Institutional shares held 28.7 Million
0 calls
0 puts
Total value of holdings $628M
$0 calls
$0 puts
Market Cap $2.58B
117,840,000 Shares Out.
Institutional ownership 24.35%
# of Institutions 208


Latest Institutional Activity in ADX

Top Purchases

Q2 2025
Capital Investment Advisors, LLC Shares Held: 49.1K ($1.07M)
Q2 2025
Park Avenue Securities LLC Shares Held: 28K ($611K)
Q2 2025
Wealth Enhancement Advisory Services, LLC Shares Held: 428K ($9.37M)
Q2 2025
Abel Hall, LLC Shares Held: 11.2K ($245K)
Q2 2025
Valmark Advisers, Inc. Shares Held: 9.8K ($214K)

Top Sells

Q2 2025
Rb Capital Management, LLC Shares Held: 202K ($4.42M)
Q2 2025
Fifth Third Bancorp Shares Held: 39.5K ($864K)
Q2 2025
Sage Capital Advisors,Llc Shares Held: 17.9K ($392K)
Q2 2025
Uncommon Cents Investing LLC Shares Held: 185K ($4.04M)
Q2 2025
Capital Market Strategies LLC Shares Held: 20.1K ($440K)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
1.16K Shares
From 1 Insiders
Open market or private purchase 1.16K shares
Sell / Disposition
25.4K Shares
From 1 Insiders
Open market or private sale 25.4K shares

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