Adams Natural Resources Fund, Inc. Major Shareholders & Ownership History
Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
---|---|---|---|---|---|
SABA CAPITAL MANAGEMENT, L.P. | 05/15/2025 | 2.89 M | $65.90 M | 0.00% | 10.99% |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 04/23/2025 | 2.40 M | $54.66 M | 2.36% | 9.12% |
MORGAN STANLEY | 05/15/2025 | 696.08 K | $15.88 M | 4.43% | 2.65% |
LAZARD ASSET MANAGEMENT LLC | 05/15/2025 | 455.95 K | $10.40 M | 0.05% | 1.73% |
ROYAL BANK OF CANADA | 05/15/2025 | 378.61 K | $8.64 M | -22.17% | 1.44% |
PATHSTONE HOLDINGS, LLC | 05/15/2025 | 344.26 K | $7.87 M | -16.92% | 1.31% |
RAYMOND JAMES FINANCIAL INC | 05/13/2025 | 226.36 K | $5.16 M | -0.46% | 0.86% |
PENSERRA CAPITAL MANAGEMENT LLC | 04/29/2025 | 205.87 K | $4.70 M | 100.00% | 0.78% |
INTREPID FAMILY OFFICE LLC | 05/15/2025 | 192.67 K | $4.39 M | 2.36% | 0.73% |
COHEN & STEERS, INC. | 05/15/2025 | 170.99 K | $3.90 M | 0.00% | 0.65% |
CSS LLC/IL | 05/15/2025 | 122.52 K | $2.79 M | -21.30% | 0.47% |
BANK OF AMERICA CORP /DE/ | 05/15/2025 | 120.95 K | $2.76 M | -2.08% | 0.46% |
FCA CORP /TX | 05/13/2025 | 114.77 K | $2.62 M | 1.66% | 0.44% |
CAPSTONE INVESTMENT ADVISORS, LLC | 05/15/2025 | 113.76 K | $2.59 M | 0.00% | 0.43% |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 05/05/2025 | 112.99 K | $2.58 M | 9.42% | 0.43% |
NORTH STAR ASSET MANAGEMENT INC | 05/08/2025 | 109.33 K | $2.49 M | -1.63% | 0.42% |
WHITENER CAPITAL MANAGEMENT, INC. | 05/01/2025 | 76.72 K | $1.75 M | 5.28% | 0.29% |
HIGHTOWER ADVISORS, LLC | 05/13/2025 | 68.85 K | $1.57 M | 0.09% | 0.26% |
D.A. DAVIDSON & CO. | 04/28/2025 | 64.90 K | $1.48 M | 1.44% | 0.25% |
UHLMANN PRICE SECURITIES, LLC | 07/17/2025 | 61.21 K | $1.40 M | 21.88% | 0.23% |
UNCOMMON CENTS INVESTING LLC | 04/23/2025 | 60.71 K | $1.38 M | 0.06% | 0.23% |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 04/16/2025 | 59.78 K | $1.36 M | -10.17% | 0.23% |
SPROTT INC. | 05/14/2025 | 58.23 K | $1.33 M | 10.93% | 0.22% |
FIRST TRUST ADVISORS LP | 05/14/2025 | 57.36 K | $1.31 M | 1.79% | 0.22% |
STIFEL FINANCIAL CORP | 05/14/2025 | 56.06 K | $1.28 M | -25.70% | 0.21% |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 05/13/2025 | 54.51 K | $1.24 M | -3.54% | 0.21% |
WOLVERINE ASSET MANAGEMENT LLC | 05/12/2025 | 51.07 K | $1.16 M | 100.00% | 0.19% |
WELLS FARGO & COMPANY/MN | 05/13/2025 | 42.12 K | $960.76 K | -8.53% | 0.16% |
UBS GROUP AG | 05/13/2025 | 39.49 K | $900.72 K | -10.16% | 0.15% |
ADVISORS ASSET MANAGEMENT, INC. | 05/15/2025 | 38.62 K | $880.99 K | 56.89% | 0.15% |
WEALTHCARE ADVISORY PARTNERS LLC | 04/15/2025 | 36.51 K | $832.80 K | 1.23% | 0.14% |
COMMONWEALTH EQUITY SERVICES, LLC | 05/09/2025 | 34.25 K | $781.00 K | -5.34% | 0.13% |
LPL FINANCIAL LLC | 05/07/2025 | 34.24 K | $781.06 K | -39.87% | 0.13% |
KESTRA ADVISORY SERVICES, LLC | 05/14/2025 | 33.21 K | $757.41 K | -5.58% | 0.13% |
CULLEN INVESTMENT GROUP, LTD. | 04/01/2025 | 29.40 K | $670.68 K | 2.14% | 0.11% |
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 04/22/2025 | 28.53 K | $651.00 K | 21.68% | 0.11% |
BURNEY CO/ | 05/06/2025 | 27.70 K | $631.86 K | 100.00% | 0.11% |
BAIRD FINANCIAL GROUP, INC. | 05/15/2025 | 27.05 K | $616.92 K | -50.09% | 0.10% |
MEDICI CAPITAL LLC | 04/17/2025 | 26.29 K | $599.77 K | 2.36% | 0.10% |
PRINCIPAL SECURITIES, INC. | 04/30/2025 | 26.13 K | $568.13 K | 0.00% | 0.10% |
CETERA INVESTMENT ADVISERS | 05/06/2025 | 25.60 K | $583.90 K | 23.09% | 0.10% |
KOVACK ADVISORS, INC. | 05/06/2025 | 24.84 K | $566.66 K | 9.24% | 0.09% |
ROBERTS GLORE & CO INC /IL/ | 05/09/2025 | 22.05 K | $502.92 K | 1.98% | 0.08% |
CORNERSTONE ADVISORS, LLC | 05/09/2025 | 18.10 K | $412.84 K | -66.22% | 0.07% |
COLONY GROUP, LLC | 05/20/2025 | 16.95 K | $386.63 K | 8.86% | 0.06% |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 05/14/2025 | 16.60 K | $378.65 K | 18.57% | 0.06% |
ADVISOR GROUP HOLDINGS, INC. | 05/12/2025 | 16.22 K | $370.04 K | -11.32% | 0.06% |
ALTA CAPITAL MANAGEMENT LLC/ | 04/21/2025 | 16.00 K | $364.96 K | 0.00% | 0.06% |
PRIEBE WEALTH HOLDINGS LLC | 04/14/2025 | 14.90 K | $339.78 K | 2.29% | 0.06% |
PFG INVESTMENTS, LLC | 04/22/2025 | 14.32 K | $326.61 K | 100.00% | 0.05% |
Adams Natural Resources Fund, Inc. institutional Ownership - FAQ's
During the previous two years, 106 institutional investors and hedge funds held shares of Adams Natural Resources Fund, Inc.. The most heavily invested institutionals were:
MEDICI CAPITAL LLC: 0
Joel Isaacson & Co., LLC: 0
Saba Capital Management, L.P.: 2.89 M
ADAMS DIVERSIFIED EQUITY FUND, INC.: 2.4 M
MORGAN STANLEY: 696,081
LAZARD ASSET MANAGEMENT LLC: 455,953
38.56% of Adams Natural Resources Fund, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 10.39 M shares in the last 24 months. This purchase volume represents approximately $230.14 M in transactions.