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 |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.35KNew |
$21.4K - $24K
|
1.35K
$29.7K
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
1.26KNew |
$19.9K - $22.3K
|
1.26K
$27.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
850+ 6.76% |
$13.5K - $15.1K
|
13.4K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
847+ 6.73% |
$13.4K - $15K
|
13.4K
$296K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
57+ 316.67% |
$903 - $1.01K
|
75
$1.65K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
198KNew |
$3.27M - $3.51M
|
198K
$4.36M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
16.2KNew |
$266K - $286K
|
16.2K
$356K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.46KNew |
$24K - $25.8K
|
1.46K
$32.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.37K+ 192.01% |
$22.6K - $24.2K
|
2.08K
$45.8K
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
371New |
$6.12K - $6.57K
|
371
$8.17K
|
|
| Q2 2023 | |||||||
|
Jul 28, 2023
Q2 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
10.5KNew |
$161K - $176K
|
10.5K
$231K
|
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
7KNew |
$107K - $118K
|
7K
$154K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
1.95KNew |
$29.9K - $32.7K
|
1.95K
$42.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
1.89KNew |
$29K - $31.8K
|
1.89K
$41.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Intrepid Family Office LLC
Greenwich, CT |
BUY
|
- |
903+ 0.37% |
$13.9K - $15.2K
|
245K
$5.39M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
650+ 6.12% |
$9.98K - $10.9K
|
11.3K
$248K
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
252New |
$3.87K - $4.24K
|
252
$5.55K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
160New |
$2.46K - $2.69K
|
160
$3.52K
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
129New |
$1.98K - $2.17K
|
129
$2.84K
|
|
|
Aug 14, 2023
Q2 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
89+ 0.31% |
$1.37K - $1.5K
|
28.5K
$629K
|
|
|
Jul 06, 2023
Q2 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
6+ 0.31% |
$92.1 - $101
|
1.92K
$42.3K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Security Asset Management
|
BUY
|
- |
27.2KNew |
$390K - $436K
|
27.2K
$598K
|
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
27.2KNew |
$390K - $436K
|
27.2K
$598K
|
|
|
Apr 12, 2023
Q1 2023
|
Client First Capital LLC
|
BUY
|
- |
17KNew |
$244K - $273K
|
17K
$374K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
15.5KNew |
$222K - $249K
|
15.5K
$341K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
12.5KNew |
$180K - $201K
|
12.5K
$276K
|
|
|
May 15, 2023
Q1 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$166K - $186K
|
11.6K
$255K
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.96KNew |
$56.9K - $63.6K
|
3.96K
$87.3K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
3.71KNew |
$53.3K - $59.5K
|
3.71K
$81.7K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
426+ 4.32% |
$6.12K - $6.84K
|
10.3K
$226K
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
194New |
$2.79K - $3.11K
|
194
$4.27K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Almitas Capital LLC
Santa Monica, CA |
BUY
|
- |
84.2KNew |
$1.21M - $1.35M
|
84.2K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
56.4KNew |
$809K - $908K
|
56.4K
$1.24M
|
|
|
Feb 15, 2023
Q4 2022
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
15.2KNew |
$217K - $244K
|
15.2K
$334K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
12.6KNew |
$180K - $202K
|
12.6K
$277K
|
|
|
Jan 18, 2023
Q4 2022
|
Wj Interests, LLC
Sugar Land, TX |
BUY
|
- |
5.43KNew |
$77.9K - $87.3K
|
5.43K
$120K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
4.2KNew |
$60.2K - $67.5K
|
4.2K
$92.5K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.2KNew |
$60.2K - $67.5K
|
4.2K
$92.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
1.35KNew |
$19.4K - $21.7K
|
1.35K
$29.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
855+ 4.51% |
$12.3K - $13.7K
|
19.8K
$436K
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
824+ 6.17% |
$11.8K - $13.2K
|
14.2K
$312K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
714+ 6.13% |
$10.2K - $11.5K
|
12.4K
$272K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
354New |
$5.08K - $5.69K
|
354
$7.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
288New |
$4.13K - $4.63K
|
288
$6.34K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
110New |
$1.58K - $1.77K
|
110
$2.42K
|
|
|
Feb 13, 2023
Q4 2022
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
106New |
$1.52K - $1.7K
|
106
$2.33K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
26+ 5.8% |
$373 - $418
|
474
$10.4K
|
|
| Q3 2022 | |||||||
|
Oct 25, 2022
Q3 2022
|
Hightower 6 M Holding, LLC
|
BUY
|
- |
84.3KNew |
$1.23M - $1.47M
|
84.3K
$1.86M
|
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
14.2KNew |
$207K - $247K
|
14.2K
$313K
|
|
|
Nov 14, 2022
Q3 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
11.1KNew |
$161K - $192K
|
11.1K
$244K
|
|