Latest Institutional Purchases of Adams Diversified Equity Fund, Inc. (ADX)
This list provides information on the latest institutional transactions involving Adams Diversified Equity Fund, Inc. (ADX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
237KNew |
$5.01M - $5.32M
|
237K
$5.49M
|
|
|
Dec 22, 2025
Q3 2025
|
Pmg Family Office LLC
Plano, TX |
BUY
|
- |
80.2KNew |
$1.7M - $1.8M
|
80.2K
$1.86M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
77.9K+ 6.34% |
$1.65M - $1.75M
|
1.31M
$30.3M
|
|
|
Nov 25, 2025
Q3 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
73.8K+ 54.83% |
$1.56M - $1.66M
|
208K
$4.83M
|
|
|
Nov 03, 2025
Q3 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
67.2K+ 7.83% |
$1.42M - $1.51M
|
925K
$21.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
63.4K+ 44.09% |
$1.34M - $1.42M
|
207K
$4.8M
|
|
|
Nov 13, 2025
Q3 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
53.2K+ 209.49% |
$1.12M - $1.19M
|
78.6K
$1.82M
|
|
|
Nov 04, 2025
Q3 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
52.6K+ 21.68% |
$1.11M - $1.18M
|
295K
$6.84M
|
|
|
Nov 07, 2025
Q3 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
50.1KNew |
$1.06M - $1.12M
|
50.1K
$1.16M
|
|
|
Oct 23, 2025
Q3 2025
|
West Bancorporation Inc
|
BUY
|
- |
36.1KNew |
$763K - $810K
|
36.1K
$836K
|
|
|
Nov 07, 2025
Q3 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
32.1KNew |
$679K - $721K
|
32.1K
$744K
|
|
|
Nov 06, 2025
Q3 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
30.7K+ 8.8% |
$650K - $690K
|
380K
$8.81M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.4K+ 12.47% |
$642K - $682K
|
274K
$6.34M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
27K+ 45.81% |
$572K - $607K
|
86.1K
$1.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
23.7KNew |
$501K - $532K
|
23.7K
$549K
|
|
|
Nov 14, 2025
Q3 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
22.3KNew |
$473K - $502K
|
22.3K
$518K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
19.5K+ 107.22% |
$412K - $438K
|
37.7K
$873K
|
|
|
Oct 29, 2025
Q3 2025
|
Gate Pass Capital, LLC
Independence, OH |
BUY
|
- |
16.3K+ 5.76% |
$344K - $365K
|
298K
$6.91M
|
|
|
Nov 12, 2025
Q3 2025
|
Cibc Bancorp Usa Inc.
Chicago, IL |
BUY
|
- |
15.1KNew |
$319K - $339K
|
15.1K
$349K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
14.8K+ 3.5% |
$314K - $333K
|
439K
$10.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
14.3K+ 61.48% |
$303K - $321K
|
37.6K
$871K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.8K+ 5.2% |
$291K - $309K
|
279K
$6.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
13.1KNew |
$277K - $294K
|
13.1K
$303K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
12.9KNew |
$272K - $289K
|
12.9K
$298K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
12.2KNew |
$259K - $275K
|
12.2K
$284K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.1K+ 25.13% |
$256K - $271K
|
60.2K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
11.8K+ 6.48% |
$249K - $265K
|
194K
$4.49M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
10.4KNew |
$220K - $234K
|
10.4K
$241K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.72KNew |
$206K - $218K
|
9.72K
$225K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.62K+ 43.09% |
$203K - $216K
|
31.9K
$740K
|
|
|
Nov 13, 2025
Q3 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.51K+ 37.65% |
$201K - $214K
|
34.8K
$806K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
9.14KNew |
$193K - $205K
|
9.14K
$212K
|
|
|
Nov 21, 2025
Q3 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.96K+ 895600.0% |
$189K - $201K
|
8.96K
$208K
|
|
|
Oct 20, 2025
Q3 2025
|
Rb Capital Management, LLC
|
BUY
|
- |
8.49K+ 4.2% |
$179K - $190K
|
211K
$4.88M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.08K+ 18.53% |
$171K - $181K
|
51.7K
$1.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.21K+ 5.82% |
$131K - $139K
|
113K
$2.62M
|
|
|
Nov 14, 2025
Q3 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
6.18K+ 22.32% |
$131K - $139K
|
33.9K
$785K
|
|
|
Nov 05, 2025
Q3 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
5.72K+ 1.3% |
$121K - $128K
|
446K
$10.3M
|
|
|
Nov 14, 2025
Q3 2025
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
4.59K+ 1.78% |
$97K - $103K
|
262K
$6.07M
|
|
|
Oct 20, 2025
Q3 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
3.9K+ 5.45% |
$82.5K - $87.6K
|
75.4K
$1.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.85K+ 69.42% |
$81.4K - $86.4K
|
9.39K
$218K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.72K+ 9.02% |
$57.6K - $61.1K
|
32.9K
$762K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.63K+ 2.05% |
$55.6K - $59K
|
131K
$3.04M
|
|
|
Nov 14, 2025
Q3 2025
|
Stone X Group Inc.
|
BUY
|
- |
2.36K+ 10.9% |
$50K - $53.1K
|
24.1K
$557K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.53K+ 4.32% |
$32.3K - $34.3K
|
36.9K
$854K
|
|
|
Nov 12, 2025
Q3 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.35K+ 0.89% |
$28.6K - $30.4K
|
154K
$3.56M
|
|
|
Oct 10, 2025
Q3 2025
|
Stolper CO
|
BUY
|
- |
1.31K+ 1.32% |
$27.7K - $29.4K
|
100K
$2.32M
|
|
|
Oct 30, 2025
Q3 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
1.28KNew |
$27K - $28.6K
|
1.28K
$29.6K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.21K+ 1.96% |
$25.7K - $27.3K
|
63.2K
$1.47M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.12K+ 3.96% |
$23.8K - $25.2K
|
29.5K
$684K
|
|