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 |
|---|---|---|---|---|---|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
14,896
shares
|
$295,685
0.21% of portfolio
|
Q1 2025
Added 2.29%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
14,319
shares
|
$284,232
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
13,890
shares
|
$275,716
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
13,701
shares
|
$271,964
0.02% of portfolio
|
Q1 2025
Reduced 10.44%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
May 12, 2025 Q1 2025 |
13,355
shares
|
$265,096
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
13,310
shares
|
$264,203
0.0% of portfolio
|
Q4 2024
Reduced 50.85%
|
|
|
Quantedge Capital Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
12,632
shares
|
$250,745
0.09% of portfolio
|
Q1 2025
Reduced 34.99%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
12,600
shares
|
$250,110
0.03% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
12,103
shares
|
$240,244
0.01% of portfolio
|
Q1 2025
Reduced 12.61%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
12,033
shares
|
$238,855
0.0% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
11,231
shares
|
$222,935
0.01% of portfolio
|
Q1 2025
Reduced 25.2%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
11,150
shares
|
$221,327
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
11,011
shares
|
$218,568
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
9,594
shares
|
$190,440
0.06% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
9,463
shares
|
$187,840
0.0% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
9,369
shares
|
$185,974
0.01% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Searle & Co.
|
May 15, 2025 Q1 2025 |
9,302
shares
|
$184,644
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
9,125
shares
|
$181,131
0.0% of portfolio
|
Q1 2025
Reduced 1.93%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
3,884
shares
|
$77,097
0.0% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Elequin Capital LP
New York, NY |
May 13, 2025 Q1 2025 |
3,541
shares
|
$70,288
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
3,000
shares
|
$59,550
0.0% of portfolio
|
Q1 2025
Reduced 30.39%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
2,966
shares
|
$58,875
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,736
shares
|
$54,309
0.0% of portfolio
|
Q1 2025
Reduced 18.45%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,239
shares
|
$44,444
0.0% of portfolio
|
Q3 2022
Reduced 75.77%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,950
shares
|
$38,707
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|