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Adams Natural Resources Fund (PEO) Institutional Ownership

Adams Natural Resources Fund logo
$26.86 -0.04 (-0.13%)
As of 12:29 PM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
51
Total
Institutional Inflows
(last 12 months)
$19.69M
Number of
Institutional Sellers
(last 12 months)
25
Total
Institutional Outflows
(last 12 months)
$21.23M
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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
7/10/2026 Whitener Capital Management Inc.90,616$2.24M0.5%+1.2%0.330%
7/10/2026 Wealthcare Advisory Partners LLC42,179$1.04M0.0%+6.4%0.153%
6/3/2026NewEdge Advisors LLC8,885$247K0.0%-37.4%0.032%
5/19/2026Bank of America Corp DE124,273$3.46M0.0%+0.9%0.452%
5/18/2026Sunbelt Securities Inc.5,500$153K0.0%N/A0.020%
5/18/2026Royal Bank of Canada426,717$11.86M0.0%-17.9%1.552%
5/16/2026Saba Capital Management L.P.2,262,661$62.90M1.7%-16.1%8.228%
5/16/2026Lazard Asset Management LLC507,006$14.10M0.0%-0.4%1.844%
5/14/2026FCA Corp TX118,306$3.29M0.9%+5.2%0.430%
5/13/2026Cetera Investment Advisers29,673$825K0.0%+9.9%0.108%
5/13/2026First Trust Advisors LP77,470$2.15M0.0%+8.7%0.282%
5/8/2026PNC Financial Services Group Inc.2,550$71K0.0%+30.8%0.009%
5/7/2026Basepoint Wealth LLC165,998$4.62M2.6%-0.6%0.604%
5/6/2026Allspring Global Investments Holdings LLC20,967$583K0.0%+10.5%0.076%
5/5/2026 D.A. Davidson & CO.74,933$2.08M0.0%+10.3%0.272%
5/5/2026Roberts Glore & Co. Inc. IL36,175$1.01M0.3%+6.1%0.132%
5/4/2026Calamos Advisors LLC30,153$838K0.0%N/A0.110%
5/1/2026Fifth Third Bancorp2,294$64K0.0%+2,697.6%0.008%
4/30/2026 Kestra Advisory Services LLC34,799$967K0.0%+10.0%0.127%
4/29/2026 Burney Co.47,802$1.33M0.0%+41.6%0.174%
4/28/2026 Meridian Investment Counsel Inc.7,779$216K0.1%N/A0.028%
4/27/2026 Private Advisor Group LLC7,820$217K0.0%N/A0.028%
4/22/2026 Adams Diversified Equity Fund Inc.2,621,907$72.89M2.6%+1.9%9.534%
4/17/2026 Sovereign Financial Group Inc.9,209$256K0.0%N/A0.033%
4/16/2026Evolve Private Wealth LLC25,824$718K0.0%+1.9%0.094%
4/16/2026 Uhlmann Price Securities LLC67,396$1.87M0.1%+1.8%0.245%
4/15/2026 Nations Financial Group Inc. IA ADV51,280$1.43M0.1%+2.4%0.186%
2/18/2026NewEdge Advisors LLC14,183$308K0.0%+10.8%0.054%
2/18/2026Saba Capital Management L.P.2,698,250$58.66M1.7%+0.4%10.268%
2/18/2026Intrepid Family Office LLC153,379$3.33M2.9%+2.3%0.584%
2/18/2026Evolve Private Wealth LLC25,333$551K0.0%N/A0.096%
2/17/2026Cetera Investment Advisers27,010$587K0.0%+10.2%0.103%
2/17/2026Lazard Asset Management LLC508,966$11.07M0.0%-0.2%1.937%
2/17/2026 Kovack Advisors Inc.23,712$515K0.0%+5.6%0.090%
2/17/2026Osaic Holdings Inc.22,442$488K0.0%+18.5%0.085%
2/17/2026Royal Bank of Canada519,439$11.29M0.0%-0.4%1.977%
2/16/2026Verition Fund Management LLC149,075$3.24M0.0%+2.3%0.567%
2/16/2026 Adams Diversified Equity Fund Inc.2,572,684$55.93M1.9%+2.3%9.790%
2/13/2026 Kestra Advisory Services LLC31,639$688K0.0%+2.7%0.120%
2/13/2026Stifel Financial Corp43,181$939K0.0%-19.1%0.164%
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2/13/2026First Trust Advisors LP71,295$1.55M0.0%-1.4%0.271%
2/13/2026Wells Fargo & Company MN42,583$926K0.0%-2.3%0.162%
2/12/2026Advisors Asset Management Inc.78,223$1.70M0.0%+16.1%0.298%
2/12/2026Jane Street Group LLC9,606$209K0.0%-32.1%0.037%
2/12/2026 Sprott Inc.67,520$1.47M0.0%+11.4%0.257%
2/12/2026 Commonwealth Equity Services LLC28,277$615K0.0%+27.5%0.108%
2/12/2026Principal Securities Inc.43,243$940K0.0%+5.1%0.165%
