K0.0%N/A0.061%
11/7/2024Pathstone Holdings LLC291,504$6.77M0.0%+149.9%1.143%
11/6/2024Kovack Advisors Inc.21,749$505K0.1%-5.3%0.085%
11/5/2024 Nations Financial Group Inc. IA ADV57,107$1.33M0.1%-3.4%0.224%
11/4/2024Wolverine Asset Management LLC24,086$559K0.0%+1,206.2%0.094%
10/29/2024 Whitener Capital Management Inc.74,478$1.73M0.5%+0.7%0.292%
10/25/2024JFS Wealth Advisors LLC9,101$211K0.0%-41.5%0.036%
10/25/2024Adams Diversified Equity Fund Inc.2,238,679$51.98M1.9%+2.4%8.776%
10/24/2024 Wealth Enhancement Advisory Services LLC69,248$1.61M0.0%-6.8%0.271%
10/18/2024Raymond James & Associates216,439$5.03M0.0%+3.7%0.848%
10/5/2024 Cullen Investment Group LTD.28,240$656K0.1%+2.1%0.111%
8/16/2024Northwestern Mutual Wealth Management Co.3,230$76K0.0%+241.1%0.013%
8/9/2024Cornerstone Advisors LLC356,311$8.41M0.3%-26.3%1.397%
8/8/2024Vanguard Capital Wealth Advisors8,532$201K0.1%-19.4%0.033%
8/6/2024North Star Asset Management Inc.121,285$2.86M0.1%-7.5%0.475%
8/5/2024Blue Bell Private Wealth Management LLC51,918$1.23M0.3%+25.6%0.204%
8/2/2024Wolverine Asset Management LLC1,844$44K0.0%-98.6%0.007%
7/30/2024Searle & CO.8,496$201K0.0%N/A0.033%
7/19/2024Raymond James & Associates208,712$4.93M0.0%-6.6%0.818%
7/18/2024 Miracle Mile Advisors LLC14,309$338K0.0%N/A0.056%
7/17/2024 Whitener Capital Management Inc.73,947$1.75M0.5%+3.8%0.290%
7/10/2024Simplicity Wealth LLC8,593$203K0.0%N/A0.034%
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5/15/2024Lazard Asset Management LLC579,459$13.36M0.0%-11.0%2.271%
5/10/2024Cornerstone Advisors LLC483,384$11.15M0.5%+0.1%1.895%
5/2/2024Vantage Financial Partners LLC8,718$201K0.1%N/A0.034%
4/24/2024Blue Bell Private Wealth Management LLC41,325$953K0.2%+30.8%0.162%
4/23/2024 Nations Financial Group Inc. IA ADV59,107$1.36M0.1%+2.1%0.232%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA4,613$109K0.0%-34.3%0.018%
4/22/2024Raymond James & Associates223,501$5.15M0.0%-0.6%0.876%
4/19/2024 Uncommon Cents Investing LLC62,483$1.44M0.4%-1.9%0.245%
4/19/2024Kovack Advisors Inc.22,965$530K0.1%-4.6%0.090%
4/16/2024Vanguard Capital Wealth Advisors10,586$244K0.2%-15.4%0.041%
4/16/2024 Wealth Enhancement Advisory Services LLC73,964$1.71M0.0%-4.4%0.290%
2/15/2024Flow State Investments L.P.14,741$304K0.1%N/A0.059%
2/13/2024Quantedge Capital Pte Ltd57,826$1.19M0.6%+31.8%0.230%
2/13/20241607 Capital Partners LLC146,708$3.03M0.2%-3.2%0.583%
2/9/2024 Nations Financial Group Inc. IA ADV57,890$1.19M0.1%-0.9%0.230%
2/9/2024D.A. Davidson & CO.54,565$1.13M0.0%+7.9%0.217%
2/9/2024Cornerstone Advisors LLC482,767$9.96M0.4%+2.4%1.917%
2/8/2024FCA Corp TX103,233$2.13M0.7%+5.4%0.410%
2/7/2024 Principal Securities Inc.23,177$478K0.0%N/A0.092%
2/6/2024 Wealthcare Advisory Partners LLC53,709$1.11M0.0%+13.7%0.213%
2/2/2024Kovack Advisors Inc.24,082$497K0.1%+5.2%0.096%
2/1/2024Wolverine Asset Management LLC90,615$1.87M0.0%-29.2%0.360%
2/1/2024North Star Asset Management Inc.135,888$2.80M0.1%-3.7%0.540%
1/31/2024Zazove Associates LLC1,800$37K0.0%N/A0.007%
1/30/2024 Cullen Investment Group LTD.27,526$568K0.1%N/A0.109%
1/25/2024Blue Bell Private Wealth Management LLC31,583$652K0.2%+117.6%0.125%
1/23/2024Venturi Wealth Management LLC2,499$52K0.0%+199.6%0.010%
1/22/2024Alta Capital Management LLC20,000$413K0.0%N/A0.079%
1/18/2024 Uncommon Cents Investing LLC63,711$1.31M0.4%-2.0%0.253%
1/16/2024Raymond James & Associates224,749$4.64M0.0%+22.2%0.893%
11/17/2023Sprott Inc.35,662$825K0.1%+15.2%0.142%
11/15/20231607 Capital Partners LLC151,587$3.51M0.3%-18.1%0.602%
11/14/2023Lazard Asset Management LLC699,310$16.17M0.0%-0.3%2.777%
11/14/2023AQR Arbitrage LLC58,044$1.34M0.1%-30.4%0.231%
11/14/2023Saba Capital Management L.P.1,634,468$37.79M0.9%+125.4%6.491%
11/14/2023Thomas J. Herzfeld Advisors Inc.116,804$2.70M1.0%-12.4%0.464%
11/13/2023Quantedge Capital Pte Ltd43,882$1.02M0.6%-49.4%0.174%
11/13/2023Wolverine Asset Management LLC127,986$2.96M0.0%-35.6%0.508%
11/13/2023PNC Financial Services Group Inc.4,950$114K0.0%-37.7%0.020%
11/13/2023FCA Corp TX97,982$2.27M0.8%+3.7%0.389%
11/9/2023Cornerstone Advisors LLC471,560$10.90M0.5%-15.2%1.873%
11/8/2023HighTower Advisors LLC89,534$2.07M0.0%-21.8%0.356%
11/3/2023 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA7,023$157K0.0%-13.5%0.028%
11/2/2023 Whitener Capital Management Inc.69,034$1.60M0.6%+2.2%0.274%
11/1/2023Vanguard Capital Wealth Advisors12,174$281K0.3%-11.5%0.048%
10/30/2023Blue Bell Private Wealth Management LLC14,515$336K0.1%+13.5%0.058%
10/26/2023North Star Asset Management Inc.141,115$3.26M0.2%-5.0%0.560%
10/24/2023Raymond James & Associates183,917$4.25M0.0%+6.7%0.730%
10/24/2023Cambridge Investment Research Advisors Inc.22,159$512K0.0%-2.5%0.088%
10/23/2023Commonwealth Equity Services LLC47,862$1.11M0.0%+1.5%0.190%
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8/16/2023Thomas J. Herzfeld Advisors Inc.133,361$2.78M1.1%-3.2%0.530%
8/15/2023Cohen & Steers Inc.155,985$3.25M0.0%+16.5%0.619%
8/14/2023CSS LLC IL535,621$11.15M0.7%-2.3%2.127%
8/11/2023Cornerstone Advisors LLC556,120$11.58M0.6%+3.9%2.209%
8/11/2023City of London Investment Management Co. Ltd.16,700$348K0.0%-28.6%0.066%
8/11/2023Landscape Capital Management L.L.C.23,557$490K0.1%-22.4%0.094%
8/11/2023Guggenheim Capital LLC35,678$743K0.0%+6.4%0.142%
8/8/2023Blue Bell Private Wealth Management LLC12,784$266K0.1%+19.5%0.051%
8/7/2023Wolverine Asset Management LLC198,610$4.14M0.0%-19.7%0.789%
7/31/2023LPL Financial LLC22,946$478K0.0%+9.1%0.091%
(Data available from 1/1/2016 forward)

