Institutional Ownership Adams Natural Resources Fund, Inc. (PEO)
This table provides information about the institutional ownership of Adams Natural Resources Fund, Inc. (PEO). We have compiled data on the 94 institutions that hold shares in the stock, with a total of 10.4 Million shares, which have been reported (via 13F filing form) to have a value of $206 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
54,507
shares
|
$1.08 Million
0.1% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Wolverine Asset Management LLC
|
May 12, 2025 Q1 2025 |
51,074
shares
|
$1.01 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
42,921
shares
|
$851,981
0.0% of portfolio
|
Q1 2025
Added 843.94%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
42,121
shares
|
$836,101
0.0% of portfolio
|
Q1 2025
Reduced 8.53%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
39,488
shares
|
$783,836
0.0% of portfolio
|
Q1 2025
Reduced 10.16%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
38,623
shares
|
$766,666
0.02% of portfolio
|
Q1 2025
Added 56.89%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
36,510
shares
|
$724,723
0.02% of portfolio
|
Q1 2025
Added 1.23%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
34,248
shares
|
$679,822
0.0% of portfolio
|
Q1 2025
Reduced 5.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
34,242
shares
|
$679,703
0.0% of portfolio
|
Q1 2025
Reduced 39.87%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
33,205
shares
|
$659,119
0.0% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Apr 01, 2025 Q1 2025 |
29,403
shares
|
$583,649
0.1% of portfolio
|
Q1 2025
Added 2.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
28,527
shares
|
$566,260
0.0% of portfolio
|
Q1 2025
Added 21.68%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
27,701
shares
|
$549,864
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
27,046
shares
|
$536,863
0.0% of portfolio
|
Q1 2025
Reduced 50.09%
|
|
|
Medici Capital LLC
Newport Beach, CA |
Apr 17, 2025 Q1 2025 |
26,294
shares
|
$521,935
0.73% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
26,266
shares
|
$521,380
0.0% of portfolio
|
Q4 2024
Added 6.35%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
26,133
shares
|
$518,740
0.01% of portfolio
|
Q4 2024
Added 50.11%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
25,910
shares
|
$514,313
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
25,598
shares
|
$508,120
0.0% of portfolio
|
Q1 2025
Added 23.09%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
24,842
shares
|
$493,113
0.06% of portfolio
|
Q1 2025
Added 9.24%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
22,048
shares
|
$437,652
0.16% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
May 09, 2025 Q1 2025 |
18,099
shares
|
$359,265
0.02% of portfolio
|
Q1 2025
Reduced 66.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
16,219
shares
|
$321,947
0.0% of portfolio
|
Q1 2025
Added 79.51%
|
|
|
Alta Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
16,000
shares
|
$317,600
0.02% of portfolio
|
Q3 2024
Reduced 20.0%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
15,029
shares
|
$298,325
0.0% of portfolio
|
Q4 2023
New holding
|