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 |
|---|---|---|---|---|---|
| Saba Capital Management | 2.9M | $66M | 0% | Mar 2025 |
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| Adams Express Company | 2.4M | $55M | 2% | Mar 2025 |
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| Morgan Stanley | 667k | $15M | 100% | Dec 2024 |
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| Lazard Asset Management | 456k | $10M | 0% | Mar 2025 |
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| Royal Bank of Canada | 379k | $8.6M | -22% | Mar 2025 |
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| Pathstone Holdings | 344k | $7.9M | -17% | Mar 2025 |
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| Raymond James Financial | 226k | $5.2M | 0% | Mar 2025 |
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| Penserra Capital Management | 206k | $4.7M | 100% | Mar 2025 |
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| Intrepid Family Office | 193k | $4.4M | 2% | Mar 2025 |
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| Cohen & Steers Capital Management | 171k | $3.7M | -3% | Dec 2024 |
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| CSS | 156k | $3.4M | -20% | Dec 2024 |
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| Bank of America Corporation | 124k | $2.7M | -8% | Dec 2024 |
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| Fca Corp | 115k | $2.6M | 2% | Mar 2025 |
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| Capstone Investment Advisors | 114k | $2.6M | 0% | Mar 2025 |
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| Blue Bell Private Wealth Management | 113k | $2.6M | 9% | Mar 2025 |
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| North Star Asset Management | 109k | $2.5M | -2% | Mar 2025 |
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| Whitener Capital Management | 77k | $1.7M | 5% | Mar 2025 |
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| Stifel Financial | 76k | $1.6M | 2% | Dec 2024 |
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| HighTower Advisors | 69k | $1.5M | -3% | Dec 2024 |
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| D.A. Davidson & Co. | 65k | $1.5M | 1% | Mar 2025 |
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| Uncommon Cents Investing | 61k | $1.4M | 0% | Mar 2025 |
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| Wealth Enhancement Advisory Services | 60k | $1.4M | -10% | Mar 2025 |
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| First Trust Advisors | 57k | $1.3M | 2% | Mar 2025 |
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| Nations Financial Group | 57k | $1.2M | -1% | Dec 2024 |
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| Baird Financial | 54k | $1.2M | -5% | Dec 2024 |
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| Sprott | 53k | $1.1M | 307% | Dec 2024 |
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| Wolverine Asset Management | 51k | $1.2M | 100% | Mar 2025 |
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| Wells Fargo & Company | 42k | $961k | -9% | Mar 2025 |
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| UBS Group | 40k | $901k | -10% | Mar 2025 |
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| Advisors Asset Management | 39k | $881k | 57% | Mar 2025 |
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| Wealthcare Advisory Partners | 37k | $833k | 1% | Mar 2025 |
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| Commonwealth Equity Services | 36k | $787k | 5% | Dec 2024 |
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| Kestra Advisory Services | 35k | $765k | 0% | Dec 2024 |
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| LPL Financial | 34k | $781k | -40% | Mar 2025 |
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| Cullen Investment Group | 29k | $671k | 2% | Mar 2025 |
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| Cambridge Investment Research Advisors | 29k | $651k | 22% | Mar 2025 |
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| Medici Capital | 26k | $600k | 2% | Mar 2025 |
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| Sanctuary Advisors | 26k | $585k | 6% | Dec 2024 |
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| Principal Securities | 26k | $568k | 0% | Mar 2025 |
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| Kovack Advisors | 23k | $494k | 5% | Dec 2024 |
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| Roberts Glore & Co | 22k | $503k | 2% | Mar 2025 |
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| Cetera Investment Advisers | 21k | $452k | 15% | Dec 2024 |
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| Quantedge Capital Pte | 19k | $423k | -32% | Dec 2024 |
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| Cornerstone Advisors | 18k | $413k | -66% | Mar 2025 |
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| Colony | 17k | $387k | 9% | Mar 2025 |
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| Advisor Group Holdings | 16k | $370k | -11% | Mar 2025 |
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| Alta Capital Management | 16k | $365k | 0% | Mar 2025 |
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| Priebe Wealth Holdings | 15k | $340k | 2% | Mar 2025 |
