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Adams Natural Resources Fund (PEO) Institutional Ownership

Adams Natural Resources Fund logo
$21.79 -0.54 (-2.42%)
Closing price 03:57 PM Eastern
Extended Trading
$21.86 +0.07 (+0.34%)
As of 04:05 PM Eastern
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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)
37
Total
Institutional Inflows
(last 12 months)
$28.86M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$20.46M
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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
2/19/2025 North Star Asset Management Inc.111,142$2.42M0.1%-5.2%0.436%
2/18/2025 CSS LLC IL155,687$3.39M0.2%-20.2%0.610%
2/17/2025 Quantedge Capital Pte Ltd19,432$422K0.2%-32.1%0.076%
2/17/2025 Pathstone Holdings LLC414,351$9.01M0.0%+42.1%1.624%
2/17/2025 Millennium Management LLC13,310$289K0.0%-50.8%0.052%
2/17/2025 Lazard Asset Management LLC455,727$9.91M0.0%-10.9%1.786%
2/17/2025 Focus Partners Wealth15,570$338K0.0%+3.6%0.061%
2/17/2025 Cetera Investment Advisers20,796$452K0.0%+14.9%0.082%
2/17/2025 Capstone Investment Advisors LLC113,761$2.47M0.0%+111.8%0.446%
2/17/2025 Baird Financial Group Inc.54,194$1.18M0.0%-5.3%0.212%
2/17/2025 Bank of America Corp DE123,523$2.69M0.0%-8.1%0.484%
2/14/2025 Stifel Financial Corp75,452$1.64M0.0%+1.6%0.296%
2/14/2025 First Trust Advisors LP56,354$1.23M0.0%+5.2%0.221%
2/13/2025 1607 Capital Partners LLC61,634$1.34M0.1%-25.1%0.242%
2/13/2025 NewEdge Advisors LLC11,706$254K0.0%+13.6%0.046%
2/13/2025 Guggenheim Capital LLC12,851$279K0.0%-22.5%0.050%
2/13/2025 Cohen & Steers Inc.170,985$3.72M0.0%-2.8%0.670%
2/13/2025 Raymond James Financial Inc.227,406$4.94M0.0%N/A0.891%
2/12/2025 Thomas J. Herzfeld Advisors Inc.1,594$35K0.0%-72.6%0.006%
2/12/2025 Level Four Advisory Services LLC13,850$301K0.0%N/A0.054%
2/11/2025 FCA Corp TX112,897$2.45M0.8%+3.5%0.443%
2/11/2025 LPL Financial LLC56,942$1.24M0.0%+23.6%0.223%
2/11/2025 Adams Diversified Equity Fund Inc.2,340,933$50.89M1.9%+4.6%9.177%
2/10/2025 Commonwealth Equity Services LLC36,179$787K0.0%+5.5%0.142%
2/7/2025 HighTower Advisors LLC68,784$1.50M0.0%-3.2%0.270%
2/7/2025 Moors & Cabot Inc.15,298$333K0.0%+4.6%0.060%
2/7/2025 Roberts Glore & Co. Inc. IL21,620$470K0.1%+7.6%0.085%
2/7/2025 PNC Financial Services Group Inc.1,972$43K0.0%-19.5%0.008%
2/7/2025 Blue Bell Private Wealth Management LLC103,255$2.25M0.4%+13.5%0.405%
2/6/2025 Raymond James Financial Inc.227,406$4.94M0.0%N/A0.891%
2/6/2025 Jones Financial Companies Lllp4,547$99K0.0%+31.9%0.018%
2/5/2025 Kovack Advisors Inc.22,740$494K0.0%+4.6%0.089%
2/4/2025 Sprott Inc.52,487$1.14M0.1%+307.3%0.206%
1/31/2025 Sanctuary 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%
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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%
11/25/2024 Sanctuary Advisors LLC24,697$590K0.0%N/A0.097%
11/15/2024 Stifel Financial Corp74,260$1.72M0.0%+2.2%0.291%
11/15/2024 HighTower Advisors LLC71,035$1.65M0.0%-7.7%0.278%
11/14/2024 Capstone Investment Advisors LLC53,699$1.25M0.0%N/A0.210%
11/13/2024 D.A. Davidson & CO.64,107$1.49M0.0%+1.1%0.251%
11/8/2024 Cornerstone Advisors LLC53,573$1.24M0.0%-85.0%0.210%
11/8/2024 Advisors Asset Management Inc.15,503$360K0.0%N/A0.061%
11/7/2024 Pathstone Holdings LLC291,504$6.77M0.0%+149.9%1.143%
11/6/2024 Kovack 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%
11/4/2024 Wolverine 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%
10/25/2024 JFS Wealth Advisors LLC9,101$211K0.0%-41.5%0.036%
