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PEO Insider Trading (Adams Natural Resources Fund)

Insider Ownership Percentage: 0.17%
Insider Buying (Last 12 Months): $124,152.28
Insider Selling (Last 12 Months): $244,132.04

Adams Natural Resources Fund Insider Trading History Chart

Adams Natural Resources Fund Share Price & Price History

$16.08
▲ +0.3 (1.90%)
As of 05/14/2021 01:00 AM ET
Days: 30 | 90 | 365
Learn How to Analyze Your Market and Trading Plan
Custom-design an options strategy to fit your market outlook. This guide goes beyond the basics to help you understand how to evaluate a strategy’s risk and reward. Start with your market outlook, then hone in on your strategy based on the risk you’re willing to take.
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Adams Natural Resources Fund Insider Trading History

Transaction DateInsider NameTitleBuy/SellNumber of SharesAverage Share PriceTotal TransactionShares Held After TransactionDetails
4/29/2021Brian Stephen HookCFOSell13,484$15.28$206,035.5213,484View SEC Filing Icon  
4/29/2021Janis F KernsVPBuy1,504$15.40$23,161.601,996View SEC Filing Icon  
4/26/2021Lauriann C. KloppenburgDirectorBuy4,500$14.78$66,510.003,911View SEC Filing Icon  
4/22/2021Frederic A EscherichDirectorSell2,604$14.63$38,096.5210,723View SEC Filing Icon  
10/1/2020Frederic A EscherichDirectorBuy1,000$9.60$9,600.0012,499View SEC Filing Icon  
7/2/2020Kathleen T McgahranDirectorBuy2,196$11.33$24,880.68800View SEC Filing Icon  
12/24/2019Frederic A EscherichDirectorBuy3,000$16.31$48,930.00
11/1/2019Frederic A EscherichDirectorSell3,000$16.16$48,480.008,086View SEC Filing Icon  
8/1/2019Kenneth James DaleDirectorBuy1,562$15.98$24,960.769,827View SEC Filing Icon  
11/1/2018Frederic A EscherichDirectorSell2,000$17.60$35,200.0010,705View SEC Filing Icon  
5/30/2018Craig R SmithDirectorSell1,372$19.81$27,179.328,888View SEC Filing Icon  
See Full Table

SEC Filings (Institutional Ownership Changes) for Adams Natural Resources Fund (NYSE:PEO)

21.87% of Adams Natural Resources Fund stock is owned by institutions. Institutional ownership can be a sign of analyst confidence in the fundamentals of the stock.

