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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
206KNew |
$4.39M - $4.91M
|
206K
$4.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
55.3K+ 2.36% |
$1.18M - $1.32M
|
2.4M
$51.9M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
51.1KNew |
$1.09M - $1.22M
|
51.1K
$1.11M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.5K+ 4.43% |
$630K - $704K
|
696K
$15.1M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
27.7KNew |
$591K - $661K
|
27.7K
$600K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
14.3KNew |
$306K - $342K
|
14.3K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
14K+ 56.89% |
$299K - $334K
|
38.6K
$837K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.9KNew |
$296K - $331K
|
13.9K
$301K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
13.4KNew |
$285K - $319K
|
13.4K
$289K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.2KNew |
$238K - $266K
|
11.2K
$242K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
9.73K+ 9.42% |
$208K - $232K
|
113K
$2.45M
|
|
|
May 15, 2025
Q1 2025
|
Searle & Co.
|
BUY
|
- |
9.3KNew |
$199K - $222K
|
9.3K
$202K
|
|
|
May 14, 2025
Q1 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
5.74K+ 10.93% |
$122K - $137K
|
58.2K
$1.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.08K+ 21.68% |
$108K - $121K
|
28.5K
$618K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.8K+ 23.09% |
$102K - $115K
|
25.6K
$555K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
4.45K+ 2.36% |
$94.9K - $106K
|
193K
$4.18M
|
|
|
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
|
|
|
May 13, 2025
Q1 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
3.54KNew |
$75.6K - $84.5K
|
3.54K
$76.7K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
2.97KNew |
$63.3K - $70.8K
|
2.97K
$64.3K
|
|
|
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 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.1K+ 9.24% |
$44.9K - $50.2K
|
24.8K
$538K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
1.88K+ 1.66% |
$40K - $44.8K
|
115K
$2.49M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
1.01K+ 1.79% |
$21.5K - $24K
|
57.4K
$1.24M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
921+ 1.44% |
$19.7K - $22K
|
64.9K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
606+ 2.36% |
$12.9K - $14.5K
|
26.3K
$570K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
513+ 38.11% |
$10.9K - $12.2K
|
1.86K
$40.3K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
493New |
$10.5K - $11.8K
|
493
$10.7K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
444+ 1.23% |
$9.47K - $10.6K
|
36.5K
$791K
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
428+ 1.98% |
$9.13K - $10.2K
|
22K
$478K
|
|
|
Apr 14, 2025
Q1 2025
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
BUY
|
- |
333+ 2.29% |
$7.11K - $7.95K
|
14.9K
$323K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
327+ 2.79% |
$6.98K - $7.8K
|
12K
$261K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
320+ 3.54% |
$6.83K - $7.64K
|
9.37K
$203K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
226+ 0.05% |
$4.82K - $5.39K
|
456K
$9.88M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
221+ 2.36% |
$4.72K - $5.27K
|
9.59K
$208K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
63+ 0.09% |
$1.34K - $1.5K
|
68.8K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
56New |
$1.2K - $1.34K
|
56
$1.21K
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
BUY
|
- |
46+ 0.0% |
$982 - $1.1K
|
2.89M
$62.6M
|
|
|
Apr 22, 2025
Q1 2025
|
Uncommon Cents Investing LLC
|
BUY
|
- |
38+ 0.06% |
$811 - $907
|
60.7K
$1.32M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24+ 0.62% |
$512 - $573
|
3.88K
$84.2K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
13New |
$277 - $310
|
13
$282
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
60.1K+ 111.85% |
$1.27M - $1.49M
|
114K
$2.47M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.72K+ 50.11% |
$184K - $216K
|
26.1K
$566K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.07K+ 12.77% |
$43.6K - $51.3K
|
18.3K
$396K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
1.57K+ 6.35% |
$33.1K - $38.8K
|
26.3K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
1.15KNew |
$24.2K - $28.4K
|
1.15K
$24.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
500New |
$10.5K - $12.4K
|
500
$10.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
76New |
$1.6K - $1.88K
|
76
$1.65K
|
|