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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Top investors of Petroleum & Res Corp Com cef stock
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 |
|---|---|---|---|---|---|
| Adams Express Company | 2.6M | $73M | 2% | Mar 2026 |
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| Saba Capital Management | 2.3M | $63M | -16% | Mar 2026 |
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| Morgan Stanley | 1.3M | $35M | 30% | Mar 2026 |
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| Lazard Asset Management | 507k | $14M | 0% | Mar 2026 |
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| Royal Bank of Canada | 427k | $12M | -18% | Mar 2026 |
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| Raymond James Financial | 227k | $4.9M | 3% | Dec 2025 |
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| Basepoint Wealth | 166k | $4.6M | -1% | Mar 2026 |
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| Intrepid Family Office | 153k | $3.3M | 2% | Dec 2025 |
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| Cohen & Steers Capital Management | 150k | $3.3M | 0% | Dec 2025 |
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| Verition Fund Management | 149k | $3.2M | 2% | Dec 2025 |
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| Bank of America Corporation | 124k | $3.5M | 100% | Mar 2026 |
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| Capstone Investment Advisors | 114k | $3.2M | 0% | Mar 2026 |
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| Blue Bell Private Wealth Management | 113k | $3.2M | -2% | Mar 2026 |
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| Fca Corp | 113k | $2.4M | -11% | Dec 2025 |
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| Advisors Asset Management | 102k | $2.8M | 30% | Mar 2026 |
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| Whitener Capital Management | 90k | $2.5M | 2% | Mar 2026 |
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| North Star Asset Management | 88k | $2.4M | 1% | Mar 2026 |
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| LPL Financial | 80k | $2.2M | 18% | Mar 2026 |
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| First Trust Advisors | 78k | $2.2M | 9% | Mar 2026 |
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| Sprott | 77k | $2.1M | 14% | Mar 2026 |
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| D.A. Davidson & Co. | 75k | $2.1M | 10% | Mar 2026 |
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| CSS | 75k | $2.1M | -25% | Mar 2026 |
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| Pathstone Holdings | 73k | $2.0M | -71% | Mar 2026 |
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| Uhlmann Price Securities | 67k | $1.9M | 2% | Mar 2026 |
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| Uncommon Cents Investing | 62k | $1.7M | 4% | Mar 2026 |
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| Nations Financial Group | 51k | $1.4M | 2% | Mar 2026 |
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| Burney Co/ | 48k | $1.3M | 42% | Mar 2026 |
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| Wells Fargo & Company | 43k | $1.2M | 1% | Mar 2026 |
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| Stifel Financial | 43k | $1.2M | -1% | Mar 2026 |
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| Wealthcare Advisory Partners | 40k | $1.1M | 10% | Mar 2026 |
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| Millennium Management | 38k | $1.1M | 189% | Mar 2026 |
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| Principal Securities | 38k | $1.1M | -12% | Mar 2026 |
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| Jones Financial Companies, L.L | 36k | $792k | 44% | Dec 2025 |
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| Roberts Glore & Co | 36k | $1.0M | 6% | Mar 2026 |
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| Walsh & Associates | 36k | $986k | 1% | Mar 2026 |
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| Cambridge Investment Research Advisors | 36k | $986k | 17% | Mar 2026 |
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| Kestra Advisory Services | 35k | $967k | 10% | Mar 2026 |
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| Wolverine Asset Management | 34k | $954k | -25% | Mar 2026 |
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| Baird Financial | 32k | $704k | -2% | Dec 2025 |
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| HighTower Advisors | 32k | $879k | 1% | Mar 2026 |
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| Calamos Advisors | 30k | $838k | 100% | Mar 2026 |
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| Cetera Investment Advisers | 30k | $825k | 10% | Mar 2026 |
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| Commonwealth Equity Services | 29k | $792k | 1% | Mar 2026 |
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| Navis Wealth Advisors | 28k | $779k | 100% | Mar 2026 |
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| UBS Group | 27k | $759k | -13% | Mar 2026 |
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| Evolve Private Wealth | 26k | $718k | 100% | Mar 2026 |
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| Cullen Investment Group | 24k | $677k | -11% | Mar 2026 |
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| Kovack Advisors | 24k | $641k | 2% | Mar 2026 |
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| Advisor Group Holdings | 22k | $488k | 18% | Dec 2025 |
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| Guggenheim Capital, LLC Managers | 22k | $612k | 55% | Mar 2026 |
