Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Adams Natural Resources Fund, Inc., to m.in 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, i Ronald Blue Trust, Inc. .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
