Institutional Ownership Adams Natural Resources Fund, Inc. (PEO)
This table provides information about the institutional ownership of Adams Natural Resources Fund, Inc. (PEO). We have compiled data on the 90 institutions that hold shares in the stock, with a total of 9.89 Million shares, which have been reported (via 13F filing form) to have a value of $220 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
53,573
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Reduced 84.96%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
46,103
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
46,062
shares
|
$999,545
0.0% of portfolio
|
Q3 2024
Reduced 5.71%
|
|
|
Aqr Arbitrage LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
40,857
shares
|
$886,596
0.04% of portfolio
|
Q3 2024
Reduced 47.85%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
37,448
shares
|
$812,621
0.0% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
36,066
shares
|
$782,632
0.02% of portfolio
|
Q4 2024
Reduced 35.07%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
35,076
shares
|
$761,149
0.0% of portfolio
|
Q3 2024
Reduced 2.34%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
34,305
shares
|
$744,418
0.0% of portfolio
|
Q3 2024
Added 10.02%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
28,786
shares
|
$624,656
0.09% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
28,632
shares
|
$621,314
0.2% of portfolio
|
Q3 2024
Reduced 23.3%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
27,080
shares
|
$587,636
0.0% of portfolio
|
Q3 2024
Reduced 59.13%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
26,266
shares
|
$569,972
0.0% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
26,133
shares
|
$567,086
0.01% of portfolio
|
Q4 2024
Added 50.11%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
25,910
shares
|
$562,247
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
21,749
shares
|
$471,953
0.05% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
21,135
shares
|
$458,629
0.0% of portfolio
|
Q3 2024
Reduced 18.15%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
20,504
shares
|
$444,936
0.08% of portfolio
|
Q1 2024
Added 23.67%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
20,092
shares
|
$435,996
0.14% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
18,107
shares
|
$392,921
0.0% of portfolio
|
Q3 2024
Added 20.94%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
16,580
shares
|
$359,786
0.0% of portfolio
|
Q3 2024
Reduced 42.29%
|
|
|
Alta Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
16,000
shares
|
$347,200
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
15,503
shares
|
$336,415
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
15,029
shares
|
$326,129
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
15,014
shares
|
$325,803
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
14,629
shares
|
$317,449
0.02% of portfolio
|
Q3 2024
Added 2.37%
|