Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-108K- 22.17% |
$2.3M - $2.57M
|
379K
$7.52M
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-70.1K- 16.92% |
$1.5M - $1.67M
|
344K
$6.83M
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-35.5K- 66.22% |
$757K - $846K
|
18.1K
$359K
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-33.2K- 21.3% |
$708K - $791K
|
123K
$2.43M
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-27.1K- 50.09% |
$579K - $648K
|
27K
$537K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.7K- 39.87% |
$484K - $542K
|
34.2K
$680K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.4K- 25.7% |
$414K - $463K
|
56.1K
$1.11M
|
|
May 15, 2025
Q1 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-6.8K- 34.99% |
$145K - $162K
|
12.6K
$251K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.77K- 10.17% |
$144K - $162K
|
59.8K
$1.19M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.47K- 10.16% |
$95.3K - $107K
|
39.5K
$784K
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.93K- 8.53% |
$83.8K - $93.7K
|
42.1K
$836K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.78K- 25.2% |
$80.7K - $90.3K
|
11.2K
$223K
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.51K- 75.98% |
$74.8K - $83.6K
|
1.11K
$22K
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.57K- 2.08% |
$54.9K - $61.4K
|
121K
$2.4M
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2K- 3.54% |
$42.7K - $47.7K
|
54.5K
$1.08M
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.96K- 5.58% |
$41.9K - $46.8K
|
33.2K
$659K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.93K- 5.34% |
$41.2K - $46.1K
|
34.2K
$680K
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-1.81K- 1.63% |
$38.6K - $43.2K
|
109K
$2.17M
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.75K- 12.61% |
$37.3K - $41.7K
|
12.1K
$240K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.6K- 10.44% |
$34.1K - $38.1K
|
13.7K
$272K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.31K- 30.39% |
$28K - $31.3K
|
3K
$59.6K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.05K- 0.46% |
$22.4K - $25.1K
|
226K
$4.49M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-619- 18.45% |
$13.2K - $14.8K
|
2.74K
$54.3K
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-180- 1.93% |
$3.84K - $4.29K
|
9.13K
$181K
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-165- 8.1% |
$3.52K - $3.94K
|
1.87K
$37.2K
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-50- 0.53% |
$1.07K - $1.19K
|
9.46K
$188K
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-37- 2.05% |
$790 - $883
|
1.77K
$35.2K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22- 1.12% |
$469 - $525
|
1.95K
$38.7K
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-20.7K- 25.15% |
$436K - $513K
|
61.6K
$1.22M
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-13.8K- 50.85% |
$290K - $341K
|
13.3K
$264K
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-5K- 2.84% |
$105K - $124K
|
171K
$3.39M
|
|
Feb 12, 2025
Q4 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-4.23K- 72.62% |
$89.1K - $105K
|
1.59K
$31.6K
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.73K- 22.49% |
$78.6K - $92.3K
|
12.9K
$255K
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.17K- 8.5% |
$24.7K - $29K
|
12.6K
$250K
|
|
Feb 14, 2025
Q4 2024
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-111- 1.19% |
$2.34K - $2.75K
|
9.22K
$183K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Aqr Arbitrage LLC
Greenwich, CT |
SELL
|
- |
-37.5K- 47.85% |
$823K - $915K
|
40.9K
$811K
|
|
Nov 12, 2024
Q3 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-4K- 20.0% |
$87.8K - $97.6K
|
16K
$318K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
CALL |
-3.4K- 17.17% |
$74.7K - $83K
|
16.4K
$326K
|
|
Q2 2024 | |||||||
Aug 12, 2024
Q2 2024
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-7.49K- 15.63% |
$170K - $180K
|
40.4K
$803K
|
|
Aug 07, 2024
Q2 2024
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-2.05K- 19.4% |
$46.6K - $49.4K
|
8.53K
$169K
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-384Closed |
$8.72K - $9.24K
|
0
$0
|
|
Q1 2024 | |||||||
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-3.29K- 22.45% |
$65.6K - $75.8K
|
11.4K
$226K
|
|
May 13, 2024
Q1 2024
|
Flow State Investments, L.P.
Chicago, IL |
SELL
|
- |
-941- 6.38% |
$18.8K - $21.7K
|
13.8K
$274K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-542- 64.37% |
$10.7K - $12.4K
|
300
$5.96K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-200- 25.0% |
$3.96K - $4.56K
|
600
$11.9K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
City Of London Investment Management CO LTD
London, X0 |
SELL
|
- |
-6.7K- 28.63% |
$129K - $145K
|
16.7K
$331K
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.57K- 69.72% |
$30.3K - $33.9K
|
682
$13.5K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Adage Capital Partners Gp, L.L.C.
Boston, MA |
SELL
|
- |
-745K- 56.92% |
$14.3M - $17.2M
|
564K
$11.2M
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4- 0.03% |
$76.9 - $92.4
|
13.2K
$262K
|
|
Q4 2022 | |||||||
Feb 13, 2023
Q4 2022
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-3.5K- 25.93% |
$71.3K - $85.3K
|
10K
$199K
|