Who owns Petroleum & Res Corp Com cef?
- Ticker: PEO
- CUSIP Number: 00548f105
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Analyze quarterly positions in Petroleum & Res Corp Com cef with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Petroleum & Res Corp Com cef this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Saba Capital Management | 2.7M | $64M | 31% | Jun 2024 |
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Adams Express Company | 2.2M | $52M | 2% | Sep 2024 |
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Morgan Stanley | 674k | $16M | 2% | Jun 2024 |
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Lazard Asset Management | 511k | $12M | -6% | Sep 2024 |
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Royal Bank of Canada | 450k | $10M | 11% | Sep 2024 |
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Pathstone Holdings | 292k | $6.8M | 150% | Sep 2024 |
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Raymond James & Associates | 216k | $5.0M | 4% | Sep 2024 |
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CSS | 195k | $4.5M | -36% | Sep 2024 |
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Cohen & Steers Capital Management | 176k | $4.2M | 13% | Jun 2024 |
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Bank of America Corporation | 134k | $3.1M | -14% | Sep 2024 |
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North Star Asset Management | 117k | $2.7M | -3% | Sep 2024 |
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Fca Corp | 109k | $2.5M | 4% | Sep 2024 |
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Blue Bell Private Wealth Management | 91k | $2.1M | 75% | Sep 2024 |
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1607 Capital Partners | 82k | $1.9M | -32% | Sep 2024 |
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HighTower Advisors | 77k | $1.8M | -16% | Jun 2024 |
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Whitener Capital Management | 75k | $1.7M | 1% | Sep 2024 |
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Wealth Enhancement Advisory Services | 74k | $1.8M | 0% | Jun 2024 |
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Stifel Financial | 73k | $1.7M | 2% | Jun 2024 |
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D.A. Davidson & Co. | 63k | $1.5M | 2% | Jun 2024 |
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Uncommon Cents Investing | 61k | $1.4M | 0% | Sep 2024 |
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Nations Financial Group | 57k | $1.3M | -3% | Sep 2024 |
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Wealthcare Advisory Partners | 56k | $1.3M | -1% | Sep 2024 |
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Capstone Investment Advisors | 54k | $1.2M | 100% | Sep 2024 |
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First Trust Advisors | 54k | $1.2M | 6% | Sep 2024 |
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Cornerstone Advisors | 54k | $1.2M | -85% | Sep 2024 |
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Wells Fargo & Company | 46k | $1.1M | -1% | Sep 2024 |
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LPL Financial | 46k | $1.1M | -6% | Sep 2024 |
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CNH Partners | 41k | $949k | -48% | Sep 2024 |
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Kestra Advisory Services | 35k | $815k | -2% | Sep 2024 |
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Commonwealth Equity Services | 34k | $797k | 10% | Sep 2024 |
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Sprott | 32k | $756k | -6% | Jun 2024 |
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Quantedge Capital Pte | 29k | $665k | -49% | Sep 2024 |
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Cullen Investment Group | 28k | $656k | 2% | Sep 2024 |
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Sanctuary Advisors | 25k | $590k | 100% | Sep 2024 |
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Wolverine Asset Management | 24k | $559k | 1206% | Sep 2024 |
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Kovack Advisors | 22k | $505k | -5% | Sep 2024 |
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Cambridge Investment Research Advisors | 21k | $491k | -18% | Sep 2024 |
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Twin Focus Capital Partners | 21k | $476k | 0% | Sep 2024 |
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Roberts Glore & Co | 20k | $467k | 10% | Sep 2024 |
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Principal Securities | 17k | $404k | -20% | Sep 2024 |
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Atlas Wealth | 17k | $392M | 100% | Jun 2024 |
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Guggenheim Capital, LLC Managers | 17k | $385k | -42% | Sep 2024 |
