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Adams Natural Resources Fund (PEO) Institutional Ownership

Adams Natural Resources Fund logo
$21.14 +0.08 (+0.36%)
Closing price 03:56 PM Eastern
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$21.14 0.00 (0.00%)
As of 04:10 PM Eastern
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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)
45
Total
Institutional Inflows
(last 12 months)
$41.50M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$18.13M
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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
8/18/2025 Geneos Wealth Management Inc.2,572$55K0.0%+45.2%0.010%
8/15/2025 Lazard Asset Management LLC413,453$8.84M0.0%-9.3%1.573%
8/14/2025 Raymond James Financial Inc.223,278$4.77M0.0%-1.4%0.850%
8/14/2025 Quantedge Capital Pte Ltd15,432$330K0.3%+22.2%0.059%
8/14/2025 NewEdge Advisors LLC12,600$269K0.0%+4.7%0.048%
8/14/2025 Intrepid Family Office LLC174,187$3.72M3.0%-9.6%0.663%
8/13/2025 Baird Financial Group Inc.32,961$704K0.0%+21.9%0.125%
8/13/2025 First Trust Advisors LP62,564$1.34M0.0%+9.1%0.238%
8/12/2025 North Star Asset Management Inc.91,143$1.95M0.1%-16.6%0.347%
8/12/2025 Advisors Asset Management Inc.45,822$979K0.0%+18.6%0.174%
8/8/2025 Cetera Investment Advisers24,623$526K0.0%-3.8%0.094%
8/7/2025 Roberts Glore & Co. Inc. IL26,682$570K0.2%+21.0%0.102%
8/6/2025 Penserra Capital Management LLC212,131$4.53M0.1%+3.0%0.807%
8/5/2025 Burney Co.29,602$633K0.0%+6.9%0.113%
8/4/2025 Kovack Advisors Inc.25,458$544K0.1%+2.5%0.097%
8/4/2025 Wolverine Asset Management LLC114,170$2.44M0.0%+123.5%0.434%
7/30/2025 Adams Diversified Equity Fund Inc.2,456,181$52.49M1.9%+2.5%9.346%
7/30/2025 D.A. Davidson & CO.64,288$1.37M0.0%-0.9%0.245%
7/29/2025 Uhlmann Price Securities LLC61,675$1.32M0.9%+0.8%0.235%
7/25/2025 Concurrent Investment Advisors LLC14,932$319K0.0%+7.5%0.057%
7/21/2025 Hilltop National Bank1,695$36K0.0%N/A0.006%
7/17/2025 Uncommon Cents Investing LLC60,215$1.29M0.3%-0.8%0.229%
7/10/2025 Wealth Enhancement Advisory Services LLC62,146$1.36M0.0%+4.0%0.236%
7/1/2025 Cullen Investment Group LTD.28,703$613K0.1%-2.4%0.109%
5/20/2025 Focus Partners Wealth16,950$387K0.0%+8.9%0.065%
5/16/2025 Jones Financial Companies Lllp42,921$979K0.0%+843.9%0.163%
5/16/2025 Advisors Asset Management Inc.38,623$881K0.0%+56.9%0.147%
5/15/2025 Royal Bank of Canada378,606$8.64M0.0%-22.2%1.441%
5/15/2025 Baird Financial Group Inc.27,046$617K0.0%-50.1%0.103%
5/14/2025 Comerica Bank1,859$42K0.0%+38.1%0.007%
5/14/2025 Northwestern Mutual Wealth Management Co.2,736$62K0.0%-18.5%0.010%
5/14/2025 Sprott Inc.58,226$1.33M0.1%+10.9%0.222%
5/13/2025 Elequin Capital LP3,541$81K0.0%N/A0.013%
5/13/2025 Raymond James Financial Inc.226,356$5.16M0.0%-0.5%0.861%
5/13/2025 Nations Financial Group Inc. IA ADV54,507$1.24M0.1%-3.5%0.207%
5/13/2025 FCA Corp TX114,773$2.62M0.8%+1.7%0.437%
5/12/2025 Wolverine Asset Management LLC51,074$1.17M0.0%N/A0.194%
5/9/2025 Cornerstone Advisors LLC18,099$413K0.0%-66.2%0.069%