Institutional Buying and Selling by Quarter

Adams Natural Resources Fund Institutional Trading History

Reporting DateHedge FundShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2021Lazard Asset Management LLC562,426$8.27M0.0%-2.6%2.336%Search for SEC Filing on Google Icon
5/14/2021Stifel Financial Corp37,719$0.56M0.0%+19.2%0.157%Search for SEC Filing on Google Icon
5/13/2021Wolverine Asset Management LLC198,935$2.93M0.0%-22.1%0.826%Search for SEC Filing on Google Icon
5/13/2021Cornerstone Advisors LLC370,347$5.45M0.5%N/A1.538%Search for SEC Filing on Google Icon
5/13/2021Bank of Montreal Can55,128$0.81M0.0%N/A0.229%Search for SEC Filing on Google Icon
5/13/2021Baird Financial Group Inc.114,516$1.69M0.0%-8.2%0.476%Search for SEC Filing on Google Icon
5/12/2021Moors & Cabot Inc.10,823$0.16M0.0%-12.5%0.045%Search for SEC Filing on Google Icon
5/12/2021FCA Corp TX73,336$1.08M0.3%+101.5%0.305%Search for SEC Filing on Google Icon
5/12/2021Twin Focus Capital Partners LLC10,479$0.15M0.0%N/A0.044%Search for SEC Filing on Google Icon
5/12/2021UBS Group AG664,245$9.77M0.0%+8.0%2.759%Search for SEC Filing on Google Icon
5/11/2021Mid Atlantic Financial Management Inc. ADV23,500$0.35M0.0%-23.0%0.098%Search for SEC Filing on Google Icon
5/11/2021Landscape Capital Management L.L.C.60,218$0.89M0.1%-13.8%0.250%Search for SEC Filing on Google Icon
5/11/2021Whitener Capital Management Inc.57,623$0.85M0.4%+5.7%0.239%Search for SEC Filing on Google Icon
5/7/2021Advisors Asset Management Inc.14,283$0.21M0.0%-51.2%0.059%Search for SEC Filing on Google Icon
5/7/2021D.A. Davidson & CO.36,981$0.54M0.0%+40.3%0.154%Search for SEC Filing on Google Icon
5/6/2021Roberts Glore & Co. Inc. IL12,028$0.18M0.1%+9.0%0.050%Search for SEC Filing on Google Icon
5/4/2021Commonwealth Equity Services LLC34,989$0.51M0.0%+85.6%0.145%Search for SEC Filing on Google Icon
4/29/2021North Star Asset Management Inc.166,942$2.46M0.1%-1.3%0.693%Search for SEC Filing on Google Icon
4/22/20216 Meridian89,477$1.32M0.1%-20.2%0.372%Search for SEC Filing on Google Icon
4/20/2021Uncommon Cents Investing LLC54,485$0.80M0.3%+5.6%0.226%Search for SEC Filing on Google Icon
4/12/2021FNY Investment Advisers LLC3,136$46K0.0%N/A0.013%Search for SEC Filing on Google Icon
3/4/2021FCA Corp TX36,401$0.41M0.1%N/A0.151%Search for SEC Filing on Google Icon
2/16/2021Walleye Trading LLC24,444$0.28M0.0%+41.4%0.082%Search for SEC Filing on Google Icon
2/16/2021Walleye Capital LLC53,025$0.60M0.0%+64.1%0.178%Search for SEC Filing on Google Icon
2/16/2021Ionic Capital Management LLC166,066$1.89M0.3%+890.1%0.558%Search for SEC Filing on Google Icon
2/13/2021Ancora Advisors LLC80,631$0.92M0.0%-92.1%0.271%Search for SEC Filing on Google Icon
2/12/2021Penserra Capital Management LLC279,528$3.18M0.1%+7.5%0.939%Search for SEC Filing on Google Icon
2/11/2021Baird Financial Group Inc.124,690$1.42M0.0%+28.2%0.419%Search for SEC Filing on Google Icon
2/11/2021RMB Capital Management LLC31,370$0.36M0.0%N/A0.105%Search for SEC Filing on Google Icon
2/11/2021Moors & Cabot Inc.12,369$0.14M0.0%+13.0%0.042%Search for SEC Filing on Google Icon
2/10/2021D.A. Davidson & CO.26,357$0.30M0.0%-17.4%0.089%Search for SEC Filing on Google Icon
2/10/2021Mid Atlantic Financial Management Inc. ADV30,500$0.35M0.0%-4.4%0.102%Search for SEC Filing on Google Icon
2/9/2021Wells Fargo & Company MN108,233$1.23M0.0%-9.3%0.363%Search for SEC Filing on Google Icon
