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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
14.8K+ 3.59% |
$254K - $322K
|
428K
$9.4M
|
|
|
Jul 07, 2025
Q2 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
8K+ 70.41% |
$137K - $174K
|
19.4K
$425K
|
|
|
Jul 10, 2025
Q2 2025
|
Stolper CO
|
BUY
|
- |
2.74K+ 2.85% |
$46.8K - $59.4K
|
98.8K
$2.17M
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
979+ 2.25% |
$16.8K - $21.3K
|
44.4K
$974K
|
|
|
Jul 11, 2025
Q2 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
585+ 2.26% |
$10K - $12.7K
|
26.5K
$582K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
54+ 2.24% |
$924 - $1.17K
|
2.46K
$54K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
554K+ 18.48% |
$10.3M - $11.8M
|
3.55M
$77.9M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
299K+ 39.64% |
$5.57M - $6.37M
|
1.05M
$23.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
235KNew |
$4.38M - $5.01M
|
235K
$5.16M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
170K+ 16.44% |
$3.16M - $3.61M
|
1.2M
$26.4M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
103K+ 39.62% |
$1.91M - $2.19M
|
363K
$7.95M
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
103K+ 205.23% |
$1.91M - $2.19M
|
153K
$3.35M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
90.3K+ 12.95% |
$1.68M - $1.92M
|
788K
$17.3M
|
|
|
May 15, 2025
Q1 2025
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
78.7K+ 29.54% |
$1.46M - $1.67M
|
345K
$7.57M
|
|
|
May 09, 2025
Q1 2025
|
Shaker Financial Services, LLC
|
BUY
|
- |
59.6K+ 40.3% |
$1.11M - $1.27M
|
207K
$4.55M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
52.2K+ 63.33% |
$971K - $1.11M
|
135K
$2.95M
|
|
|
May 14, 2025
Q1 2025
|
Jones Road Capital Management, L.P.
New York, NY |
BUY
|
- |
48.9K+ 13.21% |
$910K - $1.04M
|
419K
$9.19M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
42.7K+ 17562.96% |
$794K - $908K
|
42.9K
$942K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
39.3K+ 35.67% |
$731K - $836K
|
149K
$3.28M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
36.8K+ 64.34% |
$685K - $783K
|
94K
$2.06M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
30.1KNew |
$561K - $641K
|
30.1K
$661K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
27.6KNew |
$514K - $588K
|
27.6K
$606K
|
|
|
May 14, 2025
Q1 2025
|
Farmers National Bank
Danville, KY |
BUY
|
- |
27.2KNew |
$507K - $580K
|
27.2K
$598K
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
26.5KNew |
$494K - $564K
|
26.5K
$582K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.8K+ 18.32% |
$481K - $550K
|
167K
$3.66M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
22.5K+ 103.85% |
$419K - $479K
|
44.2K
$969K
|
|
|
May 06, 2025
Q1 2025
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
20K+ 69.16% |
$372K - $426K
|
49K
$1.07M
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
19.5K+ 4.95% |
$363K - $415K
|
414K
$9.08M
|
|
|
May 09, 2025
Q1 2025
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
19.2K+ 19.73% |
$357K - $408K
|
116K
$2.55M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
19K+ 8.7% |
$353K - $403K
|
237K
$5.2M
|
|
|
May 15, 2025
Q1 2025
|
Quantedge Capital Pte LTD
Singapore, U0 |
BUY
|
- |
17.6K+ 35.02% |
$328K - $375K
|
67.9K
$1.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
17.5K+ 104.5% |
$326K - $373K
|
34.3K
$753K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
16.8KNew |
$313K - $358K
|
16.8K
$369K
|
|
|
May 15, 2025
Q1 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
16.4KNew |
$304K - $348K
|
16.4K
$359K
|
|
|
May 02, 2025
Q1 2025
|
Accredited Investor Services, LLC
St. Cloud, MN |
BUY
|
- |
15.2KNew |
$282K - $323K
|
15.2K
$333K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
14.6KNew |
$272K - $311K
|
14.6K
$321K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
14.1K+ 68.69% |
$263K - $301K
|
34.7K
$762K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
12K+ 33.18% |
$223K - $255K
|
48.1K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
10.7KNew |
$199K - $227K
|
10.7K
$234K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
9.9K+ 17.88% |
$184K - $211K
|
65.2K
$1.43M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
8.87K+ 21.07% |
$165K - $189K
|
50.9K
$1.12M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.85K+ 38.49% |
$165K - $188K
|
31.8K
$699K
|
|
|
May 15, 2025
Q1 2025
|
Concorde Asset Management, LLC
|
BUY
|
- |
8.78K+ 60.54% |
$163K - $187K
|
23.3K
$511K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.44K+ 22.74% |
$120K - $137K
|
34.7K
$762K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.03K+ 16.98% |
$112K - $128K
|
41.5K
$912K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.96KNew |
$111K - $127K
|
5.96K
$131K
|
|
|
May 15, 2025
Q1 2025
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
5.67K+ 2.25% |
$105K - $121K
|
257K
$5.65M
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
5.29KNew |
$98.5K - $113K
|
5.29K
$116K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.46K+ 17.94% |
$82.9K - $94.8K
|
29.3K
$643K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.25K+ 17.16% |
$60.5K - $69.2K
|
22.2K
$487K
|
|