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| PFG Investments | 14k | $327k | 100% | Mar 2025 |
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| Susquehanna International | 14k | $304k | 100% | Dec 2024 |
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| Concurrent Investment Advisors | 14k | $317k | 100% | Mar 2025 |
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| Level Four Advisory Services | 14k | $301k | 100% | Dec 2024 |
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| Moors & Cabot | 14k | $313k | -10% | Mar 2025 |
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| Kane Investment Management | 13k | $305k | 100% | Mar 2025 |
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| Millennium Management | 13k | $304k | 0% | Mar 2025 |
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| SeaCrest Wealth Management | 13k | $287k | 0% | Mar 2025 |
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| Goss Wealth Management | 12k | $255k | 14% | Dec 2024 |
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| RFG Advisory | 11k | $256k | -25% | Mar 2025 |
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| Joel Isaacson & Co | 11k | $254k | 100% | Mar 2025 |
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| Compass Wealth Management | 11k | $251k | 0% | Mar 2025 |
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| Vantage Financial Partners | 9.6k | $219k | 2% | Mar 2025 |
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| Creative Planning | 9.5k | $216k | -1% | Mar 2025 |
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| JFS Wealth Advisors | 9.4k | $214k | 4% | Mar 2025 |
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| Searle & Co. | 9.3k | $212k | 100% | Mar 2025 |
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| Invesco | 9.1k | $208k | -2% | Mar 2025 |
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| Jones Financial Companies, L.L | 6.6k | $149k | 45% | Mar 2025 |
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| Jpmorgan Chase & Co | 3.9k | $89k | 1% | Mar 2025 |
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| Elequin Capital | 3.5k | $81k | 100% | Mar 2025 |
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| Northwestern Mutual Wealth Management Company | 3.4k | $73k | 16% | Dec 2024 |
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| Fifth Third Bancorp | 3.0k | $68k | -30% | Mar 2025 |
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| Kiker Wealth Management | 3.0k | $68k | 100% | Mar 2025 |
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| Venturi Wealth Management | 2.5k | $54k | 0% | Dec 2024 |
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| Oarsman Capital | 2.2k | $49k | 0% | Dec 2024 |
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| CWM | 2.2k | $51k | 0% | Mar 2025 |
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| Pnc Financial Services | 2.0k | $43k | -20% | Dec 2024 |
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| EverSource Wealth Advisors | 1.9k | $43k | -8% | Mar 2025 |
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| Brian McDonald | 1.9k | $42k | 38% | Mar 2025 |
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| Geneos Wealth Management | 1.8k | $40k | 16% | Mar 2025 |
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| Hilltop National Bank | 1.7k | $37k | 0% | Dec 2024 |
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| Nbc Securities | 1.1k | $26k | 114200% | Mar 2025 |
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| Loring Wolcott Coolidge Fa | 1.1k | $23k | -76% | Mar 2025 |
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| Zazove Associates | 886.00 | $20k | -53% | Mar 2025 |
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| Semmax Financial Advisors | 865.00 | $18k | 0% | Mar 2025 |
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| Barrett & Company | 800.00 | $18k | 0% | Mar 2025 |
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| Parkside Financial Bank & Trust | 682.00 | $16k | 0% | Mar 2025 |
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| Crewe Advisors | 500.00 | $11k | 0% | Mar 2025 |
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| Cape Investment Advisory | 493.00 | $11k | 100% | Mar 2025 |
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| Ancora Advisors | 300.00 | $6.5k | 0% | Dec 2024 |
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| Coldstream Capital Management | 13.00 | $297.000600 | 100% | Mar 2025 |
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| Harbour Investments | 3.00 | $68.000100 | 0% | Mar 2025 |
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Who sold out of Petroleum & Res Corp Com cef?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| 1607 Capital Partners | Dec 2024 | 62k | $1.3M |
| Twin Focus Capital Partners | Sep 2024 | 21k | $476k |
| Guggenheim Capital, LLC Managers | Dec 2024 | 13k | $279k |
| Karpus Investment Management | Dec 2024 | 9.2k | $201k |
| Thomas J. Herzfeld Advisors | Dec 2024 | 1.6k | $35k |
| City State Bank | Dec 2024 | 1.1k | $25k |
| Steward Partners Investment Advisory | Sep 2024 | 300.00 | $7.0k |
| Transce3nd | Dec 2024 | 76.00 | $1.7k |