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 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-507- 0.93% |
$8.67K - $11K
|
54.2K
$1.18M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2K+ 325.2% |
$34.2K - $43.4K
|
2.62K
$56.7K
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
49.1KNew |
$839K - $1.07M
|
49.1K
$1.06M
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
331+ 0.24% |
$5.66K - $7.19K
|
136K
$2.95M
|
|
|
Jul 16, 2025
Q2 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.06KNew |
$18.1K - $22.9K
|
1.06K
$22.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Uncommon Cents Investing LLC
|
SELL
|
- |
-1.08K- 0.58% |
$18.5K - $23.5K
|
185K
$4.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
5.5K+ 24.79% |
$94.1K - $119K
|
27.7K
$600K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-2.76K- 6.52% |
$47.2K - $59.8K
|
39.5K
$856K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28KNew |
$478K - $607K
|
28K
$606K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
500New |
$8.56K - $10.9K
|
500
$10.8K
|
|
|
Jul 14, 2025
Q2 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
241+ 2.12% |
$4.12K - $5.23K
|
11.6K
$251K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.9KNew |
$49.6K - $63K
|
2.9K
$62.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
585+ 2.26% |
$10K - $12.7K
|
26.5K
$575K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
54+ 2.24% |
$924 - $1.17K
|
2.46K
$53.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
2.74K+ 2.85% |
$46.8K - $59.4K
|
98.8K
$2.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.8K+ 3.59% |
$254K - $322K
|
428K
$9.29M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
979+ 2.25% |
$16.8K - $21.3K
|
44.4K
$963K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
8K+ 70.41% |
$137K - $174K
|
19.4K
$420K
|
|
|
Jul 03, 2025
Q2 2025
|
Rb Capital Management, LLC
|
SELL
|
- |
-6.13K- 2.94% |
$105K - $133K
|
202K
$4.38M
|
|
|
Jul 03, 2025
Q2 2025
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-1.8K- 9.15% |
$30.9K - $39.2K
|
17.9K
$388K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-1.02K- 4.83% |
$17.5K - $22.1K
|
20.1K
$436K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
698+ 2.26% |
$13K - $14.9K
|
31.6K
$686K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.7K+ 17562.96% |
$794K - $908K
|
42.9K
$931K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.13K- 16.23% |
$58.2K - $66.5K
|
16.1K
$350K
|
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-207- 0.6% |
$3.85K - $4.4K
|
34.1K
$738K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.53K+ 4.39% |
$28.5K - $32.6K
|
36.4K
$788K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.41K+ 2.14% |
$26.2K - $30K
|
67.2K
$1.46M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-12.4K- 4.58% |
$231K - $264K
|
259K
$5.61M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-135K- 5.48% |
$2.52M - $2.88M
|
2.33M
$50.6M
|
|
|
May 15, 2025
Q1 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
17.6K+ 35.02% |
$328K - $375K
|
67.9K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-171- 0.12% |
$3.18K - $3.64K
|
143K
$3.09M
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
8.78K+ 60.54% |
$163K - $187K
|
23.3K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-17- 0.06% |
$316 - $362
|
26.7K
$578K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
5.67K+ 2.25% |
$105K - $121K
|
257K
$5.58M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-1.24K- 35.19% |
$23.1K - $26.5K
|
2.29K
$49.6K
|
|
|
May 15, 2025
Q1 2025
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-7K- 0.57% |
$130K - $149K
|
1.22M
$26.6M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
16.8KNew |
$313K - $358K
|
16.8K
$364K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
453+ 0.97% |
$8.43K - $9.64K
|
47.3K
$1.03M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
299K+ 39.64% |
$5.57M - $6.37M
|
1.05M
$22.9M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13+ 0.1% |
$242 - $277
|
12.8K
$277K
|
|
|
May 15, 2025
Q1 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.83K- 2.79% |
$34.1K - $38.9K
|
63.7K
$1.38M
|
|
|
May 15, 2025
Q1 2025
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-93.7K- 12.55% |
$1.74M - $1.99M
|
653K
$14.2M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.87K+ 21.07% |
$165K - $189K
|
50.9K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
78.7K+ 29.54% |
$1.46M - $1.67M
|
345K
$7.48M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
554K+ 18.48% |
$10.3M - $11.8M
|
3.55M
$77M
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
16.4KNew |
$304K - $348K
|
16.4K
$355K
|
|
|
May 15, 2025
Q1 2025
|
Saba Capital Management, L.P.
New York, NY |
SELL
|
- |
-966K- 17.79% |
$18M - $20.6M
|
4.46M
$96.8M
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100+ 2.21% |
$1.86K - $2.13K
|
4.62K
$100K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.44K+ 22.74% |
$120K - $137K
|
34.7K
$753K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.53K- 99.93% |
$28.4K - $32.5K
|
1
$21.7
|
|