Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Adams Natural Resources Fund, Inc. incluem St. James Investment Company, LLC, Calamos Advisors LLC, Navis Wealth Advisors, LLC, Sovereign Financial Group, Inc., CIBC Bancorp USA Inc., Private Advisor Group, LLC, XTX Topco Ltd, Meridian Investment Counsel Inc., LexAurum Advisors, LLC, Altfest L J & Co Inc, Global Retirement Partners, LLC, Elevated Capital Advisors, LLC, Mosley Wealth Management, Root Financial Partners, LLC, e Ronald Blue Trust, Inc. .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-17 | 13F | Sovereign Financial Group, Inc. | 9,209 | 256 | ||||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 12 | 0 | ||||||
| 2026-05-15 | 13F | Jones Financial Companies Lllp | 49,164 | 34.93 | 1,382 | 74.49 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 8,514 | 237 | ||||||
| 2026-05-04 | 13F | Calamos Advisors LLC | 30,153 | 838 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 35,464 | 17.40 | 1 | |||||
| 2026-04-28 | 13F | Altfest L J & Co Inc | 7,401 | 206 | ||||||
| 2026-05-05 | 13F | Allspring Global Investments Holdings, LLC | 20,967 | 10.54 | 583 | 41.26 | ||||
| 2026-05-15 | 13F | Cohen & Steers, Inc. | 181,985 | 21.34 | 5 | 66.67 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 10,301 | 2.25 | 224 | 3.24 | ||||
| 2026-04-16 | 13F | Whitener Capital Management, Inc. | 89,504 | 2.24 | 2,488 | 30.74 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 53 | 1 | ||||||
| 2026-04-29 | 13F | Burney Co/ | 47,802 | 41.57 | 1,329 | 80.93 | ||||
| 2026-04-28 | 13F | Meridian Investment Counsel Inc. | 7,779 | 216 | ||||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 1,251 | 1.87 | 35 | 30.77 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 51,280 | 2.38 | 1,426 | 30.97 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1,589 | 35 | ||||||
| 2026-05-15 | 13F | Advisors Asset Management, Inc. | 101,998 | 30.39 | 2,836 | 66.76 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 1,274,212 | 30.24 | 35,423 | 66.55 | ||||
| 2026-04-22 | 13F | Adams Diversified Equity Fund, Inc. | 2,621,907 | 1.91 | 72,889 | 30.32 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2,550 | 30.77 | 71 | 66.67 | ||||
| 2026-05-15 | 13F | Intrepid Family Office Llc | 156,000 | 1.71 | 4,337 | 30.05 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 31,635 | 0.65 | 879 | 28.70 | ||||
| 2026-05-14 | 13F | St. James Investment Company, LLC | 38,690 | 1,076 | ||||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 29,673 | 9.86 | 825 | 40.37 | ||||
| 2026-04-16 | 13F | Uhlmann Price Securities, Llc | 67,396 | 1.84 | 1,874 | 30.25 | ||||
| 2026-05-11 | 13F | Pinnacle Wealth Planning Services, Inc. | 1,031 | 70.98 | 29 | 115.38 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 24,152 | 1.86 | 641 | 24.47 | ||||
| 2026-05-15 | 13F | Millennium Management Llc | 38,445 | 188.84 | 1,069 | 269.55 | ||||
| 2026-05-08 | 13F | Searle & Co. | 10,060 | 1.88 | 280 | 30.37 | ||||
| 2026-04-16 | 13F | Evolve Private Wealth, Llc | 25,824 | 1.94 | 718 | 30.36 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 7,820 | 217 | ||||||
| 2026-05-06 | 13F | North Star Asset Management Inc | 88,029 | 0.70 | 2,447 | 28.79 | ||||
| 2026-04-22 | 13F | Joel Isaacson & Co., LLC | 7,620 | 212 | ||||||
| 2026-04-28 | 13F | Whittier Trust Co Of Nevada Inc | 14 | 0 | ||||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 140 | 4 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 1,876 | 0.32 | 52 | 30.00 | ||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 42,938 | 0.83 | 1,194 | 28.97 | ||||
| 2026-05-15 | 13F | XTX Topco Ltd | 7,791 | 217 | ||||||
| 2026-05-04 | 13F | Roberts Glore & Co Inc /il/ | 36,175 | 6.09 | 1,006 | 35.63 | ||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 39,644 | 9.57 | 1,102 | 40.20 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 4,466 | 1.82 | 124 | 30.53 | ||||
| 2026-05-15 | 13F | Guggenheim Capital Llc | 22,002 | 55.12 | 612 | 98.38 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 20,112 | 109.37 | 559 | 168.75 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 28,277 | 27.48 | 615 | |||||
| 2026-02-18 | 13F | Zazove Associates Llc | 950 | 2.15 | 21 | 0.00 | ||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 239,336 | 5.54 | 6,654 | 34.98 | ||||
| 2026-05-05 | 13F | D.a. Davidson & Co. | 74,933 | 10.26 | 2,083 | 41.03 | ||||
| 2026-05-12 | 13F | CIBC Bancorp USA Inc. | 8,091 | 225 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 34,799 | 9.99 | 967 | 40.76 | ||||
| 2026-05-08 | 13F | Sprott Inc. | 76,742 | 13.66 | 2,133 | 45.40 | ||||
| 2026-05-15 | 13F | Walsh & Associates, LLC | 35,472 | 0.91 | 986 | 29.06 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 5,985 | 104.27 | 159 | 150.79 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 2,294 | 2,697.56 | 64 | 6,200.00 | ||||
| 2026-05-13 | 13F | First Trust Advisors Lp | 77,470 | 8.66 | 2,154 | 38.99 | ||||
| 2026-04-29 | 13F | WPG Advisers, LLC | 453 | 79.76 | 13 | 140.00 | ||||
| 2026-05-14 | 13F | Level Four Advisory Services, Llc | 21,161 | 69.34 | 588 | 116.97 | ||||
| 2026-05-13 | 13F | BlackRock, Inc. | 170 | 5 | ||||||
| 2026-05-14 | 13F | Fca Corp /tx | 118,306 | 5.17 | 3,289 | 34.48 | ||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 28,033 | 779 | ||||||
| 2026-04-15 | 13F | Uncommon Cents Investing LLC | 61,519 | 4.47 | 1,710 | 33.59 | ||||
| 2026-05-16 | 13F | Sunbelt Securities, Inc. | 5,500 | 527.14 | 153 | 4,966.67 | ||||
| 2026-01-29 | 13F | Comerica Bank | 2,174 | 2.74 | 47 | 4.44 | ||||
| 2026-05-15 | 13F | NorthRock Partners, LLC | 11,360 | 316 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 65,645 | 8.28 | 1,742 | 30.68 | ||||
| 2026-04-13 | 13F | LexAurum Advisors, LLC | 7,619 | 212 | ||||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 124,273 | 0.90 | 3,455 | 29.03 | ||||
| 2026-04-27 | 13F | Mosley Wealth Management | 93 | 2 | ||||||
| 2026-04-20 | 13F | Ronald Blue Trust, Inc. | 0 | 0 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 80,156 | 17.64 | 2,228 | 50.44 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 29,253 | 21.04 | 636 | 22.12 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 1,091 | 30 |
