Purchases and Sales Made in Q1 2025 in Adams Natural Resources Fund, Inc. (PEO)
This table provides information about the institutional ownership of Adams Natural Resources Fund, Inc. (PEO) during Q1 2025. The information is specifically focused on institutions that hold shares of ADAMS NATURAL RESOURCES FUND, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
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 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
38.4K+ 843.94% |
$819K - $916K
|
42.9K
$930K
|
|
|
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 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.18K+ 79.51% |
$153K - $171K
|
16.2K
$351K
|
|
|
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 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
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.14K+ 114200.0% |
$24.4K - $27.2K
|
1.14K
$24.8K
|
|
|
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 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
617+ 2.14% |
$13.2K - $14.7K
|
29.4K
$637K
|
|
|
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 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
280+ 18.32% |
$5.98K - $6.68K
|
1.81K
$39.2K
|
|
|
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
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-22- 1.12% |
$469 - $525
|
1.95K
$42.3K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-37- 2.05% |
$790 - $883
|
1.77K
$38.4K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-50- 0.53% |
$1.07K - $1.19K
|
9.46K
$205K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-165- 8.1% |
$3.52K - $3.94K
|
1.87K
$40.6K
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-180- 1.93% |
$3.84K - $4.29K
|
9.13K
$198K
|