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Adams Natural Resources Fund (PEO) Institutional Ownership

Adams Natural Resources Fund logo
$20.16 +0.19 (+0.93%)
Closing price 03:58 PM Eastern
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$20.20 +0.04 (+0.20%)
As of 04:05 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)
42
Total
Institutional Inflows
(last 12 months)
$35.63M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$20.60M
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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
5/1/2025 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%
2/19/2025North Star Asset Management Inc.111,142$2.42M0.1%-5.2%0.436%
2/18/2025CSS LLC IL155,687$3.39M0.2%-20.2%0.610%
2/17/2025Quantedge Capital Pte Ltd19,432$422K0.2%-32.1%0.076%
2/17/2025Pathstone Holdings LLC414,351$9.01M0.0%+42.1%1.624%
2/17/2025Millennium Management LLC13,310$289K0.0%-50.8%0.052%
2/17/2025Lazard Asset Management LLC455,727$9.91M0.0%-10.9%1.786%
2/17/2025Focus Partners Wealth15,570$338K0.0%+3.6%0.061%
2/17/2025Cetera Investment Advisers20,796$452K0.0%+14.9%0.082%
2/17/2025Capstone Investment Advisors LLC113,761$2.47M0.0%+111.8%0.446%
2/17/2025Baird Financial Group Inc.54,194$1.18M0.0%-5.3%0.212%
2/17/2025Bank of America Corp DE123,523$2.69M0.0%-8.1%0.484%
2/14/2025Stifel Financial Corp75,452$1.64M0.0%+1.6%0.296%
2/14/2025First Trust Advisors LP56,354$1.23M0.0%+5.2%0.221%
2/13/20251607 Capital Partners LLC61,634$1.34M0.1%-25.1%0.242%
2/13/2025NewEdge Advisors LLC11,706$254K0.0%+13.6%0.046%
2/13/2025Guggenheim Capital LLC12,851$279K0.0%-22.5%0.050%
2/13/2025Cohen & Steers Inc.170,985$3.72M0.0%-2.8%0.670%
2/13/2025Raymond James Financial Inc.227,406$4.94M0.0%N/A0.891%
2/12/2025Thomas J. Herzfeld Advisors Inc.1,594$35K0.0%-72.6%0.006%
2/12/2025Level Four Advisory Services LLC13,850$301K0.0%N/A0.054%
2/11/2025FCA Corp TX112,897$2.45M0.8%+3.5%0.443%
2/11/2025LPL 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%
2/10/2025Commonwealth Equity Services LLC36,179$787K0.0%+5.5%0.142%
2/7/2025HighTower Advisors LLC68,784$1.50M0.0%-3.2%0.270%
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2/7/2025Moors & Cabot Inc.15,298$333K0.0%+4.6%0.060%
2/7/2025Roberts Glore & Co. Inc. IL21,620$470K0.1%+7.6%0.085%
2/7/2025PNC Financial Services Group Inc.1,972$43K0.0%-19.5%0.008%
2/7/2025Blue Bell Private Wealth Management LLC103,255$2.25M0.4%+13.5%0.405%
2/6/2025Raymond James Financial Inc.227,406$4.94M0.0%N/A0.891%
2/6/2025Jones Financial Companies Lllp4,547$99K0.0%+31.9%0.018%
2/5/2025Kovack Advisors Inc.22,740$494K0.0%+4.6%0.089%
2/4/2025Sprott 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%
1/30/2025Nations 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%
1/15/2025 Wealthcare Advisory Partners LLC36,066$784K0.0%-35.1%0.141%
1/14/2025 SeaCrest Wealth Management LLC12,600$274K0.0%-8.5%0.049%
1/13/2025 Cullen Investment Group LTD.28,786$626K0.1%+1.9%0.113%
1/13/2025 City State Bank1,148$25K0.0%N/A0.004%
11/25/2024Sanctuary Advisors LLC24,697$590K0.0%N/A0.097%
11/15/2024Stifel Financial Corp74,260$1.72M0.0%+2.2%0.291%
11/15/2024HighTower Advisors LLC71,035$1.65M0.0%-7.7%0.278%
11/14/2024Capstone Investment Advisors LLC53,699$1.25M0.0%N/A0.210%
11/13/2024 D.A. Davidson & CO.64,107$1.49M0.0%+1.1%0.251%
11/8/2024Cornerstone Advisors LLC53,573$1.24M0.0%-85.0%0.210%
11/8/2024Advisors Asset Management Inc.15,503$360K0.0%N/A0.061%
11/7/2024Pathstone Holdings LLC291,504$6.77M0.0%+149.9%1.143%
11/6/2024Kovack Advisors Inc.21,749$505K0.1%-5.3%0.085%
