Adams Resources & Energy, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 242.79 K | $9.17 M | -1.00% | 9.44% |
| NEEDHAM INVESTMENT MANAGEMENT LLC | 02/14/2025 | 190.00 K | $7.17 M | 0.00% | 7.38% |
| RENAISSANCE TECHNOLOGIES LLC | 02/13/2025 | 181.46 K | $6.85 M | -3.92% | 7.05% |
| ODDO BHF ASSET MANAGEMENT SAS | 02/12/2025 | 125.00 K | $4.72 M | 100.00% | 4.86% |
| VANGUARD GROUP INC | 02/11/2025 | 101.16 K | $3.82 M | 2.73% | 3.93% |
| CHICAGO CAPITAL MANAGEMENT, LLC | 02/12/2025 | 96.62 K | $3.65 M | 100.00% | 3.76% |
| BLACKROCK, INC. | 02/07/2025 | 66.22 K | $2.50 M | -28.77% | 2.57% |
| CIGOGNE MANAGEMENT SA | 02/14/2025 | 47.91 K | $1.81 M | 100.00% | 1.86% |
| AEGIS FINANCIAL CORP | 02/12/2025 | 45.02 K | $1.70 M | -60.89% | 1.75% |
| CREDIT INDUSTRIEL ET COMMERCIAL | 02/24/2025 | 35.23 K | $1.33 M | 100.00% | 1.37% |
| FIRST WILSHIRE SECURITIES MANAGEMENT INC | 02/12/2025 | 32.82 K | $1.24 M | 2.92% | 1.28% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 31.54 K | $1.19 M | -44.42% | 1.23% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 25.77 K | $972.93 K | 2.55% | 1.00% |
| NORTHERN TRUST CORP | 02/14/2025 | 24.03 K | $906.98 K | 10.99% | 0.93% |
| ROUND HILL ASSET MANAGEMENT | 02/13/2025 | 22.78 K | $859.91 K | -0.87% | 0.89% |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | 02/13/2025 | 20.71 K | $781.61 K | -2.86% | 0.80% |
| CERITY PARTNERS LLC | 02/13/2025 | 20.35 K | $549.45 K | 0.00% | 0.79% |
| RAYMOND JAMES FINANCIAL INC | 04/23/2025 | 13.89 K | $524.40 K | 100.00% | 0.54% |
| CSS LLC/IL | 02/18/2025 | 13.59 K | $512.91 K | 100.00% | 0.53% |
| YAKIRA CAPITAL MANAGEMENT, INC. | 02/13/2025 | 12.59 K | $475.12 K | 100.00% | 0.49% |
| STATE STREET CORP | 02/14/2025 | 12.52 K | $472.63 K | 100.00% | 0.49% |
| BARD ASSOCIATES INC | 02/06/2025 | 12.44 K | $469.54 K | 0.00% | 0.48% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 02/12/2025 | 12.38 K | $467.42 K | 0.00% | 0.48% |
| PENDERFUND CAPITAL MANAGEMENT LTD. | 02/14/2025 | 10.50 K | $561.56 K | 100.00% | 0.41% |
| OXFORD ASSET MANAGEMENT LLP | 05/15/2025 | 9.86 K | $372.37 K | 100.00% | 0.38% |
| ATRIA INVESTMENTS, INC | 02/06/2025 | 6.81 K | $257.04 K | 100.00% | 0.26% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 02/12/2025 | 6.46 K | $243.94 K | -30.58% | 0.25% |
| HSBC HOLDINGS PLC | 02/14/2025 | 6.19 K | $230.42 K | 100.00% | 0.24% |
| NET WORTH ADVISORY GROUP | 02/07/2025 | 5.52 K | $208.53 K | 100.00% | 0.21% |
| ASCENSION CAPITAL ADVISORS, INC. | 02/05/2025 | 5.32 K | $200.72 K | 100.00% | 0.21% |
| MILLENNIUM MANAGEMENT LLC | 02/14/2025 | 5.31 K | $200.45 K | 100.00% | 0.21% |
| ADVISOR GROUP HOLDINGS, INC. | 06/06/2025 | 3.70 K | $139.68 K | 100.00% | 0.14% |
| MORGAN STANLEY | 05/15/2025 | 3.17 K | $119.61 K | 0.09% | 0.12% |
| SKANDINAVISKA ENSKILDA BANKEN AB (PUBL) | 02/10/2025 | 2.50 K | $93.05 K | 100.00% | 0.10% |
| BARCLAYS PLC | 02/13/2025 | 1.82 K | $68.00 K | -6.10% | 0.07% |
| UBS GROUP AG | 02/14/2025 | 605 | $22.84 K | 271.17% | 0.02% |
| CAPITAL ADVISORS, LTD. LLC | 02/04/2025 | 269 | $10.00 K | 43.09% | 0.01% |
| MASSMUTUAL TRUST CO FSB/ADV | 01/16/2025 | 77 | $2.91 K | 100.00% | 0.00% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 27 | $1.02 K | 0.00% | 0.00% |
| BANK OF AMERICA CORP /DE/ | 02/14/2025 | 21 | $793 | 0.00% | 0.00% |
| JPMORGAN CHASE & CO | 02/12/2025 | 6 | $227 | 0.00% | 0.00% |
| MOUNTAIN HILL INVESTMENT PARTNERS CORP. | 02/11/2025 | 2 | $77 | 100.00% | 0.00% |
| HUNTINGTON NATIONAL BANK | 02/12/2025 | 1 | $38 | 0.00% | 0.00% |
| FMR LLC | 02/13/2025 | 0 | $0 | -100.00% | 0.00% |
| ACADIAN ASSET MANAGEMENT LLC | 02/11/2025 | 0 | $0 | -100.00% | 0.00% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| PERRITT CAPITAL MANAGEMENT INC | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
| CITADEL ADVISORS LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| ANCORA ADVISORS, LLC | 02/14/2025 | 0 | $0 | -100.00% | 0.00% |
| COVE STREET CAPITAL, LLC | 02/12/2025 | 0 | $0 | -100.00% | 0.00% |
Adams Resources & Energy, Inc. institutional Ownership - FAQ's
During the previous two years, 18 institutional investors and hedge funds held shares of Adams Resources & Energy, Inc.. The most heavily invested institutionals were:
CIGOGNE MANAGEMENT SA: 47,914
RAYMOND JAMES & ASSOCIATES: 14,363
FinTrust Capital Advisors, LLC: 150
BlackRock Inc.: 92,072
EA Series Trust: 12,669
Acrospire Investment Management LLC: 0
56.55% of Adams Resources & Energy, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 376.49 K shares in the last 24 months. This purchase volume represents approximately $0 in transactions.