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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,873
shares
|
$37,179
0.0% of portfolio
|
Q1 2025
Reduced 8.1%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,859
shares
|
$36,901
0.0% of portfolio
|
Q1 2025
Added 38.11%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,771
shares
|
$35,154
0.0% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
1,695
shares
|
$33,645
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,143
shares
|
$22,688
0.0% of portfolio
|
Q1 2025
Added 114200.0%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,108
shares
|
$21,993
0.0% of portfolio
|
Q1 2025
Reduced 75.98%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
945
shares
|
$18,758
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
865
shares
|
$17,170
0.01% of portfolio
|
Q3 2024
Added 1563.46%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
800
shares
|
$15,880
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
682
shares
|
$13,537
0.0% of portfolio
|
Q2 2023
Reduced 69.72%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
500
shares
|
$9,925
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
493
shares
|
$9,786
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
300
shares
|
$5,955
0.0% of portfolio
|
Q4 2023
Reduced 64.37%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
56
shares
|
$1,111
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
48
shares
|
$952
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
13
shares
|
$258
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
3
shares
|
$59
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|