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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.46K+ 1.07% |
$29.1K - $32.8K
|
138K
$3.04M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.8KNew |
$295K - $333K
|
14.8K
$326K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.25K+ 5.64% |
$44.8K - $50.5K
|
42.1K
$927K
|
|
|
Nov 12, 2024
Q3 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.14K+ 9.37% |
$22.7K - $25.6K
|
13.3K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.2K+ 22.97% |
$43.8K - $49.3K
|
11.8K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.53K- 5.09% |
$30.4K - $34.3K
|
28.5K
$627K
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
22.4KNew |
$447K - $503K
|
22.4K
$494K
|
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-104- 0.67% |
$2.07K - $2.33K
|
15.3K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-5.98K- 19.41% |
$119K - $134K
|
24.8K
$547K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
327+ 1.35% |
$6.52K - $7.34K
|
24.6K
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-29.5K- 27.45% |
$587K - $661K
|
77.9K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
12.1K+ 284.18% |
$241K - $271K
|
16.3K
$359K
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.12K+ 1.91% |
$22.3K - $25.1K
|
59.4K
$1.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.1KNew |
$221K - $248K
|
11.1K
$244K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-4.39K- 12.86% |
$87.6K - $98.6K
|
29.8K
$656K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.74K+ 65.32% |
$94.5K - $106K
|
12K
$264K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-613- 3.14% |
$12.2K - $13.8K
|
18.9K
$417K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
314New |
$6.26K - $7.05K
|
314
$6.91K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-927- 2.59% |
$18.5K - $20.8K
|
34.9K
$769K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.89K+ 5.02% |
$117K - $132K
|
123K
$2.71M
|
|
|
Nov 08, 2024
Q3 2024
|
Landscape Capital Management, L.L.C.
|
BUY
|
- |
399K+ 2789.49% |
$7.95M - $8.95M
|
413K
$9.09M
|
|
|
Nov 08, 2024
Q3 2024
|
Smh Capital Advisors Inc
|
SELL
|
- |
-844- 5.79% |
$16.8K - $18.9K
|
13.7K
$302K
|
|
|
Nov 08, 2024
Q3 2024
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
26.9K+ 16.46% |
$537K - $605K
|
191K
$4.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.05K+ 2.07% |
$40.9K - $46K
|
101K
$2.23M
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2.63K- 6.68% |
$52.3K - $58.9K
|
36.7K
$807K
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-146- 1.54% |
$2.91K - $3.28K
|
9.35K
$206K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-509K- 86.71% |
$10.1M - $11.4M
|
78K
$1.72M
|
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
3.35K+ 4.86% |
$66.8K - $75.2K
|
72.3K
$1.59M
|
|
|
Nov 04, 2024
Q3 2024
|
Wolverine Asset Management LLC
|
BUY
|
- |
30.4KNew |
$606K - $682K
|
30.4K
$669K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
111New |
$2.21K - $2.49K
|
111
$2.44K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
SELL
|
- |
-2.74K- 12.35% |
$54.7K - $61.6K
|
19.5K
$428K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
SELL
|
- |
-5.25K- 1.36% |
$105K - $118K
|
381K
$8.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
48.6K+ 9.09% |
$969K - $1.09M
|
583K
$12.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Shaker Financial Services, LLC
|
BUY
|
- |
206KNew |
$4.11M - $4.63M
|
206K
$4.54M
|
|
|
Oct 31, 2024
Q3 2024
|
General American Investors CO Inc
|
SELL
|
- |
-38.7K- 22.79% |
$772K - $869K
|
131K
$2.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.63K+ 17.01% |
$92.3K - $104K
|
31.8K
$701K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
266+ 0.2% |
$5.3K - $5.97K
|
134K
$2.95M
|
|
|
Oct 29, 2024
Q3 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-18- 29.03% |
$359 - $404
|
44
$969
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.28K+ 15.55% |
$125K - $141K
|
46.6K
$1.03M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.48K- 74.38% |
$29.4K - $33.1K
|
508
$11.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-117- 0.56% |
$2.33K - $2.63K
|
20.6K
$454K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.47K- 14.26% |
$29.4K - $33.1K
|
8.86K
$195K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-269K- 23.16% |
$5.37M - $6.05M
|
893K
$19.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.4KNew |
$27.9K - $31.4K
|
1.4K
$30.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.4K- 5.43% |
$447K - $503K
|
390K
$8.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
1KNew |
$19.9K - $22.5K
|
1K
$22K
|
|
|
Oct 22, 2024
Q3 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
40.5K+ 28.38% |
$808K - $909K
|
183K
$4.03M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
5.23K+ 41.97% |
$104K - $117K
|
17.7K
$390K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-44- 29.53% |
$877 - $988
|
105
$2.31K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
11.5KNew |
$229K - $258K
|
11.5K
$253K
|