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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.37K+ 3.96% |
$44.9K - $54.4K
|
62.1K
$1.35M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29+ 2.54% |
$549 - $666
|
1.17K
$25.4K
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-700- 2.38% |
$13.3K - $16.1K
|
28.7K
$622K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-36.3K- 84.63% |
$775K - $867K
|
6.6K
$143K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-37- 2.05% |
$790 - $883
|
1.77K
$38.4K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
493New |
$10.5K - $11.8K
|
493
$10.7K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.5K+ 4.43% |
$630K - $704K
|
696K
$15.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.57K- 2.08% |
$54.9K - $61.4K
|
121K
$2.62M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
327+ 2.79% |
$6.98K - $7.8K
|
12K
$261K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-70.1K- 16.92% |
$1.5M - $1.67M
|
344K
$7.46M
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
4.45K+ 2.36% |
$94.9K - $106K
|
193K
$4.18M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
56New |
$1.2K - $1.34K
|
56
$1.21K
|
|
|
May 15, 2025
Q1 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-6.8K- 34.99% |
$145K - $162K
|
12.6K
$274K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-27.1K- 50.09% |
$579K - $648K
|
27K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-50- 0.53% |
$1.07K - $1.19K
|
9.46K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
46+ 0.0% |
$982 - $1.1K
|
2.89M
$62.6M
|
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
BUY
|
- |
9.3KNew |
$199K - $222K
|
9.3K
$202K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
226+ 0.05% |
$4.82K - $5.39K
|
456K
$9.88M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
14K+ 56.89% |
$299K - $334K
|
38.6K
$837K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-33.2K- 21.3% |
$708K - $791K
|
123K
$2.66M
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.97KNew |
$63.3K - $70.8K
|
2.97K
$64.3K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-108K- 22.17% |
$2.3M - $2.57M
|
379K
$8.2M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.96K- 5.58% |
$41.9K - $46.8K
|
33.2K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.75K- 12.61% |
$37.3K - $41.7K
|
12.1K
$262K
|
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
5.74K+ 10.93% |
$122K - $137K
|
58.2K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-619- 18.45% |
$13.2K - $14.8K
|
2.74K
$59.3K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.6K+ 18.57% |
$55.5K - $62K
|
16.6K
$360K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
513+ 38.11% |
$10.9K - $12.2K
|
1.86K
$40.3K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.01K+ 1.79% |
$21.5K - $24K
|
57.4K
$1.24M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-165- 8.1% |
$3.52K - $3.94K
|
1.87K
$40.6K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
1.88K+ 1.66% |
$40K - $44.8K
|
115K
$2.49M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.93K- 8.53% |
$83.8K - $93.7K
|
42.1K
$913K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
13New |
$277 - $310
|
13
$282
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2K- 3.54% |
$42.7K - $47.7K
|
54.5K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.05K- 0.46% |
$22.4K - $25.1K
|
226K
$4.91M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.47K- 10.16% |
$95.3K - $107K
|
39.5K
$856K
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.54KNew |
$75.6K - $84.5K
|
3.54K
$76.7K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.4K- 25.7% |
$414K - $463K
|
56.1K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
13.4KNew |
$285K - $319K
|
13.4K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24+ 0.62% |
$512 - $573
|
3.88K
$84.2K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
51.1KNew |
$1.09M - $1.22M
|
51.1K
$1.11M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-180- 1.93% |
$3.84K - $4.29K
|
9.13K
$198K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63+ 0.09% |
$1.34K - $1.5K
|
68.8K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-35.5K- 66.22% |
$757K - $846K
|
18.1K
$392K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
428+ 1.98% |
$9.13K - $10.2K
|
22K
$478K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.93K- 5.34% |
$41.2K - $46.1K
|
34.2K
$742K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22- 1.12% |
$469 - $525
|
1.95K
$42.3K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.6K- 10.44% |
$34.1K - $38.1K
|
13.7K
$297K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-1.81K- 1.63% |
$38.6K - $43.2K
|
109K
$2.37M
|
|