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Citadel Advisors | 16k | $381k | -26% | Sep 2024 |
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Alta Capital Management | 16k | $372k | -20% | Sep 2024 |
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Advisors Asset Management | 16k | $360k | 100% | Sep 2024 |
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Colony | 15k | $349k | 100% | Sep 2024 |
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Buckingham Asset Management | 15k | $355k | 0% | Jun 2024 |
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Cetera Investment Advisers | 15k | $354k | -11% | Jun 2024 |
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Moors & Cabot | 15k | $340k | 2% | Sep 2024 |
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SeaCrest Wealth Management | 14k | $320k | 0% | Sep 2024 |
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Compass Wealth Management | 11k | $256k | 0% | Sep 2024 |
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Creative Planning | 9.5k | $220k | 0% | Sep 2024 |
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Karpus Investment Management | 9.3k | $217k | -9% | Sep 2024 |
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JFS Wealth Advisors | 9.1k | $211k | -41% | Sep 2024 |
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Invesco | 9.1k | $211k | -42% | Sep 2024 |
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Advisor Group Holdings | 9.0k | $209k | -14% | Sep 2024 |
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Vantage Financial Partners | 9.0k | $208k | 2% | Sep 2024 |
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Searle & Co. | 8.7k | $202k | 2% | Sep 2024 |
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Fifth Third Bancorp | 6.2k | $144k | 2% | Sep 2024 |
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Thomas J. Herzfeld Advisors | 5.8k | $135k | -95% | Sep 2024 |
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Loring Wolcott Coolidge Fa | 4.6k | $109k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 3.8k | $89k | 1% | Sep 2024 |
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Jones Financial Companies, L.L | 3.4k | $80k | 328% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 2.9k | $67k | -10% | Sep 2024 |
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Venturi Wealth Management | 2.5k | $58k | 0% | Sep 2024 |
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Pnc Financial Services | 2.5k | $57k | 0% | Sep 2024 |
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Oarsman Capital | 2.2k | $52k | 100% | Sep 2024 |
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CWM | 2.2k | $52k | 0% | Sep 2024 |
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EverSource Wealth Advisors | 2.0k | $47k | 0% | Sep 2024 |
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Zazove Associates | 1.8k | $42k | 1% | Sep 2024 |
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Hilltop National Bank | 1.7k | $39k | 0% | Sep 2024 |
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Geneos Wealth Management | 1.5k | $36k | 0% | Jun 2024 |
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Brian McDonald | 1.4k | $31k | 0% | Sep 2024 |
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Nbc Securities | 1.1k | $24k | 2% | Sep 2024 |
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Semmax Financial Advisors | 865.00 | $21k | 1563% | Sep 2024 |
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Barrett & Company | 800.00 | $19k | 100% | Sep 2024 |
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Parkside Financial Bank & Trust | 682.00 | $16k | 0% | Sep 2024 |
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Johnson Financial Group | 537.00 | $13k | 2% | Sep 2024 |
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Ancora Advisors | 300.00 | $7.0k | 0% | Sep 2024 |
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Steward Partners Investment Advisory | 300.00 | $7.1k | 100% | Jun 2024 |
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Goss Wealth Management | 184.00 | $4.3k | 0% | Jun 2024 |
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Laurel Wealth Advisors | 147.00 | $3.4k | 100% | Sep 2024 |
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Hantz Financial Services | 100.00 | $2.0k | 100% | Jun 2024 |
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Who sold out of Petroleum & Res Corp Com cef?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Millennium Management | Jun 2024 | 66k | $1.6M |
Landscape Capital Management | Jun 2024 | 40k | $955k |
Miracle Mile Advisors | Jun 2024 | 14k | $338k |
Flow State Investments | Mar 2024 | 14k | $318k |
Vanguard Capital Wealth Advisors | Mar 2024 | 11k | $244k |
Simplicity Wealth | Jun 2024 | 8.6k | $203k |
Bleakley Financial Group | Jun 2024 | 8.6k | $203k |