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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
237K+ 10.15% |
$4.06M - $5.15M
|
2.57M
$56.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
251+ 0.38% |
$4.29K - $5.45K
|
65.5K
$1.44M
|
|
|
Aug 14, 2025
Q2 2025
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
20K+ 1.63% |
$342K - $434K
|
1.24M
$27.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.2K- 5.87% |
$260K - $330K
|
243K
$5.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
103+ 2.23% |
$1.76K - $2.24K
|
4.72K
$104K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.3K+ 3.12% |
$194K - $246K
|
374K
$8.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
12.7K+ 13.47% |
$217K - $275K
|
107K
$2.35M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.09K- 0.76% |
$18.6K - $23.6K
|
141K
$3.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
27.1KNew |
$463K - $588K
|
27.1K
$596K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14K- 8.84% |
$239K - $303K
|
144K
$3.16M
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
1KNew |
$17.1K - $21.7K
|
1K
$22K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
9.66KNew |
$165K - $210K
|
9.66K
$212K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-693- 1.91% |
$11.9K - $15K
|
35.7K
$785K
|
|
|
Aug 14, 2025
Q2 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
399+ 0.59% |
$6.83K - $8.66K
|
67.6K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
SELL
|
- |
-54.4K- 80.17% |
$931K - $1.18M
|
13.5K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
19.1K+ 31.0% |
$327K - $415K
|
80.8K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-1.59M- 35.69% |
$27.3M - $34.6M
|
2.87M
$63.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.5KNew |
$316K - $401K
|
18.5K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
881+ 2.09% |
$15.1K - $19.1K
|
43.1K
$947K
|
|
|
Aug 14, 2025
Q2 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
25.4KNew |
$434K - $551K
|
25.4K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.39K+ 9.08% |
$23.8K - $30.2K
|
16.7K
$367K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.88K- 1.47% |
$49.3K - $62.5K
|
193K
$4.24M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
27.1K+ 2.26% |
$464K - $588K
|
1.23M
$27M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
11+ 0.43% |
$188 - $239
|
2.56K
$56.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.5K+ 95.74% |
$453K - $575K
|
54.1K
$1.19M
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.03K- 1.62% |
$17.7K - $22.4K
|
62.7K
$1.38M
|
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.2KNew |
$208K - $264K
|
12.2K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.82K- 5.54% |
$48.3K - $61.3K
|
48.1K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10KNew |
$171K - $217K
|
10K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
356+ 2.25% |
$6.09K - $7.73K
|
16.2K
$356K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-93.1K- 8.82% |
$1.59M - $2.02M
|
962K
$21.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 31.0% |
$184K - $234K
|
45.5K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
19.5K+ 2.99% |
$334K - $424K
|
673K
$14.8M
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1+ 1.69% |
$17.1 - $21.7
|
60
$1.32K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31+ 0.06% |
$530 - $673
|
48.2K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Generation Capital Management LLC
Pittsford, NY |
SELL
|
- |
-3.03K- 6.01% |
$51.8K - $65.7K
|
47.3K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
895+ 1.89% |
$15.3K - $19.4K
|
48.2K
$1.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.1K+ 37.52% |
$276K - $350K
|
59K
$1.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-899- 3.07% |
$15.4K - $19.5K
|
28.4K
$625K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.8K- 8.9% |
$254K - $322K
|
152K
$3.34M
|
|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-353- 1.38% |
$6.04K - $7.66K
|
25.3K
$556K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
21.7KNew |
$371K - $471K
|
21.7K
$477K
|
|
|
Aug 13, 2025
Q2 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-71.1K- 99.59% |
$1.22M - $1.54M
|
295
$6.49K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.48K+ 52.72% |
$25.4K - $32.2K
|
4.3K
$94.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
369+ 2.26% |
$6.31K - $8.01K
|
16.7K
$368K
|
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
27+ 0.09% |
$462 - $586
|
30.2K
$664K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
311+ 5.95% |
$5.32K - $6.75K
|
5.54K
$122K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.32K+ 1.25% |
$73.8K - $93.7K
|
349K
$7.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
257K+ 154.22% |
$4.4M - $5.58M
|
424K
$9.33M
|