Latest Institutional Transactions on Adams Natural Resources Fund, Inc. (PEO)
This table provides information on the latest institutional transactions involving Adams Natural Resources Fund, Inc. (PEO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
10.1K+ 12.98% |
$210K - $222K
|
87.5K
$1.93M
|
|
|
Jan 23, 2026
Q4 2025
|
Burney CO
Reston, VA |
BUY
|
- |
2.79K+ 9.0% |
$58.1K - $61.6K
|
33.8K
$746K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.93KNew |
$61.1K - $64.8K
|
2.93K
$64.8K
|
|
|
Jan 21, 2026
Q4 2025
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
472New |
$9.84K - $10.4K
|
472
$10.4K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
19KNew |
$395K - $419K
|
19K
$419K
|
|
|
Jan 15, 2026
Q4 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.08K- 1.8% |
$22.5K - $23.9K
|
58.9K
$1.3M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-447- 1.22% |
$9.32K - $9.88K
|
36.2K
$800K
|
|
|
Jan 12, 2026
Q4 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
1.61K+ 2.5% |
$33.6K - $35.6K
|
66.2K
$1.46M
|
|
|
Jan 12, 2026
Q4 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
454+ 1.68% |
$9.46K - $10K
|
27.4K
$606K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
608+ 1.01% |
$12.7K - $13.4K
|
60.6K
$1.34M
|
|
| Q3 2025 | |||||||
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.09KNew |
$168K - $180K
|
8.09K
$179K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.24KNew |
$46.4K - $49.9K
|
2.24K
$49.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-21K- 12.28% |
$435K - $468K
|
150K
$3.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
12.2K+ 10.59% |
$252K - $271K
|
127K
$2.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
10.4KNew |
$216K - $233K
|
10.4K
$231K
|
|
|
Nov 14, 2025
Q3 2025
|
Intrepid Family Office LLC
Greenwich, CT |
SELL
|
- |
-24.2K- 13.89% |
$501K - $539K
|
150K
$3.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
19.9K+ 15.78% |
$412K - $443K
|
146K
$3.22M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.84K+ 1.52% |
$38K - $40.9K
|
123K
$2.71M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
121K+ 15.21% |
$2.5M - $2.69M
|
915K
$20.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-190K- 6.6% |
$3.94M - $4.24M
|
2.69M
$59.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
96.6K+ 23.37% |
$2M - $2.15M
|
510K
$11.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.64K+ 58.37% |
$33.9K - $36.4K
|
4.44K
$98K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.05K- 9.76% |
$42.5K - $45.7K
|
18.9K
$419K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
206+ 1.63% |
$4.27K - $4.59K
|
12.8K
$283K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.25K- 1.01% |
$46.5K - $50K
|
221K
$4.88M
|
|
|
Nov 14, 2025
Q3 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29+ 2.47% |
$601 - $646
|
1.2K
$26.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
813+ 8.57% |
$16.8K - $18.1K
|
10.3K
$228K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-123- 0.5% |
$2.55K - $2.74K
|
24.5K
$541K
|
|
|
Nov 14, 2025
Q3 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-73- 0.52% |
$1.51K - $1.63K
|
14K
$309K
|
|
|
Nov 13, 2025
Q3 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-5.9K- 4.95% |
$122K - $132K
|
113K
$2.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
14.5KNew |
$300K - $323K
|
14.5K
$320K
|
|
|
Nov 13, 2025
Q3 2025
|
Basepoint Wealth LLC
Cedar Rapids, IA |
SELL
|
- |
-6.46K- 3.68% |
$134K - $144K
|
169K
$3.73M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-507- 1.15% |
$10.5K - $11.3K
|
43.6K
$963K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.68K- 12.55% |
$96.9K - $104K
|
32.6K
$721K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
58.2K+ 28.23% |
$1.21M - $1.3M
|
265K
$5.85M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-735- 2.33% |
$15.2K - $16.4K
|
30.8K
$681K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
159+ 8.12% |
$3.29K - $3.54K
|
2.12K
$46.8K
|
|
|
Nov 13, 2025
Q3 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
253New |
$5.24K - $5.64K
|
253
$5.59K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.1KNew |
$293K - $315K
|
14.1K
$313K
|
|
|
Nov 12, 2025
Q3 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
9.74K+ 15.57% |
$202K - $217K
|
72.3K
$1.6M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-439- 1.48% |
$9.09K - $9.79K
|
29.2K
$645K
|
|
|
Nov 12, 2025
Q3 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-356- 80.91% |
$7.37K - $7.94K
|
84
$1.86K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.4K+ 33.69% |
$215K - $231K
|
41.2K
$910K
|
|
|
Nov 12, 2025
Q3 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
246+ 2.05% |
$5.09K - $5.48K
|
12.3K
$271K
|
|
|
Nov 12, 2025
Q3 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
1.08K+ 1.81% |
$22.3K - $24K
|
60.6K
$1.34M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.7K- 4.81% |
$55.9K - $60.1K
|
53.4K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.8K+ 40.44% |
$368K - $396K
|
61.7K
$1.36M
|
|
|
Nov 10, 2025
Q3 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.52K+ 5.71% |
$31.5K - $33.9K
|
28.2K
$623K
|
|
|
Nov 10, 2025
Q3 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-2.86K- 3.14% |
$59.3K - $63.8K
|
88.3K
$1.95M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
131+ 3.37% |
$2.71K - $2.92K
|
4.02K
$88.7K
|
|