Purchases and Sales Made in Q2 2025 in Adams Natural Resources Fund, Inc. (PEO)
This table provides information about the institutional ownership of Adams Natural Resources Fund, Inc. (PEO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
147K+ 38.95% |
$2.79M - $3.39M
|
526K
$11.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
126KNew |
$2.38M - $2.89M
|
126K
$2.75M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
98.2K+ 14.11% |
$1.86M - $2.26M
|
794K
$17.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
67.2KNew |
$1.27M - $1.54M
|
67.2K
$1.47M
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
63.1K+ 123.54% |
$1.2M - $1.45M
|
114K
$2.5M
|
|
|
Jul 30, 2025
Q2 2025
|
Adams Diversified Equity Fund, Inc.
|
BUY
|
- |
59.9K+ 2.5% |
$1.14M - $1.38M
|
2.46M
$53.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.9KNew |
$491K - $596K
|
25.9K
$567K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.6K+ 160.88% |
$201K - $244K
|
17.2K
$376K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.73K+ 28.4% |
$184K - $223K
|
44K
$962K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.4K+ 54.47% |
$140K - $170K
|
21K
$459K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
7.2K+ 18.64% |
$136K - $165K
|
45.8K
$1M
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
6.26K+ 3.04% |
$119K - $144K
|
212K
$4.64M
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.92K+ 21.87% |
$112K - $136K
|
33K
$721K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.2K+ 9.07% |
$98.6K - $120K
|
62.6K
$1.37M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.65K+ 17.8% |
$88.1K - $107K
|
30.8K
$673K
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
4.63K+ 21.02% |
$87.8K - $106K
|
26.7K
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
2.8K+ 22.17% |
$53K - $64.3K
|
15.4K
$337K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.37K+ 3.96% |
$44.9K - $54.4K
|
62.1K
$1.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.96K+ 4.66% |
$37.2K - $45.1K
|
44.1K
$964K
|
|
|
Aug 05, 2025
Q2 2025
|
Burney CO
Reston, VA |
BUY
|
- |
1.9K+ 6.86% |
$36K - $43.7K
|
29.6K
$647K
|
|
|
Aug 11, 2025
Q2 2025
|
Sprott Inc.
Toronto, A6 |
BUY
|
- |
1.31K+ 2.24% |
$24.7K - $30K
|
59.5K
$1.3M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.1K+ 3.87% |
$20.9K - $25.3K
|
29.6K
$648K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.04K+ 7.5% |
$19.7K - $23.9K
|
14.9K
$327K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
801+ 45.23% |
$15.2K - $18.4K
|
2.57K
$56.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
616+ 2.48% |
$11.7K - $14.1K
|
25.5K
$557K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
567+ 4.71% |
$10.7K - $13K
|
12.6K
$276K
|
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
539+ 0.48% |
$10.2K - $12.4K
|
114K
$2.48M
|
|
|
Jul 29, 2025
Q2 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
466+ 0.76% |
$8.83K - $10.7K
|
61.7K
$1.35M
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
440New |
$8.33K - $10.1K
|
440
$9.62K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
343+ 2.5% |
$6.5K - $7.88K
|
14K
$307K
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
300+ 0.55% |
$5.68K - $6.89K
|
54.8K
$1.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
240+ 2.5% |
$4.55K - $5.51K
|
9.83K
$215K
|
|
|
Aug 07, 2025
Q2 2025
|
Searle & Co.
|
BUY
|
- |
229+ 2.46% |
$4.34K - $5.26K
|
9.53K
$208K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
106+ 0.29% |
$2.01K - $2.43K
|
36.6K
$801K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
98+ 5.27% |
$1.86K - $2.25K
|
1.96K
$42.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
79+ 0.55% |
$1.5K - $1.81K
|
14.4K
$315K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
75+ 2.5% |
$1.42K - $1.72K
|
3.08K
$67.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
67+ 119.64% |
$1.27K - $1.54K
|
123
$2.69K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
65+ 2.38% |
$1.23K - $1.49K
|
2.8K
$61.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
37+ 0.03% |
$701 - $850
|
121K
$2.65M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
29+ 2.54% |
$549 - $666
|
1.17K
$25.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
26+ 0.27% |
$492 - $597
|
9.49K
$208K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-4- 0.01% |
$75.8 - $91.9
|
56.1K
$1.23M
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-92- 0.76% |
$1.74K - $2.11K
|
12K
$263K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-100- 33.33% |
$1.89K - $2.3K
|
200
$4.37K
|
|
|
Jul 14, 2025
Q2 2025
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
SELL
|
- |
-213- 0.28% |
$4.03K - $4.89K
|
76.5K
$1.67M
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-495- 0.82% |
$9.38K - $11.4K
|
60.2K
$1.32M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-607- 0.94% |
$11.5K - $13.9K
|
64.3K
$1.41M
|
|
|
Jul 01, 2025
Q2 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-700- 2.38% |
$13.3K - $16.1K
|
28.7K
$628K
|