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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-619- 18.45% |
$13.2K - $14.8K
|
2.74K
$59.3K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-1.05K- 0.46% |
$22.4K - $25.1K
|
226K
$4.91M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-1.31K- 30.39% |
$28K - $31.3K
|
3K
$65K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.6K- 10.44% |
$34.1K - $38.1K
|
13.7K
$297K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.75K- 12.61% |
$37.3K - $41.7K
|
12.1K
$262K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-1.81K- 1.63% |
$38.6K - $43.2K
|
109K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.93K- 5.34% |
$41.2K - $46.1K
|
34.2K
$742K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.96K- 5.58% |
$41.9K - $46.8K
|
33.2K
$720K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2K- 3.54% |
$42.7K - $47.7K
|
54.5K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.57K- 2.08% |
$54.9K - $61.4K
|
121K
$2.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3.51K- 75.98% |
$74.8K - $83.6K
|
1.11K
$24K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.78K- 25.2% |
$80.7K - $90.3K
|
11.2K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.93K- 8.53% |
$83.8K - $93.7K
|
42.1K
$913K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-4.47K- 10.16% |
$95.3K - $107K
|
39.5K
$856K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.77K- 10.17% |
$144K - $162K
|
59.8K
$1.3M
|
|
|
May 15, 2025
Q1 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-6.8K- 34.99% |
$145K - $162K
|
12.6K
$274K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-19.4K- 25.7% |
$414K - $463K
|
56.1K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-22.7K- 39.87% |
$484K - $542K
|
34.2K
$742K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-27.1K- 50.09% |
$579K - $648K
|
27K
$586K
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-33.2K- 21.3% |
$708K - $791K
|
123K
$2.66M
|
|
|
May 09, 2025
Q1 2025
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-35.5K- 66.22% |
$757K - $846K
|
18.1K
$392K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-36.3K- 84.63% |
$775K - $867K
|
6.6K
$143K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-70.1K- 16.92% |
$1.5M - $1.67M
|
344K
$7.46M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-108K- 22.17% |
$2.3M - $2.57M
|
379K
$8.2M
|