Latest Institutional Purchases of Adams Diversified Equity Fund, Inc. (ADX)

ADX Quotes by TradingView

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
Nov 15, 2024 Q3 2024
Legacy Wealth Managment, Llc/Id

Boise, ID
BUY
 -
792
New
$15.8K - $17.8K
792 $17.4K
Nov 14, 2024 Q3 2024
Legacy Investment Solutions, LLC

Meridian, ID
BUY
 -
792
New
$15.8K - $17.8K
792 $17.4K
Oct 17, 2024 Q3 2024
Merit Financial Group, LLC

BUY
 -
708
+ 1.74%
$14.1K - $15.9K
41.5K $914K
Oct 08, 2024 Q3 2024
Cwm, LLC

BUY
 -
522
New
$10.4K - $11.7K
522 $11.5K
Nov 14, 2024 Q3 2024
Capstone Financial Advisors, Inc.

Downers Grove, IL
BUY
 -
390
+ 1.01%
$7.78K - $8.76K
38.8K $855K
Nov 12, 2024 Q3 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
327
+ 1.35%
$6.52K - $7.34K
24.6K $541K
Nov 14, 2024 Q3 2024
Regions Financial Corp

BUY
 -
322
+ 2.06%
$6.42K - $7.23K
15.9K $351K
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
314
New
$6.26K - $7.05K
314 $6.91K
Oct 30, 2024 Q3 2024
Minich Mac Gregor Wealth Management, LLC

BUY
 -
266
+ 0.2%
$5.3K - $5.97K
134K $2.95M
Oct 03, 2024 Q3 2024
Park Avenue Securities LLC

BUY
 -
265
+ 1.77%
$5.28K - $5.95K
15.2K $336K
Nov 14, 2024 Q3 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
99
+ 0.83%
$1.97K - $2.22K
12K $264K
Nov 14, 2024 Q3 2024
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
82
+ 2.03%
$1.64K - $1.84K
4.13K $90.9K
Oct 17, 2024 Q3 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
55
+ 0.24%
$1.1K - $1.23K
22.5K $496K
Nov 13, 2024 Q3 2024
Truist Financial Corp

BUY
 -
24
+ 0.18%
$479 - $539
13.2K $291K
Nov 13, 2024 Q3 2024
Private Trust CO Na

BUY
 -
12
+ 1.84%
$239 - $269
664 $14.6K
Nov 14, 2024 Q3 2024
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
10
New
$199 - $225
10 $220
Oct 10, 2024 Q3 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q2 2024
Jul 31, 2024 Q2 2024
Atlas Wealth LLC

Cincinnati, OH
BUY
 -
1.37M
New
$25.2M - $29.6M
1.37M $30.2M
Jul 22, 2024 Q2 2024
Delta Capital Management LLC

BUY
 -
105K
New
$1.94M - $2.28M
105K $2.32M
Aug 08, 2024 Q2 2024
Providence Wealth Advisors, LLC

Frankfort, IL
BUY
 -
99K
New
$1.82M - $2.14M
99K $2.18M
Aug 14, 2024 Q2 2024
Sit Investment Associates Inc

Minneapolis, MN
BUY
 -
31.2K
+ 9.98%
$574K - $673K
344K $7.57M
Aug 01, 2024 Q2 2024
Allegheny Financial Group LTD

Pittsburgh, PA
BUY
 -
21.2K
New
$389K - $456K
21.2K $466K
Jul 31, 2024 Q2 2024
Turtle Creek Wealth Advisors, LLC

Dallas, TX
BUY
 -
5.21K
+ 22.73%
$95.7K - $112K
28.1K $619K
Aug 13, 2024 Q2 2024
Rb Capital Management, LLC

BUY
 -
2.83K
+ 1.55%
$52K - $61K
185K $4.08M
Aug 15, 2024 Q2 2024
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
2.55K
+ 23200.0%
$46.9K - $55.1K
2.56K $56.4K
Jul 26, 2024 Q2 2024
Harbour Investments, Inc.

