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Adams Natural Resources Fund (PEO) Institutional Ownership

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+0.24 (+1.04%)
(As of 05/28/2024 ET)
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Institutional Ownership Changes (13F Filings) for Adams Natural Resources Fund (NYSE:PEO)

Current
Institutional Ownership
Percentage
33.54%
Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$27.31M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$11.93M
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PEO Institutional Buying and Selling by Quarter

Adams Natural Resources Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Lazard Asset Management LLC579,459$13.36M0.0%-11.0%2.271%
5/10/2024 Cornerstone Advisors LLC483,384$11.15M0.5%+0.1%1.895%
5/2/2024 Vantage Financial Partners LLC8,718$201K0.1%N/A0.034%
4/24/2024 Blue Bell Private Wealth Management LLC41,325$953K0.2%+30.8%0.162%
4/23/2024 Nations Financial Group Inc. IA ADV59,107$1.36M0.1%+2.1%0.232%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA4,613$109K0.0%-34.3%0.018%
4/22/2024 Raymond James & Associates223,501$5.15M0.0%-0.6%0.876%
4/19/2024 Uncommon Cents Investing LLC62,483$1.44M0.4%-1.9%0.245%
4/19/2024 Kovack Advisors Inc.22,965$530K0.1%-4.6%0.090%
4/16/2024 Vanguard Capital Wealth Advisors10,586$244K0.2%-15.4%0.041%
4/16/2024 Wealth Enhancement Advisory Services LLC73,964$1.71M0.0%-4.4%0.290%
2/15/2024 Flow State Investments L.P.14,741$304K0.1%N/A0.059%
2/13/2024 Quantedge Capital Pte Ltd57,826$1.19M0.6%+31.8%0.230%
2/13/2024 1607 Capital Partners LLC146,708$3.03M0.2%-3.2%0.583%
2/9/2024 Nations Financial Group Inc. IA ADV57,890$1.19M0.1%-0.9%0.230%
2/9/2024 D.A. Davidson & CO.54,565$1.13M0.0%+7.9%0.217%
2/9/2024 Cornerstone Advisors LLC482,767$9.96M0.4%+2.4%1.917%
2/8/2024 FCA Corp TX103,233$2.13M0.7%+5.4%0.410%
2/7/2024 Principal Securities Inc.23,177$478K0.0%N/A0.092%
2/6/2024 Wealthcare Advisory Partners LLC53,709$1.11M0.0%+13.7%0.213%
2/2/2024 Kovack Advisors Inc.24,082$497K0.1%+5.2%0.096%
2/1/2024 Wolverine Asset Management LLC90,615$1.87M0.0%-29.2%0.360%
2/1/2024 North Star Asset Management Inc.135,888$2.80M0.1%-3.7%0.540%
1/31/2024 Zazove Associates LLC1,800$37K0.0%N/A0.007%
1/30/2024 Cullen Investment Group LTD.27,526$568K0.1%N/A0.109%
1/25/2024 Blue Bell Private Wealth Management LLC31,583$652K0.2%+117.6%0.125%
1/23/2024 Venturi Wealth Management LLC2,499$52K0.0%+199.6%0.010%
1/22/2024 Alta Capital Management LLC20,000$413K0.0%N/A0.079%
1/18/2024 Uncommon Cents Investing LLC63,711$1.31M0.4%-2.0%0.253%
1/16/2024 Raymond James & Associates224,749$4.64M0.0%+22.2%0.893%
11/17/2023 Sprott Inc.35,662$825K0.1%+15.2%0.142%
11/15/2023 1607 Capital Partners LLC151,587$3.51M0.3%-18.1%0.602%
11/14/2023 Lazard Asset Management LLC699,310$16.17M0.0%-0.3%2.777%
11/14/2023 AQR Arbitrage LLC58,044$1.34M0.1%-30.4%0.231%
11/14/2023 Saba Capital Management L.P.1,634,468$37.79M0.9%+125.4%6.491%
11/14/2023 Thomas J. Herzfeld Advisors Inc.116,804$2.70M1.0%-12.4%0.464%
11/13/2023 Quantedge Capital Pte Ltd43,882$1.02M0.6%-49.4%0.174%
11/13/2023 Wolverine Asset Management LLC127,986$2.96M0.0%-35.6%0.508%
11/13/2023 PNC Financial Services Group Inc.4,950$114K0.0%-37.7%0.020%
11/13/2023 FCA Corp TX97,982$2.27M0.8%+3.7%0.389%
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11/9/2023 Cornerstone Advisors LLC471,560$10.90M0.5%-15.2%1.873%
11/8/2023 HighTower Advisors LLC89,534$2.07M0.0%-21.8%0.356%
11/3/2023 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA7,023$157K0.0%-13.5%0.028%
11/2/2023 Whitener Capital Management Inc.69,034$1.60M0.6%+2.2%0.274%
11/1/2023 Vanguard Capital Wealth Advisors12,174$281K0.3%-11.5%0.048%
