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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
1K+ 8.19% |
$21.2K - $22.5K
|
13.2K
$306K
|
|
|
Nov 06, 2025
Q3 2025
|
Wesbanco Bank Inc
|
BUY
|
- |
1K+ 5.16% |
$21.2K - $22.5K
|
20.4K
$472K
|
|
|
Nov 14, 2025
Q3 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
970New |
$20.5K - $21.8K
|
970
$22.5K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
946+ 2.09% |
$20K - $21.2K
|
46.3K
$1.07M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
911+ 1.89% |
$19.3K - $20.5K
|
49.1K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
850+ 3.2% |
$18K - $19.1K
|
27.4K
$634K
|
|
|
Oct 22, 2025
Q3 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
789+ 2.09% |
$16.7K - $17.7K
|
38.5K
$892K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
773+ 27.26% |
$16.3K - $17.4K
|
3.61K
$83.6K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
761+ 7.56% |
$16.1K - $17.1K
|
10.8K
$251K
|
|
|
Nov 04, 2025
Q3 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
688+ 2.09% |
$14.6K - $15.4K
|
33.6K
$778K
|
|
|
Nov 06, 2025
Q3 2025
|
Uhlmann Price Securities, LLC
Skokie, IL |
BUY
|
- |
676+ 2.1% |
$14.3K - $15.2K
|
32.9K
$762K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
618+ 0.9% |
$13.1K - $13.9K
|
69.6K
$1.61M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
554+ 5.07% |
$11.7K - $12.4K
|
11.5K
$266K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
550+ 2.09% |
$11.6K - $12.3K
|
26.8K
$622K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
550New |
$11.6K - $12.3K
|
550
$12.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
532New |
$11.3K - $11.9K
|
532
$12.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
461+ 1.11% |
$9.75K - $10.3K
|
42.1K
$975K
|
|
|
Nov 07, 2025
Q3 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
449+ 2.1% |
$9.5K - $10.1K
|
21.9K
$507K
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
358+ 22.1% |
$7.57K - $8.04K
|
1.98K
$45.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Mcdonald Partners LLC
|
BUY
|
- |
350+ 2.09% |
$7.4K - $7.86K
|
17.1K
$396K
|
|
|
Nov 13, 2025
Q3 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
338+ 2.09% |
$7.15K - $7.59K
|
16.5K
$383K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
332+ 2.59% |
$7.02K - $7.45K
|
13.2K
$305K
|
|
|
Oct 28, 2025
Q3 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
315+ 0.23% |
$6.66K - $7.07K
|
136K
$3.16M
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
273+ 2.99% |
$5.77K - $6.13K
|
9.39K
$218K
|
|
|
Oct 10, 2025
Q3 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
229+ 1.98% |
$4.84K - $5.14K
|
11.8K
$274K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
208+ 2.09% |
$4.4K - $4.67K
|
10.2K
$236K
|
|
|
Nov 14, 2025
Q3 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
208+ 2.08% |
$4.4K - $4.67K
|
10.2K
$237K
|
|
|
Nov 05, 2025
Q3 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
207+ 2.09% |
$4.38K - $4.65K
|
10.1K
$235K
|
|
|
Oct 22, 2025
Q3 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
206+ 2.1% |
$4.36K - $4.62K
|
10K
$233K
|
|
|
Nov 04, 2025
Q3 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
200+ 20.51% |
$4.23K - $4.49K
|
1.18K
$27.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Evelyn Partners Investment Management Services LTD
London, |
BUY
|
- |
195New |
$4.12K - $4.38K
|
195
$4.52K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
186+ 0.12% |
$3.93K - $4.18K
|
150K
$3.47M
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
169+ 1.72% |
$3.57K - $3.79K
|
9.98K
$231K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
168+ 0.67% |
$3.55K - $3.77K
|
25.3K
$587K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
162New |
$3.43K - $3.64K
|
162
$3.75K
|
|
|
Oct 29, 2025
Q3 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
158+ 0.6% |
$3.34K - $3.55K
|
26.7K
$618K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
157+ 2.1% |
$3.32K - $3.52K
|
7.64K
$177K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$3.17K - $3.37K
|
150
$3.48K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
125+ 2.91% |
$2.64K - $2.81K
|
4.42K
$103K
|
|
|
Nov 12, 2025
Q3 2025
|
Smh Capital Advisors Inc
|
BUY
|
- |
119+ 0.91% |
$2.52K - $2.67K
|
13.2K
$306K
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
99+ 2.1% |
$2.09K - $2.22K
|
4.82K
$112K
|
|
|
Nov 13, 2025
Q3 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
69New |
$1.46K - $1.55K
|
69
$1.6K
|
|
|
Nov 03, 2025
Q3 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
60+ 2.05% |
$1.27K - $1.35K
|
2.99K
$69.3K
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
44+ 2.07% |
$931 - $988
|
2.17K
$50.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
31+ 0.05% |
$656 - $696
|
67.6K
$1.57M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
20+ 2.05% |
$423 - $449
|
997
$23.1K
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
16New |
$338 - $359
|
16
$371
|
|
|
Nov 14, 2025
Q3 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
14+ 0.03% |
$296 - $314
|
48.2K
$1.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
13+ 1.72% |
$275 - $292
|
769
$17.8K
|
|
|
Nov 12, 2025
Q3 2025
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
6+ 2.03% |
$127 - $135
|
301
$6.97K
|
|