2/9/2021Roberts Glore & Co. Inc. IL11,038$0.13M0.0%N/A0.037%Search for SEC Filing on Google Icon
2/9/2021SeaCrest Wealth Management LLC21,189$0.24M0.0%-9.6%0.071%Search for SEC Filing on Google Icon
2/9/2021Landscape Capital Management L.L.C.69,892$0.80M0.1%N/A0.235%Search for SEC Filing on Google Icon
2/8/2021Whitener Capital Management Inc.54,509$0.62M0.3%+19.9%0.183%Search for SEC Filing on Google Icon
2/4/2021AdvisorNet Financial Inc14,950$0.17M0.0%-15.1%0.050%Search for SEC Filing on Google Icon
2/3/2021Quantedge Capital Pte Ltd141,595$1.61M1.0%N/A0.476%Search for SEC Filing on Google Icon
2/1/2021JFS Wealth Advisors LLC6,272$71K0.0%N/A0.021%Search for SEC Filing on Google Icon
1/14/2021Uncommon Cents Investing LLC51,610$0.59M0.3%+12.5%0.173%Search for SEC Filing on Google Icon
1/14/20216 Meridian112,100$1.28M0.1%N/A0.376%Search for SEC Filing on Google Icon
11/24/2020Pekin Hardy Strauss Inc.13,502$0.13M0.0%-35.1%0.045%Search for SEC Filing on Google Icon
11/16/2020Boothbay Fund Management LLC55,388$0.54M0.0%-85.7%0.186%Search for SEC Filing on Google Icon
11/16/2020Advisors Asset Management Inc.41,417$0.41M0.0%-34.8%0.139%Search for SEC Filing on Google Icon
11/13/2020Morgan Stanley295,648$2.89M0.0%-1.7%0.993%Search for SEC Filing on Google Icon
11/12/2020Pekin Hardy Strauss Inc.13,502$0.13M0.0%-35.1%0.045%Search for SEC Filing on Google Icon
11/12/2020Johnson Financial Group Inc.5,000$49K0.0%-47.4%0.017%Search for SEC Filing on Google Icon
11/12/2020SeaCrest Wealth Management LLC23,439$0.23M0.0%N/A0.079%Search for SEC Filing on Google Icon
11/5/2020Wells Fargo & Company MN119,316$1.17M0.0%-17.3%0.401%Search for SEC Filing on Google Icon
11/5/2020Cutler Capital Management LLC20,206$0.20M0.1%-63.3%0.068%Search for SEC Filing on Google Icon
11/4/2020Raymond James Financial Services Advisors Inc.12,199$0.12M0.0%-11.7%0.041%Search for SEC Filing on Google Icon
11/4/2020Raymond James & Associates20,878$0.20M0.0%+19.3%0.070%Search for SEC Filing on Google Icon
11/2/2020D.A. Davidson & CO.31,921$0.31M0.0%-14.8%0.107%Search for SEC Filing on Google Icon
11/2/2020North Star Asset Management Inc.142,110$1.39M0.1%-4.6%0.477%Search for SEC Filing on Google Icon
10/19/2020Uncommon Cents Investing LLC45,890$0.45M0.2%+6.2%0.154%Search for SEC Filing on Google Icon
10/9/2020Whitener Capital Management Inc.45,470$0.44M0.2%+2.5%0.153%Search for SEC Filing on Google Icon
8/26/2020AdvisorNet Financial Inc11,114$0.13M0.0%+199.2%0.037%Search for SEC Filing on Google Icon
8/14/2020Bank of America Corp DE203,766$2.31M0.0%+135.0%0.684%Search for SEC Filing on Google Icon
8/14/2020Ancora Advisors LLC2,529,218$28.73M1.2%+7.1%8.494%Search for SEC Filing on Google Icon
8/14/2020Advisor Group Holdings Inc.44,056$0.50M0.0%-5.3%0.148%Search for SEC Filing on Google Icon
8/14/2020Baird Financial Group Inc.71,880$1.18M0.0%-44.2%0.241%Search for SEC Filing on Google Icon
8/12/2020Advisors Asset Management Inc.63,503$0.72M0.0%-18.7%0.213%Search for SEC Filing on Google Icon
8/12/2020Commonwealth Equity Services LLC17,875$0.20M0.0%-5.1%0.060%Search for SEC Filing on Google Icon
8/12/2020Yakira Capital Management Inc.29,071$0.32M0.1%N/A0.098%Search for SEC Filing on Google Icon
8/10/2020Doliver Advisors LP19,589$0.22M0.1%-19.9%0.066%Search for SEC Filing on Google Icon