5/8/2025 Moors & Cabot Inc.13,701$313K0.0%-10.4%0.052%
5/8/2025 North Star Asset Management Inc.109,332$2.49M0.1%-1.6%0.416%
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5/6/2025 Cetera Investment Advisers25,598$584K0.0%+23.1%0.097%
5/6/2025 Kovack Advisors Inc.24,842$567K0.1%+9.2%0.095%
5/6/2025 Burney Co.27,701$632K0.0%N/A0.105%
5/5/2025 Blue Bell Private Wealth Management LLC112,985$2.58M0.5%+9.4%0.430%
5/1/2025 Whitener Capital Management Inc.76,715$1.75M0.5%+5.3%0.292%
4/29/2025 Penserra Capital Management LLC205,867$4.70M0.1%N/A0.783%
4/29/2025 Concurrent Investment Advisors LLC13,890$317K0.0%N/A0.053%
4/28/2025 D.A. Davidson & CO.64,895$1.48M0.0%+1.4%0.247%
4/25/2025 Joel Isaacson & Co. LLC11,150$254K0.0%N/A0.042%
4/24/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA1,108$25K0.0%-76.0%0.004%
4/23/2025 Adams Diversified Equity Fund Inc.2,396,247$54.66M2.2%+2.4%9.119%
4/22/2025 PFG Investments LLC14,319$327K0.0%N/A0.054%
4/17/2025 Medici Capital LLC26,294$600K0.7%+2.4%0.100%
4/16/2025 Wealth Enhancement Advisory Services LLC59,776$1.36M0.0%-10.2%0.227%
4/15/2025 Fifth Third Bancorp3,000$68K0.0%-30.4%0.011%
4/9/2025 RFG Advisory LLC11,231$256K0.0%-25.2%0.043%
4/9/2025 NBC Securities Inc.1,143$26K0.0%+114,200.0%0.004%
4/1/2025 Cullen Investment Group LTD.29,403$671K0.1%+2.1%0.112%
3/17/2025 Wealth Enhancement Advisory Services LLC66,546$1.45M0.0%-3.9%0.253%
2/19/2025 North Star Asset Management Inc.111,142$2.42M0.1%-5.2%0.436%
2/18/2025 CSS LLC IL155,687$3.39M0.2%-20.2%0.610%
2/17/2025 Quantedge Capital Pte Ltd19,432$422K0.2%-32.1%0.076%
2/17/2025 Pathstone Holdings LLC414,351$9.01M0.0%+42.1%1.624%
2/17/2025 Millennium Management LLC13,310$289K0.0%-50.8%0.052%
2/17/2025 Lazard Asset Management LLC455,727$9.91M0.0%-10.9%1.786%
2/17/2025 Focus Partners Wealth15,570$338K0.0%+3.6%0.061%
2/17/2025 Cetera Investment Advisers20,796$452K0.0%+14.9%0.082%
2/17/2025 Capstone Investment Advisors LLC113,761$2.47M0.0%+111.8%0.446%
2/17/2025 Baird Financial Group Inc.54,194$1.18M0.0%-5.3%0.212%
2/17/2025 Bank of America Corp DE123,523$2.69M0.0%-8.1%0.484%
2/14/2025 Stifel Financial Corp75,452$1.64M0.0%+1.6%0.296%
2/14/2025 First Trust Advisors LP56,354$1.23M0.0%+5.2%0.221%
2/13/2025 1607 Capital Partners LLC61,634$1.34M0.1%-25.1%0.242%
2/13/2025 NewEdge Advisors LLC11,706$254K0.0%+13.6%0.046%
2/13/2025 Guggenheim Capital LLC12,851$279K0.0%-22.5%0.050%
2/13/2025 Cohen & Steers Inc.170,985$3.72M0.0%-2.8%0.670%
2/13/2025 Raymond James Financial Inc.227,406$4.94M0.0%N/A0.891%
2/12/2025 Thomas J. Herzfeld Advisors Inc.1,594$35K0.0%-72.6%0.006%
2/12/2025 Level Four Advisory Services LLC13,850$301K0.0%N/A0.054%
2/11/2025 FCA Corp TX112,897$2.45M0.8%+3.5%0.443%
2/11/2025 LPL Financial LLC56,942$1.24M0.0%+23.6%0.223%
2/11/2025 Adams Diversified Equity Fund Inc.2,340,933$50.89M1.9%+4.6%9.177%
2/10/2025 Commonwealth Equity Services LLC36,179$787K0.0%+5.5%0.142%
2/7/2025 HighTower Advisors LLC68,784$1.50M0.0%-3.2%0.270%
2/7/2025 Moors & Cabot Inc.15,298$333K0.0%+4.6%0.060%
2/7/2025 Roberts Glore & Co. Inc. IL21,620$470K0.1%+7.6%0.085%
