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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12+ 2.29% |
$264 - $293
|
537
$12.2K
|
|
| Q2 2024 | |||||||
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
16.6KNew |
$377K - $400K
|
16.6K
$376K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.3KNew |
$325K - $344K
|
14.3K
$324K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.59KNew |
$195K - $207K
|
8.59K
$194K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.59KNew |
$195K - $207K
|
8.59K
$194K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300New |
$6.81K - $7.22K
|
300
$6.79K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
100New |
$2.27K - $2.41K
|
100
$2.26K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.7KNew |
$433K - $501K
|
21.7K
$492K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$221K - $256K
|
11.1K
$251K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.93K+ 23.67% |
$78.3K - $90.5K
|
20.5K
$464K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.7KNew |
$33.8K - $39.1K
|
1.7K
$38.4K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.63KNew |
$32.6K - $37.7K
|
1.63K
$37K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
216New |
$4.31K - $4.98K
|
216
$4.89K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1+ 0.01% |
$19.9 - $23.1
|
12.6K
$286K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15KNew |
$297K - $343K
|
15K
$340K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.1KNew |
$219K - $253K
|
11.1K
$251K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.67K+ 199.64% |
$33K - $38K
|
2.5K
$56.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
934New |
$18.5K - $21.3K
|
934
$21.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
601New |
$11.9K - $13.7K
|
601
$13.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
318New |
$6.29K - $7.26K
|
318
$7.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
234New |
$4.63K - $5.34K
|
234
$5.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
88New |
$1.74K - $2.01K
|
88
$1.99K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
600New |
$12.2K - $14.1K
|
600
$13.6K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
35KNew |
$676K - $756K
|
35K
$793K
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
11KNew |
$212K - $238K
|
11K
$249K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
513New |
$9.89K - $11.1K
|
513
$11.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 25.0% |
$19.3 - $21.6
|
5
$113
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.9KNew |
$498K - $599K
|
25.9K
$586K
|
|
|
May 15, 2023
Q1 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
22.2KNew |
$428K - $514K
|
22.2K
$503K
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.1K+ 25.85% |
$233K - $280K
|
59K
$1.33M
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
10.3KNew |
$198K - $238K
|
10.3K
$233K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
15.8KNew |
$322K - $385K
|
15.8K
$358K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
11.5KNew |
$235K - $281K
|
11.5K
$261K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.04KNew |
$41.5K - $49.6K
|
2.04K
$46.1K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.06KNew |
$21.6K - $25.9K
|
1.06K
$24K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
586New |
$11.9K - $14.3K
|
586
$13.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
300New |
$6.11K - $7.31K
|
300
$6.79K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
251+ 5.65% |
$5.11K - $6.11K
|
4.7K
$106K
|
|
| Q3 2022 | |||||||
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
30.3KNew |
$562K - $694K
|
30.3K
$686K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
945New |
$17.5K - $21.6K
|
945
$21.4K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
48New |
$890 - $1.1K
|
48
$1.09K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
48.1K+ 22.39% |
$909K - $1.18M
|
263K
$5.95M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
3.37KNew |
$63.6K - $82.5K
|
3.37K
$76.2K
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
256New |
$4.84K - $6.27K
|
256
$5.79K
|
|
| Q1 2022 | |||||||
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
525New |
$8.83K - $11.4K
|
525
$11.9K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
25.9KNew |
$407K - $457K
|
25.9K
$586K
|
|
| Q2 2021 | |||||||
|
Jul 29, 2021
Q2 2021
|
Addison Advisors LLC
|
BUY
|
- |
570New |
$8.25K - $9.58K
|
570
$12.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
8New |
$116 - $134
|
8
$181
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Css LLC
Chicago, IL |
BUY
|
PUT |
5KNew |
$48.6K - $61.2K
|
5K
$113K
|
|
| Q4 2019 | |||||||
|
Feb 14, 2020
Q4 2019
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
877New |
$13.2K - $14.7K
|
877
$19.8K
|
|