Latest Institutional Purchases of Adams Natural Resources Fund, Inc. (PEO)
This list provides information on the latest institutional transactions involving Adams Natural Resources Fund, Inc. (PEO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
190K+ 7.05% |
$4.18M - $4.64M
|
2.89M
$62.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
175K+ 149.92% |
$3.84M - $4.27M
|
292K
$6.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
53.7KNew |
$1.18M - $1.31M
|
53.7K
$1.17M
|
|
|
Oct 25, 2024
Q3 2024
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
51.9K+ 2.37% |
$1.14M - $1.27M
|
2.24M
$48.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
44.4K+ 10.96% |
$976K - $1.08M
|
450K
$9.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
39.1K+ 75.3% |
$859K - $954K
|
91K
$1.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
36.3K+ 5.38% |
$796K - $885K
|
711K
$15.4M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
24.7KNew |
$542K - $603K
|
24.7K
$536K
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
22.2K+ 1206.18% |
$488K - $543K
|
24.1K
$523K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
15.5KNew |
$340K - $378K
|
15.5K
$336K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.1K+ 5498.37% |
$222K - $247K
|
10.3K
$224K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.73K+ 3.7% |
$170K - $189K
|
216K
$4.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.14K+ 20.94% |
$68.8K - $76.5K
|
18.1K
$393K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.12K+ 10.02% |
$68.6K - $76.2K
|
34.3K
$744K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
2.24KNew |
$49.2K - $54.7K
|
2.24K
$48.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
BUY
|
- |
2.22K+ 2.08% |
$48.8K - $54.2K
|
109K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
1.76K+ 9.58% |
$38.6K - $42.8K
|
20.1K
$436K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.58K+ 2.18% |
$34.7K - $38.6K
|
74.3K
$1.61M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.37K+ 65.72% |
$30K - $33.4K
|
3.45K
$74.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.11K+ 3.04% |
$24.3K - $27K
|
37.4K
$813K
|
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
813+ 1563.46% |
$17.9K - $19.8K
|
865
$18.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
800New |
$17.6K - $19.5K
|
800
$17.4K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
715+ 1.13% |
$15.7K - $17.4K
|
64.1K
$1.39M
|
|
|
Oct 04, 2024
Q3 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
580+ 2.1% |
$12.7K - $14.2K
|
28.2K
$613K
|
|
|
Oct 29, 2024
Q3 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
531+ 0.72% |
$11.7K - $13K
|
74.5K
$1.62M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
339+ 2.37% |
$7.44K - $8.27K
|
14.6K
$317K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
208+ 2.38% |
$4.57K - $5.08K
|
8.96K
$195K
|
|
|
Oct 22, 2024
Q3 2024
|
Searle & Co.
|
BUY
|
- |
200+ 2.35% |
$4.39K - $4.88K
|
8.7K
$189K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
163+ 1.84% |
$3.58K - $3.98K
|
9.01K
$196K
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
147New |
$3.23K - $3.59K
|
147
$3.19K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
143+ 2.37% |
$3.14K - $3.49K
|
6.19K
$134K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
25+ 2.4% |
$549 - $610
|
1.07K
$23.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
23+ 0.61% |
$505 - $561
|
3.82K
$82.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
23+ 0.24% |
$505 - $561
|
9.47K
$205K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
12+ 2.29% |
$264 - $293
|
537
$11.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
20K+ 12.82% |
$454K - $481K
|
176K
$3.82M
|
|
|
Jul 31, 2024
Q2 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
16.6KNew |
$377K - $400K
|
16.6K
$361K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
14.3KNew |
$325K - $344K
|
14.3K
$311K
|
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.59KNew |
$195K - $207K
|
8.59K
$186K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
8.59KNew |
$195K - $207K
|
8.59K
$186K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
300New |
$6.81K - $7.22K
|
300
$6.51K
|
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
100New |
$2.27K - $2.41K
|
100
$2.17K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.7KNew |
$433K - $501K
|
21.7K
$472K
|
|
|
May 15, 2024
Q1 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
11.1KNew |
$221K - $256K
|
11.1K
$241K
|
|
|
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 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1.7KNew |
$33.8K - $39.1K
|
1.7K
$36.8K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
1.63KNew |
$32.6K - $37.7K
|
1.63K
$35.5K
|
|
|
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
|
Comerica Bank
|
BUY
|
- |
25+ 1.88% |
$499 - $577
|
1.35K
$29.4K
|
|