2/7/2025 PNC Financial Services Group Inc.1,972$43K0.0%-19.5%0.008%
2/7/2025 Blue Bell Private Wealth Management LLC103,255$2.25M0.4%+13.5%0.405%
2/6/2025 Raymond James Financial Inc.227,406$4.94M0.0%N/A0.891%
2/6/2025 Jones Financial Companies Lllp4,547$99K0.0%+31.9%0.018%
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2/5/2025 Kovack Advisors Inc.22,740$494K0.0%+4.6%0.089%
2/4/2025 Sprott Inc.52,487$1.14M0.1%+307.3%0.206%
1/31/2025Sanctuary Advisors LLC26,266$585K0.0%+6.4%0.103%
1/30/2025 Principal Securities Inc.26,133$568K0.0%+50.1%0.102%
1/30/2025 Nations Financial Group Inc. IA ADV56,507$1.23M0.1%-1.1%0.222%
1/21/2025 Fifth Third Bancorp4,310$94K0.0%-30.3%0.017%
1/21/2025 RFG Advisory LLC15,014$326K0.0%N/A0.059%
1/16/2025 Priebe Wealth Holdings LLC14,563$317K0.2%N/A0.057%
1/16/2025 Uncommon Cents Investing LLC60,672$1.32M0.4%-0.9%0.238%
1/15/2025 Whitener Capital Management Inc.72,867$1.58M0.4%-2.2%0.286%
(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, 79 institutional investors and hedge funds held shares of Adams Natural Resources Fund. The most heavily invested institutionals were Adams Diversified Equity Fund Inc. ($52.49M), Saba Capital Management L.P. ($37.79M), Pathstone Holdings LLC ($9.01M), Lazard Asset Management LLC ($8.84M), Royal Bank of Canada ($8.64M), Raymond James & Associates ($5.03M), and Raymond James Financial Inc. ($4.77M).Learn more on Adams Natural Resources Fund's institutional investors.

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

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

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

Of the 58 institutional investors that purchased Adams Natural Resources Fund's 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), Raymond James Financial Inc. ($454.81K), Pathstone Holdings LLC ($297.71K), Adams Diversified Equity Fund Inc. ($269.41K), Penserra Capital Management LLC ($212.13K), Wolverine Asset Management LLC ($136.41K), and Capstone Investment Advisors LLC ($113.76K).

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

Institutional investors have bought a total of 1,863,794 shares in the last 24 months. This purchase volume represents approximately $41.50M in transactions.

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

Of the 33 institutional investors that sold Adams Natural Resources Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Cornerstone Advisors LLC ($338.21K), Royal Bank of Canada ($107.82K), Lazard Asset Management LLC ($98.15K), CSS LLC IL ($39.33K), Baird Financial Group Inc. ($30.19K), North Star Asset Management Inc. ($26.14K), and 1607 Capital Partners LLC ($20.70K).

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

Institutional investors have sold a total of 803,636 shares in the last 24 months. This volume of shares sold represents approximately $18.13M in transactions.


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This page (NYSE:PEO) was last updated on 8/21/2025 by MarketBeat.com Staff
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