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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
54+ 2.24% |
$924 - $1.17K
|
2.46K
$54K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
585+ 2.26% |
$10K - $12.7K
|
26.5K
$582K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
2.74K+ 2.85% |
$46.8K - $59.4K
|
98.8K
$2.17M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.8K+ 3.59% |
$254K - $322K
|
428K
$9.4M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
979+ 2.25% |
$16.8K - $21.3K
|
44.4K
$974K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
8K+ 70.41% |
$137K - $174K
|
19.4K
$425K
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.8K- 9.15% |
$30.9K - $39.2K
|
17.9K
$393K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-6.13K- 2.94% |
$105K - $133K
|
202K
$4.43M
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.02K- 4.83% |
$17.5K - $22.1K
|
20.1K
$441K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.7K+ 17562.96% |
$794K - $908K
|
42.9K
$942K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.13K- 16.23% |
$58.2K - $66.5K
|
16.1K
$354K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-207- 0.6% |
$3.85K - $4.4K
|
34.1K
$747K
|
|
|
May 15, 2025
Q1 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
17.6K+ 35.02% |
$328K - $375K
|
67.9K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
16.8KNew |
$313K - $358K
|
16.8K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.4K- 4.58% |
$231K - $264K
|
259K
$5.67M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.41K+ 2.14% |
$26.2K - $30K
|
67.2K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.53K+ 4.39% |
$28.5K - $32.6K
|
36.4K
$798K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-171- 0.12% |
$3.18K - $3.64K
|
143K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
8.78K+ 60.54% |
$163K - $187K
|
23.3K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-17- 0.06% |
$316 - $362
|
26.7K
$585K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
5.67K+ 2.25% |
$105K - $121K
|
257K
$5.65M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.24K- 35.19% |
$23.1K - $26.5K
|
2.29K
$50.2K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-7K- 0.57% |
$130K - $149K
|
1.22M
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
453+ 0.97% |
$8.43K - $9.64K
|
47.3K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
299K+ 39.64% |
$5.57M - $6.37M
|
1.05M
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 5.48% |
$2.52M - $2.88M
|
2.33M
$51.2M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13+ 0.1% |
$242 - $277
|
12.8K
$280K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.83K- 2.79% |
$34.1K - $38.9K
|
63.7K
$1.4M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-93.7K- 12.55% |
$1.74M - $1.99M
|
653K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.87K+ 21.07% |
$165K - $189K
|
50.9K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
78.7K+ 29.54% |
$1.46M - $1.67M
|
345K
$7.57M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
554K+ 18.48% |
$10.3M - $11.8M
|
3.55M
$77.9M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
16.4KNew |
$304K - $348K
|
16.4K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-966K- 17.79% |
$18M - $20.6M
|
4.46M
$97.9M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100+ 2.21% |
$1.86K - $2.13K
|
4.62K
$101K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.44K+ 22.74% |
$120K - $137K
|
34.7K
$762K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.53K- 99.93% |
$28.4K - $32.5K
|
1
$21.9
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-136- 4.61% |
$2.53K - $2.89K
|
2.82K
$61.8K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
27.2KNew |
$507K - $580K
|
27.2K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.12K+ 6.94% |
$58.1K - $66.4K
|
48.1K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.9K+ 17.88% |
$184K - $211K
|
65.2K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.72K- 0.87% |
$31.9K - $36.5K
|
196K
$4.29M
|
|
|
May 14, 2025
Q1 2025
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
48.9K+ 13.21% |
$910K - $1.04M
|
419K
$9.19M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
325+ 1.92% |
$6.05K - $6.92K
|
17.2K
$378K
|
|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-23.9K- 17.81% |
$446K - $510K
|
111K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.6KNew |
$272K - $311K
|
14.6K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
243+ 0.58% |
$4.52K - $5.17K
|
42.2K
$925K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.8K+ 64.34% |
$685K - $783K
|
94K
$2.06M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
112+ 0.74% |
$2.08K - $2.38K
|
15.3K
$336K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
348+ 2.25% |
$6.48K - $7.41K
|
15.8K
$347K
|
|