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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
257K+ 154.22% |
$4.4M - $5.58M
|
424K
$9.33M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
237K+ 10.15% |
$4.06M - $5.15M
|
2.57M
$56.6M
|
|
|
Aug 07, 2025
Q2 2025
|
Westbourne Investment Advisors, Inc.
|
BUY
|
- |
71.5KNew |
$1.22M - $1.55M
|
71.5K
$1.57M
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
BUY
|
- |
71.4KNew |
$1.22M - $1.55M
|
71.4K
$1.57M
|
|
|
Aug 06, 2025
Q2 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
70.3K+ 8.93% |
$1.2M - $1.53M
|
858K
$18.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
49.1KNew |
$839K - $1.07M
|
49.1K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
44.4KNew |
$760K - $964K
|
44.4K
$977K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
38.7K+ 166.24% |
$663K - $841K
|
62K
$1.36M
|
|
|
Aug 07, 2025
Q2 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
28.2K+ 11.89% |
$482K - $611K
|
265K
$5.83M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
28KNew |
$478K - $607K
|
28K
$615K
|
|
|
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
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
27.1KNew |
$463K - $588K
|
27.1K
$596K
|
|
|
Aug 04, 2025
Q2 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
26.7K+ 6.45% |
$457K - $580K
|
441K
$9.7M
|
|
|
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
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
25.4KNew |
$434K - $551K
|
25.4K
$558K
|
|
|
Aug 07, 2025
Q2 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
22.9K+ 19.64% |
$391K - $496K
|
139K
$3.06M
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
21.7KNew |
$371K - $471K
|
21.7K
$477K
|
|
|
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
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
19.5K+ 2.99% |
$334K - $424K
|
673K
$14.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
19.1K+ 31.0% |
$327K - $415K
|
80.8K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.5KNew |
$316K - $401K
|
18.5K
$406K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
16.1K+ 37.52% |
$276K - $350K
|
59K
$1.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.8K+ 3.59% |
$254K - $322K
|
428K
$9.42M
|
|
|
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
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
12.2KNew |
$208K - $264K
|
12.2K
$267K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
11.3K+ 3.12% |
$194K - $246K
|
374K
$8.23M
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
11.2KNew |
$192K - $243K
|
11.2K
$246K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.8K+ 31.0% |
$184K - $234K
|
45.5K
$1M
|
|
|
Aug 07, 2025
Q2 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
10.4KNew |
$178K - $226K
|
10.4K
$229K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
10.1KNew |
$172K - $218K
|
10.1K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10KNew |
$171K - $217K
|
10K
$220K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
9.92KNew |
$170K - $215K
|
9.92K
$218K
|
|
|
Aug 05, 2025
Q2 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
9.83KNew |
$168K - $213K
|
9.83K
$216K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
9.81KNew |
$168K - $213K
|
9.81K
$216K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.8KNew |
$168K - $213K
|
9.8K
$216K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
9.73K+ 77.23% |
$166K - $211K
|
22.3K
$491K
|
|
|
Aug 14, 2025
Q2 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
9.66KNew |
$165K - $210K
|
9.66K
$212K
|
|
|
Aug 01, 2025
Q2 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
9.12KNew |
$156K - $198K
|
9.12K
$201K
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
8K+ 70.41% |
$137K - $174K
|
19.4K
$426K
|
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
7.16K+ 3.04% |
$123K - $156K
|
243K
$5.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.2K+ 12.88% |
$106K - $135K
|
54.3K
$1.2M
|
|
|
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
$609K
|
|
|
Aug 12, 2025
Q2 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
4.32K+ 1.25% |
$73.8K - $93.7K
|
349K
$7.68M
|
|
|
Aug 05, 2025
Q2 2025
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
3.29KNew |
$56.4K - $71.5K
|
3.29K
$72.5K
|
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.94K+ 4.88% |
$50.4K - $63.9K
|
63.2K
$1.39M
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
2.9KNew |
$49.6K - $63K
|
2.9K
$63.8K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
2.76K+ 1.85% |
$47.2K - $59.9K
|
152K
$3.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
2.74K+ 2.85% |
$46.8K - $59.4K
|
98.8K
$2.17M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2K+ 325.2% |
$34.2K - $43.4K
|
2.62K
$57.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.48K+ 52.72% |
$25.4K - $32.2K
|
4.3K
$94.6K
|