2/12/2026 Kovack Advisors Inc.23,712$511K0.0%+5.6%0.090%
2/11/2026FCA Corp TX112,487$2.45M0.7%-11.4%0.428%
2/11/2026LPL Financial LLC68,135$1.48M0.0%+10.3%0.259%
2/10/2026Basepoint Wealth LLC166,957$3.63M2.2%-1.1%0.635%
2/9/2026Blue Bell Private Wealth Management LLC115,997$2.52M0.4%+2.6%0.441%
2/9/2026North Star Asset Management Inc.87,418$1.90M0.1%-1.0%0.333%
2/6/2026Global Retirement Partners LLC1,589$35K0.0%N/A0.006%
2/6/2026HighTower Advisors LLC31,430$683K0.0%-52.7%0.120%
2/5/2026Roberts Glore & Co. Inc. IL34,100$741K0.2%+20.9%0.130%
2/2/2026Wolverine Asset Management LLC45,551$990K0.0%-70.6%0.173%
1/29/2026 D.A. Davidson & CO.67,962$1.48M0.0%+2.8%0.259%
1/29/2026 Concurrent Investment Advisors LLC29,253$636K0.0%+21.0%0.111%
1/26/2026 Nations Financial Group Inc. IA ADV50,090$1.09M0.1%-8.6%0.191%
1/23/2026 Farther Finance Advisors LLC2,930$64K0.0%N/A0.011%
1/23/2026 Whitener Capital Management Inc.87,546$1.90M0.4%+13.0%0.333%
1/23/2026 Burney Co.33,765$734K0.0%+9.0%0.128%
1/15/2026 Uncommon Cents Investing LLC58,884$1.28M0.3%-1.8%0.224%
1/15/2026Allspring Global Investments Holdings LLC18,967$412K0.0%N/A0.072%
1/14/2026 Wealthcare Advisory Partners LLC36,182$787K0.0%-1.2%0.138%
1/12/2026 Cullen Investment Group LTD.27,399$614K0.1%+1.7%0.104%
1/12/2026 Uhlmann Price Securities LLC66,180$1.44M0.9%+2.5%0.252%
1/8/2026 Wealth Enhancement Advisory Services LLC60,628$1.33M0.0%+1.0%0.231%
11/18/2025Advisory Services Network LLC2,239$48K0.0%N/A0.009%
11/17/2025Verition Fund Management LLC145,791$3.14M0.0%+15.8%0.555%
11/17/2025Northwestern Mutual Wealth Management Co.4,436$95K0.0%+58.4%0.017%
11/17/2025Bank of America Corp DE122,825$2.64M0.0%+1.5%0.467%
11/14/2025Creative Planning10,302$222K0.0%+8.6%0.039%
11/14/2025Lazard Asset Management LLC510,075$10.98M0.0%+23.4%1.941%
11/14/2025Raymond James Financial Inc.221,033$4.76M0.0%-1.0%0.841%
11/13/2025Pathstone Holdings LLC264,520$5.69M0.0%+28.2%1.007%
11/13/2025UBS Group AG32,605$702K0.0%-12.6%0.124%
11/13/2025Basepoint Wealth LLC168,880$3.63M2.6%-3.7%0.643%
11/13/2025First Trust Advisors LP72,305$1.56M0.0%+15.6%0.275%
11/12/2025 Sprott Inc.60,610$1.30M0.0%+1.8%0.231%
11/12/2025Roberts Glore & Co. Inc. IL28,205$607K0.2%+5.7%0.107%
11/10/2025North Star Asset Management Inc.88,281$1.90M0.1%-3.1%0.336%
11/10/2025 Kovack Advisors Inc.22,454$483K0.0%-11.8%0.085%
11/7/2025 Uhlmann Price Securities LLC64,568$1.39M0.8%+4.7%0.246%
11/6/2025Advisors Asset Management Inc.67,376$1.45M0.0%+47.0%0.256%
11/4/2025Penserra Capital Management LLC272,359$5.86M0.1%+28.4%1.036%
11/4/2025Jones Financial Companies Lllp25,339$561K0.0%+47.2%0.096%
10/29/2025 Wealth Enhancement Advisory Services LLC60,020$1.30M0.0%-3.4%0.228%
10/28/2025Wolverine Asset Management LLC155,166$3.34M0.0%+35.9%0.591%
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10/27/2025 Concurrent Investment Advisors LLC24,169$520K0.0%+61.9%0.092%
10/22/2025 Adams Diversified Equity Fund Inc.2,516,002$54.14M1.8%+2.4%9.575%
10/22/2025Geneos Wealth Management Inc.1,863$40K0.0%-27.6%0.007%
10/22/2025Blue Bell Private Wealth Management LLC113,014$2.43M0.4%-0.4%0.430%
10/22/2025 D.A. Davidson & CO.66,087$1.42M0.0%+2.8%0.252%
10/16/2025 Burney Co.30,978$667K0.0%+4.6%0.118%
10/15/2025 Whitener Capital Management Inc.77,489$1.67M0.4%+1.3%0.295%
10/14/2025 Highline Wealth Partners LLC1,500$32K0.0%N/A0.006%
10/7/2025 Cullen Investment Group LTD.26,945$583K0.1%-6.1%0.103%
9/4/2025Osaic Holdings Inc.20,996$449K0.0%+29.5%0.080%


