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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Landscape Capital Management, L.L.C.
|
SELL
|
- |
-23.9K- 17.81% |
$446K - $510K
|
111K
$2.4M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.6KNew |
$272K - $311K
|
14.6K
$317K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
112+ 0.74% |
$2.08K - $2.38K
|
15.3K
$332K
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
348+ 2.25% |
$6.48K - $7.41K
|
15.8K
$343K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-3.98K- 13.45% |
$74.1K - $84.7K
|
25.6K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-11.7K- 14.06% |
$217K - $249K
|
71.4K
$1.55M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.66KNew |
$30.8K - $35.3K
|
1.66K
$35.9K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.6KNew |
$514K - $588K
|
27.6K
$599K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
243+ 0.58% |
$4.52K - $5.17K
|
42.2K
$914K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
59New |
$1.1K - $1.26K
|
59
$1.28K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-104- 0.84% |
$1.94K - $2.21K
|
12.4K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
650+ 0.36% |
$12.1K - $13.8K
|
182K
$3.94M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.4K- 15.71% |
$547K - $626K
|
158K
$3.42M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.96KNew |
$111K - $127K
|
5.96K
$129K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.46K- 21.77% |
$27.1K - $31K
|
5.23K
$113K
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.71K+ 2.25% |
$31.8K - $36.4K
|
77.7K
$1.68M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
170K+ 16.44% |
$3.16M - $3.61M
|
1.2M
$26M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.82K- 2.86% |
$33.8K - $38.7K
|
61.7K
$1.34M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
103K+ 39.62% |
$1.91M - $2.19M
|
363K
$7.86M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
136+ 1.07% |
$2.53K - $2.89K
|
12.8K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
773+ 2.76% |
$14.4K - $16.4K
|
28.8K
$624K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.7KNew |
$199K - $227K
|
10.7K
$232K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.05K- 11.58% |
$56.8K - $64.9K
|
23.3K
$505K
|
|
|
May 12, 2025
Q1 2025
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-735- 5.49% |
$13.7K - $15.6K
|
12.7K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
103K+ 205.23% |
$1.91M - $2.19M
|
153K
$3.31M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.33K- 3.0% |
$43.3K - $49.5K
|
75.3K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
160+ 0.54% |
$2.98K - $3.4K
|
29.9K
$649K
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.14K+ 2.31% |
$21.2K - $24.2K
|
50.3K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.03K+ 16.98% |
$112K - $128K
|
41.5K
$901K
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
59.6K+ 40.3% |
$1.11M - $1.27M
|
207K
$4.5M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
19.2K+ 19.73% |
$357K - $408K
|
116K
$2.52M
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
474+ 1.17% |
$8.82K - $10.1K
|
41.1K
$891K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
973+ 2.24% |
$18.1K - $20.7K
|
44.4K
$962K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-363- 1.97% |
$6.76K - $7.72K
|
18.1K
$392K
|
|
|
May 08, 2025
Q1 2025
|
Smh Capital Advisors Inc
|
SELL
|
- |
-277- 2.05% |
$5.15K - $5.89K
|
13.3K
$287K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.3K+ 2.25% |
$24.3K - $27.7K
|
59.3K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.02K+ 15.45% |
$56.1K - $64.2K
|
22.5K
$489K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.01K- 21.53% |
$37.4K - $42.8K
|
7.32K
$159K
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-1- 0.01% |
$18.6 - $21.3
|
17.4K
$378K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.8K+ 18.32% |
$481K - $550K
|
167K
$3.62M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
567+ 130.05% |
$10.6K - $12.1K
|
1K
$21.7K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.3K+ 0.87% |
$24.2K - $27.6K
|
151K
$3.26M
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
20K+ 69.16% |
$372K - $426K
|
49K
$1.06M
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
904+ 2.02% |
$16.8K - $19.2K
|
45.7K
$991K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
52.2K+ 63.33% |
$971K - $1.11M
|
135K
$2.92M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-16K- 39.49% |
$299K - $341K
|
24.6K
$533K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
30.1KNew |
$561K - $641K
|
30.1K
$653K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
SELL
|
- |
-97- 9.03% |
$1.81K - $2.06K
|
977
$21.2K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
352+ 0.04% |
$6.55K - $7.49K
|
937K
$20.3M
|