8/10/2020D.A. Davidson & CO.37,481$0.43M0.0%-3.2%0.126%Search for SEC Filing on Google Icon
8/6/2020Mid Atlantic Financial Management Inc. ADV26,800$0.30M0.0%+5.1%0.090%Search for SEC Filing on Google Icon
7/31/2020UBS Group AG562,477$6.39M0.0%+46.7%1.889%Search for SEC Filing on Google Icon
7/28/2020North Star Asset Management Inc.148,886$1.69M0.1%-6.2%0.500%Search for SEC Filing on Google Icon
7/28/2020Matisse Capital196,866$2.24M0.7%+134.1%0.661%Search for SEC Filing on Google Icon
7/23/2020Uncommon Cents Investing LLC43,195$0.49M0.3%+11.1%0.145%Search for SEC Filing on Google Icon
7/17/2020Whitener Capital Management Inc.44,350$0.50M0.3%+7.5%0.149%Search for SEC Filing on Google Icon
7/17/2020Raymond James Financial Services Advisors Inc.13,810$0.16M0.0%+19.5%0.046%Search for SEC Filing on Google Icon
6/16/2020Royal Bank of Canada170,741$1.42M0.0%+12.5%0.573%Search for SEC Filing on Google Icon
5/26/2020Morgan Stanley306,474$2.54M0.0%-4.7%1.026%Search for SEC Filing on Google Icon
5/18/2020RiverNorth Capital Management LLC775,232$6.43M0.4%+197.6%2.596%Search for SEC Filing on Google Icon
5/18/2020Advisor Group Holdings Inc.46,529$0.39M0.0%N/A0.156%Search for SEC Filing on Google Icon
5/15/2020Morgan Stanley306,474$2.54M0.0%-4.7%1.026%Search for SEC Filing on Google Icon
5/15/2020CSS LLC IL39,453$0.33M0.0%-38.6%0.132%Search for SEC Filing on Google Icon
5/15/2020Cohen & Steers Inc.96,077$0.80M0.0%-45.0%0.322%Search for SEC Filing on Google Icon
5/14/2020Wells Fargo & Company MN117,125$0.97M0.0%+15.3%0.392%Search for SEC Filing on Google Icon
5/14/2020Baird Financial Group Inc.128,912$1.07M0.0%+68.3%0.432%Search for SEC Filing on Google Icon
5/13/2020City of London Investment Management Co. Ltd.74,693$0.62M0.1%+30.2%0.250%Search for SEC Filing on Google Icon
5/13/2020US Bancorp DE6,947$58K0.0%+896.7%0.023%Search for SEC Filing on Google Icon
5/12/2020Shepherd Kaplan Krochuk LLC26,620$0.22M0.4%-14.8%0.089%Search for SEC Filing on Google Icon
5/11/2020Commonwealth Equity Services LLC18,844$0.16M0.0%-5.7%0.063%Search for SEC Filing on Google Icon
5/11/2020RMB Capital Management LLC10,100$84K0.0%N/A0.034%Search for SEC Filing on Google Icon
5/8/2020PNC Financial Services Group Inc.10,414$87K0.0%+23.0%0.035%Search for SEC Filing on Google Icon
5/7/2020Matisse Capital84,093$0.70M0.3%+190.6%0.282%Search for SEC Filing on Google Icon
5/5/2020Eudaimonia Partners LLC7,053$58K0.0%+248.3%0.024%Search for SEC Filing on Google Icon
5/5/2020D.A. Davidson & CO.38,728$0.32M0.0%-11.0%0.130%Search for SEC Filing on Google Icon
5/1/2020UBS Group AG383,321$3.18M0.0%+4.5%1.284%Search for SEC Filing on Google Icon
4/29/2020Steward Partners Investment Advisory LLC6,281$52K0.0%N/A0.021%Search for SEC Filing on Google Icon
4/28/2020Doliver Advisors LP24,444$0.24M0.1%+123.0%0.082%Search for SEC Filing on Google Icon
4/24/2020North Star Asset Management Inc.158,673$1.32M0.1%-19.8%0.531%Search for SEC Filing on Google Icon
4/24/2020Whitener Capital Management Inc.41,240$0.34M0.2%+31.2%0.138%Search for SEC Filing on Google Icon
4/21/2020Raymond James & Associates12,170$0.10M0.0%-65.8%0.041%Search for SEC Filing on Google Icon
4/21/2020Raymond James Financial Services Advisors Inc.11,556$96K0.0%-31.2%0.039%Search for SEC Filing on Google Icon
4/20/2020Kavar Capital Partners LLC13,500$0.11M0.1%N/A0.045%Search for SEC Filing on Google Icon
Data available starting January 2016