PEO Institutional Ownership - Frequently Asked Questions

During the previous two years, 88 institutional investors and hedge funds held shares of Adams Natural Resources Fund. The most heavily invested institutionals were Adams Diversified Equity Fund Inc. ($72.89M), Saba Capital Management L.P. ($62.90M), Lazard Asset Management LLC ($14.10M), Royal Bank of Canada ($11.86M), Penserra Capital Management LLC ($5.86M), Pathstone Holdings LLC ($5.69M), and Raymond James & Associates ($5.03M).Learn more on Adams Natural Resources Fund's institutional investors.

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

Of the 69 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: Raymond James Financial Inc. ($454.81K), Adams Diversified Equity Fund Inc. ($435.13K), Pathstone Holdings LLC ($355.94K), Penserra Capital Management LLC ($272.36K), Wolverine Asset Management LLC ($177.41K), Capstone Investment Advisors LLC ($113.76K), and Lazard Asset Management LLC ($96.62K).

Institutional investors have bought a total of 866,429 shares in the last 24 months. This purchase volume represents approximately $19.69M in transactions.

Of the 25 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: Saba Capital Management L.P. ($435.59K), Wolverine Asset Management LLC ($109.62K), Royal Bank of Canada ($94.73K), Lazard Asset Management LLC ($45.57K), HighTower Advisors LLC ($34.98K), North Star Asset Management Inc. ($21.91K), and Intrepid Family Office LLC ($18.48K).

Institutional investors have sold a total of 831,999 shares in the last 24 months. This volume of shares sold represents approximately $21.23M in transactions.


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This page (NYSE:PEO) was last updated on 8/3/2026 by MarketBeat.com Staff.
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