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 03, 2022 Q3 2022
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
10K
New
$146K - $174K
10K $220K
Nov 09, 2022 Q3 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.54K
New
$22.4K - $26.7K
1.54K $33.8K
Oct 18, 2022 Q3 2022
Sound Income Strategies, LLC

BUY
 -
615
New
$8.96K - $10.7K
615 $13.5K
Nov 14, 2022 Q3 2022
Meeder Asset Management Inc

BUY
 -
295
New
$4.3K - $5.13K
295 $6.5K
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

BUY
 -
57
New
$830 - $991
57 $1.26K
Q2 2022
Aug 09, 2022 Q2 2022
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
1.95K
New
$28.8K - $36.2K
1.95K $42.9K
Jul 29, 2022 Q2 2022
Total Clarity Wealth Management, Inc.

BUY
 -
715
New
$10.6K - $13.3K
715 $15.7K
Aug 10, 2022 Q2 2022
Signaturefd, LLC

Atlanta, GA
BUY
 -
482
New
$7.13K - $8.96K
482 $10.6K
Aug 15, 2022 Q2 2022
Graves Light Lenhart Wealth, Inc.

Harrisonburg, VA
BUY
 -
4
+ 0.26%
$59.2 - $74.3
1.52K $33.5K
Q1 2022
Apr 15, 2022 Q1 2022
Peoples Financial Services Corp.

BUY
 -
2.73K
New
$46.1K - $53.4K
2.73K $60.2K
Apr 14, 2022 Q1 2022
First Command Bank

BUY
 -
849
New
$14.3K - $16.6K
849 $18.7K
Apr 28, 2022 Q1 2022
Hardy Reed LLC

BUY
 -
711
New
$12K - $13.9K
711 $15.7K
May 11, 2023 Q1 2022
Tucker Asset Management LLC

Littleton, CO
BUY
 -
141
New
$2.38K - $2.76K
141 $3.1K
Q4 2021
Feb 03, 2022 Q4 2021
Larson Financial Group LLC

BUY
 -
405
New
$7.5K - $9K
405 $8.92K
Jan 19, 2022 Q4 2021
Hudock, Inc.

BUY
 -
197
+ 14.71%
$3.65K - $4.38K
1.54K $33.8K
Feb 01, 2022 Q4 2021
Maryland Capital Advisors Inc.

BUY
 -
175
New
$3.24K - $3.89K
175 $3.85K
Q2 2021
Aug 16, 2021 Q2 2021
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
31
+ 0.25%
$571 - $613
12.2K $269K
Q1 2021
May 12, 2022 Q1 2021
Collaborative Wealth Managment Inc.

Lake Mary, FL
BUY
 -
18.1K
New
$308K - $330K
18.1K $398K
Q4 2020
Feb 16, 2021 Q4 2020
1832 Asset Management L.P.

Toronto, A6
BUY
 -
20.6K
+ 5.14%
$321K - $362K
422K $9.29M
May 24, 2021 Q4 2020
Sargent Bickham Lagudis LLC

BUY
 -
1K
New
$15.6K - $17.5K
1K $22K
Feb 03, 2021 Q4 2020
Sandy Spring Bank

BUY
 -
975
New
$15.2K - $17.1K
975 $21.5K
Feb 01, 2021 Q4 2020
Clear Perspectives Financial Planning, LLC

Cincinnati, OH
BUY
 -
456
New
$7.1K - $8K
456 $10K
Nov 12, 2021 Q4 2020
Four Thought Financial, LLC

Venice, FL
BUY
 -
33
New
$513 - $579
33 $727
Q1 2020
May 04, 2020 Q1 2020
Lee Danner & Bass Inc

BUY
 -
25K
New
$261K - $415K
25K $551K
Q3 2019
Oct 29, 2019 Q3 2019
Selective Wealth Management, Inc.

BUY
 -
145
New
$2.19K - $2.33K
145 $3.19K
Q4 2018
Feb 07, 2019 Q4 2018
F Dx Advisors, Inc.

BUY
 -
35.9K
New
$430K - $599K
35.9K $791K
Q3 2018
Nov 14, 2018 Q3 2018
Janney Capital Management LLC

BUY
 -
11.6K
New
$178K - $194K
11.6K $255K
Q3 2017
Oct 25, 2017 Q3 2017
Hayek Kallen Investment Management

Fairhope, AL
BUY
 -
11.5K
New
$166K - $174K
11.5K $252K
Q2 2017
Aug 08, 2017 Q2 2017
Atwood & Palmer Inc

BUY
 -
1.06K
New
N/A
1.06K $23.3K

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