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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
531+ 0.72% |
$11.7K - $13K
|
74.5K
$1.62M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.69K- 18.15% |
$103K - $114K
|
21.1K
$459K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4.37K- 20.06% |
$95.9K - $107K
|
17.4K
$378K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
39.1K+ 75.3% |
$859K - $954K
|
91K
$1.97M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-6.44K- 41.45% |
$142K - $157K
|
9.1K
$197K
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
51.9K+ 2.37% |
$1.14M - $1.27M
|
2.24M
$48.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
800New |
$17.6K - $19.5K
|
800
$17.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.02K- 6.76% |
$110K - $122K
|
69.2K
$1.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
BUY
|
- |
200+ 2.35% |
$4.39K - $4.88K
|
8.7K
$189K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.12K+ 10.02% |
$68.6K - $76.2K
|
34.3K
$744K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.73K+ 3.7% |
$170K - $189K
|
216K
$4.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
143+ 2.37% |
$3.14K - $3.49K
|
6.19K
$134K
|
|
|
Oct 17, 2024
Q3 2024
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-200- 0.33% |
$4.39K - $4.88K
|
61.3K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 2.4% |
$549 - $610
|
1.07K
$23.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23+ 0.24% |
$505 - $561
|
9.47K
$205K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
580+ 2.1% |
$12.7K - $14.2K
|
28.2K
$613K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
20K+ 12.82% |
$454K - $481K
|
176K
$3.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-384Closed |
$8.72K - $9.24K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.59KNew |
$195K - $207K
|
8.59K
$186K
|
|
|
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-7.49K- 15.63% |
$170K - $180K
|
40.4K
$877K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.66K- 52.03% |
$60.3K - $63.9K
|
2.45K
$53.2K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300New |
$6.81K - $7.22K
|
300
$6.51K
|
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.05K- 19.4% |
$46.6K - $49.4K
|
8.53K
$185K
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
16.6KNew |
$377K - $400K
|
16.6K
$361K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
100New |
$2.27K - $2.41K
|
100
$2.17K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.3KNew |
$325K - $344K
|
14.3K
$311K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.59KNew |
$195K - $207K
|
8.59K
$186K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.93K+ 23.67% |
$78.3K - $90.5K
|
20.5K
$445K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
216New |
$4.31K - $4.98K
|
216
$4.69K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$221K - $256K
|
11.1K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
25+ 1.88% |
$499 - $577
|
1.35K
$29.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1+ 0.01% |
$19.9 - $23.1
|
12.6K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.63KNew |
$32.6K - $37.7K
|
1.63K
$35.5K
|
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-941- 6.38% |
$18.8K - $21.7K
|
13.8K
$299K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.7KNew |
$433K - $501K
|
21.7K
$472K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.7KNew |
$33.8K - $39.1K
|
1.7K
$36.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.41K- 34.32% |
$48.1K - $55.6K
|
4.61K
$100K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
CALL |
-4.4K- 29.53% |
$87.1K - $100K
|
10.5K
$228K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15KNew |
$297K - $343K
|
15K
$326K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
318New |
$6.29K - $7.26K
|
318
$6.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-542- 64.37% |
$10.7K - $12.4K
|
300
$6.51K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
934New |
$18.5K - $21.3K
|
934
$20.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
88New |
$1.74K - $2.01K
|
88
$1.91K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
601New |
$11.9K - $13.7K
|
601
$13K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
234New |
$4.63K - $5.34K
|
234
$5.08K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.67K+ 199.64% |
$33K - $38K
|
2.5K
$54.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 25.0% |
$3.96K - $4.56K
|
600
$13K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.1KNew |
$219K - $253K
|
11.1K
$240K
|
|
| Q3 2023 | |||||||
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
600New |
$12.2K - $14.1K
|
600
$13K
|
|