Latest Institutional Transactions on Adams Diversified Equity Fund, Inc. (ADX)
This table provides information on the latest institutional transactions involving Adams Diversified Equity Fund, Inc. (ADX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
80.2KNew |
$1.7M - $1.8M
|
80.2K
$1.86M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
208+ 2.09% |
$4.4K - $4.67K
|
10.2K
$236K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
358+ 22.1% |
$7.57K - $8.04K
|
1.98K
$45.8K
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
73.8K+ 54.83% |
$1.56M - $1.66M
|
208K
$4.83M
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.96K+ 895600.0% |
$189K - $201K
|
8.96K
$208K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-851- 5.1% |
$18K - $19.1K
|
15.8K
$367K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$3.17K - $3.37K
|
150
$3.48K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-208K- 8.08% |
$4.39M - $4.66M
|
2.36M
$54.8M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1- -0.0% |
$21.2 - $22.5
|
65.5K
$1.52M
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
461+ 1.11% |
$9.75K - $10.3K
|
42.1K
$975K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31+ 0.05% |
$656 - $696
|
67.6K
$1.57M
|
|
|
Nov 14, 2025
Q3 2025
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
4.59K+ 1.78% |
$97K - $103K
|
262K
$6.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
23.7KNew |
$501K - $532K
|
23.7K
$549K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.21K+ 5.82% |
$131K - $139K
|
113K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16New |
$338 - $359
|
16
$371
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.03% |
$296 - $314
|
48.2K
$1.12M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
162New |
$3.43K - $3.64K
|
162
$3.75K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.7K- 24.92% |
$227K - $241K
|
32.3K
$749K
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
11.8K+ 6.48% |
$249K - $265K
|
194K
$4.49M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.72K- 0.96% |
$36.3K - $38.6K
|
177K
$4.09M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-6.5K- 4.59% |
$137K - $146K
|
135K
$3.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-100K- 8.03% |
$2.12M - $2.25M
|
1.14M
$26.5M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
911+ 1.89% |
$19.3K - $20.5K
|
49.1K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1K+ 8.19% |
$21.2K - $22.5K
|
13.2K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-1.53M- 53.34% |
$32.4M - $34.4M
|
1.34M
$31M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.36K+ 10.9% |
$50K - $53.1K
|
24.1K
$557K
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
14.3K+ 61.48% |
$303K - $321K
|
37.6K
$871K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-743- 2.08% |
$15.7K - $16.7K
|
34.9K
$809K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.23K- 8.84% |
$47.1K - $50K
|
23K
$532K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
195New |
$4.12K - $4.38K
|
195
$4.52K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
77.9K+ 6.34% |
$1.65M - $1.75M
|
1.31M
$30.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
99+ 2.1% |
$2.09K - $2.22K
|
4.82K
$112K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
970New |
$20.5K - $21.8K
|
970
$22.5K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.71K- 28.5% |
$78.5K - $83.3K
|
9.31K
$216K
|
|
|
Nov 14, 2025
Q3 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.53K- 4.04% |
$53.6K - $56.9K
|
60.1K
$1.39M
|
|
|
Nov 14, 2025
Q3 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-20K- 2.97% |
$423K - $449K
|
653K
$15.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.89K- 6.34% |
$61K - $64.8K
|
42.6K
$988K
|
|
|
Nov 14, 2025
Q3 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-39.3K- 1.11% |
$831K - $882K
|
3.51M
$81.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.4K+ 12.47% |
$642K - $682K
|
274K
$6.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
22.3KNew |
$473K - $502K
|
22.3K
$518K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.1K+ 25.13% |
$256K - $271K
|
60.2K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.18K+ 22.32% |
$131K - $139K
|
33.9K
$785K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
208+ 2.08% |
$4.4K - $4.67K
|
10.2K
$237K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
186+ 0.12% |
$3.93K - $4.18K
|
150K
$3.47M
|
|
|
Nov 13, 2025
Q3 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.67% |
$21.2 - $22.5
|
61
$1.41K
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
53.2K+ 209.49% |
$1.12M - $1.19M
|
78.6K
$1.82M
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.51K+ 37.65% |
$201K - $214K
|
34.8K
$806K
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.4K+ 44.09% |
$1.34M - $1.42M
|
207K
$4.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
69New |
$1.46K - $1.55K
|
69
$1.6K
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
SELL
|
- |
-16.4K- 20.34% |
$348K - $369K
|
64.4K
$1.49M
|
|