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 92 institutions that hold shares in the stock, with a total of 11.1 Million shares, which have been reported (via 13F filing form) to have a value of $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Uhlmann Price Securities, LLC
Skokie, IL |
Nov 06, 2025 Q3 2025 |
64,568
shares
|
$1.43 Million
0.85% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
61,749
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Added 40.44%
|
|
|
Sprott Inc.
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
60,610
shares
|
$1.34 Million
0.06% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
60,020
shares
|
$1.33 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
Uncommon Cents Investing LLC
|
Oct 15, 2025 Q3 2025 |
59,965
shares
|
$1.33 Million
0.33% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
54,807
shares
|
$1.21 Million
0.08% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
53,359
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
43,576
shares
|
$963,029
0.0% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
41,157
shares
|
$909,569
0.01% of portfolio
|
Q3 2025
Added 33.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
36,629
shares
|
$809,500
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
32,961
shares
|
$728,438
0.0% of portfolio
|
Q2 2025
Added 21.87%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
32,605
shares
|
$720,570
0.0% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
30,978
shares
|
$684,613
0.02% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
30,805
shares
|
$680,790
0.0% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
29,191
shares
|
$645,121
0.0% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
28,205
shares
|
$623,330
0.17% of portfolio
|
Q3 2025
Added 5.71%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 07, 2025 Q3 2025 |
26,945
shares
|
$595,484
0.08% of portfolio
|
Q3 2025
Reduced 6.12%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
25,910
shares
|
$572,611
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
25,339
shares
|
$559,991
0.0% of portfolio
|
Q3 2025
Added 47.21%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
24,500
shares
|
$541,450
0.0% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
24,169
shares
|
$534,134
0.01% of portfolio
|
Q3 2025
Added 61.86%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
22,454
shares
|
$496,233
0.05% of portfolio
|
Q3 2025
Reduced 11.8%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
22,182
shares
|
$490,222
0.0% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
18,946
shares
|
$418,706
0.0% of portfolio
|
Q3 2025
Reduced 9.76%
|
|
|
Alta Capital Management LLC
|
Nov 04, 2025 Q3 2025 |
16,000
shares
|
$353,600
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|
|