Adams Resources & Energy (AE) Institutional Ownership

$29.85
+0.65 (+2.23%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for Adams Resources & Energy (NYSE:AE)

Current
Institutional Ownership
Percentage
57.81%
Number of
Institutional Buyers
(last 12 months)
6
Total
Institutional Inflows
(last 12 months)
$1.81M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.67M
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AE Institutional Buying and Selling by Quarter

Adams Resources & Energy Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/14/2024Wittenberg Investment Management Inc.18,279$479K0.2%+12.8%0.717%
2/12/2024First Wilshire Securities Management Inc.31,094$814K0.3%-2.7%1.219%
11/15/2023Knightsbridge Asset Management LLC8,908$300K0.1%N/A0.349%
11/14/2023Perritt Capital Management Inc.4,000$135K0.1%+33.3%0.157%
11/14/2023Ancora Advisors LLC24,614$829K0.0%+112.2%0.965%
11/14/2023Wittenberg Investment Management Inc.16,203$546K0.2%+2.5%0.635%
11/14/2023O Shaughnessy Asset Management LLC15,332$517K0.0%-11.6%0.601%
11/13/2023Acadian Asset Management LLC65,391$2.20M0.0%-4.5%2.564%
11/13/2023FMR LLC172,342$5.81M0.0%-13.2%6.759%
10/13/2023 Ritholtz Wealth Management6,508$219K0.0%-6.7%0.257%
8/14/2023Perritt Capital Management Inc.3,000$105K0.1%N/A0.119%
8/11/2023O Shaughnessy Asset Management LLC17,344$610K0.0%-11.4%0.686%
8/11/2023Wittenberg Investment Management Inc.15,803$555K0.2%+11.9%0.625%
8/7/2023Acadian Asset Management LLC68,455$2.40M0.0%-14.6%2.706%
7/27/2023EA Series Trust12,669$445K0.0%N/A0.501%
7/26/2023Janney Montgomery Scott LLC10,276$361K0.0%N/A0.406%
7/25/2023 Raymond James & Associates15,007$527K0.0%-4.3%0.593%
7/17/2023 Ritholtz Wealth Management6,974$245K0.0%-19.1%0.276%
(Data available from 1/1/2016 forward)

AE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of AE shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Adams Resources & Energy. The most heavily invested institutionals were FMR LLC ($5.81M), Acadian Asset Management LLC ($2.20M), Ancora Advisors LLC ($829K), First Wilshire Securities Management Inc. ($814K), Raymond James & Associates ($527K), O Shaughnessy Asset Management LLC ($517K), and Wittenberg Investment Management Inc. ($479K).Learn more on AE's institutional investors.

What percentage of Adams Resources & Energy stock is owned by institutional investors?

57.81% of Adams Resources & Energy stock is owned by institutional investors. Learn more on AE's institutional investor holdings.

Which institutional investors have been buying Adams Resources & Energy stock?

The following institutional investors have purchased Adams Resources & Energy stock in the last 24 months: Ancora Advisors LLC ($13.02K), EA Series Trust ($12.67K), Janney Montgomery Scott LLC ($10.28K), Knightsbridge Asset Management LLC ($8.91K), Wittenberg Investment Management Inc. ($4.15K), and Perritt Capital Management Inc. ($4K).

How much institutional buying is happening at Adams Resources & Energy?

Institutional investors have bought a total of 53,021 shares in the last 24 months. This purchase volume represents approximately $1.81M in transactions.

Which Adams Resources & Energy major shareholders have been selling company stock?

The following institutional investors have sold Adams Resources & Energy stock in the last 24 months: FMR LLC ($26.31K), Acadian Asset Management LLC ($14.76K), O Shaughnessy Asset Management LLC ($4.24K), Ritholtz Wealth Management ($2.12K), First Wilshire Securities Management Inc. ($868.00), and Raymond James & Associates ($680.00).

How much institutional selling is happening at Adams Resources & Energy?

Institutional investors have sold a total of 48,967 shares in the last 24 months. This volume of shares sold represents approximately $1.67M in transactions.


This page (NYSE:AE) was last updated on 4/27/2024 by MarketBeat.com Staff

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