Purchases and Sales Made in Q2 2023 in Adams Resources & Energy, Inc. (AE)
This table provides information about the institutional ownership of Adams Resources & Energy, Inc. (AE) during Q2 2023. The information is specifically focused on institutions that hold shares of ADAMS RESOURCES & ENERGY, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
First Sabrepoint Capital Management LP
Dallas, TX |
BUY
|
- |
25K+ 33.33% |
$825K - $1.05M
|
100K
$3.71M
|
|
|
Jul 27, 2023
Q2 2023
|
Ea Series Trust
Havertown, PA |
BUY
|
- |
12.7KNew |
$418K - $532K
|
12.7K
$470K
|
|
|
Jul 27, 2023
Q2 2023
|
Empowered Funds, LLC
|
BUY
|
- |
12.7KNew |
$418K - $532K
|
12.7K
$470K
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.6KNew |
$383K - $487K
|
11.6K
$430K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.3KNew |
$339K - $432K
|
10.3K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
First Wilshire Securities Management Inc
Pasadena, CA |
BUY
|
- |
6.95K+ 27.76% |
$229K - $292K
|
32K
$1.18M
|
|
|
Aug 11, 2023
Q2 2023
|
Needham Investment Management LLC
New York, NY |
BUY
|
- |
3.5K+ 3.5% |
$116K - $147K
|
104K
$3.84M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.37K+ 4.78% |
$111K - $142K
|
73.8K
$2.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
3KNew |
$99K - $126K
|
3K
$111K
|
|
|
Aug 11, 2023
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
1.68K+ 11.87% |
$55.3K - $70.5K
|
15.8K
$586K
|
|
|
Feb 09, 2024
Q2 2023
|
Wittenberg Investment Management, Inc.
Carlisle, MA |
BUY
|
- |
1.68K+ 11.87% |
$55.3K - $70.5K
|
15.8K
$586K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
33+ 14.8% |
$1.09K - $1.39K
|
256
$9.49K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9- 0.19% |
$297 - $378
|
4.61K
$171K
|
|
|
Aug 11, 2023
Q2 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-54- 0.52% |
$1.78K - $2.27K
|
10.4K
$385K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-314- 94.86% |
$10.4K - $13.2K
|
17
$630
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-430- 2.89% |
$14.2K - $18.1K
|
14.5K
$536K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-449- 62.62% |
$14.8K - $18.9K
|
268
$9.93K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-503- 0.84% |
$16.6K - $21.1K
|
59.2K
$2.2M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-680- 4.33% |
$22.4K - $28.6K
|
15K
$556K
|
|
|
Aug 11, 2023
Q2 2023
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-1.08K- 6.56% |
$35.6K - $45.3K
|
15.4K
$569K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.65K- 19.14% |
$54.5K - $69.4K
|
6.97K
$259K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.23K- 11.37% |
$73.4K - $93.5K
|
17.3K
$643K
|
|
|
Aug 14, 2023
Q2 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-2.37K- 4.62% |
$78.1K - $99.4K
|
48.9K
$1.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.6K- 98.12% |
$85.9K - $109K
|
50
$1.85K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.1K- 49.23% |
$102K - $130K
|
3.2K
$119K
|
|
|
Aug 11, 2023
Q2 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-9.69K- 4.66% |
$320K - $407K
|
198K
$7.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Dimensional Fund Advisors LP
Austin, TX |
SELL
|
- |
-9.9K- 3.21% |
$327K - $416K
|
299K
$11.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-11.7K- 14.59% |
$386K - $491K
|
68.5K
$2.54M
|