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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.7K- 39.87% |
$484K - $542K
|
34.2K
$742K
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
221+ 2.36% |
$4.72K - $5.27K
|
9.59K
$208K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.8K+ 23.09% |
$102K - $115K
|
25.6K
$555K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.1K+ 9.24% |
$44.9K - $50.2K
|
24.8K
$538K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
27.7KNew |
$591K - $661K
|
27.7K
$600K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.73K+ 9.42% |
$208K - $232K
|
113K
$2.45M
|
|
|
May 01, 2025
Q1 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
3.85K+ 5.28% |
$82.1K - $91.8K
|
76.7K
$1.66M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
206KNew |
$4.39M - $4.91M
|
206K
$4.46M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.9KNew |
$296K - $331K
|
13.9K
$301K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
921+ 1.44% |
$19.7K - $22K
|
64.9K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.2KNew |
$238K - $266K
|
11.2K
$242K
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.51K- 75.98% |
$74.8K - $83.6K
|
1.11K
$24K
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
55.3K+ 2.36% |
$1.18M - $1.32M
|
2.4M
$51.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.08K+ 21.68% |
$108K - $121K
|
28.5K
$618K
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
38+ 0.06% |
$811 - $907
|
60.7K
$1.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
320+ 3.54% |
$6.83K - $7.64K
|
9.37K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.3KNew |
$306K - $342K
|
14.3K
$310K
|
|
|
Apr 17, 2025
Q1 2025
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
606+ 2.36% |
$12.9K - $14.5K
|
26.3K
$570K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.31K- 30.39% |
$28K - $31.3K
|
3K
$65K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
333+ 2.29% |
$7.11K - $7.95K
|
14.9K
$323K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
444+ 1.23% |
$9.47K - $10.6K
|
36.5K
$791K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.78K- 25.2% |
$80.7K - $90.3K
|
11.2K
$243K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.07K+ 12.77% |
$43.6K - $51.3K
|
18.3K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-13.8K- 50.85% |
$290K - $341K
|
13.3K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
60.1K+ 111.85% |
$1.27M - $1.49M
|
114K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-111- 1.19% |
$2.34K - $2.75K
|
9.22K
$200K
|
|
|
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-20.7K- 25.15% |
$436K - $513K
|
61.6K
$1.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-5K- 2.84% |
$105K - $124K
|
171K
$3.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.73K- 22.49% |
$78.6K - $92.3K
|
12.9K
$278K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
76New |
$1.6K - $1.88K
|
76
$1.65K
|
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-4.23K- 72.62% |
$89.1K - $105K
|
1.59K
$34.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3New |
$63.2 - $74.3
|
3
$65
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.57K+ 6.35% |
$33.1K - $38.8K
|
26.3K
$569K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.72K+ 50.11% |
$184K - $216K
|
26.1K
$566K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
500New |
$10.5K - $12.4K
|
500
$10.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.17K- 8.5% |
$24.7K - $29K
|
12.6K
$273K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.15KNew |
$24.2K - $28.4K
|
1.15K
$24.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-3.4K- 17.17% |
$74.7K - $83K
|
16.4K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-37.5K- 47.85% |
$823K - $915K
|
40.9K
$885K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
813+ 1563.46% |
$17.9K - $19.8K
|
865
$18.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12+ 2.29% |
$264 - $293
|
537
$11.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-4K- 20.0% |
$87.8K - $97.6K
|
16K
$347K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.24KNew |
$49.2K - $54.7K
|
2.24K
$48.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
147New |
$3.23K - $3.59K
|
147
$3.19K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
800New |
$17.6K - $19.5K
|
800
$17.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.73K+ 3.7% |
$170K - $189K
|
216K
$4.69M
|
|
| Q2 2024 | |||||||
|
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
$876K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300New |
$6.81K - $7.22K
|
300
$6.5K
|
|