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Adams Natural Resources Fund (PEO) Institutional Ownership

Adams Natural Resources Fund logo
$22.95 +0.06 (+0.26%)
Closing price 04/2/2025 03:54 PM Eastern
Extended Trading
$22.84 -0.11 (-0.47%)
As of 04/2/2025 06:24 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)
37
Total
Institutional Inflows
(last 12 months)
$28.87M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$20.51M
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PEO Institutional Buying and Selling by Quarter

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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
4/1/2025Cullen Investment Group LTD.29,403$671K0.1%+2.1%0.112%
3/17/2025Wealth Enhancement Advisory Services LLC66,546$1.45M0.0%-3.9%0.253%
2/19/2025North Star Asset Management Inc.111,142$2.42M0.1%-5.2%0.436%
2/18/2025CSS LLC IL155,687$3.39M0.2%-20.2%0.610%
2/17/2025Quantedge Capital Pte Ltd19,432$422K0.2%-32.1%0.076%
2/17/2025Pathstone Holdings LLC414,351$9.01M0.0%+42.1%1.624%
2/17/2025Millennium Management LLC13,310$289K0.0%-50.8%0.052%
2/17/2025Lazard Asset Management LLC455,727$9.91M0.0%-10.9%1.786%
2/17/2025Focus Partners Wealth15,570$338K0.0%+3.6%0.061%
2/17/2025Cetera Investment Advisers20,796$452K0.0%+14.9%0.082%
2/17/2025Capstone Investment Advisors LLC113,761$2.47M0.0%+111.8%0.446%
2/17/2025Baird Financial Group Inc.54,194$1.18M0.0%-5.3%0.212%
2/17/2025Bank of America Corp DE123,523$2.69M0.0%-8.1%0.484%
2/14/2025Stifel Financial Corp75,452$1.64M0.0%+1.6%0.296%
2/14/2025First Trust Advisors LP56,354$1.23M0.0%+5.2%0.221%
2/13/20251607 Capital Partners LLC61,634$1.34M0.1%-25.1%0.242%
2/13/2025NewEdge Advisors LLC11,706$254K0.0%+13.6%0.046%
2/13/2025Guggenheim Capital LLC12,851$279K0.0%-22.5%0.050%
2/13/2025Cohen & Steers Inc.170,985$3.72M0.0%-2.8%0.670%
2/13/2025Raymond James Financial Inc.227,406$4.94M0.0%N/A0.891%
2/12/2025Thomas J. Herzfeld Advisors Inc.1,594$35K0.0%-72.6%0.006%
2/12/2025Level Four Advisory Services LLC13,850$301K0.0%N/A0.054%
2/11/2025FCA Corp TX112,897$2.45M0.8%+3.5%0.443%
2/11/2025LPL Financial LLC56,942$1.24M0.0%+23.6%0.223%
2/11/2025Adams Diversified Equity Fund Inc.2,340,933$50.89M1.9%+4.6%9.177%
2/10/2025Commonwealth Equity Services LLC36,179$787K0.0%+5.5%0.142%
2/7/2025HighTower Advisors LLC68,784$1.50M0.0%-3.2%0.270%
2/7/2025Moors & Cabot Inc.15,298$333K0.0%+4.6%0.060%
2/7/2025Roberts Glore & Co. Inc. IL21,620$470K0.1%+7.6%0.085%
2/7/2025PNC Financial Services Group Inc.1,972$43K0.0%-19.5%0.008%
2/7/2025Blue Bell Private Wealth Management LLC103,255$2.25M0.4%+13.5%0.405%
2/6/2025Raymond James Financial Inc.227,406$4.94M0.0%N/A0.891%
2/6/2025Jones Financial Companies Lllp4,547$99K0.0%+31.9%0.018%
2/5/2025Kovack Advisors Inc.22,740$494K0.0%+4.6%0.089%
2/4/2025Sprott Inc.52,487$1.14M0.1%+307.3%0.206%
1/31/2025Sanctuary Advisors LLC26,266$585K0.0%+6.4%0.103%
1/30/2025Principal Securities Inc.26,133$568K0.0%+50.1%0.102%
1/30/2025Nations Financial Group Inc. IA ADV56,507$1.23M0.1%-1.1%0.222%
1/21/2025Fifth Third Bancorp4,310$94K0.0%-30.3%0.017%
1/21/2025RFG Advisory LLC15,014$326K0.0%N/A0.059%
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1/16/2025Priebe Wealth Holdings LLC14,563$317K0.2%N/A0.057%
1/16/2025Uncommon Cents Investing LLC60,672$1.32M0.4%-0.9%0.238%
1/15/2025Whitener Capital Management Inc.72,867$1.58M0.4%-2.2%0.286%
1/15/2025Wealthcare Advisory Partners LLC36,066$784K0.0%-35.1%0.141%
1/14/2025SeaCrest Wealth Management LLC12,600$274K0.0%-8.5%0.049%
1/13/2025Cullen Investment Group LTD.28,786$626K0.1%+1.9%0.113%
1/13/2025City 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%
11/5/2024Nations 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%
10/29/2024Whitener 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%
10/24/2024Wealth 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%
10/5/2024Cullen 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%
7/18/2024Miracle Mile Advisors LLC14,309$338K0.0%N/A0.056%
7/17/2024Whitener Capital Management Inc.73,947$1.75M0.5%+3.8%0.290%
7/10/2024Simplicity Wealth LLC8,593$203K0.0%N/A0.034%
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%
4/23/2024Nations Financial Group Inc. IA ADV59,107$1.36M0.1%+2.1%0.232%
4/23/2024Loring 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%
4/19/2024Uncommon 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%
4/16/2024Wealth 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%
2/9/2024Nations Financial Group Inc. IA ADV57,890$1.19M0.1%-0.9%0.230%
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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%
2/7/2024Principal Securities Inc.23,177$478K0.0%N/A0.092%
2/6/2024Wealthcare 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%
1/30/2024Cullen Investment Group LTD.27,526$568K0.1%N/A0.109%
(Data available from 1/1/2016 forward)

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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 2,668,133 shares in the last 24 months. This purchase volume represents approximately $59.45M 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 1,408,186 shares in the last 24 months. This volume of shares sold represents approximately $31.95M in transactions.


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This page (NYSE:PEO) was last updated on 4/3/2025 by MarketBeat.com Staff
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