Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Adams Natural Resources Fund, Inc. inkluderar Verition Fund Management LLC, Polar Asset Management Partners Inc., och CIBC Private Wealth Group, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 114 170 | 123,54 | 2 440 | 109,54 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2 801 | 2,38 | 60 | −4,84 | ||||
| 2025-08-14 | 13F | Polar Asset Management Partners Inc. | 67 184 | 1 436 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 8 091 | 173 | ||||||
| 2025-07-30 | 13F | Adams Diversified Equity Fund, Inc. | 2 456 181 | 2,50 | 52 489 | −3,97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 36 616 | 0,29 | 782 | −6,01 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 209 971 | 1,99 | 4 487 | −4,43 | ||||
| 2025-08-14 | 13F | Quantedge Capital Pte Ltd | 15 432 | 22,17 | 330 | 14,24 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 20 996 | 29,45 | 449 | 21,08 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 29 630 | 3,87 | 1 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 113 524 | 0,48 | 2 426 | −5,86 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 212 131 | 3,04 | 5 | 0,00 | ||||
| 2025-08-08 | 13F | Creative Planning | 9 489 | 0,27 | 203 | −6,05 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 14 044 | 2,50 | 300 | −3,85 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 14 932 | 7,50 | 319 | 0,95 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 9 834 | 2,50 | 210 | −3,67 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2 572 | 45,23 | 55 | 35,00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3 927 | 1,11 | 84 | −5,68 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 62 146 | 3,96 | 1 360 | −0,29 | ||||
| 2025-07-25 | NP | FCEF - First Trust CEF Income Opportunity ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 31 911 | 10,29 | 641 | −0,78 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 12 600 | 4,71 | 269 | −1,82 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1 957 | 5,27 | 42 | −2,38 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 25 458 | 2,48 | 544 | −3,89 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 26 682 | 21,02 | 570 | 13,55 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 45 822 | 18,64 | 979 | 11,25 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 526 089 | 38,95 | 11 242 | 30,18 | ||||
| 2025-07-29 | 13F | Uhlmann Price Securities, Llc | 61 675 | 0,76 | 1 318 | −5,66 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 14 398 | 0,55 | 308 | −5,83 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 123 | 119,64 | 3 | 100,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-07 | 13F | Searle & Co. | 9 531 | 2,46 | 204 | −4,25 | ||||
| 2025-08-14 | 13F/A | Zazove Associates Llc | 908 | 2,48 | 19 | −5,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 43 967 | 28,40 | 940 | 20,23 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17 213 | 160,88 | 369 | 147,65 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 32 961 | 21,87 | 704 | 14,29 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 30 785 | 17,80 | 658 | 15,67 | ||||
| 2025-08-14 | 13F | Verition Fund Management LLC | 125 921 | 2 691 | ||||||
| 2025-08-12 | 13F | Fca Corp /tx | 121 997 | 6,29 | 2 607 | −0,38 | ||||
| 2025-08-05 | 13F | Burney Co/ | 29 602 | 6,86 | 633 | 0,16 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 54 807 | 0,55 | 1 171 | −5,79 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 44 083 | 4,66 | 942 | −1,87 | ||||
| 2025-08-11 | 13F | Sprott Inc. | 59 532 | 2,24 | 1 272 | −4,22 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 62 564 | 9,07 | 1 337 | 2,14 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 794 325 | 14,11 | 16 975 | 6,91 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3 075 | 2,50 | 66 | −4,41 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 1 172 | 2,54 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 500 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 120 988 | 0,03 | 2 586 | −6,27 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 440 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 25 942 | 554 |
