Latest Institutional Transactions on Adams Natural Resources Fund, Inc. (PEO)
This table provides information on the latest institutional transactions involving Adams Natural Resources Fund, Inc. (PEO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
801+ 45.23% |
$15.2K - $18.4K
|
2.57K
$53.5K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
98.2K+ 14.11% |
$1.86M - $2.26M
|
794K
$16.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.96K+ 4.66% |
$37.2K - $45.1K
|
44.1K
$917K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4- 0.01% |
$75.8 - $91.9
|
56.1K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.9KNew |
$491K - $596K
|
25.9K
$540K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
567+ 4.71% |
$10.7K - $13K
|
12.6K
$262K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
2.8K+ 22.17% |
$53K - $64.3K
|
15.4K
$321K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.2K- 5.58% |
$41.7K - $50.6K
|
37.3K
$776K
|
|
|
Aug 14, 2025
Q2 2025
|
Intrepid Family Office LLC
Greenwich, CT |
SELL
|
- |
-18.5K- 9.59% |
$350K - $425K
|
174K
$3.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
126KNew |
$2.38M - $2.89M
|
126K
$2.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
67.2KNew |
$1.27M - $1.54M
|
67.2K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37+ 0.03% |
$701 - $850
|
121K
$2.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.08K- 1.36% |
$58.3K - $70.7K
|
223K
$4.65M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 33.33% |
$1.89K - $2.3K
|
200
$4.16K
|
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-3.33K- 2.72% |
$63K - $76.4K
|
119K
$2.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
147K+ 38.95% |
$2.79M - $3.39M
|
526K
$10.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.67K- 5.01% |
$31.5K - $38.2K
|
31.5K
$656K
|
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-42.5K- 9.32% |
$805K - $976K
|
413K
$8.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-11.7K- 0.4% |
$221K - $268K
|
2.88M
$59.9M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
65+ 2.38% |
$1.23K - $1.49K
|
2.8K
$58.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-92- 0.76% |
$1.74K - $2.11K
|
12K
$250K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.6K+ 160.88% |
$201K - $244K
|
17.2K
$358K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.63K- 16.2% |
$49.8K - $60.3K
|
13.6K
$283K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.2K+ 9.07% |
$98.6K - $120K
|
62.6K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.92K+ 21.87% |
$112K - $136K
|
33K
$686K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
98+ 5.27% |
$1.86K - $2.25K
|
1.96K
$40.7K
|
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-18.2K- 16.64% |
$344K - $418K
|
91.1K
$1.9M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.2K+ 18.64% |
$136K - $165K
|
45.8K
$954K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.73K+ 28.4% |
$184K - $223K
|
44K
$915K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-138K- 40.08% |
$2.61M - $3.17M
|
206K
$4.29M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.77K- 4.02% |
$52.4K - $63.5K
|
66.1K
$1.38M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.65K+ 17.8% |
$88.1K - $107K
|
30.8K
$641K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
67+ 119.64% |
$1.27K - $1.54K
|
123
$2.56K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
539+ 0.48% |
$10.2K - $12.4K
|
114K
$2.36M
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
300+ 0.55% |
$5.68K - $6.89K
|
54.8K
$1.14M
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
1.31K+ 2.24% |
$24.7K - $30K
|
59.5K
$1.24M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26+ 0.27% |
$492 - $597
|
9.49K
$197K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-975- 3.81% |
$18.5K - $22.4K
|
24.6K
$512K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
229+ 2.46% |
$4.34K - $5.26K
|
9.53K
$198K
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
4.63K+ 21.02% |
$87.8K - $106K
|
26.7K
$555K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.26K+ 3.04% |
$119K - $144K
|
212K
$4.41M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12K- 34.94% |
$227K - $275K
|
22.3K
$464K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
240+ 2.5% |
$4.55K - $5.51K
|
9.83K
$205K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.9K+ 6.86% |
$36K - $43.7K
|
29.6K
$616K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
440New |
$8.33K - $10.1K
|
440
$9.16K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
343+ 2.5% |
$6.5K - $7.88K
|
14K
$292K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
63.1K+ 123.54% |
$1.2M - $1.45M
|
114K
$2.38M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
616+ 2.48% |
$11.7K - $14.1K
|
25.5K
$530K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.1K+ 3.87% |
$20.9K - $25.3K
|
29.6K
$617K
|