10/25/2024 Adams 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%
8/16/2024 Northwestern Mutual Wealth Management Co.3,230$76K0.0%+241.1%0.013%
8/9/2024 Cornerstone Advisors LLC356,311$8.41M0.3%-26.3%1.397%
8/8/2024 Vanguard Capital Wealth Advisors8,532$201K0.1%-19.4%0.033%
8/6/2024 North Star Asset Management Inc.121,285$2.86M0.1%-7.5%0.475%
8/5/2024 Blue Bell Private Wealth Management LLC51,918$1.23M0.3%+25.6%0.204%
8/2/2024 Wolverine Asset Management LLC1,844$44K0.0%-98.6%0.007%
7/30/2024 Searle & 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%
7/10/2024 Simplicity Wealth LLC8,593$203K0.0%N/A0.034%
5/15/2024 Lazard Asset Management LLC579,459$13.36M0.0%-11.0%2.271%
5/10/2024 Cornerstone Advisors LLC483,384$11.15M0.5%+0.1%1.895%
5/2/2024 Vantage Financial Partners LLC8,718$201K0.1%N/A0.034%
4/24/2024 Blue 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%
4/19/2024 Kovack Advisors Inc.22,965$530K0.1%-4.6%0.090%
4/16/2024 Vanguard 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%
2/15/2024 Flow State Investments L.P.14,741$304K0.1%N/A0.059%
2/13/2024 Quantedge Capital Pte Ltd57,826$1.19M0.6%+31.8%0.230%
2/13/2024 1607 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%
2/9/2024 D.A. Davidson & CO.54,565$1.13M0.0%+7.9%0.217%
2/9/2024 Cornerstone Advisors LLC482,767$9.96M0.4%+2.4%1.917%
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2/8/2024 FCA 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%
2/2/2024 Kovack Advisors Inc.24,082$497K0.1%+5.2%0.096%
2/1/2024 Wolverine Asset Management LLC90,615$1.87M0.0%-29.2%0.360%
2/1/2024 North Star Asset Management Inc.135,888$2.80M0.1%-3.7%0.540%
1/31/2024 Zazove Associates LLC1,800$37K0.0%N/A0.007%
1/30/2024 Cullen Investment Group LTD.27,526$568K0.1%N/A0.109%
1/25/2024 Blue Bell Private Wealth Management LLC31,583$652K0.2%+117.6%0.125%
1/23/2024 Venturi Wealth Management LLC2,499$52K0.0%+199.6%0.010%
(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, 73 institutional investors and hedge funds held shares of Adams Natural Resources Fund. The most heavily invested institutionals were Adams Diversified Equity Fund Inc. ($50.89M), Saba Capital Management L.P. ($37.79M), Lazard Asset Management LLC ($9.91M), Pathstone Holdings LLC ($9.01M), Raymond James & Associates ($5.03M), Raymond James Financial Inc. ($4.94M), and Cohen & Steers Inc. ($3.72M).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), Raymond James Financial Inc. ($454.81K), Pathstone Holdings LLC ($297.71K), Adams Diversified Equity Fund Inc. ($154.16K), Wolverine Asset Management LLC ($117.24K), Capstone Investment Advisors LLC ($113.76K), and Raymond James & Associates ($61.08K).

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

Institutional investors have bought a total of 2,667,516 shares in the last 24 months. This purchase volume represents approximately $59.43M in transactions.

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

Of the 31 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), Lazard Asset Management LLC ($129.04K), Raymond James & Associates ($74.53K), 1607 Capital Partners LLC ($59.05K), CSS LLC IL ($52.18K), and Quantedge Capital Pte Ltd ($52.11K).

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

Institutional investors have sold a total of 1,405,992 shares in the last 24 months. This volume of shares sold represents approximately $31.91M in transactions.


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This page (NYSE:PEO) was last updated on 3/3/2025 by MarketBeat.com Staff
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