11/5/2024Nations Financial Group Inc. IA ADV57,107$1.33M0.1%-3.4%0.224%
11/4/2024Wolverine Asset Management LLC24,086$559K0.0%+1,206.2%0.094%
10/29/2024 Whitener Capital Management Inc.74,478$1.73M0.5%+0.7%0.292%
10/25/2024 JFS Wealth Advisors LLC9,101$211K0.0%-41.5%0.036%
10/25/2024 Adams Diversified Equity Fund Inc.2,238,679$51.98M1.9%+2.4%8.776%
10/24/2024 Wealth Enhancement Advisory Services LLC69,248$1.61M0.0%-6.8%0.271%
10/18/2024Raymond James & Associates216,439$5.03M0.0%+3.7%0.848%
10/5/2024 Cullen Investment Group LTD.28,240$656K0.1%+2.1%0.111%
8/16/2024Northwestern Mutual Wealth Management Co.3,230$76K0.0%+241.1%0.013%
8/9/2024Cornerstone Advisors LLC356,311$8.41M0.3%-26.3%1.397%
8/8/2024 Vanguard Capital Wealth Advisors8,532$201K0.1%-19.4%0.033%
8/6/2024North Star Asset Management Inc.121,285$2.86M0.1%-7.5%0.475%
8/5/2024Blue Bell Private Wealth Management LLC51,918$1.23M0.3%+25.6%0.204%
8/2/2024Wolverine Asset Management LLC1,844$44K0.0%-98.6%0.007%
7/30/2024Searle & CO.8,496$201K0.0%N/A0.033%
7/19/2024Raymond James & Associates208,712$4.93M0.0%-6.6%0.818%
7/18/2024 Miracle Mile Advisors LLC14,309$338K0.0%N/A0.056%
7/17/2024 Whitener Capital Management Inc.73,947$1.75M0.5%+3.8%0.290%
7/10/2024 Simplicity Wealth LLC8,593$203K0.0%N/A0.034%
5/15/2024Lazard Asset Management LLC579,459$13.36M0.0%-11.0%2.271%
5/10/2024Cornerstone Advisors LLC483,384$11.15M0.5%+0.1%1.895%
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5/2/2024Vantage Financial Partners LLC8,718$201K0.1%N/A0.034%
4/24/2024Blue Bell Private Wealth Management LLC41,325$953K0.2%+30.8%0.162%
4/23/2024Nations 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%
4/22/2024Raymond 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%
4/19/2024Kovack 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%
2/15/2024Flow State Investments L.P.14,741$304K0.1%N/A0.059%
(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, 78 institutional investors and hedge funds held shares of Adams Natural Resources Fund. The most heavily invested institutionals were Adams Diversified Equity Fund Inc. ($54.66M), Saba Capital Management L.P. ($37.79M), Lazard Asset Management LLC ($9.91M), Pathstone Holdings LLC ($9.01M), Raymond James & Associates ($5.03M), Raymond James Financial Inc. ($4.94M), and Penserra Capital Management LLC ($4.70M).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 59 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), Raymond James Financial Inc. ($454.81K), Pathstone Holdings LLC ($297.71K), Adams Diversified Equity Fund Inc. ($209.47K), Penserra Capital Management LLC ($205.87K), Wolverine Asset Management LLC ($117.24K), 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 2,950,447 shares in the last 24 months. This purchase volume represents approximately $65.95M in transactions.

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

Of the 32 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: Cornerstone Advisors LLC ($514.37K), Wolverine Asset Management LLC ($286.61K), Lazard Asset Management LLC ($129.04K), 1607 Capital Partners LLC ($59.05K), CSS LLC IL ($52.18K), Quantedge Capital Pte Ltd ($52.11K), and HighTower Advisors LLC ($33.21K).

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

Institutional investors have sold a total of 1,360,603 shares in the last 24 months. This volume of shares sold represents approximately $31.01M in transactions.


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This page (NYSE:PEO) was last updated on 5/2/2025 by MarketBeat.com Staff
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