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 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
$360K
|
|
|
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
$310K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.59KNew |
$195K - $207K
|
8.59K
$186K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-3.29K- 22.45% |
$65.6K - $75.8K
|
11.4K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$221K - $256K
|
11.1K
$241K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
216New |
$4.31K - $4.98K
|
216
$4.68K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.93K+ 23.67% |
$78.3K - $90.5K
|
20.5K
$444K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1+ 0.01% |
$19.9 - $23.1
|
12.6K
$273K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.63KNew |
$32.6K - $37.7K
|
1.63K
$35.4K
|
|
|
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
$471K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.7KNew |
$33.8K - $39.1K
|
1.7K
$36.7K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-542- 64.37% |
$10.7K - $12.4K
|
300
$6.5K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
318New |
$6.29K - $7.26K
|
318
$6.89K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
15KNew |
$297K - $343K
|
15K
$326K
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
934New |
$18.5K - $21.3K
|
934
$20.2K
|
|
|
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
$5.07K
|
|
|
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
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.57K- 69.72% |
$30.3K - $33.9K
|
682
$14.8K
|
|
|
Aug 11, 2023
Q2 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-6.7K- 28.63% |
$129K - $145K
|
16.7K
$362K
|
|
|
Aug 09, 2023
Q2 2023
|
Rpo LLC
Stamford, CT |
BUY
|
- |
35KNew |
$676K - $756K
|
35K
$759K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
1+ 25.0% |
$19.3 - $21.6
|
5
$108
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
11KNew |
$212K - $238K
|
11K
$239K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
513New |
$9.89K - $11.1K
|
513
$11.1K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Sea Otter Advisors LLC
New York, NY |
BUY
|
- |
22.2KNew |
$428K - $514K
|
22.2K
$482K
|
|
|
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-745K- 56.92% |
$14.3M - $17.2M
|
564K
$12.2M
|
|
|
May 15, 2023
Q1 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
12.1K+ 25.85% |
$233K - $280K
|
59K
$1.28M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
25.9KNew |
$498K - $599K
|
25.9K
$561K
|
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
10.3KNew |
$198K - $238K
|
10.3K
$223K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4- 0.03% |
$76.9 - $92.4
|
13.2K
$286K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
300New |
$6.11K - $7.31K
|
300
$6.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
11.5KNew |
$235K - $281K
|
11.5K
$250K
|
|
|
Feb 13, 2023
Q4 2022
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-3.5K- 25.93% |
$71.3K - $85.3K
|
10K
$217K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
586New |
$11.9K - $14.3K
|
586
$12.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Ota Financial Group L.P.
|
BUY
|
- |
15.8KNew |
$322K - $385K
|
15.8K
$343K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.06KNew |
$21.6K - $25.9K
|
1.06K
$23K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
251+ 5.65% |
$5.11K - $6.11K
|
4.7K
$102K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
945New |
$17.5K - $21.6K
|
945
$20.5K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
48New |
$890 - $1.1K
|
48
$1.04K
|
|
|
Nov 14, 2022
Q3 2022
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-33.8K- 17.05% |
$626K - $773K
|
164K
$3.56M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
30.3KNew |
$562K - $694K
|
30.3K
$657K
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-7K- 75.77% |
$130K - $160K
|
2.24K
$48.5K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
48.1K+ 22.39% |
$909K - $1.18M
|
263K
$5.7M
|
|