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Adams Natural Resources Fund (PEO) Institutional Ownership

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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)
29
Total
Institutional Inflows
(last 12 months)
$30.08M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$10.35M
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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
4/22/2024Raymond James & Associates223,501$5.15M0.0%-0.6%0.876%
4/19/2024Uncommon Cents Investing LLC62,483$1.44M0.4%-1.9%0.245%
4/19/2024Kovack Advisors Inc.22,965$530K0.1%-4.6%0.090%
4/16/2024Vanguard Capital Wealth Advisors10,586$244K0.2%-15.4%0.041%
4/16/2024Wealth 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%
2/13/2024Quantedge Capital Pte Ltd57,826$1.19M0.6%+31.8%0.230%
2/13/20241607 Capital Partners LLC146,708$3.03M0.2%-3.2%0.583%
2/9/2024Nations Financial Group Inc. IA ADV57,890$1.19M0.1%-0.9%0.230%
2/9/2024D.A. Davidson & CO.54,565$1.13M0.0%+7.9%0.217%
2/9/2024Cornerstone Advisors LLC482,767$9.96M0.4%+2.4%1.917%
2/8/2024FCA Corp TX103,233$2.13M0.7%+5.4%0.410%
2/7/2024Principal Securities Inc.23,177$478K0.0%N/A0.092%
2/6/2024Wealthcare Advisory Partners LLC53,709$1.11M0.0%+13.7%0.213%
2/2/2024Kovack Advisors Inc.24,082$497K0.1%+5.2%0.096%
2/1/2024Wolverine Asset Management LLC90,615$1.87M0.0%-29.2%0.360%
2/1/2024North Star Asset Management Inc.135,888$2.80M0.1%-3.7%0.540%
1/31/2024Zazove Associates LLC1,800$37K0.0%N/A0.007%
1/30/2024 Cullen Investment Group LTD.27,526$568K0.1%N/A0.109%
1/25/2024Blue Bell Private Wealth Management LLC31,583$652K0.2%+117.6%0.125%
1/23/2024Venturi Wealth Management LLC2,499$52K0.0%+199.6%0.010%
1/22/2024Alta Capital Management LLC20,000$413K0.0%N/A0.079%
1/18/2024Uncommon Cents Investing LLC63,711$1.31M0.4%-2.0%0.253%
1/16/2024Raymond James & Associates224,749$4.64M0.0%+22.2%0.893%
11/17/2023Sprott Inc.35,662$825K0.1%+15.2%0.142%
11/15/20231607 Capital Partners LLC151,587$3.51M0.3%-18.1%0.602%
11/14/2023Lazard Asset Management LLC699,310$16.17M0.0%-0.3%2.777%
11/14/2023AQR Arbitrage LLC58,044$1.34M0.1%-30.4%0.231%
11/14/2023Saba Capital Management L.P.1,634,468$37.79M0.9%+125.4%6.491%
11/14/2023Thomas J. Herzfeld Advisors Inc.116,804$2.70M1.0%-12.4%0.464%
11/13/2023Quantedge Capital Pte Ltd43,882$1.02M0.6%-49.4%0.174%
11/13/2023Wolverine Asset Management LLC127,986$2.96M0.0%-35.6%0.508%
11/13/2023PNC Financial Services Group Inc.4,950$114K0.0%-37.7%0.020%
11/13/2023FCA Corp TX97,982$2.27M0.8%+3.7%0.389%
11/9/2023Cornerstone Advisors LLC471,560$10.90M0.5%-15.2%1.873%
11/8/2023HighTower Advisors LLC89,534$2.07M0.0%-21.8%0.356%
11/3/2023Loring Wolcott & Coolidge Fiduciary Advisors LLP MA7,023$157K0.0%-13.5%0.028%
11/2/2023Whitener Capital Management Inc.69,034$1.60M0.6%+2.2%0.274%
11/1/2023Vanguard Capital Wealth Advisors12,174$281K0.3%-11.5%0.048%
10/30/2023Blue Bell Private Wealth Management LLC14,515$336K0.1%+13.5%0.058%
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10/26/2023North Star Asset Management Inc.141,115$3.26M0.2%-5.0%0.560%
10/24/2023Raymond James & Associates183,917$4.25M0.0%+6.7%0.730%
10/24/2023Cambridge 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%
8/16/2023Thomas J. Herzfeld Advisors Inc.133,361$2.78M1.1%-3.2%0.530%
8/15/2023Cohen & Steers Inc.155,985$3.25M0.0%+16.5%0.619%
8/14/2023CSS LLC IL535,621$11.15M0.7%-2.3%2.127%
8/11/2023Cornerstone Advisors LLC556,120$11.58M0.6%+3.9%2.209%
8/11/2023City of London Investment Management Co. Ltd.16,700$348K0.0%-28.6%0.066%
8/11/2023Landscape Capital Management L.L.C.23,557$490K0.1%-22.4%0.094%
8/11/2023Guggenheim Capital LLC35,678$743K0.0%+6.4%0.142%
8/8/2023Blue Bell Private Wealth Management LLC12,784$266K0.1%+19.5%0.051%
8/7/2023Wolverine Asset Management LLC198,610$4.14M0.0%-19.7%0.789%
7/31/2023LPL Financial LLC22,946$478K0.0%+9.1%0.091%
7/27/2023 Compass Wealth Management LLC11,011$229K0.1%N/A0.044%
7/25/2023Raymond James & Associates172,365$3.59M0.0%+0.6%0.685%
7/17/2023Wealthcare Advisory Partners LLC47,225$983K0.0%-8.6%0.188%
7/13/2023Whitener Capital Management Inc.67,527$1.41M0.5%+8.3%0.268%
