Adams Diversified Equity Fund, Inc. ADX
We take great care to ensure that the data presented and summarized in this overview for ADAMS DIVERSIFIED EQUITY FUND, INC. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding ADX
View all-
Saba Capital Management, L.P. New York, NY7.99MShares$166 Million2.69% of portfolio
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Lazard Asset Management LLC New York, NY4.4MShares$91.3 Million0.1% of portfolio
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Morgan Stanley New York, NY2.16MShares$44.9 Million0.0% of portfolio
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1607 Capital Partners, LLC Richmond, VA1.89MShares$39.1 Million3.01% of portfolio
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Allspring Global Investments Holdings, LLC1.63MShares$33.8 Million0.05% of portfolio
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Blue Bell Private Wealth Management, LLC1.25MShares$25.8 Million5.51% of portfolio
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Cohen & Steers, Inc. New York, NY1.22MShares$25.2 Million0.05% of portfolio
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Potrero Capital Research LLC San Francisco, CA629KShares$13 Million7.19% of portfolio
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Pathstone Holdings, LLC Englewood, NJ624KShares$12.9 Million0.06% of portfolio
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Cornerstone Advisors, LLC Asheville, NC606KShares$12.6 Million0.49% of portfolio
Latest Institutional Activity in ADX
Top Purchases
Top Sells
About ADX
Adams Diversified Equity Fund, Inc. is a publicly owned investment manager. The firm provides its services to investment companies. The firm invests in the public equity markets of the United States. It invests in stocks of large-cap companies across diversified sectors to make its investments. The firm employs a fundamental, technical and quantitative analysis with a bottom-up stock picking approach, while focusing on earnings growth prospects, financial strength, cash flow generation, macro-economics, capital allocation, market competition, profitability. It obtains external research to complement its in-house research to make its investments. The firm benchmarks the performance of its portfolios against the S&P 500 Index. It was formerly known as The Adams Express Company. Adams Diversified Equity Fund, Inc. was founded in 1840 and is based in Baltimore, Maryland.
Insider Transactions at ADX
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jan 27
2023
|
Mary Chris Jammet Director |
BUY
Open market or private purchase
|
Direct |
1,940
+19.85%
|
$29,100
$15.46 P/Share
|
|
Jan 27
2023
|
Jane Musser Nelson Director |
BUY
Open market or private purchase
|
Indirect |
3,585
+50.0%
|
$53,775
$15.41 P/Share
|
|
Jan 05
2023
|
Kathleen T Mcgahran Director |
BUY
Grant, award, or other acquisition
|
Indirect |
865
+3.72%
|
$12,110
$14.46 P/Share
|
|
Jan 03
2023
|
Kathleen T Mcgahran Director |
BUY
Grant, award, or other acquisition
|
Indirect |
709
+3.3%
|
$9,926
$14.55 P/Share
|
|
Dec 31
2022
|
Janis F. Kerns V.P., Gen. Counsel,CCO & Sec'y |
BUY
Other acquisition or disposition
|
Direct |
4,857
+13.57%
|
-
|
|
Jul 26
2022
|
Frederic A Escherich Director |
BUY
Open market or private purchase
|
Direct |
4,248
+5.99%
|
$63,720
$15.96 P/Share
|
|
Jun 15
2022
|
Frederic A Escherich Director |
SELL
Open market or private sale
|
Direct |
4,248
-6.37%
|
$63,720
$15.31 P/Share
|
|
Apr 21
2022
|
Enrique R Arzac Director |
BUY
Grant, award, or other acquisition
|
Indirect |
1,225
+10.38%
|
$22,050
$18.01 P/Share
|
|
Apr 21
2022
|
Enrique R Arzac Director |
BUY
Other acquisition or disposition
|
Indirect |
0
|
-
|
|
Apr 21
2022
|
Enrique R Arzac Director |
BUY
Grant, award, or other acquisition
|
Direct |
72
+0.34%
|
-
|
|
Feb 03
2022
|
Mark E. Stoeckle CEO & President |
BUY
Open market or private purchase
|
Direct |
2,200
+2.73%
|
$39,600
$18.43 P/Share
|
|
Dec 14
2021
|
Frederic A Escherich Director |
BUY
Open market or private purchase
|
Direct |
2,700
+4.2%
|
$48,600
$18.88 P/Share
|
|
Nov 22
2021
|
Mary Chris Jammet Director |
BUY
Open market or private purchase
|
Direct |
2,570
+31.99%
|
$48,830
$19.48 P/Share
|
|
Jun 24
2021
|
Frederic A Escherich Director |
BUY
Open market or private purchase
|
Direct |
20,013
+25.38%
|
$380,247
$19.69 P/Share
|
|
Jun 24
2021
|
Frederic A Escherich Director |
SELL
Open market or private sale
|
Direct |
20,013
-34.01%
|
$380,247
$19.62 P/Share
|
|
Apr 29
2021
|
Janis F. Kerns V.P., Gen. Counsel,CCO & Sec'y |
BUY
Open market or private purchase
|
Direct |
6,855
+6.55%
|
$130,245
$19.27 P/Share
|
|
Apr 26
2021
|
Lauriann C Kloppenburg Director |
BUY
Open market or private purchase
|
Direct |
3,000
+23.0%
|
$57,000
$19.16 P/Share
|
|
Dec 31
2020
|
Mary Chris Jammet Director |
BUY
Open market or private purchase
|
Direct |
2,895
+50.0%
|
$49,215
$17.27 P/Share
|
|
Dec 24
2020
|
Frederic A Escherich Director |
BUY
Open market or private purchase
|
Direct |
5,228
+8.51%
|
$88,876
$17.12 P/Share
|
|
Sep 30
2020
|
Frederic A Escherich Director |
SELL
Open market or private sale
|
Direct |
5,228
-9.3%
|
$83,648
$16.1 P/Share
|