Purchases and Sales Made in Q4 2024 in Adams Natural Resources Fund, Inc. (PEO)
This table provides information about the institutional ownership of Adams Natural Resources Fund, Inc. (PEO) during Q4 2024. The information is specifically focused on institutions that hold shares of ADAMS NATURAL RESOURCES FUND, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
227KNew |
$4.79M - $5.63M
|
227K
$5.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
123K+ 42.14% |
$2.59M - $3.04M
|
414K
$9.38M
|
|
|
Feb 11, 2025
Q4 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
102K+ 4.57% |
$2.15M - $2.53M
|
2.34M
$53M
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
60.1K+ 111.85% |
$1.27M - $1.49M
|
114K
$2.57M
|
|
|
Feb 04, 2025
Q4 2024
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
39.6K+ 307.25% |
$834K - $980K
|
52.5K
$1.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.7K+ 8.15% |
$772K - $908K
|
486K
$11M
|
|
|
Feb 14, 2025
Q4 2024
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
28.2K+ 17.64% |
$595K - $699K
|
188K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
25.7KNew |
$541K - $636K
|
25.7K
$581K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
15KNew |
$316K - $372K
|
15K
$340K
|
|
|
Jan 16, 2025
Q4 2024
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
14.6KNew |
$307K - $361K
|
14.6K
$330K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.9KNew |
$292K - $343K
|
13.9K
$313K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
12.2K+ 13.45% |
$258K - $303K
|
103K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.9K+ 23.62% |
$229K - $269K
|
56.9K
$1.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
9.12K+ 58.8% |
$192K - $226K
|
24.6K
$557K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.72K+ 50.11% |
$184K - $216K
|
26.1K
$591K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.51K+ 17.37% |
$137K - $161K
|
44K
$995K
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
3.86K+ 3.54% |
$81.3K - $95.6K
|
113K
$2.55M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
2.77K+ 5.17% |
$58.4K - $68.6K
|
56.4K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.69K+ 14.85% |
$56.7K - $66.6K
|
20.8K
$471K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.31K+ 10.93% |
$48.7K - $57.2K
|
23.4K
$531K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.87K+ 5.46% |
$39.5K - $46.4K
|
36.2K
$819K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.57K+ 6.35% |
$33.1K - $38.8K
|
26.3K
$594K
|
|
|
Feb 07, 2025
Q4 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.53K+ 7.61% |
$32.2K - $37.8K
|
21.6K
$489K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.41K+ 13.64% |
$29.6K - $34.8K
|
11.7K
$265K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.19K+ 1.61% |
$25.1K - $29.5K
|
75.5K
$1.71M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.15KNew |
$24.2K - $28.4K
|
1.15K
$26K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.1K+ 31.91% |
$23.2K - $27.2K
|
4.55K
$103K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
991+ 4.56% |
$20.9K - $24.5K
|
22.7K
$515K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
669+ 4.57% |
$14.1K - $16.6K
|
15.3K
$346K
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
546+ 1.93% |
$11.5K - $13.5K
|
28.8K
$651K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
500New |
$10.5K - $12.4K
|
500
$11.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
454+ 15.65% |
$9.57K - $11.2K
|
3.36K
$75.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
409+ 4.56% |
$8.62K - $10.1K
|
9.37K
$212K
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
212+ 2.33% |
$4.47K - $5.25K
|
9.31K
$211K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
91+ 0.26% |
$1.92K - $2.25K
|
35.2K
$796K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
76New |
$1.6K - $1.88K
|
76
$1.72K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
45+ 1.18% |
$948 - $1.11K
|
3.86K
$87.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
44+ 0.46% |
$927 - $1.09K
|
9.51K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
24+ 0.27% |
$506 - $594
|
9.04K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
23+ 0.0% |
$485 - $569
|
2.89M
$65.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3New |
$63.2 - $74.3
|
3
$67.9
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-8- 0.59% |
$169 - $198
|
1.35K
$30.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.57% |
$1.1K - $1.29K
|
9.05K
$205K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-54- 0.12% |
$1.14K - $1.34K
|
46K
$1.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-111- 1.19% |
$2.34K - $2.75K
|
9.22K
$209K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-133- 0.21% |
$2.8K - $3.29K
|
64K
$1.45M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-478- 19.51% |
$10.1K - $11.8K
|
1.97K
$44.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-580- 0.95% |
$12.2K - $14.4K
|
60.7K
$1.37M
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-600- 1.05% |
$12.6K - $14.9K
|
56.5K
$1.28M
|