10/30/2023 Blue Bell Private Wealth Management LLC14,515$336K0.1%+13.5%0.058%
10/26/2023 North Star Asset Management Inc.141,115$3.26M0.2%-5.0%0.560%
10/24/2023 Raymond James & Associates183,917$4.25M0.0%+6.7%0.730%
10/24/2023 Cambridge Investment Research Advisors Inc.22,159$512K0.0%-2.5%0.088%
10/23/2023Commonwealth Equity Services LLC47,862$1.11M0.0%+1.5%0.190%
8/16/2023 Thomas J. Herzfeld Advisors Inc.133,361$2.78M1.1%-3.2%0.530%
8/15/2023 Cohen & Steers Inc.155,985$3.25M0.0%+16.5%0.619%
8/14/2023 CSS LLC IL535,621$11.15M0.7%-2.3%2.127%
8/11/2023 Cornerstone Advisors LLC556,120$11.58M0.6%+3.9%2.209%
8/11/2023 City of London Investment Management Co. Ltd.16,700$348K0.0%-28.6%0.066%
8/11/2023 Landscape Capital Management L.L.C.23,557$490K0.1%-22.4%0.094%
8/11/2023 Guggenheim Capital LLC35,678$743K0.0%+6.4%0.142%
8/8/2023 Blue Bell Private Wealth Management LLC12,784$266K0.1%+19.5%0.051%
8/7/2023 Wolverine Asset Management LLC198,610$4.14M0.0%-19.7%0.789%
7/31/2023 LPL Financial LLC22,946$478K0.0%+9.1%0.091%
7/27/2023 Compass Wealth Management LLC11,011$229K0.1%N/A0.044%
7/25/2023 Raymond James & Associates172,365$3.59M0.0%+0.6%0.685%
7/17/2023 Wealthcare Advisory Partners LLC47,225$983K0.0%-8.6%0.188%
7/13/2023 Whitener Capital Management Inc.67,527$1.41M0.5%+8.3%0.268%
5/12/2023 Twin Focus Capital Partners LLC16,579$341K0.1%+7.8%0.066%
5/12/2023 FCA Corp TX99,382$2.04M0.8%+4.1%0.395%
5/12/2023 SeaCrest Wealth Management LLC13,716$282K0.0%+7.3%0.054%
5/11/2023 Elequin Securities LLC15,516$319K0.2%+135.6%0.062%
5/11/2023 Guggenheim Capital LLC33,540$690K0.0%-11.1%0.133%
5/10/2023 North Star Asset Management Inc.148,854$3.06M0.2%-1.0%0.591%
5/10/2023 Landscape Capital Management L.L.C.30,351$624K0.1%+158.9%0.121%
5/8/2023 Wolverine Asset Management LLC247,280$5.08M0.1%+62.4%0.982%
5/4/2023 Parkside Financial Bank & Trust2,252$46K0.0%N/A0.009%
5/3/2023 Integrated Wealth Concepts LLC25,910$533K0.0%N/A0.103%
4/25/2023 D.A. Davidson & CO.50,129$1.03M0.0%+1.1%0.199%
4/21/2023 Vanguard Capital Wealth Advisors13,905$286K0.3%N/A0.055%
4/21/2023 Kovack Advisors Inc.25,622$527K0.1%-10.2%0.102%
4/14/2023 Transform Wealth LLC10,310$212K0.0%N/A0.041%
4/14/2023 Uncommon Cents Investing LLC65,380$1.34M0.5%-1.1%0.260%
4/14/2023 Raymond James & Associates171,397$3.52M0.0%-25.4%0.681%
4/12/2023 Whitener Capital Management Inc.62,369$1.28M0.5%-1.3%0.248%
3/6/2023 North Star Asset Management Inc.150,431$3.28M0.2%-0.3%0.597%
3/2/2023 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA8,123$177K0.0%+6.2%0.032%
3/1/2023 Whitener Capital Management Inc.63,183$1.38M0.6%-1.7%0.251%
2/22/2023 Kovack Advisors Inc.28,535$622K0.1%-2.5%0.000%
2/14/2023 CSS LLC IL544,407$11.87M0.7%+9.6%0.000%
2/13/2023 Johnson Financial Group Inc.8,808$192K0.0%-40.6%0.000%
2/13/2023 Wealthcare Advisory Partners LLC51,929$1.13M0.1%-1.8%0.000%
2/13/2023 JFS Wealth Advisors LLC16,523$360K0.0%+94.3%0.000%
2/10/2023 City of London Investment Management Co. Ltd.31,090$678K0.1%+142.9%0.000%
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2/10/2023 PNC Financial Services Group Inc.7,950$173K0.0%-11.5%0.000%
2/10/2023 Moors & Cabot Inc.13,576$296K0.0%+6.2%0.000%
2/9/2023 Landscape Capital Management L.L.C.11,721$256K0.0%N/A0.000%
2/9/2023 Elequin Securities LLC6,587$144K0.0%N/A0.000%
2/9/2023 First Trust Advisors LP66,068$1.44M0.0%-1.6%0.000%
2/9/2023OTA Financial Group L.P.15,808$344K0.3%N/A0.000%
2/9/2023 EverSource Wealth Advisors LLC2,038$44K0.0%N/A0.000%
2/9/2023 HighTower Advisors LLC103,030$2.24M0.0%+25.0%0.000%
2/8/2023 Raymond James Financial Services Advisors Inc.13,210$288K0.0%-53.4%0.000%
2/8/2023 Raymond James & Associates229,891$5.01M0.0%+31.7%0.000%
(Data available from 1/1/2016 forward)