5/12/2023Twin Focus Capital Partners LLC16,579$341K0.1%+7.8%0.066%
5/12/2023FCA Corp TX99,382$2.04M0.8%+4.1%0.395%
5/12/2023SeaCrest Wealth Management LLC13,716$282K0.0%+7.3%0.054%
5/11/2023Elequin Securities LLC15,516$319K0.2%+135.6%0.062%
5/11/2023Guggenheim Capital LLC33,540$690K0.0%-11.1%0.133%
5/10/2023North Star Asset Management Inc.148,854$3.06M0.2%-1.0%0.591%
5/10/2023Landscape Capital Management L.L.C.30,351$624K0.1%+158.9%0.121%
5/8/2023Wolverine Asset Management LLC247,280$5.08M0.1%+62.4%0.982%
5/4/2023Parkside Financial Bank & Trust2,252$46K0.0%N/A0.009%
5/3/2023Integrated Wealth Concepts LLC25,910$533K0.0%N/A0.103%
4/25/2023D.A. Davidson & CO.50,129$1.03M0.0%+1.1%0.199%
4/21/2023Vanguard Capital Wealth Advisors13,905$286K0.3%N/A0.055%
4/21/2023Kovack Advisors Inc.25,622$527K0.1%-10.2%0.102%
4/14/2023Transform Wealth LLC10,310$212K0.0%N/A0.041%
4/14/2023Uncommon Cents Investing LLC65,380$1.34M0.5%-1.1%0.260%
4/14/2023Raymond James & Associates171,397$3.52M0.0%-25.4%0.681%
4/12/2023Whitener Capital Management Inc.62,369$1.28M0.5%-1.3%0.248%
3/6/2023North Star Asset Management Inc.150,431$3.28M0.2%-0.3%0.597%
3/2/2023Loring Wolcott & Coolidge Fiduciary Advisors LLP MA8,123$177K0.0%+6.2%0.032%
3/1/2023Whitener Capital Management Inc.63,183$1.38M0.6%-1.7%0.251%
2/22/2023Kovack Advisors Inc.28,535$622K0.1%-2.5%0.000%
2/14/2023CSS LLC IL544,407$11.87M0.7%+9.6%0.000%
2/13/2023Johnson Financial Group Inc.8,808$192K0.0%-40.6%0.000%
2/13/2023Wealthcare Advisory Partners LLC51,929$1.13M0.1%-1.8%0.000%
2/13/2023JFS Wealth Advisors LLC16,523$360K0.0%+94.3%0.000%
2/10/2023City of London Investment Management Co. Ltd.31,090$678K0.1%+142.9%0.000%
2/10/2023PNC Financial Services Group Inc.7,950$173K0.0%-11.5%0.000%
2/10/2023Moors & Cabot Inc.13,576$296K0.0%+6.2%0.000%
2/9/2023Landscape Capital Management L.L.C.11,721$256K0.0%N/A0.000%
2/9/2023Elequin Securities LLC6,587$144K0.0%N/A0.000%
2/9/2023First 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%
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2/9/2023EverSource Wealth Advisors LLC2,038$44K0.0%N/A0.000%
2/9/2023HighTower Advisors LLC103,030$2.24M0.0%+25.0%0.000%
2/8/2023Raymond James Financial Services Advisors Inc.13,210$288K0.0%-53.4%0.000%
2/8/2023Raymond James & Associates229,891$5.01M0.0%+31.7%0.000%
2/8/2023Cambridge Investment Research Advisors Inc.23,029$502K0.0%+18.0%0.000%
2/7/2023Commonwealth Equity Services LLC45,828$999K0.0%+7.3%0.000%
2/3/2023Blue Bell Private Wealth Management LLC10,694$233K0.1%+11.2%0.000%
2/1/2023Wolverine Asset Management LLC152,282$3.32M0.0%+135.0%0.000%
1/31/2023Kestra Advisory Services LLC25,811$563K0.0%+3.2%0.000%
1/13/2023Uncommon Cents Investing LLC66,110$1.44M0.5%+5.9%0.275%
(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 ($16.17M), CSS LLC IL ($11.15M), Cornerstone Advisors LLC ($9.96M), 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 49 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 ($129.16K), Raymond James & Associates ($109.88K), Cohen & Steers Inc. ($99.25K), Whitener Capital Management Inc. ($71.51K), and CSS LLC IL ($58.90K).

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

Institutional investors have bought a total of 2,095,143 shares in the last 24 months. This purchase volume represents approximately $45.54M in transactions.

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

Of the 33 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 ($221.35K), Wolverine Asset Management LLC ($156.67K), Raymond James & Associates ($59.74K), Walleye Capital LLC ($52.14K), Quantedge Capital Pte Ltd ($42.91K), 1607 Capital Partners LLC ($38.35K), and North Star Asset Management Inc. ($26.53K).

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

Institutional investors have sold a total of 799,479 shares in the last 24 months. This volume of shares sold represents approximately $17.34M in transactions.


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This page (NYSE:PEO) was last updated on 4/23/2024 by MarketBeat.com Staff

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