See Full Table
Adams Natural Resources Fund logo
Adams Natural Resources Fund, Inc. is a publicly owned investment manager. The firm invests in the public equity markets across the globe. It invests in stocks of companies of all market capitalizations operating in the energy and natural resources sector including oil companies, exploration and production, utilities, services, and basic materials sectors. The firm employs a fundamental analysis with a bottom-up stock picking approach while focusing on earnings growth prospects, defendable market position, market competition, macroeconomic backdrop, cash flow generation, valuation, capital allocation, return on capital, mileposts and catalysts, and "point in cycle" identification to make its investments. It benchmarks the performance of its portfolios against a composite index of 80% Dow Jones Oil and Gas Index and 20% Dow Jones Basic Materials Index. The firm was formerly known as Petroleum & Resources Corporation. Adams Natural Resources Fund, Inc. was founded in January 1929 and is based in Baltimore, Maryland with an additional office in Boston, Massachusetts.
Read More on Adams Natural Resources Fund

Today's Range

Now: $16.08
$15.93
$16.17

50 Day Range

MA: $15.02
$14.45
$16.09

52 Week Range

Now: $16.08
$9.04
$16.40

Volume

56,930 shs

Average Volume

88,069 shs

Market Capitalization

$387.17 million

P/E Ratio

N/A

Dividend Yield

4.63%

Beta

1.68

Who are the company insiders with the largest holdings of Adams Natural Resources Fund?

Adams Natural Resources Fund's top insider investors include:
  1. Brian Stephen Hook (CFO)
  2. Frederic A Escherich (Director)
  3. Kenneth James Dale (Director)
  4. Lauriann C Kloppenburg (Director)
  5. Janis F Kerns (VP)
  6. Kathleen T Mcgahran (Director)

Who are the major institutional investors of Adams Natural Resources Fund?

Adams Natural Resources Fund's top institutional shareholders include:
  1. UBS Group AG — 2.76%
  2. Lazard Asset Management LLC — 2.34%
  3. Cornerstone Advisors LLC — 1.54%
  4. Wolverine Asset Management LLC — 0.83%
  5. North Star Asset Management Inc. — 0.69%
  6. Baird Financial Group Inc. — 0.48%

Which institutional investors are selling Adams Natural Resources Fund stock?

During the last quarter, PEO stock was sold by these institutional investors:
  1. Wolverine Asset Management LLC
  2. 6 Meridian
  3. Lazard Asset Management LLC
  4. Advisors Asset Management Inc.
  5. Baird Financial Group Inc.
  6. Landscape Capital Management L.L.C.
  7. Mid Atlantic Financial Management Inc. ADV
  8. North Star Asset Management Inc.
Within the previous year, company insiders that have sold Adams Natural Resources Fund company stock include:
  1. Brian Stephen Hook (CFO)
  2. Frederic A Escherich (Director)

Which institutional investors are buying Adams Natural Resources Fund stock?

During the previous quarter, PEO stock was acquired by institutional investors including:
  1. Cornerstone Advisors LLC
  2. Bank of Montreal Can
  3. UBS Group AG
  4. FCA Corp TX
  5. Commonwealth Equity Services LLC
  6. D.A. Davidson & CO.
  7. Twin Focus Capital Partners LLC
  8. Stifel Financial Corp
In the last year, these company insiders have bought Adams Natural Resources Fund stock:
  1. Brian Stephen Hook (CFO)
  2. Frederic A Escherich (Director)
  3. Kenneth James Dale (Director)
  4. Lauriann C Kloppenburg (Director)
  5. Janis F Kerns (VP)
Learn How to Analyze Your Market and Trading Plan
Custom-design an options strategy to fit your market outlook. This guide goes beyond the basics to help you understand how to evaluate a strategy’s risk and reward. Start with your market outlook, then hone in on your strategy based on the risk you’re willing to take.
Download Your FREE Options Trading Strategy Guide today!
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