PEO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of PEO shares?

During the previous two years, 62 institutional investors and hedge funds held shares of Adams Natural Resources Fund. The most heavily invested institutionals were Saba Capital Management L.P. ($37.79M), Lazard Asset Management LLC ($13.36M), CSS LLC IL ($11.15M), Cornerstone Advisors LLC ($11.15M), Raymond James & Associates ($5.15M), Cohen & Steers Inc. ($3.25M), and 1607 Capital Partners LLC ($3.03M).Learn more on PEO's institutional investors.

What percentage of Adams Natural Resources Fund stock is owned by institutional investors?

33.54% of Adams Natural Resources Fund stock is owned by institutional investors. Learn more on PEO's institutional investor holdings.

Which institutional investors have been buying Adams Natural Resources Fund stock?

Of the 50 institutional investors that purchased Adams Natural Resources Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Saba Capital Management L.P. ($909.40K), Wolverine Asset Management LLC ($247.27K), Cornerstone Advisors LLC ($129.78K), Raymond James & Associates ($109.88K), Cohen & Steers Inc. ($99.25K), CSS LLC IL ($58.90K), and Blue Bell Private Wealth Management LLC ($34.10K).

How much institutional buying is happening at Adams Natural Resources Fund?

Institutional investors have bought a total of 2,003,030 shares in the last 24 months. This purchase volume represents approximately $43.65M in transactions.

Which Adams Natural Resources Fund major shareholders have been selling company stock?

Of the 31 institutional investors that sold Adams Natural Resources Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wolverine Asset Management LLC ($156.67K), Cornerstone Advisors LLC ($84.56K), Lazard Asset Management LLC ($76.33K), Raymond James & Associates ($59.74K), Quantedge Capital Pte Ltd ($42.91K), 1607 Capital Partners LLC ($38.35K), and AQR Arbitrage LLC ($25.36K).

How much institutional selling is happening at Adams Natural Resources Fund?

Institutional investors have sold a total of 677,338 shares in the last 24 months. This volume of shares sold represents approximately $14.94M in transactions.


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This page (NYSE:PEO) was last updated on 5/28/2024 by MarketBeat.com Staff

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