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| Allspring Global Investments Holdings | 21k | $583k | 11% | Mar 2026 |
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| Jane Street | 20k | $559k | 109% | Mar 2026 |
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| Alta Capital Management | 16k | $445k | 0% | Mar 2026 |
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| Concurrent Investment Advisors | 14k | $401k | -51% | Mar 2026 |
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| Moors & Cabot | 14k | $391k | -2% | Mar 2026 |
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| SeaCrest Wealth Management | 13k | $350k | 0% | Mar 2026 |
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| Level Four Advisory Services | 13k | $272k | 2% | Dec 2025 |
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| NorthRock Partners | 11k | $316k | 100% | Mar 2026 |
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| Vantage Financial Partners | 10k | $224k | 2% | Dec 2025 |
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| Searle & Co. | 10k | $280k | 2% | Mar 2026 |
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| JFS Wealth Advisors | 9.4k | $261k | 0% | Mar 2026 |
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| Sovereign Financial Group | 9.2k | $256k | 100% | Mar 2026 |
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| Goss Wealth Management | 8.9k | $247k | -37% | Mar 2026 |
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| CIBC Bancorp USA | 8.1k | $225k | 100% | Mar 2026 |
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| Atlantic Trust | 8.1k | $176k | 0% | Dec 2025 |
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| Private Advisor | 7.8k | $217k | 100% | Mar 2026 |
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| Meridian Investment Counsel | 7.8k | $216k | 100% | Mar 2026 |
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| Joel Isaacson & Co | 7.6k | $212k | 100% | Mar 2026 |
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| LexAurum Advisors | 7.6k | $212k | 100% | Mar 2026 |
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| Altfest L J & Co | 7.4k | $206k | 100% | Mar 2026 |
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| Farther Finance Advisors | 6.0k | $159k | 104% | Mar 2026 |
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| Sunbelt Securities | 5.5k | $153k | 100% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 4.5k | $124k | 2% | Mar 2026 |
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| Pnc Financial Services | 2.6k | $71k | 31% | Mar 2026 |
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| Fifth Third Bancorp | 2.3k | $64k | 2698% | Mar 2026 |
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| CWM | 2.2k | $49k | 0% | Dec 2025 |
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| Brian McDonald | 2.2k | $47k | 3% | Dec 2025 |
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| Geneos Wealth Management | 1.9k | $52k | 0% | Mar 2026 |
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| EverSource Wealth Advisors | 1.9k | $52k | 0% | Mar 2026 |
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| Hilltop National Bank | 1.7k | $47k | 0% | Mar 2026 |
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| Global Retirement Partners | 1.6k | $35k | 100% | Dec 2025 |
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| Nbc Securities | 1.3k | $35k | 2% | Mar 2026 |
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| Loring Wolcott Coolidge Fa | 1.1k | $29k | 0% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 1.0k | $29k | 71% | Mar 2026 |
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| Zazove Associates | 950.00 | $21k | 2% | Dec 2025 |
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| Barrett & Company | 800.00 | $22k | 0% | Mar 2026 |
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| Parkside Financial Bank & Trust | 682.00 | $19k | 0% | Mar 2026 |
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| Cape Investment Advisory | 493.00 | $11k | 0% | Dec 2025 |
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| WPG Advisers | 453.00 | $13k | 80% | Mar 2026 |
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| Union Bankshares | 300.00 | $8.3k | 0% | Mar 2026 |
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| Ancora Advisors | 200.00 | $5.6k | 0% | Mar 2026 |
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| BlackRock | 170.00 | $4.7k | 100% | Mar 2026 |
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| Elevated Capital Advisors | 140.00 | $3.9k | 100% | Mar 2026 |
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| Mosley Wealth Management | 93.00 | $2.0k | 100% | Mar 2026 |
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| Root Financial Partners | 53.00 | $1.5k | 100% | Mar 2026 |
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| Whittier Trust Co. of Nevada | 14.00 | $373.000600 | 100% | Mar 2026 |
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| Rockefeller Capital Management | 12.00 | $333.999600 | 100% | Mar 2026 |
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Who sold out of Petroleum & Res Corp Com cef?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Penserra Capital Management | Dec 2025 | 300k | $6.5M |
| Wealth Enhancement Advisory Services | Dec 2025 | 61k | $1.3M |
| Colony | Sep 2025 | 16k | $335k |
| PFG Investments | Dec 2025 | 15k | $321k |
| Jpmorgan Chase & Co | Sep 2025 | 4.0k | $86k |
| Advisory Services Network | Sep 2025 | 2.2k | $48k |
| Highline Wealth Partners | Dec 2025 | 1.5k | $33k |
| Indiana Trust & Investment Management | Dec 2025 | 472.00 | $10k |
| Simplex Trading | Sep 2025 | 84.00 | $1.0k |