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 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-975- 3.81% |
$18.5K - $22.4K
|
24.6K
$539K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.67K- 5.01% |
$31.5K - $38.2K
|
31.5K
$690K
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.2K- 5.58% |
$41.7K - $50.6K
|
37.3K
$815K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.63K- 16.2% |
$49.8K - $60.3K
|
13.6K
$297K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.77K- 4.02% |
$52.4K - $63.5K
|
66.1K
$1.45M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.08K- 1.36% |
$58.3K - $70.7K
|
223K
$4.88M
|
|
Aug 14, 2025
Q2 2025
|
Css LLC
Chicago, IL |
SELL
|
- |
-3.33K- 2.72% |
$63K - $76.4K
|
119K
$2.61M
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-11.7K- 0.4% |
$221K - $268K
|
2.88M
$62.9M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12K- 34.94% |
$227K - $275K
|
22.3K
$487K
|
|
Aug 12, 2025
Q2 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-18.2K- 16.64% |
$344K - $418K
|
91.1K
$1.99M
|
|
Aug 14, 2025
Q2 2025
|
Intrepid Family Office LLC
Greenwich, CT |
SELL
|
- |
-18.5K- 9.59% |
$350K - $425K
|
174K
$3.81M
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-42.5K- 9.32% |
$805K - $976K
|
413K
$9.04M
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-138K- 40.08% |
$2.61M - $3.17M
|
206K
$4.51M
|