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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.12K+ 6.94% |
$58.1K - $66.4K
|
48.1K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.02K+ 15.45% |
$56.1K - $64.2K
|
22.5K
$495K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.39K+ 4.56% |
$44.5K - $50.9K
|
54.8K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Global Endowment Management, LP
Charlotte, NC |
BUY
|
- |
1.71K+ 2.25% |
$31.8K - $36.4K
|
77.7K
$1.7M
|
|
|
May 14, 2025
Q1 2025
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
1.66KNew |
$30.8K - $35.3K
|
1.66K
$36.4K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.53K+ 4.39% |
$28.5K - $32.6K
|
36.4K
$798K
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.41K+ 2.14% |
$26.2K - $30K
|
67.2K
$1.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Uniting Wealth Partners, LLC
Mission, KS |
BUY
|
- |
1.39K+ 7.32% |
$25.9K - $29.6K
|
20.4K
$447K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
1.3K+ 2.25% |
$24.3K - $27.7K
|
59.3K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.3K+ 0.87% |
$24.2K - $27.6K
|
151K
$3.3M
|
|
|
May 09, 2025
Q1 2025
|
Generation Capital Management LLC
Pittsford, NY |
BUY
|
- |
1.14K+ 2.31% |
$21.2K - $24.2K
|
50.3K
$1.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1K+ 472.64% |
$18.6K - $21.3K
|
1.21K
$26.6K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
973+ 2.24% |
$18.1K - $20.7K
|
44.4K
$973K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
904+ 2.02% |
$16.8K - $19.2K
|
45.7K
$1M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
832+ 52.46% |
$15.5K - $17.7K
|
2.42K
$53.1K
|
|
|
May 12, 2025
Q1 2025
|
Kane Investment Management, Inc.
Los Gatos, CA |
BUY
|
- |
773+ 2.76% |
$14.4K - $16.4K
|
28.8K
$631K
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
BUY
|
- |
650+ 0.36% |
$12.1K - $13.8K
|
182K
$3.99M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
567+ 130.05% |
$10.6K - $12.1K
|
1K
$22K
|
|
|
May 09, 2025
Q1 2025
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
474+ 1.17% |
$8.82K - $10.1K
|
41.1K
$902K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
453+ 0.97% |
$8.43K - $9.64K
|
47.3K
$1.04M
|
|
|
Apr 18, 2025
Q1 2025
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
401+ 1.93% |
$7.46K - $8.53K
|
21.1K
$464K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
393+ 1.65% |
$7.31K - $8.36K
|
24.2K
$531K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
352+ 0.04% |
$6.55K - $7.49K
|
937K
$20.6M
|
|
|
May 14, 2025
Q1 2025
|
K2 Principal Fund, L.P.
Toronto, A6 |
BUY
|
- |
348+ 2.25% |
$6.48K - $7.41K
|
15.8K
$347K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
325+ 1.92% |
$6.05K - $6.92K
|
17.2K
$378K
|
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
324+ 0.24% |
$6.03K - $6.89K
|
136K
$2.97M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
243+ 0.58% |
$4.52K - $5.17K
|
42.2K
$925K
|
|
|
Apr 15, 2025
Q1 2025
|
Founders Capital Management, LLC
|
BUY
|
- |
236+ 2.12% |
$4.39K - $5.02K
|
11.4K
$249K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
222+ 1.88% |
$4.13K - $4.72K
|
12K
$263K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
219+ 2.3% |
$4.08K - $4.66K
|
9.74K
$214K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
170+ 0.28% |
$3.16K - $3.62K
|
60.3K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
160+ 0.54% |
$2.98K - $3.4K
|
29.9K
$657K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
136+ 1.07% |
$2.53K - $2.89K
|
12.8K
$282K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
112+ 0.74% |
$2.08K - $2.38K
|
15.3K
$336K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
100+ 2.21% |
$1.86K - $2.13K
|
4.62K
$101K
|
|
|
May 01, 2025
Q1 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
62+ 2.21% |
$1.15K - $1.32K
|
2.87K
$62.9K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
59New |
$1.1K - $1.26K
|
59
$1.29K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
29+ 0.22% |
$540 - $617
|
13.4K
$293K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
14+ 1.93% |
$261 - $298
|
740
$16.2K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13+ 0.1% |
$242 - $277
|
12.8K
$280K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1+ 14.29% |
$18.6 - $21.3
|
8
$176
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
74.8KNew |
$1.5M - $1.69M
|
74.8K
$1.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
14.8K+ 6.38% |
$296K - $333K
|
246K
$5.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
10.4KNew |
$208K - $234K
|
10.4K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
4.42KNew |
$88.6K - $99.6K
|
4.42K
$97K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
4.39K+ 28.78% |
$88K - $98.9K
|
19.6K
$431K
|
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
850+ 8.75% |
$17K - $19.2K
|
10.6K
$232K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
6New |
$120 - $135
|
6
$132
|
|
| Q3 2024 | |||||||
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
19.3KNew |
$385K - $433K
|
19.3K
$423K
|
|