PEO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PEO shares?

During the previous two years, 67 institutional investors and hedge funds held shares of Adams Natural Resources Fund. The most heavily invested institutionals were Adams Diversified Equity Fund Inc. ($51.98M), Saba Capital Management L.P. ($37.79M), Lazard Asset Management LLC ($13.36M), CSS LLC IL ($11.15M), Pathstone Holdings LLC ($6.77M), Raymond James & Associates ($5.03M), and Cohen & Steers Inc. ($3.25M).Learn more on PEO's institutional investors.

What percentage of Adams Natural Resources Fund stock is owned by institutional investors?

33.54% of Adams Natural Resources Fund stock is owned by institutional investors. Learn more on PEO's institutional investor holdings.

Which institutional investors have been buying Adams Natural Resources Fund stock?

Of the 55 institutional investors that purchased Adams Natural Resources Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($909.40K), Wolverine Asset Management LLC ($204.73K), Pathstone Holdings LLC ($174.87K), Raymond James & Associates ($116.48K), Capstone Investment Advisors LLC ($53.70K), Adams Diversified Equity Fund Inc. ($51.91K), and CSS LLC IL ($47.51K).

How much institutional buying is happening at Adams Natural Resources Fund?

Institutional investors have bought a total of 2,114,822 shares in the last 24 months. This purchase volume represents approximately $47.44M in transactions.

Which Adams Natural Resources Fund major shareholders have been selling company stock?

Of the 30 institutional investors that sold Adams Natural Resources Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($514.37K), Wolverine Asset Management LLC ($286.61K), Raymond James & Associates ($74.53K), Lazard Asset Management LLC ($73.39K), Quantedge Capital Pte Ltd ($42.91K), 1607 Capital Partners LLC ($38.35K), and HighTower Advisors LLC ($30.95K).

How much institutional selling is happening at Adams Natural Resources Fund?

Institutional investors have sold a total of 1,257,702 shares in the last 24 months. This volume of shares sold represents approximately $28.68M in transactions.


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This page (NYSE:PEO) was last updated on 2/1/2025 by MarketBeat.com Staff
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