Latest Institutional Purchases of Adams Natural Resources Fund, Inc. (PEO)
This list provides information on the latest institutional transactions involving Adams Natural Resources Fund, Inc. (PEO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
13.4KNew |
$285K - $319K
|
13.4K
$295K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.2KNew |
$238K - $266K
|
11.2K
$246K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.54KNew |
$75.6K - $84.5K
|
3.54K
$78.3K
|
|
|
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
|
|
|
Apr 17, 2025
Q1 2025
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
606+ 2.36% |
$12.9K - $14.5K
|
26.3K
$581K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
493New |
$10.5K - $11.8K
|
493
$10.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
333+ 2.29% |
$7.11K - $7.95K
|
14.9K
$329K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
320+ 3.54% |
$6.83K - $7.64K
|
9.37K
$207K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
13New |
$277 - $310
|
13
$287
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
60.1K+ 111.85% |
$1.27M - $1.49M
|
114K
$2.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.57K+ 6.35% |
$33.1K - $38.8K
|
26.3K
$580K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.15KNew |
$24.2K - $28.4K
|
1.15K
$25.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
500New |
$10.5K - $12.4K
|
500
$11.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
76New |
$1.6K - $1.88K
|
76
$1.68K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3New |
$63.2 - $74.3
|
3
$66.3
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.73K+ 3.7% |
$170K - $189K
|
216K
$4.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.24KNew |
$49.2K - $54.7K
|
2.24K
$49.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
813+ 1563.46% |
$17.9K - $19.8K
|
865
$19.1K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
800New |
$17.6K - $19.5K
|
800
$17.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
147New |
$3.23K - $3.59K
|
147
$3.25K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12+ 2.29% |
$264 - $293
|
537
$11.9K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
16.6KNew |
$377K - $400K
|
16.6K
$367K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.3KNew |
$325K - $344K
|
14.3K
$316K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.59KNew |
$195K - $207K
|
8.59K
$190K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.59KNew |
$195K - $207K
|
8.59K
$190K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300New |
$6.81K - $7.22K
|
300
$6.63K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
100New |
$2.27K - $2.41K
|
100
$2.21K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$221K - $256K
|
11.1K
$245K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.93K+ 23.67% |
$78.3K - $90.5K
|
20.5K
$453K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.7KNew |
$33.8K - $39.1K
|
1.7K
$37.5K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.63KNew |
$32.6K - $37.7K
|
1.63K
$36.1K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
216New |
$4.31K - $4.98K
|
216
$4.77K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1+ 0.01% |
$19.9 - $23.1
|
12.6K
$279K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15KNew |
$297K - $343K
|
15K
$332K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.1KNew |
$219K - $253K
|
11.1K
$245K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.67K+ 199.64% |
$33K - $38K
|
2.5K
$55.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
934New |
$18.5K - $21.3K
|
934
$20.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
318New |
$6.29K - $7.26K
|
318
$7.03K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
88New |
$1.74K - $2.01K
|
88
$1.94K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
600New |
$12.2K - $14.1K
|
600
$13.3K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
35KNew |
$676K - $756K
|
35K
$775K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
11KNew |
$212K - $238K
|
11K
$243K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
513New |
$9.89K - $11.1K
|
513
$11.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 25.0% |
$19.3 - $21.6
|
5
$111
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.9KNew |
$498K - $599K
|
25.9K
$573K
|
|
|
May 15, 2023
Q1 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
22.2KNew |
$428K - $514K
|
22.2K
$491K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.1K+ 25.85% |
$233K - $280K
|
59K
$1.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
10.3KNew |
$198K - $238K
|
10.3K
$228K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
15.8KNew |
$322K - $385K
|
15.8K
$349K
|
|