Recent Quarter Total Invested
$39.94 M
Recent Quarter Institutional Ownership Percentage
55.85%
Total Invested of Last Quarter
$41.97 M
Ownership Percentage of Last Quarter
56.7%
Adams Resources & Energy, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 254,776 | $7.13 M | -5.10% | 9.98% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 08/14/2024 | 206,500 | $5.78 M | -1.67% | 8.09% |
| RENAISSANCE TECHNOLOGIES LLC | 08/09/2024 | 187,656 | $5.25 M | -1.93% | 7.35% |
| AEGIS FINANCIAL CORP | 08/08/2024 | 115,111 | $3.22 M | 0.00% | 4.51% |
| BLACKROCK INC. | 08/13/2024 | 92,072 | $2.58 M | 0.28% | 3.61% |
| VANGUARD GROUP INC | 08/13/2024 | 81,857 | $2.29 M | 0.00% | 3.21% |
| FIRST SABREPOINT CAPITAL MANAGEMENT LP | 08/14/2024 | 80,794 | $2.26 M | -15.11% | 3.16% |
| ACADIAN ASSET MANAGEMENT LLC | 08/06/2024 | 63,810 | $1.78 M | 0.00% | 2.50% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 57,619 | $1.61 M | -0.02% | 2.26% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 08/14/2024 | 52,104 | $1.46 M | 2.48% | 2.04% |
| ANCORA ADVISORS, LLC | 08/14/2024 | 40,813 | $1.14 M | -2.23% | 1.60% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 08/14/2024 | 31,889 | $893,000 | -0.23% | 1.25% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 23,208 | $650,009 | -1.96% | 0.91% |
| NORTHERN TRUST CORP | 08/14/2024 | 21,562 | $603,736 | -3.13% | 0.84% |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 20,976 | $587,328 | 0.00% | 0.82% |
| EMPOWERED FUNDS, LLC | 07/30/2024 | 17,604 | $492,912 | 7.71% | 0.69% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 14,324 | $401,079 | -0.27% | 0.56% |
| ROUND HILL ASSET MANAGEMENT | 08/12/2024 | 13,392 | $374,976 | 100.00% | 0.52% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 08/14/2024 | 12,382 | $347,000 | 0.00% | 0.48% |
| BARD ASSOCIATES INC | 08/12/2024 | 10,995 | $307,860 | 5.98% | 0.43% |
| CERITY PARTNERS LLC | 08/13/2024 | 9,373 | $262,444 | 100.00% | 0.37% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 08/14/2024 | 7,695 | $215,460 | 100.00% | 0.30% |
| PERRITT CAPITAL MANAGEMENT INC | 08/07/2024 | 5,000 | $140,000 | 0.00% | 0.20% |
| MORGAN STANLEY | 08/14/2024 | 3,166 | $88,654 | -1.55% | 0.12% |
| BARCLAYS PLC | 08/14/2024 | 885 | $25,000 | 0.00% | 0.03% |
| COVE STREET CAPITAL, LLC | 07/18/2024 | 306 | $9,000 | 100.00% | 0.01% |
| BNP PARIBAS ARBITRAGE, SNC | 08/13/2024 | 200 | $5,600 | 0.00% | 0.01% |
| UBS GROUP AG | 08/14/2024 | 163 | $4,564 | 0.00% | 0.01% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 55 | $1,540 | 0.00% | 0.00% |
| INNEALTA CAPITAL, LLC | 07/29/2024 | 27 | $756 | 100.00% | 0.00% |
| CAPITAL ADVISORS, LTD. LLC | 07/25/2024 | 26 | $1,000 | 100.00% | 0.00% |
| JPMORGAN CHASE & CO | 08/12/2024 | 25 | $700 | -97.55% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 20 | $560 | 100.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 08/08/2024 | 1 | $28 | 0.00% | 0.00% |
| FMR LLC | 08/13/2024 | 0 | $0 | -100.00% | 0.00% |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 08/14/2024 | 0 | $0 | -100.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 0 | $0 | -100.00% | 0.00% |
Adams Resources & Energy, Inc.institutional Ownership - Frequently Asked Questions
-
Who are the largest shareholders of AE shares?
During the previous two years, 51 institutional investors and hedge funds held shares of Adams Resources & Energy, Inc.. The most heavily invested institutionals were:
DIMENSIONAL FUND ADVISORS LP: 254,776
NEEDHAM INVESTMENT MANAGEMENT LLC: 206,500
RENAISSANCE TECHNOLOGIES LLC: 187,656
AEGIS FINANCIAL CORP: 115,111
BlackRock Inc.: 92,072
VANGUARD GROUP INC: 81,857
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What percentage of Adams Resources & Energy, Inc. stock is owned by institutional investors?
55.85% of Adams Resources & Energy, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at AE ?
Institutional investors have bought a total of 1.65 M shares in the last 24 months. This purchase volume represents approximately $42.28 M in transactions.