Adams Natural Resources Fund Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| ADAMS DIVERSIFIED EQUITY FUND, INC. | 07/22/2026 | 2.67 M | $66.09 M | 1.97% | 9.54% |
| SABA CAPITAL MANAGEMENT, L.P. | 08/14/2026 | 2.27 M | $56.10 M | 0.29% | 8.09% |
| MORGAN STANLEY | 08/13/2026 | 1.45 M | $35.83 M | 13.77% | 5.17% |
| LAZARD ASSET MANAGEMENT LLC | 08/14/2026 | 507.97 K | $12.56 M | 0.19% | 1.81% |
| ROYAL BANK OF CANADA | 08/14/2026 | 428.28 K | $10.59 M | 0.37% | 1.53% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 241.50 K | $5.97 M | 0.90% | 0.86% |
| COHEN & STEERS, INC. | 08/14/2026 | 178.99 K | $4.43 M | -1.65% | 0.64% |
| BASEPOINT WEALTH LLC | 08/10/2026 | 162.14 K | $4.01 M | -2.33% | 0.58% |
| INTREPID FAMILY OFFICE LLC | 08/14/2026 | 159.07 K | $3.93 M | 1.97% | 0.57% |
| PATHSTONE HOLDINGS, LLC | 08/13/2026 | 158.45 K | $3.92 M | 117.64% | 0.57% |
| FCA CORP /TX | 08/11/2026 | 133.45 K | $3.30 M | 12.80% | 0.48% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 124.28 K | $3.07 M | 0.01% | 0.44% |
| LPL FINANCIAL LLC | 08/07/2026 | 119.22 K | $2.95 M | 48.73% | 0.43% |
| CAPSTONE INVESTMENT ADVISORS, LLC | 08/17/2026 | 116.00 K | $2.87 M | 1.97% | 0.41% |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 08/06/2026 | 115.39 K | $2.85 M | 1.79% | 0.41% |
| ADVISORS ASSET MANAGEMENT, INC. | 08/14/2026 | 111.12 K | $2.75 M | 8.94% | 0.40% |
| WHITENER CAPITAL MANAGEMENT, INC. | 07/10/2026 | 90.62 K | $2.24 M | 1.24% | 0.32% |
| NORTH STAR ASSET MANAGEMENT INC | 08/18/2026 | 87.85 K | $2.17 M | -0.20% | 0.31% |
| FIRST TRUST ADVISORS LP | 08/11/2026 | 77.47 K | $1.92 M | 0.00% | 0.28% |
| CSS LLC/IL | 08/14/2026 | 75.50 K | $1.87 M | 1.34% | 0.27% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 75.14 K | $1.86 M | 0.27% | 0.27% |
| SPROTT INC. | 07/28/2026 | 74.17 K | $1.83 M | -3.35% | 0.26% |
| UHLMANN PRICE SECURITIES, LLC | 07/24/2026 | 70.17 K | $1.73 M | 4.11% | 0.25% |
| VERITION FUND MANAGEMENT LLC | 08/14/2026 | 68.64 K | $1.70 M | -47.79% | 0.24% |
| ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC | 08/13/2026 | 62.15 K | $1.54 M | 196.44% | 0.22% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 07/15/2026 | 61.89 K | $1.56 M | -5.71% | 0.22% |
| UNCOMMON CENTS INVESTING LLC | 07/20/2026 | 61.47 K | $1.52 M | -0.08% | 0.22% |
| JONES FINANCIAL COMPANIES LLLP | 08/14/2026 | 58.14 K | $1.43 M | 18.25% | 0.21% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 07/30/2026 | 55.82 K | $1.38 M | 57.40% | 0.20% |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 07/23/2026 | 50.56 K | $1.25 M | -1.40% | 0.18% |
| BURNEY CO/ | 07/15/2026 | 49.52 K | $1.22 M | 3.59% | 0.18% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 48.77 K | $1.21 M | 13.58% | 0.17% |
| STIFEL FINANCIAL CORP | 08/12/2026 | 44.00 K | $1.09 M | 2.55% | 0.16% |
| PRINCIPAL SECURITIES, INC. | 08/04/2026 | 43.36 K | $1.07 M | 13.47% | 0.15% |
| WEALTHCARE ADVISORY PARTNERS LLC | 07/09/2026 | 42.18 K | $1.04 M | 6.39% | 0.15% |
| ASPIRE CAPITAL ADVISORS LLC | 08/05/2026 | 40.76 K | $1.01 M | 100.00% | 0.15% |
| ST. JAMES INVESTMENT COMPANY, LLC | 08/11/2026 | 37.13 K | $917.85 K | -4.03% | 0.13% |
| ROBERTS GLORE & CO INC /IL/ | 08/11/2026 | 36.64 K | $905.84 K | 1.30% | 0.13% |
| CETERA INVESTMENT ADVISERS | 08/12/2026 | 33.39 K | $825.44 K | 12.53% | 0.12% |
| CALAMOS ADVISORS LLC | 07/31/2026 | 32.31 K | $798.63 K | 7.14% | 0.12% |
| WALSH & ASSOCIATES, LLC | 07/21/2026 | 31.47 K | $777.99 K | -11.28% | 0.11% |
| GUGGENHEIM CAPITAL LLC | 08/12/2026 | 31.37 K | $775.34 K | 42.56% | 0.11% |
| KOVACK ADVISORS, INC. | 07/29/2026 | 31.16 K | $766.02 K | 29.02% | 0.11% |
| HIGHTOWER ADVISORS, LLC | 08/05/2026 | 27.37 K | $676.69 K | -13.47% | 0.10% |
| UBS GROUP AG | 08/13/2026 | 27.22 K | $672.88 K | -0.23% | 0.10% |
| BAIRD FINANCIAL GROUP, INC. | 08/12/2026 | 26.71 K | $660.35 K | -0.76% | 0.10% |
| COMMONWEALTH EQUITY SERVICES, LLC | 07/29/2026 | 26.41 K | $652.83 K | -7.25% | 0.09% |
| EVOLVE PRIVATE WEALTH, LLC | 08/12/2026 | 24.73 K | $611.42 K | -4.22% | 0.09% |
| CULLEN INVESTMENT GROUP, LTD. | 07/09/2026 | 24.70 K | $610.55 K | 1.43% | 0.09% |
| ADVISOR GROUP HOLDINGS, INC. | 08/14/2026 | 22.72 K | $561.75 K | 23.89% | 0.08% |
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Adams Natural Resources Fund Inc institutional Ownership - FAQ's
During the previous two years, 143 institutional investors and hedge funds held shares of Adams Natural Resources Fund Inc. The most heavily invested institutionals were:
ADAMS DIVERSIFIED EQUITY FUND, INC.: 2.67 M
Saba Capital Management, L.P.: 2.27 M
MORGAN STANLEY: 1.45 M
LAZARD ASSET MANAGEMENT LLC: 507,973
ROYAL BANK OF CANADA: 428,278
RAYMOND JAMES FINANCIAL INC: 241,498
38.92% of Adams Natural Resources Fund Inc stock is owned by institutional investors.
Institutional investors have bought a total of 11.55 M shares in the last 24 months. This purchase volume represents approximately $301.17 M in transactions.