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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Searle & Co.
|
BUY
|
- |
229+ 2.4% |
$4.74K - $5.1K
|
9.76K
$216K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
279+ 1.94% |
$5.78K - $6.22K
|
14.7K
$324K
|
|
|
Oct 29, 2025
Q3 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
97+ 78.86% |
$2.01K - $2.16K
|
220
$4.86K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.13K- 3.42% |
$44K - $47.4K
|
60K
$1.33M
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
41K+ 35.91% |
$849K - $914K
|
155K
$3.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
9.24K+ 61.86% |
$191K - $206K
|
24.2K
$534K
|
|
|
Oct 22, 2025
Q3 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
59.8K+ 2.44% |
$1.24M - $1.33M
|
2.52M
$55.6M
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-510- 0.45% |
$10.6K - $11.4K
|
113K
$2.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-709- 27.57% |
$14.7K - $15.8K
|
1.86K
$41.2K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
1.8K+ 2.8% |
$37.3K - $40.1K
|
66.1K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-100- 0.45% |
$2.07K - $2.23K
|
22.2K
$490K
|
|
|
Oct 16, 2025
Q3 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.38K+ 4.65% |
$28.5K - $30.7K
|
31K
$685K
|
|
|
Oct 15, 2025
Q3 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
987+ 1.29% |
$20.4K - $22K
|
77.5K
$1.71M
|
|
|
Oct 15, 2025
Q3 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-250- 0.42% |
$5.18K - $5.57K
|
60K
$1.33M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.5KNew |
$31.1K - $33.4K
|
1.5K
$33.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-1.76K- 6.12% |
$36.4K - $39.2K
|
26.9K
$595K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
147K+ 38.95% |
$2.79M - $3.39M
|
526K
$11.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 33.33% |
$1.89K - $2.3K
|
200
$4.42K
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
67.2KNew |
$1.27M - $1.54M
|
67.2K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.9KNew |
$491K - $596K
|
25.9K
$573K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
2.8K+ 22.17% |
$53K - $64.3K
|
15.4K
$341K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.92K+ 21.87% |
$112K - $136K
|
33K
$728K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
300+ 0.55% |
$5.68K - $6.89K
|
54.8K
$1.21M
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
493New |
$10.5K - $11.8K
|
493
$10.9K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.97KNew |
$63.3K - $70.8K
|
2.97K
$65.5K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.6K+ 18.57% |
$55.5K - $62K
|
16.6K
$367K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.54KNew |
$75.6K - $84.5K
|
3.54K
$78.3K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
13New |
$277 - $310
|
13
$287
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-165- 8.1% |
$3.52K - $3.94K
|
1.87K
$41.4K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
13.4KNew |
$285K - $319K
|
13.4K
$295K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-180- 1.93% |
$3.84K - $4.29K
|
9.13K
$202K
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-35.5K- 66.22% |
$757K - $846K
|
18.1K
$400K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22- 1.12% |
$469 - $525
|
1.95K
$43.1K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.2KNew |
$238K - $266K
|
11.2K
$246K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.51K- 75.98% |
$74.8K - $83.6K
|
1.11K
$24.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
320+ 3.54% |
$6.83K - $7.64K
|
9.37K
$207K
|
|
|
Apr 17, 2025
Q1 2025
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
606+ 2.36% |
$12.9K - $14.5K
|
26.3K
$581K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
333+ 2.29% |
$7.11K - $7.95K
|
14.9K
$329K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.78K- 25.2% |
$80.7K - $90.3K
|
11.2K
$248K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-111- 1.19% |
$2.34K - $2.75K
|
9.22K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
60.1K+ 111.85% |
$1.27M - $1.49M
|
114K
$2.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-13.8K- 50.85% |
$290K - $341K
|
13.3K
$294K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
76New |
$1.6K - $1.88K
|
76
$1.68K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-20.7K- 25.15% |
$436K - $513K
|
61.6K
$1.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-4.23K- 72.62% |
$89.1K - $105K
|
1.59K
$35.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3New |
$63.2 - $74.3
|
3
$66.3
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.57K+ 6.35% |
$33.1K - $38.8K
|
26.3K
$580K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
500New |
$10.5K - $12.4K
|
500
$11.1K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.17K- 8.5% |
$24.7K - $29K
|
12.6K
$278K
|
|