Madison, WI
BUY
 -
1.3K
+ 7.1%
$23.8K - $27.9K
19.5K $430K
Jul 08, 2024 Q2 2024
Mather Group, Llc.

Chicago, IL
BUY
 -
456
+ 600.0%
$8.39K - $9.84K
532 $11.7K
Aug 13, 2024 Q2 2024
Karpus Management, Inc.

Pittsford, NY
BUY
 -
289
+ 0.37%
$5.31K - $6.24K
78.9K $1.74M
Aug 09, 2024 Q2 2024
Horizon Investments, LLC

Charlotte, NC
BUY
 -
274
New
$5.04K - $5.91K
274 $6.03K
Aug 08, 2024 Q2 2024
Scarborough Advisors, LLC

Annapolis, MD
BUY
 -
7
+ 0.25%
$129 - $151
2.82K $62.1K
Aug 12, 2024 Q2 2024
Elequin Capital LP

New York, NY
BUY
 -
1
New
$18.4 - $21.6
1 $22
Aug 12, 2024 Q2 2024
Frazier Financial Advisors, LLC

Columbus, OH
BUY
 -
0
New
$0 - $0
0 $0
Q1 2024
May 10, 2024 Q1 2024
Bulldog Investors, LLP

Saddle Brook, NJ
BUY
 -
41.3K
+ 140.56%
$709K - $805K
70.6K $1.55M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
24.1K
New
$414K - $470K
24.1K $531K
May 10, 2024 Q1 2024
Covestor LTD

Boston, MA
BUY
 -
10.4K
New
$179K - $203K
10.4K $229K
Apr 04, 2024 Q1 2024
Cullen Investment Group, Ltd.

Lafayette, LA
BUY
 -
10.1K
New
$173K - $197K
10.1K $222K
Apr 18, 2024 Q1 2024
Tradewinds Capital Management, LLC

BUY
 -
8.87K
New
$152K - $173K
8.87K $195K
May 14, 2024 Q1 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
784
New
$13.5K - $15.3K
784 $17.3K
Apr 17, 2024 Q1 2024
Kathleen S. Wright Associates Inc.

BUY
 -
665
New
$11.4K - $13K
665 $14.6K
May 06, 2024 Q1 2024
Hilltop National Bank

Casper, WY
BUY
 -
317
New
$5.45K - $6.19K
317 $6.98K
Apr 29, 2024 Q1 2024
Boyd Watterson Asset Management LLC

BUY
 -
300
New
$5.16K - $5.86K
300 $6.61K
May 06, 2024 Q1 2024
Assetmark, Inc

BUY
 -
72
New
$1.24K - $1.41K
72 $1.59K
May 06, 2024 Q1 2024
Addison Advisors LLC

BUY
 -
40
New
$688 - $781
40 $881
Q4 2023
Feb 13, 2024 Q4 2023
Envestnet Asset Management Inc

BUY
 -
23.8K
New
$377K - $422K
23.8K $524K
Feb 07, 2024 Q4 2023
Principal Securities, Inc.

Des Moines, IA
BUY
 -
15.7K
New
$249K - $279K
15.7K $346K
Jan 18, 2024 Q4 2023
Occidental Asset Management, LLC

BUY
 -
10.6K
New
$168K - $188K
10.6K $233K
Feb 13, 2024 Q4 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
6.14K
+ 6.76%
$97.3K - $109K
97K $2.14M
Jan 18, 2024 Q4 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
4.72K
New
$74.9K - $83.9K
4.72K $104K
Feb 14, 2024 Q4 2023
Mercer Global Advisors Inc

Denver, CO
BUY
 -
4.54K
+ 18.12%
$71.9K - $80.6K
29.6K $651K

Track Institutional and Insider Activities on ADX

Follow ADAMS DIVERSIFIED EQUITY FUND, INC. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells ADX shares.

Notify only if

Insider Trading

Get notified when an Adams Diversified Equity Fund, Inc. insider buys or sells ADX shares.

Notify only if

News

Receive news related to ADAMS DIVERSIFIED EQUITY FUND, INC.

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on ADX